#18: Annual Planning for Your Best Year Yet

5 Jan 2023 · 41 min
Episode

5 Jan 2023 · 41 min

0:00

In this episode of the Professional Creative Podcast, host Bonnie Christine sits down with integrator Lisa Jacobs to explore why annual planning is essential for creative entrepreneurs and how to execute it effectively. They begin by recalling the chaotic "daily scramble" many creators experience without a strategic roadmap, describing the anxiety of unpredictable income, idea overload, and seasonal revenue dips. The conversation then shifts to a life‑first approach: mapping birthdays, holidays, and family commitments before business tasks, and using Stephen Covey’s “big rocks” metaphor to prioritize core objectives. They discuss recognizing seasonal highs and lows, aligning personal energy cycles with market trends, and visualizing the entire year on a large, wipable “year‑at‑a‑glance” board or acrylic wall calendar. Practical steps include allocating space for revenue generators (money‑makers), building launch runways with generous time margins to counter the planning fallacy, and scheduling reward moments after major milestones. Throughout, they emphasize flexibility—revisiting the plan quarterly, adjusting for unexpected opportunities, and keeping the vision loose. The episode concludes with actionable resources: a free downloadable annual planner, a large‑format calendar, and a complimentary mini‑class on surface design, encouraging listeners to implement an annual plan at any point in the year to achieve their best year yet.

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