Awhile back, I had the chance to speak at a networking meeting about the difference between fear and misalignment.

It was a small gathering in a beautiful Turkish restaurant in Burlington.

After I spoke and answered questions, we chatted casually about what we were up to in our businesses.

At the time, I was gathering information about how (and if) people make plans for the upcoming business year.

So I asked for their thoughts, and got some really interesting feedback.

Most of the people sitting at the table did not make advance business plans for the upcoming year.

A few people said they’d made plans before but found them too difficult to follow.

And a few more said they preferred to “go with the flow” rather than make a plan.

Now, I know I’m not the only one talking about planning at this time of year.

But I might be the only one willing to help you decide if you actually need to make a plan for next year (or not.)

Take this self assessment to see if you can ignore all of this talk about planning or if it’s time to roll up your sleeves and start!

Do You Need a Plan for Your Business Year?

This self assessment is designed to help you answer this question.  But ultimately, it’s up to you to decide what’s right for you and your business.

Rate each of the following statements on a scale of 1 to 10, where 1 = never or not at all and 10 is always, or very true. 

Part 1

  1. I’m always scrambling to get things done in my business.
  2. I feel like time goes by and I haven’t really accomplished much.
  3. I get easily distracted by “bright shiny objects.”
  4. I feel like I’m riding an income roller coaster!
  5. I often feel overwhelmed by or confused about what to do next.

Part 2

  1. I have business goals/intentions/targets for the year.
  2. I want my business to grow over the next 12 months.
  3. Next year I want to make progress towards my overall vision.

Interpret Your Results

If you’ve rated any of the first 5 questions (Part 1) a 4 or more, you’d benefit from a plan.

Here’s why.

Having a plan in place:

  • helps you stream-line and co-ordinate the core elements of your business so you’re more organized and prepared
  • keeps you more focused and on track so you can be more effective and efficient with your time, energy and money
  • allows you to be more proactive and directive in your business rather than being reactive
  • helps you feel more confident, calm, and clear about what you’re doing and where you’re going

If you’ve rated any of the last 3 questions (Part 2) an 8 or more, you definitely need a plan.

And that’s because a plan is the way to get from where you are right now to where you want to be at the end of the year.

A plan (specifically a Big Picture Plan) is what takes you there.

It focuses and guides the actions you take and keeps you from going too far off track.

It facilitates the growth, progress and achievements you want in your business in the next year.

That means if next year you:

  • have goals to achieve
  • want to grow your business
  • want to make progress towards your overall vision

you need a Big Picture Plan to support you.

What do your answers tell you?

Would you and your business benefit from having a Big Picture Plan?

If the answer is yes, then the next question is:

Would you like my help to put one together with you?  One that’s tailored just for you?

Let’s find out! 

Book a complimentary call with me to discuss your specific planning needs.  


Also known as The Gentle Results Coach, Mary Strachan helps heart-centred entrepreneurs and creatives achieve their goals and dreams without having to compromise their energy and well-being.

If you’d like to understand why you’re not making more progress towards what it is you say you want most in your business, take this self-assessment