It's that time of year!

Christmas is in a few days. Then it's the long stretch to New Year's Eve.

During that time, when the days slowly slide by, I spend some time thinking about what I want for the coming year. I start planning out my holidays and other important dates and I mark them on the calendar.

However, a few weeks ago, while working with a client, I asked her for a list of important dates pertaining to her business. She sent me an Excel spreadsheet (you can use any spreadsheet format) that was so super helpful I was surprised I hadn't thought of it earlier. (This to highlight that it really does take a village.)

Why do we make a plan for the coming year?

Have you heard the saying, "Failing to plan is planning to fail?" It sounds trite but it's very true. I plan so I know which direction I'm heading and where I want to go.

Give it a go! I've attached the spreadsheet for you to try.

Key dates to identify:

1) Personal holidays. Not just Federal Holidays but birthdays, etc. You might even think about how many weeks you want to take off in a year and then go from there. Remember, nothing is set in stone and can be moved. Self-care is important. Resting is self-care.

2) Dates pertaining to your industry and/or accounting dates. Reporting dates need to be accounted for during the year so you don't lose track of what's important.

3) Federal Holidays. (I put a few in for you.)

4) Anything else that's important to you such as deadlines that you already know exist.

Key Calendar Dates Template
Download XLSX • 12KB

Merry Christmas!! And happy planning!

~ h

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