We’re officially in December, and that means one thing – it’s time to put your planning pants on, grab a cuppa and start reflecting and planning for the year ahead. Are you with me?
Every December I set time aside to reflect on this past year and prepare for the next. And I don’t know what it is about 2020 – but I just have this amazing feeling about it.
So in this episode, I show you exactly how I review and plan for the year ahead, what questions I ask myself and how I set my goals. Make sure to download the free workbook that I have ready for you to complete the prompts and plan for your best year yet!
Before I start planning for the year ahead, I first spend some time reviewing how the current year went. This starts with answering these 5 questions:
What were the best things this year? Accomplishments? Projects? Awards? etc.
Looking at my list of goals for the current year, what did I manage to cross off the list? What are the things that I didn’t achieve? And why?
What mental blocks and obstacles did I overcome this year? What did I learn from it?
What felt particularly hard this year? How can I make it easier next year? Can I outsource, optimise or automate some tasks?
What did I learn about myself this year?
Then, I look into the analytics and marketing activities from this year:
Website: how was my traffic this year? What were my best sources of traffic? What are my most visited pages? How is my visitor’s journey and experience on the site? What can I improve?
Sources: what were my client and project sources this year? Which source was the most profitable for my business?
Content: what were the most successful pieces of content this year? How can I create more of this content in 2020?
List-building: what were my most successful list-building activations this year? What were the least successful? What should I focus on next year?
Investments: what were my best and worst investments this year? What investments am I considering making next year?
Planning for 2020
When you’re ready to plan for 2020, download the workbook and go through the exercise on page 9. This will help you determine what you truly desire in the new year, why it’s important to you, what is currently holding you back and what are the first steps you need to take to make it happen.
Then, categorize each of your goals based on the 5 pillars of a balanced, fulfilling life as outlined by Harmonic Wealth by James Arthur Ray:
Mental (or emotional)
It’s important to have a balanced in all areas of your life so make sure that you set goals for each of these pillars.