Episode 22. How to Plan Your Business Year (free guide!)

Your 2022 Business Plan | Episode 22. How to Plan Your Business Year (free guide!)

Episode 22. How to Plan Your Business Year (free guide!)

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We’re approaching the new year, which means for many of us that it’s time to start planning out how we’ll run our businesses after the calendar flips to 2022. In this episode and the accompanying free guide, I share my exact annual business planning document and walk you through the steps you need to take to map out a plan you can execute easily. 

For healthy reference and a dose of reality, I also share what happened when I didn’t plan in the past, when I saw the light, what made me change my ways – and the difference in results I’ve seen since then.

Shout out to an amazing listener, Lindsay (@littlefoundations on Instagram), for leaving a fantastic review on Apple Podcasts. If you’d like to get a shout out on future episodes, leave a review and make sure to drop your Instagram handle!

In this episode, you’ll hear… 

  • 02:02 – Why I never used to plan (and why I changed my mind)
  • 11:08 – How detailed you should make your plan
  • 12:43 – Reflecting on what you’re grateful for and what you let go of
  • 16:32 – How to plan out events and projects across the year
  • 20:54 – Working backwards from your goal to the beginning of the year
  • 25:33 – Breaking down each quarter by its monthly focus
  • 31:29 – Addressing business and personal goals
  • 35:22 – Creating daily non-negotiables

Why I was hesitant to start business planning

These days I know first-hand a good business plan allows you to identify your goals and reverse-engineer the daily actions that will help get you there. But, up until this last year, I had never done one. I always thought it would keep me locked down, limiting my agility and knack for thinking on the fly. But that’s not the case. Not having a written plan worked for me for as long as I needed it to, but now that I’ve seen how a business can operate with a good strategic plan, there’s no going back for me. 

Making your business plan more flexible

My advice when writing a business plan is to make your first quarter plan very detailed and then scale down the granularity from there. Why? As you go, things change. We can do both things at once, plan for the future while prioritizing adaptability to changing circumstances, especially if your window to plan is limited. That time is much better spent ironing out Q1 in detail before using immediate data from returns on that short-term plan to inform how you respond for the rest of the year.

Place big rocks first, then break things down

You’re likely to have a few big goals, projects, or events associated with each new year of planning. Start by slotting those in, making sure there’s plenty of space between them for development and planning. Keep in mind that, besides these big dates on the calendar, you’ll need to determine the day-to-day activities, related and not, that best successfully prepare you for them. 

Once you have your big chunky goals distributed on the calendar on a quarterly basis, break down each into a monthly focus. This should give you a much clearer goal of your daily actions, the next level of detail.

Setting goals is important, but if you’re just telling yourself a goal and putting it out into the universe without crafting a plan to support and achieve it, you’re running in place. Setting goals and creating a custom plan around them can revolutionize what you think is possible for yourself and your business.

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Resources Discussed in This Episode


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DISCLAIMER: Although Sam is an attorney she doesn’t practice law and can’t give you legal advice. All episodes of On Your Terms are educational and informational only. The information discussed here isn’t legal advice and isn’t intended to be. The info you hear here isn’t a substitute for seeking legal advice from your own attorney.

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  1. Loved this episode Sam! I’m getting ready tonlaunch a new business and this is just the info I needed to get my planning in order for the new year.

    I’m SO excited to use your planning doc and I know it’s going to be helpful! Looking forward to using all the great tips you’ve shared! You always have great tips and advice!


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