top of page

Value Based Goal Planning

Traditionally, business planning focuses on finances and milestone achievements. And why shouldn't it, if the goal is to grow your business?

But, for soul-centered entrepreneurs, solely business focused planning can leave us feeling successful, but also empty.

I found myself in that place last year and realized that my priorities and the way I was planning for them were way off. While I was hitting the marks I wanted, I wasn't feeling fulfilled. I didn't want to abandon business based goals, but I wanted to incorporate the values that I work so hard to keep in my life.

So with that mission in mind, I worked out this exercise to create goals that were based on values and lifestyles that I wanted, not solely financial.

Here is how I set my value based goals (and download the worksheet below to do your own!)

Step 1: I listed the value I wanted to achieve.

Example: “I don't want to feel like I'm always working and be present with my family. Don't be rushed at kid focused activities and don't be stressed to get through a family activity because I have too much work to do.”

I also had one that focused on finances, but not a dollar amount yet. I focused on what I wanted money to add to my life and what I didn't want it to take away.

Step 2: I described what that value would actually look like in my life.

Example: I want to have a balance of Saturday's that I don't work. I never want to work Sundays and always have that be a day devoted to my family. I don't want to do late evening jobs during the week. I don't want to book shoots on the days the girls have activities so I don't need to schedule alternative rides and add that arrest.

So I got clear and specific on what that would look like. For my financial value goals, I itemized how much money it would take to realistically achieve the goal so I could see actuals numbers.

Step 3: What profit level do I need to be at to make those goals happen?

Example: My business is made up of different services that have various times and costs associated with them. So I created various combinations of monthly combinations that would work best to make sure I meet my financial desires but don't lose track of my values.

Step 4: Market to the best/preferred combination

Example: After going through my scenarios I decided that my preferred combination would be ‘X’ amount of Brand Builder clients/month, “X' Quarterly Content Club client and ‘X’ online brand strategy clients. Knowing that's what I want to book, I market for those services and don't take any clients beyond that so I can stick to my values.

Doing this activity has made everything click for me. I feel freedom again and that my values are aligned while I still grow my business.

Download the worksheet and share with me if you do the activity!


bottom of page