SET BETTER GOALS
7 Essential Templates for an Organized and Profitable Business
HAVING AN ORGANIZED + PROFITABLE BUSINESS IS TOTALLY POSSIBLE!
Setting big-picture goals for my business is something I’ve never been good at. I’ve always though to a new idea and ran with it, not thinking much about what it actually meant for my business. The templates inside of Goal Setting Kickstarter makes having an organized and profitable business possible for me. Heck, even creating financial projections for the upcoming year was fun! I can’t wait to see how these templates improve my business in 2018!
Here’s what I know.
- You’re a list-maker and you’ve got one for dayssss.
- You sat down to write your big goals for the year. But every year those goals get put on the back burner and you’re frustrated that you didn’t accomplish them.
- You have lots of ideas but you’re not sure where exactly you need to focus your attention.
- You know you should have content planned but most of the time you’re just flying by the seat of your (yoga) pants.
You can be organized. You’ll be clear headed because you have a plan. Have a path to follow each time you sit down to work because you know what the next thing you need to focus on is by the time you get there. All those BIG dreams are possible if you have the right tools to get you organized to Set AND Stay on top of your goals!
A Revenue Projection Template (Plan where your money is coming from in 2019)
A Content Map (and how to make sure it leads to the products you are wanting to sell)
Annual Calendar of Focus (So you know what you’re supposed to be doing at what point in the year)
Quarterly Goals (The plan to follow any time when you get lost or confused)
Project Planning Template (Once you have an idea for a project, you can break it down to make sure it happens)
Your Ideal Week (Figure out how your business fits into your life not the other way around)
CEO Report (My favorite tip for how to get data so you can plan more effectively)
REINA POMEROY IS A CERTIFIED COACH AND FOUNDER OF REINA + CO
Through Reina’s Signature Program, Dreamy Client Magnet, creative entrepreneurs get laser focused so they can book more dreamy clients with ease, get paid to do what they love, and have the freedom and flexibility to enjoy it all. She is an ICF Certified Coach, Speaker, Educator, Author, and Podcaster.
When not fully immersed in her company, you’ll find her supporting students and Stanford University Graduate School of Business. Reina’s work has been featured on the top charts of iTunes Podcasts, the Entrepreneur.com, Influencer Podcast, Entrepreneur on Fire Podcast, Brit + Co, The Huffington Post, and the Rising Tide Society. Find out where you should be focusing your business over at www.reinaandco.com.
WHY SET BETTER GOALS?! [04:41]
Why you need Set Better Goals!
Reflection Questions for Planning
Wheel of Life
CREATING FOCUS [10:19]
Creating Focus in Biz
Creating Focus – Annual and Quarterly Goal Templates
BUDGET – FINANCIAL PROJECTION [15:52]
Budget Projection How To
Money Plan Template
Budget Projection (PDF)
CREATING A MASTER PLAN [03:44]
How to Use the Project Plan
Master Project Plan Template (Google Sheet)
Master Project Plan Template (PDF)
PLAN FOR CONTENT [08:39]
How to Plan Your Content
Content Planner Template
Editorial Calendar Template
IDEAL WEEK (HOW TO KNOW WHAT YOU SHOULD BE WORKING ON) [08:41]
Create Your Ideal Week
Ideal Week Template
CEO REPORT [12:35]
How to Create Your CEO Report
BONUS CONTENT! YOUR NEXT BIG THING CHALLENGE [24:16]
Intro to Your Next Big Thing
YNTB: Day 1
YNTB: Day 2
YNTB: Day 3
YNTB: Day 4
YNTB: Day 5
Vertical – Single Sheet
A MUST-HAVE FROM YOUR TOOLBOX
I always avoided plotting out my yearly budget because I thought it might stiffle my creativity and flexibility. But it turns out I just didn’t fully understand why doing a budget projection mattered. Now that I have used Reina’s method and template to build a budget for next year. I have a new sense of clarity and freedom. Even better, I finally have a plan!