This is the busiest time of the year for many of us entrepreneurs. We’re closing out the year, getting ready for the new year, hosting family dinner parties, travel, and planning the big company holiday party… all while in the midst of running Black Friday sales and social media campaigns. To call it a busy time of the year would be a gross understatement. But we’re going to push thru. Somehow, someway we have to find time to rest but also prepare for the new year. Now you don’t have to wait until the new year to start, you can start whenever the mood moves you but for most they like to start with a fresh start for the new year. Every year I create a year end list of shit to have together to make sure I’m starting off the year prepared and ready to hit the ground running. This year is no different. I’m starting off the year with new projects, new clients, and a new full time job in the middle of their holiday season so that means overtime fresh out of training. But when you know what’s ahead of you for the year and have minor tasks completed it’s easier to get work done more efficiently and in a timely manner. I would even say it allows for you to take more time off while still generating income. My yearly to do list doesn’t change much so if you want to add to it for next year just leave a comment below. Hopefully this will help some of you that might have been procrastinating but know it’s time to buckle down and get to work.
So you have 42 days to complete roughly 27 tasks. It’ll be a challenge but we can do this. I’ll do doing this challenge right along with you guys using the hash tag #gettinmyishtogether on Instagram.
If you’re a VIP member I’ll be dropping the link to a PDF version of the list that you can print and keep track of later today.
A planner you’ll love and put to use
I’ve been a huge fan of Day Designer (Day Designer for Target) planners which are typically on an academic cycle from summer to summer instead January to December. Plum Paper Planner or Sugar Paper LA would be my next option.
Your business plan or yearly update of your existing plan
Heading into the year you want to reflect on your original mission statement and purpose to amend your plan accordingly.
Media kit or portfolio
Have your media kit or portfolio ready for new business opportunities. Get it ready now because you’re sure to need it if you plan on making money from sponsored content or getting new clients.
Save time and be efficient by using canned responses in gmail to create a prewritten pitch email templates that you can customize to send to brands, influencers, and to build new connections.
Order business cards
We evolve and grow all the time. Make sure all your branding is incorporated in updated business cards. The goal is to be consistent and up to date.
Clean all email accounts and folders
Look. You’ve let your email account get out of control this year and it’s time to just hit delete all. But don’t delete important contacts because we’re going to save it for later.
Donate clothes and anything else that you don’t need
Just let go. Let it go, let it go, let. it. go.
Clear and cleanse your space; home, office, and car
Open the windows, dust, mop, polish, shine, and sage your home, office, and car. The 3 areas we spend so much time in and so much energy flows.
Check out your horoscope or get a tarot reading
In a perfect world I could get monthly readings from one of my favorite personal online friends but she’s busy and I can’t put that type of pressure on her. I try to get quarterly readings, so by the beginning of the year comes around I’ll be ready for new one. There’s lots of women running successful businesses doing online readings. They can be hard to find and I’m thinking about doing a roundup of the ones I would go to. If that’s a post you’d want to see let me know in the comments.
Tax and accounting information for the year
You’re going to need it why not get it ready now. Set aside a file or folder and make an appointment with your tax accountant.
New/ clean monthly receipt book
If you followed the list in order then you’re already starting off with a fresh receipt book.
Update passwords on all accounts
Don’t go another year without strengthening your passwords and updating your email addresses for accounts your rely on.
Run your your annual credit report
All U.S. citizens are entitled to 1 free credit report from the 3 credit reporting agencies (Equifax, Experian, and TransUnion) once every 12 months. You can request all three reports at once, or space them out throughout the year. Learn about other situations in which you can request a free credit report.
Create or update an electronic list of friends & family contact information (print and file a copy)
We rely on technology so much that no one knows hardly any phone numbers from memory. We used to keep mental records of dozens of phone numbers, addresses, birthdays but those days are long gone.
Create or update a manual and electronic list of business contacts (print and file a copy)
Have your business contacts information current and at your disposal.
Back up your mobile devices and tablets
Don’t wait until it’s too late and you information gets lost to consider backing up your devices.
Review all insurance information
Be sure to print and file a copy of all your insurance information.
Update your social media bios and profile pictures
Keep everything fresh and consistent.
Review and audit your social media and/ or personal branding
Please see above lol.
Get an annual mental health check or evaluation
Don’t be afraid or ashamed of keeping your mental health together during these times of chaos.
Get an annual physical
Your body is a temple
A complete review of your menu of services and pricing
Now is a good time to see if you’re pricing yourself at the level you should be paid at.
2016 stats and analytics
Compile a monthly graph of your stats and analytics just in case you decide to incorporate it in your media kit or need to reference it to set new goals.
A list of brands, companies, and influencers your want to work
I like to call this list the “pitch list”
A glimpse of when projects and seasonal campaigns are due
Theses will be loose or working dates for important dates that your business should be aware of.
Compile all press mentions and sponsored content
This will be great to have listed in your media kit or on a page on your website if it fits.
Review 2016 accomplished and missed goals
We have to crack open the books and acknowledge our areas of improvements to reach our goals.
An outline of goals to achieve in 2017
Let’s outline a plan and get ready to kick some ass and push thru!
Clean up and delete files in your Google Drive account
See we’ll be deleting a lot here.
Relax and get ready for an exciting 2017
Look start now get it out the way with and you’ll have at least a month to rest or a one month head start depending on how you look at it.