Essential Steps for Effective Annual Planning

The Annual Planning Guide includes: (1) my simple goal-setting framework, (2) three system-building mental models, and (3) a strategy for tracking and adjusting throughout the year.

This annual planning process has been an immensely helpful exercise to which I would credit many of my greatest achievements. I hope that it will spark you to conduct your own annual planning process for 2025.

You can download a beautiful (and free!) printable PDF template ​​here​​.