How to Create a Yearly Overview for 2020

Creating a simple overview for your business will help you start the new year and decade brilliantly.  If you want to look back this time next year and be really proud of all you’ve achieved, plan it now.

How to Create a Yearly Overview

Start with your vision for your business, it acts as a compass for what you want to achieve in the future.  If you haven’t done a vision, read this article to help you figure yours out.

Based on your vision, decide what you need to achieve during the next year to accomplish it.  Write them down so you know what you are working towards.

These are your yearly goals which will be too big and scary to tackle in one go.  This is where creating a simple overview plan of your year is priceless.  You plot out the year ahead, breaking down your goals into smaller achievable ones across the year.

Also, include details of anything that affects your business in your overview:

Having an overview of your year will help you maximise any opportunities to build your business and make sure you’re organised for them.

It doesn’t have to be anything complicated, just go old school with a piece of paper and divide it into 12 boxes.  Alternatively use a yearly planner (google ‘printable year planner 2020’), or use a spreadsheet – whatever works for you.  You just want a way of plotting out your year and capturing an overview of what you are working towards.

You’ll end up with something like this:


How to Create a Yearly Overview

This exercise will help you see if there are any points in the year you’ll need extra help and if your goals are realistic.

Once you have your overview for the year ahead, work out what marketing you need to do to make it happen.

Need help?

If you struggle to get your marketing working and attract clients to your practice, contact me for a chat to explore how I can help you.

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