Feeling Pleased with your Month
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Feeling Pleased with your Month

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Monthly planning is a key habit for business builders like you.

It allows you to review progress and identify areas of improvement.

It also ensures you stay aligned with your vision.

I teach clients how they can feel pleased when reviewing their month.

Through the PLEASED framework, I challenge you to ask yourself these sets of questions every month so you can…

you know

feel pleased! 🤪

P - Priorities

  • How am I tracking towards my Priorities?
  • Am I in integrity with the Leading Key Performing Indicator targets I set for myself?

L - Learn

  • What will I learn this month?
  • Have I integrated the wisdom from last month’s books, courses, podcasts, etc…?

E - Experiences

  • What experiences will I host this month?
  • How will I activate different groups of people across my ecosystems?

A - Amplify

  • What message or promotion will I be amplifying this month?
  • What campaigns will I publish?

S - Service

  • How can I improve service delivery, a.k.a. client experience?
  • What is the feedback telling me?

E - Entertain

  • WHAT DOES FUN LOOK LIKE?
  • What exciting activities will I do with my spouse?
  • What about my friends?

D - Delegate

  • What tasks will I delegate to my team?
    • Pick 3 tasks you hope to pass off to someone on your team
    • Schedule time to document the checklists and required resources for them to be successful
    • Use Screen Recording software like loom.com to show visually how to do things.

I’ve created a template in Notion that helps me reflect on these questions every month.

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Want a similar template? Swipe it here

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Grab it Now →

P.S. I host Notion for NewBees Office Hours every month. Join the Swarm Community (Free) to sign up for every monthly training.

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Thanks for reading, Ernesto

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Regenerate Your Business, Share your Honey.

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