Yearly Planning and Goal Setting | 10 Years of Business Edition | Part 1

Planning & Goal Setting in the New Year

As I approach my 10th year in business, I am humbled and honored by my journey, yet reminded of just how important goal setting & planning is for your business. In today’s episode, I want to share my own goals setting and planning process with you!

Called to Both is brought to you by Joy Michelle, mom of two and multi-passionate entrepreneur who’s on a mission to help others find balance between the worlds of motherhood and business. Called to Both is the podcast for women who have big business ambitions and also want to be intentional and present moms. At Called to Both, we truly don’t believe you have to choose between these two worlds tugging at your heart You can be Called to Both.

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Planning Your Best Business Year Yet | Yearly Planning and Goal Setting

I’m a big proponent of planning and as we approach the new year, it’s time to reflect on what you want in your business and how you can achieve it. We’re walking through a few steps you can take to ensure you’re setting goals and planning for a successful year in business!

Set Aside Dedicated Time to Review & Plan for Your Business

Now, the very first thing that I recommend you do is to set aside dedicated time in your business to review and plan; you can call this a CEO Day or Weekend. I do this every year, sometimes multiple times per year and I even vlogged how I did this on Youtube.

I think a major component of a successful planning day is to get out of your regular space and go somewhere new, like a hotel room, coffee shop, etc. Even if you can’t get away for a long period of time, you can adjust this for smaller chunks of time. Set aside the time in a way that works for you.

If you’re curious about how I approach this, make sure you check out my vlog about my own CEO day!

Gather all of the Materials and Data that You Will Need

Before you sit down to review data and details in your business, there are a few key things you’ll need:

  • Business P & L Statement
  • Goals from the Previous Year
  • Annual Survey Results
  • Marketing Metrics
  • Other Data Points

Whatever is important to you in your business needs to be readily available for review during this time. If you don’t know your numbers or data from the previous period, it will be hard to set measurable goals for the upcoming year. Having all of these details readily available to you when you sit down to review will also eliminate distractions in trying to find it as you need it.

Set Your Planning Agenda

The very next thing you need to do is set your planning agenda—this is a literal checklist of things to review, assess, and decide before you actually sit down for the CEO day. Don’t leave the planning time itself up to chance. You need to plan your agenda so you are productive during your planning session. Here are the three parts to a solid planning day:

  • Review and Reflection Phase
  • Celebration Phase
  • Look Ahead/Vision Casting/Goal Setting/Calendar

Conducting a Planning Day in Your Business

Now that you’ve planned your CEO day, it’s important to look at how you will actually conduct your planning day in your business. Here are four tips for the actual day of planning to ensure success:

  1. Leave your house.
  2. Have a basic timeline of what you you’ll do.
  3. Order your food.
  4. Make it fun.
  5. Get fully ready for the day.

I have two more crucial parts of this planning and goal setting day so make sure you’re subscribed on your favorite podcast player to hear next weeks episode.

Apple Podcast App | Spotify | Stitcher

If you’re enjoying the content we’re creating on the podcast and want to connect with others who are called to both, make sure you come join us in the Called to Both Facebook Group!

Mentioned in This Episode:

CEO Day on Youtube


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If you decide to use any of the links above and buy through them, I’ll receive a small commission back. All of those affiliate income commissions really add up over time and help generate revenue to help support this podcast.

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