How To Plan Your Year

About this video

Dan Martell explains his ‘preloaded year’ method for fitting business, family and personal commitments onto one page, a process he says he learned via Toakhi Mo from Dale Beaumont. Step one is big rocks first: source birthdays, weddings, speaking engagements, live events and family vacations before planning, to avoid double-booking. Step two is revenue milestones: lock in the three to five critical projects, launches, hires or outcomes that drive the year, and block the week before them. Step three is think once: decide upfront to eliminate repeated rethinking and mental overhead. Step four is stress test: merge your calendar with your spouse’s, aim to have the year about 75% committed, and check sequencing, which he says equals success. Step five is work the plan: keep blinders on, expect about 10% to change, and only swap commitments if a new opportunity is an enthusiastic yes for both partners. He recommends a colour-coded legend to spot energy flows, such as putting family time after intense business periods.

Key takeaways

• Put big rocks first: enter critical business and family dates before anything else.
• Lock in three to five revenue milestones for the year and block preparation time before them.
• Think once: make the annual decisions upfront instead of repeatedly re-deciding.
• Stress test the merged plan, aim for about 75% committed, and check sequencing and energy flow.
• Work the plan and only change a commitment when a new opportunity is an enthusiastic yes.

Episode details: published June 15, 2020 · 13:00 long. Summary written by Self Growth Videos from the episode itself. Business results and any income figures mentioned are Dan Martell’s own claims, shared for education — they are not typical or guaranteed.

← Previous: Build Your SaaS Customer Support System · Next: Mistakes To Avoid on Product Demos with Steli @ Close.com - Escape Velocity Show #30 →

All Dan Martell videos · Dan Martell profile · Dan Martell (official site)