There are countless ways to set goals, create an annual plan, and prepare yourself for a new year ahead. Most experts now agree that the best first step when planning for a new year (or quarter, or month) is to actually reflect on the past before planning for the future. I have been using this approach for a few years now, in my own life & business, and with my clients. The overwhelming feedback: this Review then Preview method is a winning approach!
One of my core values is to be the model for others and to always practice what I preach. On that note, here is my 2022 Review + my 2023 Preview as we say goodbye to the year and say Hello to the next 12 months ahead!
2022 Highlights
- I had many new speaking opportunities both locally and virtually, including: 4 Cincinnati-based Vistage groups, a FL-based Gallagher Client Services team, Rotary Club of Cincinnati, Aviatra Accelerators, Southern Ohio Young Professionals group, USI Insurance Services…to name just a few!
- I became a trainer for the University of Dayton’s Center for Leadership and now provide a full day time management workshop to leaders from many different businesses in the Dayton area and beyond (2022 included 7 full-day training dates.)
- I began working with a marketing strategy coach and am extremely happy with my LinkedIn social media presence and messaging, and have begun to actually enjoy the marketing side of my business š
- I completed 1 half-marathon in the Spring, prior to patiently navigating a 5-month long leg injury which sidelined me completely from running….but I followed doctor’s orders and finally received clearance to get back to running!
- I traveled to Mexico and North Carolina to co-facilitate 2 women’s business retreats alongside a good friend and fellow business coach.
- I spent almost 4 weeks “away” from the business for travel & family time…and experienced only positive results from the downtime!
- I had the privilege to support over 20 peak performers through individual coaching engagements, and completed 3 corporate engagements with teams ranging in size from 5-100+.
2023 Preview
Below are some of the exciting & motivating goals I have set for the year ahead:
- I will train for and successfully complete a full marathon by the end of the year.
- I will Increase revenue by $50K or more.
- I will secure at minimum 1 keynote speaking opportunity at a conference/event that involves travel.
- I will travel to New York City with my 3 best friends from college to see the city decorated for the Christmas holidays.
- I will spend 1 day a month with my family for a “Family Outing” – we are building our list of 12 experiences now!
- I will consistently meet with referral & collaboration partners monthly/quarterly, to strengthen these relationships and create more opportunities for business growth and partnership.
- I will expand the corporate engagement / professional development programming side of my business by securing 3 or more corporate contracts by Q4.
Getting It Done
I hope that by sharing my Review + Preview process, it inspires you to take the time to complete your own version of the process and to set intentions for the new year. Please consider sharing with me your successes andĀ lessons learned from the past year, as well as your audaciousĀ goals for the year ahead!Ā And, if you need the support and guidance of a business productivity coach to take action on this process and the implementation intoĀ 2023,Ā knowĀ that IĀ am ready to fill that role for you.
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