How’s your 2016 going so far?
Am I the only one who feels a little frustrated with how the first quarter of this year has gone?
I had so many plans!
Products to launch, blog posts to write, workshops to host, and yet I’ve done almost none of it so far.
And it’s because I got lost in the day-to-day of running a business and having client work, that I never made the time to map out HOW I was going to get “all the things” done.
So, last week I decided to change that. I grabbed a glass of wine (that’s how you know it was serious!) and sat down at my desk to get everything out of my head and into reality.
What came out of it was an epic set of spreadsheets.
When I shared these spreadsheets with some of my biz-besties, they were dying to get their hands on them to use in their own business!
So even though these were originally created to help me plan out the rest of my year, I’ve decided to share the entire process with you!
Watch the video below to learn how to plan your content, revenue goals, and product launch timelines for the rest of the year using these exact spreadsheets!
(Please note: All numbers shown are for demonstration purposes only and do not reflect the finances, goals, or products in my own business)
In case you don’t have time to watch the video above, here’s a quick breakdown of the steps it takes to plan all of this out!
1. Establish your sales goals for each quarter.
Don’t forget to fill out the product information first! Put your product name and price in the Annual Planner section to get accurate information.
Once you’ve made sales goals for each quarter, you’ll see how your business looks for the rest of 2016. Gotta love that revenue planning!
Launching a product? Don’t forget to include that in the spreadsheet. As an example, Product 4 is launching in Q3 so I’ve estimated 200 sales in Q3 to account for this.
You can also use this section to test out different prices for products and how it affects your annual revenue.
2. Take your revenue goal for each quarter and break it down by month. Do this for each quarter.
Once you’ve decided what you want to make each quarter, go to the quarterly breakdown and map out sales goals for each month.
Again, if you’re launching a new product or doing a price increase – make sure to include those numbers in the spreadsheet!
3. Set goals for the upcoming quarter and break those down into monthly goals.
Now its time to work on the upcoming quarter. You’ve got your revenue goals already in place, but we need to map out more specific goals.
Start by mapping out the goals for the entire quarter. Email list, blog posts, product goals, operations / admin goals, and marketing goals.
Then break those quarterly goals down to monthly milestones.
For example: If you want to have 5000 email subscribers by the end of June, setting a milestone of 3000 by the end of April, 4000 by the end of May, and 5000 by the end of June is a great place to get started.
But how will you get those email subscribers? That’s something you need to include! In this demonstration, I’ve decided to blog once a week, periscope once a week, host 1 giveaway, and host 4 webinars this quarter. Hopefully by doing all of that, I can get to 5000 subscribers.
4. Map out how and when you will achieve these goals by assigning tasks to certain weeks of the upcoming quarter.
Now this is where the real action is!
Break down each week of the entire quarter and map out WHAT you’re going to do each week. If you’re planning on launching a new product, then map out HOW you’re going to achieve that. What will you work on each week leading up to the launch?
Once you start breaking things down weekly, you may realize your initial goals were unrealistic without some late nights involved. That’s okay! That’s why you’re doing this. Either commit to extra working hours or push back your timeline.
And don’t forget to include those recurring tasks that happen in your business. You can see below I’ve got a lot of repetitive weekly tasks involving social media and blogging. These are essential to my business growth but can be easy to let slip without constant reminders.
5. Repeat steps 3 and 4 for each upcoming quarter a few weeks before it begins.
Breaking out ALL of the monthly and weekly spreadsheets can be a little overwhelming at first – don’t do it! There’s no need to break down your weekly plan for Q4 if its March. Just focus on the upcoming quarter!
Set a reminder for the last week or two of Q2 to plan Q3 in detail. And then do the same for Q4.
Your plans for the year WILL probably change – and that’s okay!
Seeing the big picture plans and then focusing on each quarter is a more sustainable, realistic, and effective approach to getting all of this done.
I’d love to hear from you!
How’s your 2016 going?
Do you plan your revenue, launches, or content out like this?
Have any questions?
Drop your thoughts in the comment section below!
UPDATE! The feedback on these spreadsheets has been amazing!
Here are just a few of the tweets I’ve gotten from happy planners:
— Halley Gray (@evolvesucceed) March 21, 2016
Amazing spreadsheets and directions on how to use! https://t.co/jAGMWApH6u
— Female Bloggers Asso (@FemaleBloggersA) March 21, 2016
— Mel (A Prettier Web) (@aprettierweb) March 19, 2016
This is a no-brainer purchase! https://t.co/18SglQypnH
— Donnie Lawson (@LawDonnie) March 18, 2016
— Gillian Tracey (@GillianNTracey) March 17, 2016
— sharon newsom (@SaltSassDesign) March 17, 2016
@megan_minns Megan, you've lit-erally made this the easiest $9 spent.
— Caressa (@CaressaLenae) March 17, 2016