THE CLIENT WISDOM BLOG PUBLISHED BY MBT MORE BUSINESS TODAY LLC
Before sitting down with the blank page to plan for 2022, take the time to acknowledge 2021. The triumphant moves, the losses, and the strategies that produced lukewarm results.
Here is what you will need.
- A notebook, a journal or laptop.
- Your favorite pen.
- A favorite spot for thinking and planning.
- Your financial spreadsheet, calendar, daily journal. Grab anything you use to keep track of your activity and results.
- Your “me” folder. The “me” folder is a collection of thank you notes and compliments you receive from others. This could be a virtual folder or a physical one. If you do not have one yet, start one in 2022.
- Time. This activity can be done all at once (give yourself a few hours) or over a few days.
Consider the following prompts and take notes after each one. The notes will help you write up your plan for 2022. You can sift through them and decide what strategies or activities you will keep and which to dump.
- Assess: Overall, what kind of year was 2021? Think of one or two words or themes that come to mind.
- Celebrate: What wins or successes come to mind? How did you measure that success?
- Kick back and enjoy the positives. Give yourself the space to congratulate yourself. Tell someone about it.
- Evaluate Needs: How do you feel about your successes? Did you fulfill your needs as you articulated them in your previous plan? Were you on the right path for yourself and your business? What went unfulfilled in 2021?
- Be Open to different ways to evaluate yourself. If you categorized something as a failure, is there a positive way to reframe it? Did you achieve the most important goals? Some of the activities you had no time for may be part of the 2022 action plan.
- Weed through the year to find clarity. Were you distracted by anything in 2021? If you veered onto a new path, did it fulfill a need? Think about how much action you can execute in a given year. Did you do too much or too little in 2021?
- What did you Learn.? Some of the greatest ideas come after a perceived failure or a big success. Create a list of the most important things you learned in 2021.
- Determine your strengths. Looking at 2021, which strengths did you use the most? Which strengths did not get a chance to shine? Did you discover a new strength or develop a new skillset?
- Generate a list of the obstacles that came between you and the execution of your plan. This will help you create strategies to overcome or avoid the challenges in 2022 that blocked your progress in 2021.
- Empathy: Finally, have empathy for yourself. Acknowledge that you did your best in 2021.
In two weeks, we will talk about starting anew and writing the 2022 plan.
Contact Mary Balistreri at firstname.lastname@example.org or schedule a free consultation using Calendly.