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

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How to Plan Your Year Like a Boss

Welcome + Workbook Download
Introduction: The Power of Good Planning

Plan Your Year Like a Boss – Progress Checker

Step 1: Start with the Big Rocks

Mapping out your year starts by adding all the big, immovable objects first.

Worksheet: Start with the Big Rocks
Step 2: Consider Your Family Obligations

By including family obligations in your annual plan, you can easily schedule business projects where there won’t be a conflict.

Worksheet: Consider Your Family Obligations
Step 3: Check Your System Capacity

You can’t effectively scale your business and serve more clients with the same tools you were using when you first started.

Worksheet: Check Your System Capacity
Step 4: Plan for New Hires

Whether you’ve been growing your team over the last few years or will be hiring your first assistant or contractor, it’s important to plan ahead for new hires.

Worksheet: Plan for New Hires
Step 5: Leave Space for Personal & Professional Growth

Dedicate a portion of your time each year to continuing education, pursuing professional certifications, attending industry events, and other learning opportunities.

Worksheet: Leave Space for Personal and Professional Growth
Step 6: Smooth Out Your Cash Flow

Strong cash flow provides the capability for business growth. When you are in the position of excess cash flow, you can operate in a strategic, proactive way, instead of defense and reactive.

Worksheet: Smooth Out Your Cash Flow
Step 7: Plan Your Marketing

There are many ways you can market your business. And new marketing tools and strategies are coming out all the time.

Worksheet: Plan Your Marketing
Step 8: Be Flexible

Your business plan is truly valuable when you can easily alter it to stay relevant in a rapidly changing marketplace.

Worksheet: Be Flexible
The Wrap

After working through the eight steps, you have a plan that focuses on your big business goals and considers family obligations and personal and professional development. You also know which systems need to be upgraded and where you need to hire more support. Additionally, your plan fosters regular, positive cashflow and emphasizes marketing strategies that work for your personality and time availability.

Are you looking for someone to partner with you in your business to make it a happier, more productive, more organised place to be?

Call 0425 334 537 or schedule a free business chat with me to see if I can help!