Coffee Break Chats with Wendy: Annual Planning That Fills Your Life Buckets | Episode 136

Show Notes:

Ready for another coffee break, friends? I sure am!

My husband John and I have been self employed for 27 years now. For the last few years, we’ve been intentional about doing an annual weekend excursion to plan goals and intentions for our life and businesses. I was asked to share what we do in these goal planning sessions when I shared this with my Inner Circle group. 

I share a lot about paying attention to your revenue buckets, how we’re making money, but today I’m focusing on the life buckets. 

During our annual planning sessions, we bring some “pre work” questions about what we’re thinking, how we’re feeling, etc. We also individually look back over the highlights from the past year. The good and the bad. It’s a lot of fun, and so good to take the time to reflect. 

We then look at our Wheel of Life and figure out what life buckets are important to us. Health, environment, hobbies, etc. We also look at our Thrive List. What do we need to thrive? Then we can focus on our business goals because we looked at our life buckets first. Designing a business to fit around our life.

When annual planning, don’t just focus on the 20-30% revenue increase you’d like to see in your business. Your life buckets have to be part of the equation.


Listen on:  Apple PodcastsSpotify | Radio Republic | YouTube | PlayerFM | Stitcher | iHeartRadio



A Quick Glance:

[0:05] Intro

[1:36] Business planning weekend

[3:20] Our yearly planning session system

[7:07] Be intentional

[8:04] Plan

[11:43] Build a life by design

[12:31] Closing remarks


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Resources Mentioned:

The 6 emails every retailer should send – Email Templates
Business and Planning Guide
Retail Made Simple
Level Up Mastermind
Foot Traffic Made Simple
Retailer’s Inner Circle


Related podcasts we think you’ll like:

Episode 127 – Level Up Mastermind Q & A: Invest In Yourself
Episode 124 – Confident Decision Making Made Easy with Business & Life Coach Andrea Liebross
Episode 121 – 5 Tips to Help You See More Profits & Ease During the Holidays
Episode 94 – Where To Spend Your Time and Focus Within Your Business
Episode 80 – Managing Your Energy and Expectations. Don’t Hit a Wall.
Episode 38 – The One Big Thing Retailers Must Do This Holiday Season

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Hi there! I'm Wendy Batten, and I'm obsessed with helping independent shop owners like you achieve success.

With over 20 years of experience as a small business owner, I've owned several retail businesses along the way including a cafe, two retail shops, and a studio (and even a tae kwon do studio), learning first-hand the art of juggling all the balls.

I now dedicate my time to coaching hundred of retailers all around the world, sharing my expertise to help them organize their businesses and maximize profits, paychecks, and JOY in their day-to-day lives.

I created the support, programs, and community that I wish I'd had.

Whether you've been in business for years or are just starting out with your brick-and-mortar venture, you've come to the right place.

If you're serious about your business and ready to stop winging it, I'm here to inspire and guide you toward success.

I'm so happy you're here, and I can't wait to support you on your journey to thriving in the world of retail!



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