Thriving Plan for the Year Ahead

Rough Draft

Thriving takes cultivation!
And time!
And you are so worth it.

Ever feel like you're back in a hamster wheel with work? This is very common, as we try to please all our clients, families, friends...we can get stuck in a rut, so, so easily. It turns out, that loving your job, having things in balance, earning enough ... in other words, thriving, has to be cultivated. One strategy, is to set up an annual Thriving Plan.

Here's a tool for you to try out. (You might recognize it, it's revised from an earlier tool.)

Taking even 20-30 minutes to fill this out can make all the difference!

Start with the easiest boxes on the outside. Continue to fill them in to see what your priorities are for the year. Add any vacations, trips, retreats. Lastly, create your weekly schedule(s) and monthly routines - as a way to fit in all of your priorities. 

Not sure what to write? Or trying to get it “perfect”. …Just guess! You can always change it later. There is great power in starting. And often, our gut-initial-instincts are what we really need/want.

First, I’ll share my example to give you an idea. Then, there are 4 different templates to choose from.

My Example

My biz year goes from Sep - Aug

Click on the image or the Option # to download.

Option 2

Year going from January - December
With 2 different weekly schedules - a and b

Option 1

Year going from January - December
With one type of weekly schedule

Option 4

Year going from September - August
With 2 type of weekly schedules

Option 3

Year going from September - August
With 1 type of weekly schedule

Wishing you some time in your schedule … to do this important work! I hope it feels fun and magical.

♡ Jenny

P.S. Want a little company or guidance with this? I’d love to help! I offer One-Time consults - and the goal is that they are game-changers. We can fill out your plan, talk through any roadblocks, highlight new desires, and whatever else you need to feel great about your job and life. Oh, and starting this year, you can bring a friend to the consult, and I can meet with both of you for the same price.

The Fall Refresh

A huge part of being a Great Boss, is to find ways to make your life easier and to feel good. This might look like:

  • making sure you have the right tools for your job

  • trying new little routines that bring more ease

  • cutting things out of your job description

  • infusing a little fun or joy

The Fall is a natural time to check in, and do a little Refresh. The idea here is that it’s a quick little adjustment - that moves something stale out, and something fresh in.

This can take as little as 5 minutes, more if you like. And it can make a huge difference.

Check out the worksheet below. And/or consider these questions for a moment. Then, pick 1 or both actions to commit to. Please, go with your gut!

One year, I committed to taking a lunch break every day. It felt like an underwhelming choice … but, it turned out to be very eye-opening, and a bit of a game-changer. At first, I could only manage 5-10 minutes, because of the ways I’d scheduled my days. Also, my body just wasn’t used to it! But over time, I realized how much I’d been in the habit of just pushing through the whole work day, in one big slog. And even though my stomach was fine, my brain was very taxed. I slowly expanded my lunch break, and this has made a huge difference.

For your Fall Refresh, you might check out the worksheet below. (Sorry, it’s a little faded.) Or, simply think on these questions, then choose 1 thing to add or change.

♡ How can I make my work (and life) a little easier for myself?
♡ What can I adjust to feel better, or more nourished?

For extra credit, tell people about this action - as often as you can. It’s great to be a Great Boss and to be seen doing it! (And who knows, you might inspire someone else to follow suit.)

Cheers, Jenny

How to do a Retreat / Worksheets V.2

ROUGH DRAFT

I'm a huge fan of retreats!
Especially in the summer.

Yes, it's true ... it can feel super difficult to find the time, space, and money. And yes, it's true, it can feel indulgent. And bring up weird/uncomfortable feelings. (I feel guilty. Am I allowed to do this? Why am I so tired? Why am I sad, when this is supposed to be fun?)

Also, retreats pay off - both for you, to feel better. And for your business.
Also, you are worth it. 

You are the talent, you need support.
You are the leader of your business, you need space for inspiration and setting the next direction.
You are the manager of your talent, you need strategies to stay in alignment with your vision.

We spend most of our time during the year meeting other people's needs. 
This is the time of year to tune into your needs.
And then, to adjust the business to make it a more ideal job for you AND to offer more value for your clients/customers.

I believe it's essential to both you as a person, and the success of your business!
(Also, you can write-off the cost / it's a business deduction.)

♥
Interested in setting one up for yourself?
Check out these worksheets below. They are all in BETA form.
 

Read this one first - How to Do a Personal/Professional Retreat


Then program Options:
Taking Stock
Rest / Fill the Reserves
Intuition
Inspiration
New Skill
Focused Work
Debrief/Reflect on a specific experience or chapter.