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.
Merry Christmas!! And happy planning!