Yearly Planning: How To Set Goals, Find Clarity & Stay Focused.
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What is yearly planning and why is it important?
Hello, and welcome to the You Can Podcast, where we dive into strategies and stories to help you start, grow, and scale your business. I'm Sarah Jolly Jarvis, I'm your host, and today we're gonna be talking around something that can feel both inspiring and overwhelming all at the same time, and that is yearly planning. So this year's yearly planning session for me didn't go quite as expected.
What challenges did Sarah face during her yearly planning?
Instead of clarity, I ended up with an awful lot more questions than answers. But you know what, that turned out to be a really good thing, and that's what I'm gonna be talking around today. Let's talk about, first of all, why yearly planning is so important. Well, planning forces you to get real. It gets you to really think about what you want to achieve, how much time you've got to achieve it, and what sort of time that achieving will... For me, this year's session was a real eye-opener. I realised I was trying to take on way too much. And honestly, that realisation was invaluable. It saved me from trying to buy all those bits off all at once and to get partway through the year and realise that I hadn't made as much ground as I'd hoped to. I hadn't made as much progress.
And that's the thing here is when you water yourself down too much, you end up feeling like, you know what, I'm not achieving anything because your energies and your efforts are just diluted so much that you're not able to make a really strong impact. So instead of creating a neat list of goals and then calling it a day at that and feeling really chuffed with myself and just having a bit of lunch, I had to face that misalignment between my ambitions and the reality of the time that reality was going to take, that time those ambitions were going to take and how long I really had to work on these various projects. It wasn't just about making a roadmap for the year. It was about confronting what wasn't working. So a lot less clean, a lot less enjoyable. But let's be clear, planning doesn't mean everything will go smoothly. It just means that you'll start that year with clarity, with that intention. and that process will feel less messy. You'll have a better understanding of what's going to go on.
It does not mean there aren't going to be bumps in the way and there's always unforeseen stuff. Whenever I look at my plans, there's always stuff that I never anticipated happening and priorities switch and change. I tend to get clients, and I'll come onto this in a little bit, but I tend to get them to have um two or three key projects that they're working on alongside their day-to-day within their business because at the end of the day your plan is about working on your business not in it and so the day-to-day carries on as normal and it's these extra bits that you put in to make things happen and to make those changes so
How can you avoid overcommitting in your goals?
You know, the surprising benefits of facing those tough questions this year, actually taking the time to answer them meant that what would have been a one-day session spilled in two weeks. Why? Because those questions that I had to wrestle with, that I had to get my head around, were much more bigger than usual, much bigger than usual. I hate to say it, but these questions have probably been there before if I was to sense check some of my plans and some of the things that I wanted to get done. I think that I regularly, I'm one of those people who thinks that like a task will take like 10 minutes and actually it takes four hours. which always infuriates Martin. But you're ambitious, you want to do all these things, you have all these ideas. And I think this has always been there, but this is the first time I thought, you know what, realistically, I need to be more sensible here. And there's a number of reasons for that. My commitments outside of work are growing as my family get older and I have different demands on them.
um we've got quite a lot of neurodiversity within our family which comes with its own struggles it comes with some major plus points but there are also struggles to fit around um what goes on in normal education systems etc and so there's that going on as well but i've realized i cannot over commit so
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Chapters
5 chapters
1
What is yearly planning and why is it important?
0:06–0:28
2
What challenges did Sarah face during her yearly planning?
0:28–2:47
3
How can you avoid overcommitting in your goals?
2:47–5:07
4
What tough questions should you ask during planning?
5:07–11:04
5
How can you make your yearly planning session effective?
11:04–12:56
Speakers
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