End of the Year Planning Tip #19 – Set New Goals


Goal planning with a long-term, near-term and 1-year goals ensures that what we are working on in the days and month right in front of us is leading us toward achieving our dreams. Looking at goal planning using a process improvement framework gives us a structured approach for identifying the big actions needed to move from our Current State toward…

Picking up that pen and pointing it at a brand-new planner can feel a little intimidating. Planners can be a big investment, and we don’t want to mess it up. But it will be fine. It will be like all handcrafted items – perfectly imperfect. And yes, once you put pen to paper, you are crafting your plans and creating…

Performing a quick ink test on any new planner will prevent the frustration that would arise from possible incompatibilities between the pen/ink and paper. Even if you’re using a brand you’ve tested before, the paper used often changes due to availability and/or costs. So testing a new planner is still worth the effort.

Streamlining your planner sections comes down to personal preferences and what feels right and works best for you. Removing redundant or unused pages reduces any guilt that may be felt from not using them. And it frees up space for more of what you do find helpful. Rearranging your planner pages and sections can improve your planning efficiency and make…

Clutter increases stress levels, and that includes clutter in our planners. Old pages we don’t need and loose bits of paper can make it harder to use our planner. Planner clutter can distract us from focusing on our priorities, schedules and goals. It can make trying to use the planner frustrating. Keeping it current and de-cluttering makes it more functional…

With Christa, the Christmas Elf with a Plan – 14 December Christa is all dressed up for End of the Year Tip #14. It must be something really important. And I think she’s right. It is important to review our goals from last year. We need to gain insight about not just how well we […]

Wish lists are an easy way to capture all those bits of information that we come across save them for when we need to remember them. It’s like handing a note to your personal assistant to hold on too until you ask for all the note with ideas about something in particular and they hand you a list.

Here it is Day 12 of Christa’s 24 End of the Year Planning Tips. I knew she’d be bringing this up soon. If you’ve not already selected a new planner for the coming year, it’s time to do so. She says don’t wait until the new year gets here to start setting everything up. Be ready to make a smooth…

Choose a word or theme for the year. A carefully chosen word (or theme) can act as a compass that keeps you true to your values and priorities. Your word can inspire positive change and personal growth. It can lift you up when you are feeling overwhelmed by reminding you of all you are accomplishing. It can also keep you…

It important to make sure you’re on track with all the tasks that must be completed by the end of the year. It is also a good idea to document the current status of on-going projects that will continue into the new year. With many people taking extra time away leading up to Christmas and through New Year’s Day, it…