big goals Archives - Tara Swiger

big goals

291: How I’m planning 2020

As a culture we talk a lot about planning the year for about 2 seconds on December 31st and January 1st, but the fact is, when you’re building a business or following a dream, you are planning and implementing a plan all the time! Today I’m going to share how I planned my New Year, warts and all.

Welcome to the New Year! Over the years I have written (and recorded) a lot about New Year and seasonal planning, so this year I decided to share exactly what I’m doing, with a bit of my feelings and experience as I do it, so you know you’re not alone.

You can get access to ALL of my episodes about planning your New Year AND a new worksheet, at TaraSwiger.com/2020Goals. Download it now!

It started in early December…

Inside the Starship, we read the book Everything is Figureoutable, by Marie Forleo, as a part of our Q4 Book Club. This book is packed with encouragement and tough love for moving forward on your big dream, no matter how unreachable it feels.

I really committed to not just reading it, but also working through the exercises. It helped me get clear on what’s held me back from setting a bigger goal (like, really big) and work through that. The book is so uplifting and encouraging, I think this helped me shed a bit of self-doubt that has held me back in the last 2 years.

Self-doubt

Actually, let’s chat about self-doubt holding me back. I talked about this a bit in episode 252, if you’d like to hear more about how I worked through it then. The thing is – I had a major depressive episode in 2018 and it rattled me.

Even after I came out of it, I had this lingering fear that I wasn’t going to be able to follow through on anything, that I shouldn’t commit to anything because I wouldn’t be able to complete it. Soon after that, we became licensed to foster parent, and since I had never been a parent before, and I had no idea what to expect, I also became convinced that I would no longer be able to follow through on things, because kids.

The thing that’s so insidious about this self-doubt is that it presented as LOGIC. Like, it’s totally reasonable to expect that I’ll be able to do less as a parent, than before… but what level of “less”? I didn’t know, so I assumed the worst. I assumed that the kids would be some kind of hurricane that completely exhausted my ability to adult, let along to show up to students, captains and partners.

Now, I can see how a lot of that was just catastrophizing – I didn’t know what to expect, either about recurring depression or parenting, so I just assumed the worst. I needed to tap back into Confident Tara in order to dream big and create a plan and follow through, because you must believe it’s possible before you’ll actually do the work.

I’m sharing this because in the middle of it, it felt very real, very logical, and TRUE.

If you are feeling tons of self-doubt or battered by life, give yourself some grace. It is ok. You don’t have to dream BIG right now. You don’t have to be on top of everything. Get inspired a confident again, by listening to my podcast and/or by reading Marie Forleo’s book (she also has a great YouTube show!)

Where I plan

Ok, before I go any further, I wanna talk about WHERE I actually do this planning – both where I write it and where I sit physically to do it. The thing is, you need to find what works for you, but I know we all love to hear about these kind of details.

I always plan my year (and do quarterly maps and monthly planning) in one notebook. That way I can keep a whole year in one place and go back to it, without having to search around.

This year I’m using a Happy Notes so that I can add pages and different kinds of paper to it. In the past I've used a big Moleskine.

I typically do the review at a coffee shop, next to a fireplace, with a fancy latte in a mug. Last year I had a brand-new toddler at this time of year, so I didn’t do any planning until late January, and then I did it during naptime under a blanket on my couch.

Review the last year

I start by reviewing the last year, because it is VERY inspiring to remember all of the good of the last year and to get grounded in where I am in my business right now.

I use my own book Map Your Business to do this! It starts with several pages of worksheets to get really clear where you are right now.

Now, it’s easy to use this as a chance to beat yourself up.
Maybe you didn’t hit your goals last year. Maybe you didn’t do ANYTHING last year. Maybe you are looking at where you are right now, thinking there is NO WAY you can get to your goal.

Hey, that’s ok. Deep breath.
You are exactly where you need to be.
You are capable of more than you’ve done before.
You are further ahead than you’ve ever been before! You have learned so much this year! (even if it’s not what you wanted to learn!)

This is why Map Your Business really focuses on the lessons you’ve learned and what you want to take from last year into this year.

There’s also a section on releasing all your regrets. We all have them. It’s ok, you can let go of them and move forward.

Dreaming the next year

Ok, so once I've let go of my regrets and I’ve looked at what lessons I want to bring forward into the next year, it’s time to think about the upcoming year.

I like to start with FEELINGS. There are several worksheets in Map Your Business that you help narrow in on this – the things you value, the qualities you want in your life and in your business.

How do I want to feel this year? What could help me feel that way?

For me, I want to feel strong, confident, loving.
Strong – capable, calm, resilient
Confident – capable, trust myself, move forward on scary stuff
Loving – with my family, with everyone in foster care, with myself

What could make me feel this way? (I’m still making my list!)

I use Map Your Business to dive into the specifics of what I want to create, in every area of my business. So at this point, I already have in mind my sales goal, but there’s a lot more to my life than just sales.

For example:
Jay and I need to trade his 20 year old car in for a newer one that we can put kids into.
We want to pay off debt.
I want to have more than enough money saved up to pay my taxes quarterly.

Map Your Business has you list out EVERYTHING you want to accomplish, then zoom in on 3-5.

I also love the idea i got from Leonie to list 100 things I want to do in the year. There are so many things I want to do that aren’t really GOALS, but things I do want to do and remember to do. So I make a big list that I keep adding to, of allllll I could possibly do.

After I have a goal, it’s time to make a plan.

Here’s where allllll the uncertainty in my life comes into play. I have NO idea what my home will be like in a year. Will we have 2 kids? Will they be 6 months old or 5 years old? A new placement or an adoptive placement? Daily therapy or no appointments?

There are so many variables that it’s easy to think there’s no way I can plan. But that’s NOT TRUE!

What I can do is make a plan for what needs to be done and chunk it down into what I need to do next. In Map Your Business we do this in three month chunks. But if you’re life has a lot of uncertainty, you can still make this “quarterly” plan… and accept that something might interrupt and it’ll take longer than expected.

Here’s what it looks like with my goal.

My goal is a sales goal, that is twice what I’ve sold before (keep in mind sales is NOT profit, we go into this in my free Masterclass).

My first step in breaking it down is to chunk it into halves or quarters of the year.

If you’re increasing your sales, it’s not likely to happen in a smooth progression. For example, if you’re goal is to make 36,000 in sales this year (I picked a number it’d be easy to do the math for!), you’re not going to make 3,000 every month, you’ll likely start where you are now (maybe a little lower because January tends to be slower than December in most industries), and then increase as the year goes on. You’ll also want to look at you are already doing – craft shows? A big Black Friday deal? New wholesale customers in the spring?

So maybe you’ll make 13,000 in the first half and 23,000 in the second half of the year.
You can then break that into quarters:
Q1: 5,000
Q2: 8,000
Q3: 10,000
Q4: 13,000

If you don’t break it up and take into account industry trends, marketing plans, and natural growth, you’re going to feel very frustrated and far from your goal. If you thought you needed to make $3,000/mo and you just make $1,5000 in January, you’re going to feel SO FAR away, when in reality you may be right on schedule to grow.

(Just to be clear my goal is quite a bit bigger than this, but I wanted to use numbers that are more in line with the goal a lot of you have set).

After I split my goal up like this in quarters I then looked at months. I looked at what I have planned – travel, events, vacations. Map Your Business has a page where you can list out what’s happening in each month, so you can see when you’re likely to have time and energy for your business.

Once you have the goal for your quarter, you do the most important step: forget all the other quarters.

I just focus on the sales goal for this quarter.

And I ask myself: What can I do to reach this goal?

For my business and my audience (you!), this is a lot more about systems than one-time tasks – I put systems in place to share my work with more people as the year goes on. And because of foster parenting, I make sure the system doesn’t need ME to keep running. I want to spend my time and energy working with Starship Captains and writing/recording podcast episodes and videos.

So my to-do list for a sales goal is related to implementing, testing and tweaking systems. I have a specific list of things to implement and variables to test. I have joined a program that includes a community where I can get these questions answered.

Now, because there’s so many unknowns in my life – so many events and appointments that come with a new placement that I don’t even know about yet – I just do what’s in front of me. I make a plan that would probably fill 2-3 months as they are RIGHT NOW, but I know that I’ll need to be flexible. If it takes longer to get a placement, I’ll go faster. If I get a complicated case, it’ll probably go slower.

So that’s it for planning! The next step is to make sure the list of current projects stay front of mind – so I typically use my map to make a list and add it to my planner and I create projects with tasks and deadlines inside Asana. I talk about both of these things in a lot more detail in episode 287 + episode 288, so if you want to more about tracking daily and weekly tasks, go listen to those!

Very much appreciated this honest perspective on planning when you don't know what the next year will bring!

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Find all the podcast episodes here.

282: Get your shop ready for the holidays

Happy Holidays!

Ok, so I just filled your heart with dread, didn’t I?! If you are a shopper, it’s annoying to see ANY holiday stuff months before the holiday begins, it’s like Live in the NOW, man!… but if you own and run a shop, it is VITAL to plan for your holiday season… starting right about now.

This week I am going to help you make a PLAN for getting everything out of the holiday season that you want to! We’re going to set a goal, creating a vision for what you want out of the season, then we are going to talk about math (very briefly!) and marketing.

This can be your most profitable time of year, but so that it can be your most peaceful time of year! Or at the very least, not absolutely miserable! Your holiday season may start now, or American Thanksgiving and go through the last night of Hanukkah, or New Year’s Day, or all the way through the Epiphany.

Sidenote: I wrote this whole episode and then realized that these steps are exactly what I guide your WHOLE business through in my free masterclass. If you want to go a LOT deeper, check it out at taraswiger.com/foundations.

Let’s dive in!

Your Goal

The first step to creating ANYTHING you want, and especially something with as many moving parts as your holiday season, is to set a goal or cast a vision, what do you want to get out of this season? What do you need to do, and by when?

Let’s get more specific:

How much do you want to make in sales?

What activities and events do you want to do this holiday season?
(This may be everything from a big holiday show, to offering a Thanksgiving custom order, to buying a new menorah, to cutting down a Christmas tree. List it ALL out.)

What deadlines do you have?
Shipping deadlines:
Shopping deadlines:
Event deadlines:
Other deadlines:

What isn’t on this list but is important for you to do or experience this season?

Now for the most important question: How do you want to FEEL?

Math

The next step is to look at the actual math – calendar math and profit math. The calendar math is pretty straight forward – put all of the dates on your calendar AND put all the deadlines. Now put a star on your list of all the things that are going to take more than 1-2 hours. (You need bigger chunks of time for these things).

Now you have to switch to profit math before we come back to calendar math.

Look at your sales goal – how much money do you want to make (monthly or over the two months, either answer is fine)?

Now, with your current overhead and at the profit margin of each item, how many items will you need to sell to hit this number? (Don’t know your overhead or profit margin? You need the Foundations – learn more at TaraSwiger.com/foundations.)

Once you know that number, you know how many things you need to sell! This is important because first, you need to HAVE this many items. I can’t believe how many shops want to make $1000/month but have less than $500 in stock. Now, if you’re a designer or you sell services, you can do the math – of the things I have for sale, how many of each will I need to sell, and you can skip right to marketing those things.

As a product seller, if you don’t have that many things in your shop, before you worry about marketing, you need to focus on production – MAKE enough stuff.
That’s where we come back to the calendar – how much stuff will you have for each show you have scheduled? How many items will you have by Black Friday or Cyber Monday? I recommend getting your shop STOCKED UP before American Thanksgiving, so you can focus on filling and shipping orders and enjoying your holiday.

Marketing Tip: Focusing on production doesn’t mean you don’t do any marketing, this is prime time to be showing the PROCESS. Show what your studio looks like! Show your pile of products ready for the holidays. Show the day to day of creating.

Back to the calendar – for you to have the amount of items you need by your deadlines, when will you make them? What days are production days? Set a realistic production schedule, including the fun stuff you want to do this holiday season (in other words, if you want to spend a day baking cookies, don’t plan to spend that day on production)

Stress Free Tip: If you’ve never had a production schedule before, you’re going to find that spending the time thinking about it NOW takes so much stress off the day to day.

Communicate

The key to meeting your holiday goals is communication – with your family, with your customers, and honesty with yourself!

Before we jump into business communication, you need to communicate with your family! What are their expectations from you? What do they want to do together? What are you letting go of?

Reminder: You have permission to let go of any holiday tradition that is not serving you.

And to adopt new ones that feel better. This will go smoother if you communicate with the other people involved!

If you need to be heavily into production for the next month, let your partner and friends know! Ask them for the support you’ll need in this time!

If you need to label items while you watch Elf with the kids, let them know! (If they don’t have sticky-cookie fingers, they can help!)

Whatever you need from the people in your life, let them know!

Of course this applies to your business too! It can be a real struggle to stay consistent with your marketing communication in busy seasons. But if you want increased sales, this is the time where you need to stay consistent.

How to balance it? Make a plan!

Decide what you’re going to say, when, and write it out ahead of time. Spend some time in early November writing some Instagram captions, sales emails, blog posts – however you communicate with your people, you can write it out ahead of time.

This is why we have already worked on the calendar – it will now tell you when shipping deadlines are – this is one of the most important things for you to communicate, several times, so your people (who are also busy and distracted) don’t miss it! Right now schedule when you’re going to send shipping deadline reminders (if you’re not sure what to do, announce it 2 weeks out, 1 week out, 2 days and final day. YES that many times!). You may have a shipping deadline for Christmas, one for the last night of Hannukah, or any other date that is important to your people. If you make your items to order, then your order-by date is going to be even earlier!

Once you’ve got your shipping and ordering deadline messages scheduled, look at any other event:

Are you going to be at a holiday show? Schedule your messages about that.
Are you doing a big Black Friday deal, go on and schedule your messages about that.
What else do you want to share about this holiday season?
Do you want to show your item in use during this season? Stage some photos and take them now.
Do you want to share your own holiday traditions? Schedule those posts.
Do you want to talk about your feelings around the holidays? Schedule that!
Do you have weekly content? Be sure to schedule time to point people back to that.

I know this sounds like a lot, but don’t get overwhelmed. The first step is to identify what you want to post when, the next step is to actually get it together (images and writing the words) and the final step is to schedule it (using a tool like Later for Instagram/Facebook).

To be honest, I plan a month or two in advance, but I don’t get my content together until the week of, and for most of my business life, I haven’t scheduled things more than a week in advance. Now that I have toddlers and more chaos in my schedule, I’m needing to get a bit more ahead of it than that, so your particular scheduling cadence is going to be related to your particular life.

To recap, you’re going to get your shop ready for the holidays by: setting your goal and casting a vision for what you want the holidays to be like, doing profit and calendar math so you know you CAN make it the way you want it, and then communicating that to both your loved ones and your customers.

As a reminder, you can dive deeper into goals, profit and marketing plans in my free Masterclass, at TaraSwiger.com/foundations.

Love this reminder to get set up for a successful and stress free holiday season!

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How to listen

You can subscribe to it on iTunes (If you do, leave a review!)
You can listen to it using the player above or download it.
Subscribe or listen via Stitcher (or subscribe in whatever you use for podcasts – just search “Explore Your Enthusiasm” and it should pop up!).

Find all the podcast episodes here.

Are you doing what matters? Here’s how to know.

What are the last 5 things you did for your business?

I don't mean big crazy things, but the very last 5 actions you took.

Now zoom out – what were your big goals for 2015? What had you planned to work on this quarter?

Do the actions you recently took have anything to do with the big goal? Can you see how they fit together?

Or are they totally unrelated? Are you spending your working time reacting or distracted?

What about today's to do list and plan? Is it related to your goals?

As we wrap up the first quarter of 2015, it's the perfect time to check in on what you've done (celebrate it!) and realign your daily actions into a plan for what you want.

If you find yourself doing a lot of unrelated stuff that has nothing to do with your goal, don't beat yourself up, just take the time to reset. There are lots of ways to reset. You could:

Revisit your map (if you made one) and mark off all the things you did (and celebrate!) and pick 2 of the next steps to do this week.
Write down your goal and brainstorm the VERY next action you could take towards it.
Tell someone what you're going to work on next (accountability makes it much more likely to happen!)
Schedule a time to work on your goal, in the very next 2 days. Put it on your calendar.
Take a dance break…then sit down and get to work.

Need help getting clear about what actions will move you towards your goal? Want to make a plan for getting there? Need accountability?

The Starship provides exactly this..and it's now open! Make a plan, choose the best actions, and be held accountable when you beam up here: https://taraswiger.com/help/starship-adventure

Make a plan. Choose the right actions. Be accountable.

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Boarding this quarter is super-short and it closes on FRIDAY. Join here.