Long-Term Planning for a Life-First Business

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Avoid Common Planning Mistakes for Small Business Success in 2025

With my big-picture plan in order for Q4, in this episode I want to prepare you for  planning for 2025! As we begin that task, I want to offer you advice on course-correcting by detailing 10 major mistakes to avoid when setting business goals. The holiday season will be here before you know it, and I plan to be spending so much time with family and friends. I want to make sure that come January, my business is already in motion and I can take off with momentum. Join us for the 'Plan Your Best Year Ever' challenge to ensure both life and business goals are prioritized for sustainable success.


02:35 Seek specificity in your goal-setting starting with your priorities, and including traceable metrics
05:44 How can you break down your big goals into actionable, check-off-able items
08:17 Reviewing, adapting, and adjusting your plan must be part of the plan
10:47 The importance of tracking cashflow and financial planning in your goal-setting
11:52 Protect yourself from overwork, and how to not overload your plate
13:45 Don't compromise your long-term sustainability when working on short-term goals
16:09 The importance of involving your team in your planning process
18:11 Your Plan B in case of emergencies
19:54 Value-based, life-first considerations when planning your business's year ahead
21:57 Maintaining attention to the process, not just a final end
24:14 Introduction and Invitation to join the Plan Your Best Year Ever! Challenge