5 Things to think about when planning your best year

5 things to think about when planning your best year

As you gear up for a brand-new year, it's time to chat about something that might sound a bit formal, but is actually pretty exciting – planning for your success.

So, grab your favorite cup of coffee (or tea, I’m all about choices), and let's have a friendly chat about how to make the upcoming year your best one yet.

1. Let's Talk Goals:

Okay, let's keep it real. We all have big dreams for our agencies, right? Whether it's expanding your client roster, raking in more revenue, or unveiling some awesome new services, setting clear and doable goals is the first step to turning those dreams into reality.

"Shoot for the moon. Even if you miss, you'll land among the stars." –Les Brown

2. Roll with the Changes:

The business world is like that friend who always has a surprise up their sleeve. Trends shift, new tech pops up, and client preferences do a little dance. But fear not! Strategic planning lets you peek around the corner, so you're not caught off guard. Embrace the changes, and you'll be the trendsetter, not the one trying to catch up.

“Even if you are on the right track, you’ll get run over if you just sit there.” —Will Rogers

3. Balancing the Books (and Everything Else):

Let's be honest – nobody likes a budget talk. But knowing how to manage your money  can make all the difference. A little bit here, a bit more there – strategic planning helps you find the sweet spot. It's like a financial GPS for your agency.

“Beware of little expenses; a small leak will sink a great ship.” —Benjamin Franklin

4. Team Spirit, Anyone?

Your team is the heart and soul of your agency, right? Well, let's make sure everyone's on the same page, working toward the same outcome. Annual planning isn't just for the boss; it's a team effort. Get your crew involved, share the excitement, and watch how a united front can achieve amazing things.

“Alone we can do so little; together we can do so much." – Helen Keller

5. Celebrate the Wins, Learn from the Stumbles:

Success isn't just about hitting big milestones. It's also about learning from the hiccups along the way. So, let's celebrate the wins, big or small, and turn those "stumbles" into lessons that propel you forward. Planning isn't just a roadmap; it's a journey filled with high-fives and the occasional detour.

"Mistakes are the portals of discovery." – James Joyce

So, my friend, let's make planning less of a formal affair and more like a chat with a good friend.

Here's to a year of exciting goals, smooth sailing through changes, and a thriving agency that feels as cozy as your favorite coffee (or tea) spot.

Cheers to your success in the new year! 🚀✨


And if you'd like to make planning feel like a party, come to my Annual Planning Party. Work alongside other agency owners who are mapping out their best year yet.