Best of: How to Plan a Profitable Year (A Mid-Year Check-In)

It takes planning to reach your financial goals and have your most profitable year ever. We’re all pretty good at setting goals at the beginning of the year but it’s been my experience that many of my clients never visit their goals again throughout the year.

I’ve noticed that the clients that have the most success look at, and often write, their goals daily.

Their big goals are typically broken down into micro-goals as a way of keeping them on track. Think of these as mini targets to ensure they hit their BIG target.

Since we are halfway through 2020 already, we wanted to bring back a previous episode about planning and goal setting in your business.

I recently reviewed my 2020 goals and made a few adjustments to my strategies to keep me heading in the right direction.

This is a great time for you to evaluate what is working and what changes you may want to make between now and the end of the year.

Let’s be honest, the first half of 2020 is unlike anything we have experienced before, so making a plan for the rest of the year will be more important than ever.

We suggest listening to this episode, downloading Kathleen’s free workbook, The Profitable Business Planning Workbook and then listening again as you work through those planning stages.

In this episode we talk about…

Reviewing the Past Year Before Planning Ahead, (this works for a mid-year check-in as well)
The 4 Steps to Follow When Planning to ensure that you are setting goals that bring you joy
Setting Your Non-Negotiables for the Upcoming Year
The 4 Categories to Focus on Each Month, (think of these as your mini-targets that keep you on track to reach your BIG goal)

When planning you want to have a snapshot of where you currently are (your past year review) and where you want to go (your realistic but solid goals for the future). With those two cornerstones in your mind you can then begin to set the course for yourself by mapping out how you will get from Point A to Point B!