How to Plan for Best Year Yet in 2022
January 21, 2022

How to Plan for Best Year Yet in 2022

“I feel like a lot of small b fall down is that they don't spend time planning, they just spend time doing.” - Kristi Soomer

Are you setting your year up for success by starting it out with a plan? On this episode of Brave and Boss with Kristi Soomer, we walk through planning in 90-day sprints using the  Entrepreneurial Operating System. Grab a pen, a calendar, and let’s get planning! 


[00:01] You Should Be Planning!

  • Planning helps everyone get on the same page
  • What is EOS? (Entrepreneurial Operating System)


[03:29] Planning With The Entrepreneurial Operating System

  • Set up an annual goal meeting along with quarterly rocks or checkpoints
  • Do your year in review. Click here to listen to our episode on how to do a year in review
  • Look at your goals and determine the overarching goal
    • Work backward from your company goals to create your annual goal and quarterly rocks
  • Practical examples of quarterly rocks
  • Your To-Do list is not necessarily your Success List
  • Your rocks are meant to align your daily, weekly, monthly, and quarterly decisions to hot your yearly goals
  • Make your rocks SMART
    • Specific
    • Measurable
    • Achievable
    • Realistic
    • Time-bound

[14:20] What Does The Perfect Level 10 Meeting Look Like?

  • Setting up accountability touchpoints to review your KPIs
  • Adjust your systems for every new revenue layer you hit
  • Are you stuck on how much revenue you need to generate? Get unstuck with my Goal Setting Course


[19:00] Closing Up!

  • Never underestimate the power of focus: Doing less, but doing it better.
  • Post a screenshot of this episode on Instagram Story and tag me @kristisoomer


Key Quotes:

“If you don't know where you're coming from, it's really hard to set a course of where you're going to go.” - Kristi Soomer

“Every time you hit a new revenue layer. you have to adjust your systems for that new revenue layer.” - Kristi Soomer

Resources Mentioned:


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