AS SEEN IN
Don’t let your goals for the year rest on some open-ended journal prompts
Picture this...
It’s the new year. You have a crisp new planner just waiting to be filled up with goals, promises, and action steps.
You know your goals for the year are BIG.
And you know goal-setting is key to, well, reaching goals...
But goal-setting and journaling is not the same thing as annual review and planning.
And even though writing down your goals and manifesting abundant success feels good (and is important), it’s not going to move the needle in your business like data-backed decisions will.
When strategic reflection meets intentional planning, business dreams turn into I can reach these goals
With a good process you'll be able to:
- Set holistic goals that go way beyond the I will have consistent $20K months or I will fill my mastermind with 20 women.
- Develop your own custom metrics to numerically see your progress every single month (bye, December scaries)
- Refine your offers and pricing, so that they can actually set you up to reach your good, better, best goals
- Design an annual business calendar that gives you the lifestyle you want– like Fridays off to do whatever the hell you want.
- Chunk your goals into quarters to completely avoid the overwhelm of feeling like you need to accomplish it all, right this second.
- Set yourself up to actually hit your goals, because they’re clear, based in reality, and easy to track.
Meet the Annual Review and Planning Templates
A curated suite of my operational resources and tools that will be your complete step by step framework to reflect on 2023, easily gather data on your year, and use this data to power a plan for reaching your goals in 2024.
GET THE TEMPLATES
"My business is now able to scale efficiently and effectively because of Jordan...
Everything has gone better than expected because we've had strategy behind the things that we've rolled out. We've managed to plan effectively for the upcoming quarters and the remainder of the year."
- Ardre, Service Provider
What’s Included?
I'm so glad you asked!
Inside, you'll find a carefully curated collection of ready to use templates, videos tutorials, reflection worksheets, and goal setting exercises including...
- Quick and dirty: 2023 good vs. bad assessment
- Business category assessment + spreadsheet
- 3 client deep dive assessments + spreadsheets
- 3 money metrics assessments + spreadsheets
- Annual goal setting exercise
- Custom metric tracking exercise + spreadsheet
- Revenue projections template
- Annual calendar planning spreadsheet
- Word of the year and intention setting exercise
- Quarterly planning formula
Why this system works
Lots of planning tools focus on the goal. And hey, I get it. That’s the sexy part. But the Annual Review and Planning focuses on both the reflection and making a data-driven plan to achieve.
Reflection gives you access to information and PROOF of what worked and didn’t work.
That’s why, you will:
- Assess what went well and what was a bit of a hot mess
- Grade yourself in each category of your business
- Do a deep dive review on where your clients came from
- Get real real about your best and worst clients
- Focus on a few key money metrics
Who are these templates for?
These templates are for women entrepreneurs who are currently scaling up and they’re damn ready to turn their vision into their achievements.
If you’re thinking, yep that’s me, then you’re also probably:
- Not putting enough hours into a formal annual planning process OR doing a flimsy version that makes you feel fuzzy on the how are you going to get there part
- Feeling overwhelmed by the thought of getting a whole year of direction on paper (don’t worry, this numbers nerd makes it easy)
- Ready to scale, but want to turn that buzzword into something that puts cold-hard cash into your pocket and impact into your brand
Hi, I’m Jordan
Self-Proclaimed Nerd and Fractional COO
I’ve been an online entrepreneur for over a decade #basicallyadinosaur
Since becoming an entrepreneur, I have:
- Published a book
- Launched a top 100 podcast
- Successfully sold a brand
- Been featured in dozens of media outlets
When it comes to Easy Scaling, I generated my first 5-figure month in month 2 after launching, celebrated a $50K month within 6 months, and surpassed multiple 6-figures in year 1.
And I did it while pregnant, then juggling 2 kids under 2.
What I love about my work is I scaled by helping other businesses scale. It’s what I do every day and it lights me up whenever I see women breaking through ceilings and changing the stats.
But it’s not just passion that fuels me.
Scaling is my skill. A concept that I’m extremely comfortable with.
It’s numbers.
Revenue.
Processes.
I’ve built a 20-person team and our 1:1 clients pay us $5000 per month.
The one thing we consistently do with every client who walks through the door is robust planning.
Now, I’m giving you the exact framework I use.
Because I want 2024 to be the year you set your mind to it, gather the data, and say– I freakin’ did that.
GET THE TEMPLATES
If setting goals feels like closing your eyes and throwing a dart at the wall– we gotta talk...
No shame. No one taught us how to plan.
Unless you’re secretly a Fortune 500 company.
But we can take this corporate lesson of being intentional in our review and planning process.
And the results are goals that feel reachable and are reached.
GET THE TEMPLATES2024 is the year you...
Get clear on your goals and how to achieve them.
Decide that your vision is your roadmap.
Combine your acute intuition with cold, hard data.
Show up as the CEO who knows what to do.
Do what most businesses do in 5 years.
GET THE TEMPLATES
