The Rainmaker Family Show | Build Your Family Business

197. Annual Planning Calendar Hacks & How We Pre-Plan Our Calendar Year for Family & Business Success


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Hey Rainmakers! It’s Stephen here, and today I’m diving into one of my favorite topics—planning for success. As we head into 2025, I’m sharing the exact strategies Chelsey and I use to map out our year, balancing family, business, and personal goals. It’s all about being proactive, not reactive, and making sure our calendar reflects the life we want to create.

In this episode, I walk you through how we use a simple one-page annual calendar to get a high-level view of the year. This tool has been a game-changer for us, helping us prioritize family-first while still making space for business growth and personal goals. I also break down how we use color coding and constraints to ensure our year feels balanced—not overwhelming.

Here’s the big takeaway: if you don’t tell your time where to go, it will decide for you. By planning intentionally, we’ve been able to cut back on unnecessary commitments, say yes to what matters, and find more peace in our daily rhythms. I share practical steps for setting up your calendar, including how to define family goals, schedule intentional downtime, and create a system that supports your biggest priorities.

This isn’t just about filling your calendar—it’s about designing a life that aligns with your values. So grab a notepad, listen in, and get ready to take your year to the next level. I’m confident these hacks can work for your family and business too.

 

Links for this episode:

 

Connect with us:

Rainmaker Instagram: @therainmakerfamily

Chelsey Instagram: @chels_diaz

Stephen Instagram: @steezdiaz

TikTok: @therainmakerfamily

Facebook: @diazfamilylegacy

Website: therainmakerfamily.com

 

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Episode Minute by Minute: 

  • 0:00 - Introduction: Planning for a Peaceful (and Powerful) 2025
  • 1:30 - Why Annual Pre-Planning Works
  • 3:10 - The One-Page Calendar Method
  • 6:45 - Defining Family-First Priorities
  • 10:20 - Color Coding Your Calendar
  • 13:45 - Setting Constraints for Balance
  • 18:00 - Family Values in Action: Giving Saturdays and More
  • 23:15 - The Two-Three-Four Framework for Marriage
  • 28:30 - Quarterly Check-Ins for Alignment
  • 33:00 - Wrapping Up: Create a Year That Brings Peace
...more
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The Rainmaker Family Show | Build Your Family BusinessBy Chelsey & Stephen Diaz

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