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Business Development

How to Do an Annual Calendar Audit

April 13, 2023

I plan my time out a year in advance – while that might sound crazy, trust me when I say it’s a complete life changer! 

Now, I don’t plan out every minute (obviously…), but I DO block off times in my calendar for specific things that I know I need to plan in advance, or else they’ll never get done. 

annual calendar audit how-to

What are these things I plan out so far in advance, you ask? Honestly, I’d encourage you to keep track of EVERYTHING in your calendar; not just your business meetings and doctor’s appointments, but your mommy/daughter dates, happy hour with friends, and financial dates. 

It’s important to plan out the things that will bring me energy. That means self-care, rest, family time, you know, all the things we are tempted to skip when things get busy. But we can’t skip these essentials because they’re what keep us from burning out! 

This week’s episode walks you through how to do an annual calendar audit (looking back) and plan for the year ahead (looking forward). Bust out your color-coding, we’re getting down to business!

Here are the categories to create mentioned in this podcast:

Work

  • Development hours
  • Meetings
  • Finances
  • Marketing
  • Networking

Personal

  • Self-care
  • Relationships
  • Fun & vacations
  • Volunteering
  • Books

Listen in for step-by-step details on how to do your own audit and plan for your most abundant year yet! 

Tune in now!
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Read those two slides again. Same situations, two completely different responses.

One side is protecting revenue. The other is protecting you, even when the honest answer costs us the upsell, the extra scope, or the deal itself.

Open and honest communication is one of our core values, and this is what it actually looks like in practice. Not a line on our website, but the thing we choose in the moments where spinning it would be easier. Telling you what dipped. Telling you to cut what isn't working. Telling you when we might not be the right fit before you've signed anything.

That kind of honesty is uncomfortable sometimes. It's also the only thing a real relationship can be built on.

Which side has your marketing been on?
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Read those two slides again. Same situations, two completely different responses. One side is protecting revenue. The other is protecting you, even when the honest answer costs us the upsell, the extra scope, or the deal itself. Open and honest communication is one of our core values, and this is what it actually looks like in practice. Not a line on our website, but the thing we choose in the moments where spinning it would be easier. Telling you what dipped. Telling you to cut what isn't working. Telling you when we might not be the right fit before you've signed anything. That kind of honesty is uncomfortable sometimes. It's also the only thing a real relationship can be built on. Which side has your marketing been on?
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