2023 RESET | Annual Functional Planning Routine

Having a successful year is not about waiting for motivation and inspiration to strike. It’s about creating systems and environments that cultivate momentum and accountability. – Alexis C Giostra @MissTrenchcoat

Hello my Charmed Ones and welcome back to my channel for the first video of 2023! My 2023 Annual Reset Routine. 

If you are watching this video around the time it goes live, we are at the start of a new year and nothing says fresh start inspiration and motivation like resetting your planning system. Your planner can be an amazing tool for your success and quality of life this year if you treat it like a system that helps you manage your focus and effort. 

So, there is a brief routine I recommend you follow to get your planner reset for the new year that follows along with the Yearly Functional Planning Routine that you can find inside my book The Functional Planning Handbook. 

Here is a recap of the routine for your reference:

CHOOSE AND SETUP YOUR FUNCTIONAL PLANNER

SET ANNUAL GOALS

BREAK LONGER TERM GOALS INTO QUARTERLY MILESTONES

DEFINE OBJECTIVES TO REACH EACH GOAL

POPULATE YOUR PLANNER WITH KNOWN TASKS, EVENTS AND DUE DATES

Q1 PLANNING ITEMS

POPULATE PROJECT PLANS FOR OBJECTIVES

ALLOCATE TASKS FROM PROJECT PLANS TO MONTHLY MASTER TASK LISTS

Grab a coffee and your planner, and let’s get started with the 2023 Reset.

xoxo,

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