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 How to Plan Your Year Like a Boss!

Hello gorgeous,

Annual business planning allows you to step back from the day-to-day tasks and look at the big picture. From this perspective, you can set goals, decide on strategies, and focus on where you want your business to go.

The 8 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!

This Step-by-Step Workbook Covers:

Step-by-Step Workbook Covers: (25-pages)

  • Intro: The Power of Good Planning
  • Step 1: Start with the Big Rocks
    • Worksheet: Start with the Big Rocks
  • Step 2: Consider Your Family Obligations
    • Worksheet: Consider Your Family Obligations
  • Step 3: Check Your System Capacity

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

    • Worksheet: Plan for New Hires
  • Step 5: Leave Space for Personal & Professional Growth
    • Worksheet: Leave Space for Personal and Professional Growth
  • Step 6: Smooth Out Your Cash Flow

    • Cash Flow 101
    • Positive Cash Flow
    • Worksheet: Smooth Out Your Cash Flow
  • Step 7: Plan Your Marketing

    • Marketing Strategies
    • Worksheet: Plan Your Marketing
  • Step 8: Be Flexible
    • Worksheet: Be Flexible
Here’s a Peek at the Fabulous Workbook You’ll Get:

How to Plan Your Year Like a Boss Workbook (25-Pages)

Download this Workbook for Only $66!

Here’s How You Can Use This Workbook:

Use this workbook to plan and strategize within your own business.

Use this workbook during 1:1 coaching sessions with your clients.

Use this workbook as part of the content for your private client VIP days.

Use this workbook during meetings with your high-level team members, or your assistant.

Use this workbook as an independent contractor to help your paying clients.

Download this Workbook for Only $66!

Frequently Asked Questions

Can I Give this Workbook to My Assistant?

Can I Give this Workbook to My Assistant?

Yes. You have permission to give this workbook to your assistant and other team members to work on your business projects, tasks, or strategies for you.

I’m Not Ready to Hire an Assistant - Can I Still Use this Workbook?

I’m Not Ready to Hire an Assistant – Can I Still Use this Workbook?

Absolutely! You can use this for your own personal use to help you on a business project, task, or strategy.

Is the Workbook Document Editable or Is it Only in PDF?

Is the Workbook Document Editable or ss it Only in PDF?

You’ll get the workbook document as both a word doc for easy editing, and as a ready to go PDF.

I’m a Virtual Assistant - Can I Use this Workbook to Help My Clients?

I’m a Virtual Assistant – Can I Use this Workbook to Help My Clients?

Yes. You have permission to use this workbook to help your own paying clients with a business strategy, task, or project.

Is this Private Label Rights Content (PLR)?

Is this Private Label Rights Content (PLR)?

NO. You do NOT have permission to resell this workbook in any way to your customers or clients.

You can NOT give this workbook away for free.

This workbook is intended for internal use within your own business.

What are the Terms of Use on These Templates?

What are the “Terms of Use” for These Templates?

YOU CAN:

  • Use the templates yourself in your business.
  • Give them to your virtual assistant and other team members to work on your business projects.
  • Use these templates to provide services to your own paid clients.

YOU CANNOT:

  • Resell these templates in any way to your customers, clients, or members as this is not PLR.
  • Give these templates away for free.

If you have questions about these terms of use, please contact my team and ask.

Download this Workbook for Only $66!

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