Having a plan for the year ahead will help you focus your efforts and make better decisions in your business. However, tackling everything you want to achieve next year can be overwhelming without a clear overview.

Creating a simple yearly overview is invaluable – it helps you identify what to do, when to do it, recognise where you have time available, and understand where you may need to re-think your goals.

If you want to look back this time next year and be really proud of all you’ve achieved, plan it now.

Start With Your Vision

Your vision serves as a compass, guiding you towards what you want to achieve. It will give you a sense of clarity for your life and business and help you achieve balance and order. Without a vision, you’re in danger of drifting along and could find yourself in the same place this time next year wishing things were different.

If you haven’t got a vision, this blog will help you figure yours out.

What are Your Goals for the Next 12 months?

Based on your vision, decide what you need to achieve during the next year to accomplish it. Write them as goals so you know what you are working towards. The clearer you make these the better and attaching them to something that you can measure will help you to know how well you are doing.

For example – instead of saying I want to find more clients, be specific – I want to be working with 10 clients per week by the end of June.

Your Yearly Overview

Your yearly goals are too big and scary to try and work on in one go. This is where creating a simple overview plan comes into play - you plot out the year ahead, breaking down your goals into smaller achievable steps across the year.

Include details of anything impacting you or your business to see how they align with your goals. For example:

• Personal holidays and events - you must accommodate these in your plans, especially if you work alone.
• Events you’re planning to deliver yourself, for example, workshops or retreats.
• Events you’re attending for your business.

• Include key dates relevant to your favourite clients, such as holidays and celebrations. These dates can inspire creative marketing ideas.

Having a yearly overview helps you maximise opportunities to grow your business and stay organised. It will help you see where you have quieter months and can plan to do some of the projects you want to do. It will also help you recognise where you are busy and may need to re-think what you’re trying to achieve.

It doesn’t have to be complicated – you can go old school with a piece of paper divided into 12 boxes. Alternatively, use a yearly planner (search ‘free printable year planner 2025’), or opt for a spreadsheet – whatever works for you. You just want a way of plotting out your year to capture an overview of what you’re working towards.

Here’s an example of what your overview might look like:

2025 Goals

• Increase the number of 1:1 client appointments to 10 per week by the end of June.
• Run 2 x in-person 1-day workshops (April and October).
• Create a gift range of 6 skin care products for Christmas and launch them on 1st September.
• Run monthly talks to community groups to promote services and products.
• Launch a podcast and release season 1 (10 episodes) by the end of February.

You get the picture!

This exercise helps you assess if your goals are realistic and highlights when you may need extra help or to adjust your plans.

Your plans should remain flexible, offering direction while helping you focus your attention and marketing efforts. Your plan isn’t rigid, you adapt and amend it as required to navigate any changes throughout the year. You can then plan out your weeks and months knowing what you have coming up so you can start to work on things in advance to help you prepare and flow through the year rather than trying to do everything last minute.

I hope this has inspired you to map out 2025 to prepare for your new adventures this year.

One of the best things I’ve done for me and my business was to getting professional support and to surround myself with like-minded business owners. I did this by joining a mastermind group and I haven’t looked back since. Is a mastermind the right next step for you in 2025? Are you interested in joining a mastermind group programme set up exclusively for holistic practitioners?

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