Simple Annual Planning

Today’s episode of Creating The Path is all about annual planning in a way that feels good, easy, and aligned. We start by looking back at this year so we can celebrate and learn before planning for the year to come. Then I’ll share the simple planning method you can use to plan your themes for the year to keep you focused and on track.

Topics discussed in this episode: 

• [02:45] Year-end review and values exercise
• [05:00] Step #1 of Annual Planning: Braindump
• [05:35] Step #2 of Annual Planning: Categories
• [06:39]  Step #3 of Annual Planning: Compare
• [07:23] Step #4 of Annual Planning: Themes
• [08:10] What your #1 focus for the new year should be on
• [10:02] Not spreading yourself too thin
• [11:02] Extra tip when it comes to annual planning

Free Resources:

Simple Annual Planning: Get your FREE workbook here!

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Noteworthy Quotes:

“The whole idea of this annual planning process is to come up with your ‘themes’ for the year.”

“You can decide what’s best for you.”

“If you aren’t taking care of yourself, you’re not going to be able to show up in the way that you want to.

“If we aren’t taking care of ourselves, we’re limiting the impact that we can have in other areas of our lives.”

Summary of the Podcast: 

Creating the Path is a podcast that challenges multi-passionate entrepreneurs to achieve their goals by working less and eliminating overwhelm, so they can create their own unique pathway to a life they love. My mission is to transform hustle culture and assist others to shift away from living life on auto-pilot to living intentionally and following your own path to a life you love instead.

Host Bio:

Heather Grace Hanson is a certified positive psychology-based coach and creator of the Intentional Energy Framework, a system that empowers you to create a life and business you love without burning out. Heather is obsessed with all things personal development, running and walking in the park,  interior design, salsa dancing and most importantly, spending time with her pup, Barclay.