If you’ve been wanting to slow down, reflect, and get a real plan in place for the year ahead, this episode will help you figure out where to start.

In today’s episode, Whitney walks you through how to reflect on this past year, identify what matters most for the year ahead, and turn those ideas into clear, doable projects you can actually follow through on. This is Part 1 of a special two-part planning series, and both episodes are releasing this week, so you can build momentum right away. If you prefer visuals, this episode includes slides with reflection prompts and a full walkthrough. You can watch the video version on YouTube.

Plus: Two free resources and a coaching call to support your planning:

• The Profit Planner → Map out the income and lifestyle you want next year
• The Goal & Project Planner → Score, organize, and prioritize your ideas so your Q1 plan is crystal clear

And if you want Whitney’s eyes on your plan, you can join the free live coaching call on December 10th at 12 PM ET linked below.

Takeaways

• Reflecting on what worked and what didn’t gives you the clarity to make better decisions for the year ahead.
• Your goals only work when they align with both your business and your lifestyle.
• Scoring your ideas by effort, impact, desire, and friction helps you choose priorities with confidence.
• Focusing on foundational pieces like your website and email list creates long-term stability.
• Breaking big goals into smaller projects turns vague plans into real progress.

Resources Mentioned

• Goal & Project Planner: https://whitneybateson.com/plan
• Profit Planner: https://whitneybateson.com/profit
• Coaching Call: https://whitneybateson.com/coach

Connect with Whitney:

Follow Whitney on Instagram @whitneybateson

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