If you're starting your 2026 planning in January, you're already behind. For health and wellness coaches, the most successful annual planning happens in Q4, setting you up to maximize revenue and impact from day one of the new year. Too many coaches set optimistic revenue goals without a realistic plan, leading to burnout and low profits.
This episode is your guide to adopting the CEO mindset for planning. Valerie walks through her exact annual planning system for health coaches, focusing on how to set profit goals (not just revenue), calculate your realistic working hours, and build a sustainable plan for growth. You'll learn how to audit your past year to see what worked, what to delegate, and how to finally stop working "in" your business and start working "on" it.
In This Episode, You'll Discover:
- Why starting your annual planning in January is costing you revenue
- How to clarify your non-negotiable personal and business priorities
- The crucial difference between a Revenue Goal and a Profit Goal (and how to set yours)
- A simple way to calculate your realistic weekly working hours (Hint: It's not 40)
- The "Time Audit" method to discover if you're working "on" or "in" your business
- How to audit 2025 to find opportunities (and what to stop doing)
- How to use the "Start, Stop, or Delegate" framework to reclaim your time
⭐ MEMORABLE QUOTE:
"I'd rather you set a profit goal first and then come up with your revenue goal based on what you want to take home."
TIMESTAMPS:
00:00 Why Planning in January Is Too Late
00:35 The CEO Planning Timeline (Start Now)
01:38 Step 1: Clarify Your Personal & Business Priorities
03:53 Step 2: Define Your Desired Income (Profit vs. Revenue)
04:35 How to Calculate Your Profit-First Revenue Goal
06:19 Step 3: Calculate Your REALISTIC Working Hours
09:15 How to Determine Your Hourly Rate as a Coach
09:49 Step 4: Audit Last Year (What Worked vs. What Failed)
12:10 Step 5: Map Your Offers & Set Quarterly Goals
16:51 The 3-Goal Framework for Each Quarter
18:01 The 'Start, Stop, Delegate' Review Method
18:36 A 90-Second Visualization Exercise for Clarity
Resources Mentioned:
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