Free Complete Printable 2017 Year and Goal Planner for entrepreneurs, bloggers, freelancers, and ambitious badasses

01 Jan Free 2017 Year and Goal Planning Package (Printable)

Need help with 2017 goal planning for your freelance and blogging businesses? I’m offering Next Level 2017 coaching for freelancers, entrepreneurs, and bloggers to help expand your reach, strategize your growth, and increase your income. $650 gets you my very best strategy and coaching, this 2017 Goal Planning package completely filled out with creative, actionable steps and goals. The package includes 3 one-hour phone calls and unlimited direct email communication.

I'm so ready to grow!

How excited am I to launch this new blog, this new project for 2017? Well, I’ll show you how excited.

I’m so freaking excited that I’m sharing this insanely awesome, huge, and super, super free year and goal planning package for 2017. It includes over 70 pages and helps you break down your goals into manageable and actionable steps, track them on a monthly and quarterly basis, and review what happened that month and quarter.

2017 Goal Planning (Printable!)

I was inspired to design this package because of how passionate I am about planning my own goals for 2017. I didn’t love anything I was finding already built, so I decided to DIY. Once it was finished, I knew there was no way I could sit on top of this package without sharing.

Fill out this form to download. Simple as that!

Here’s how to use it…

Step 1: Define Your Goals

There’s a page for your ultimate goals and a page for your yearly goals. Ideally, you’ll want to fill out your Ultimate Goals page first, so your Yearly Goals will support these ultimate accomplishments for you. There are four categories: Professional, Personal, Health, and Personal Finance. Maybe you want to save up enough to buy a flat in Barcelona (hi 👋), or you want to move into an office space in the next two years. Write your Ultimate Goals first then determine the Yearly Goals you’d like to dominate in 2017. Fill out the form based on the categories. Examples…

Ultimate Professional Goal A: Quit my day job in 2018.

Yearly Professional Goal A: Bring in $30,000 in freelance income.
Yearly Professional Goal B: Reach 100,000 pageviews per month on my blog.
Yearly Professional Goal C: Launch my After-Effects for YouTubers course.

There are two pages for Numbers Goals, which support things like increasing pageviews, hitting income numbers, or losing weight. Set Numbers Goals to support Yearly and Ultimate goals if you can, as they’re easy to break down into smaller goals and measure. It should be easy to fill out based on the prompts, but an example might be:

Goal 1: I want to reach 100,00 (#) pageviews per month (of what).

Step 2: Set Your Benchmarks

The next step to 2017 goal planning is to break down your Yearly Goals into numbers you’d like to hit per quarter and per month.

Say you’re breaking down Yearly Professional Goal A: Bring in $30,000 in freelance income. An easy breakdown by quarter would be to make $7500 each quarter, which would lead you to $30,000 in freelance income in 2017.

Or consider Yearly Professional Goal B: Reach 100,000 pageviews per month on my blog. Maybe you currently reach 40,000 pageviews per month, so you’ll want to increase your pageviews by an average of 60,000 per month. Break this down into more measurable chunks: add 15,000 pageviews to your monthly average each quarter.

That’d look like:

Q1: Goal of 55,000 pageviews per month
Q2: Goal of 70,000 pageviews per month
Q3: Goal of 85,000 pageviews per month
Q4: Goal of 100,000 pageviews per month

You’ll break these down into monthly goals, too. Using our Yearly Professional Goal B: Reach 100,000 pageviews per month on my blog example, that’d mean adding 5000 pageviews per month to your average – that doesn’t seem like too many, does it? You’ll fill out your monthly Benchmarks to look like…

Benchmarks January: 45,000
Benchmarks February: 50,000
Benchmarks March: 55,000

And you’ll end up with a goal in December of 100,000 pageviews per month! Manageable goals that lead to major growth, yes?

Step 3: Define Your Gameplan

It seems nice to simply grow your pageviews or freelance income by a manageable amount each month, but it’s important to know how you’re going to get there. In this section – my favorite – you’ll brainstorm actionable steps you’ll take to reach those goals.

For our Yearly Professional Goal B: Reach 100,000 pageviews per month on my blog example, your Gameplan might be:

a. Post 2x/week
b. Spend 20 minutes per day on Pinterest and Pinterest research
c. Publish my eBook

You’ll use these Gameplan steps to set your mini goals, so really think creatively about the steps you’ll take to reach those goals. For another example…

Yearly Professional Goal A: Bring in $30,000 in freelance income. Your Gameplan might include:

a. Starting a Facebook group
b. Publish my eBook (Your steps can serve double duty!)
c. Join local BNI chapter

If Yearly Health Goal B is to lose 15 pounds, your Gameplan steps might include:

a. Going 80% paleo
b. Doing first Whole30
c. Going to yoga class twice per week

With me? Awesome.

Step 4: Set Monthly & Quarterly Goals

Now that you have your Ultimate & Yearly Goals, your Benchmarks, and your Gameplan, it’s time to assign those Monthly and Quarterly mini goals from your Gameplan section. This labeling section is optional, so if it might overwhelm you, skip down by clicking here!

If you’ll notice, each Goal or Gameplan mini goal has its own number or letter, so you’ll reference those here. For example…

HBc is Going to yoga class twice per week.

There are three things going on here:

  1. Goal category (health)
  2. Goal number (B)
  3. Gameplan number (c)

Your Yearly Health Goal is B, and your Gameplan mini goal was c. Combine it all and you get HBc.

Another example is Yearly Professional Goal A: Bring in $30,000 in freelance income. Your Gameplan was:

a. Starting a Facebook group
b. Publish my eBook (Your steps can serve double duty!)
c. Join local BNI chapter

So you might set PrAa (Starting a Facebook group) for Q1 or for February specifically.

Suggested Labeling Key:

Professional Goal: Pr
Personal Goal: Pe
Health Goal: H
Personal Finance Goal: Pf
Numbers: #

If the labeling scares you, don’t stress! It’s only there for the über-organized among us. You’ll want to write the goal out to the right of the label anyway to keep that goal front and center in your mind.

Break down these mini goals by quarter and month in a way that makes sense to you and keeps you on track for your goals. You’ll use these to review your month and quarter and make sure you’re making progress!

Try setting these monthly goals a quarter at a time. You might have to change your goals based on how a certain month went, so be flexible.

Step 5: Hustle!

Step 5 requires you to do what you do best: hustle, connect, write, work, grow. It’s time to move beyond goal planning into goal domination! I’ve included calendars with space for your goals, as well as space for your tasks. I also absolutely love the included daily sheet, which does a few different things:

  • Define the 3 most important tasks of the day. These are “or else” tasks and will allow you to effectively prioritize your day
  • Define your remaining tasks for the day
  • Schedule your day or any appointments you might have
  • Pay attention to the other categories of your life in which you’re seeking to grow. It can be easy to get caught up in work or family and neglect the other areas of your life, but with this daily sheet, there’s a constant reminder to tend to each element of you.
  • Articulate gratitude. We all know the benefits of expressing gratitude, but it can be easy to forget to do. No más, my friend!
  • Remind yourself of anything you don’t want to forget.

Step 6: Review and Optimize

Step 6 brings it all together: Look at the goals you set for yourself next to what you actually did in a given month or quarter. Use our labeling system to help you keep track of specific goals, or just go with what works for you. Bring over the Monthly and Quarterly goals you set for yourself to the Goal section of the Monthly or Quarterly review sheet. Next to that, you’ll put the actual numbers you reached or the actual tasks you completed in Actual.

Beneath the numbers and tasks, take a moment to review why you think you either met, didn’t meet, or exceeded your goal. Articulate what worked for you and what you should continue to do, or what didn’t work for you and what you might try to do differently.

Whew – that’s it! 2017 goal planning as an entrepeneur, blogger, or freelancer should take a bit of time, thought, and brainstorming. Process your goal setting and planning with deliberate strategy, a bit of reality, and a lot of dreaming. Here’s to 2017 being the best year yet!

Free Complete Printable 2017 Year and Goal Planner for entrepreneurs, bloggers, freelancers, and ambitious badasses Free Complete Printable 2017 Year and Goal Planner for entrepreneurs, bloggers, freelancers, and ambitious badasses
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