Welcome to How to Plan Your Year Like a Boss

Plan Your Year In Advance (Workbook)

This guide starts by highlighting the value of good planning. Understanding why planning is important will help you take the time and energy to create and use your annual business plan.

The eight steps in this workbook address a variety of components necessary to make a powerful, yet practical plan. First, you’ll learn how to develop a plan that ensures your big goals aren’t overshadowed by your day-to-day business responsibilities. Then you’ll consider family obligations, evaluate your systems, and plan for new hires.

You’ll also set aside time for personal and professional growth each year, take steps to ensure your cash flow is in check, and determine how to best market your products and services. Lastly, you’ll discover the importance of remaining open and flexible to opportunities or circumstances that may change your plans.

Most people know the idea of planning is good, but don’t take the time or effort to learn how to plan effectively.

You can’t reach a business goal you haven’t set. As you utilize the information and worksheets on the following pages, you’ll set yourself up to take your business to the next level.

Let’s get started!

Karen Perkins
Karen is an accredited professional organiser with the Institute of Professional Organisers (IOPO) 

Course Information


How to Plan Your Year Like a Boss

Plan Your Year Like a Boss – Progress Checker

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