Your Insight Planner

For ambitious business leaders & owners seeking clarity and insightful action

I've spent over ten years working with brilliant, ambitious business leaders & owners, and the one thing I am certain of is that you know what is right for your business. But that sometimes, this knowing can get lost in the noise and demands of running your business, it can be easy to lose sight of your vision, let alone the action it might take to realise it.

Your Insight E-Planner is built to support you realise your vision above the noise. Twelve months of structured, purposeful space to connect with what you already know, capture it, and turn it into real action, both in your business and your life.

How it works

The planner has three natural parts, following the natural journal of growth

Part I: Your Vision

This is where you get to think big. Where do you want to take your business? What do you want to build? What does a truly flourishing business and life look like for you?

Most business owners rarely give themselves permission make space to consider these questions, because there's always something more pressing to deal with. This is your opportunity to create that space. It doesn't need to be fully formed at this stage, as you progress through the planner and start to take action your vision will become clearer, and by the end of the year you'll be amazed at what you've achieved.

My SMILE goal-setting framework helps you set goals that are genuinely grounded in what you know, not what you think you ought to be doing. Goals that excite you and that you'll actually follow through on.

Part II: Your quarterly and monthly planning

This is the heart of the planner and some might say where the magic happens.

Each quarter you are prompted to reflect and reconnect with your vision and decide where your focus is going to be over the next three months. Then each month you break this down into specific, achievable, clear actions so that you know what you are focusing on each week.

At the end of each month you will be prompted to reflect upon the insights you had during the month, your learnings and what might have got in your way, so that you can move forward in a positive and constructive way.

Every quarter you'll also find the Flourishing Flower, one of my favourite parts of this planner. I've worked with enough ambitious business owners to know that the business and your personal life are more connected than we sometimes give ourselves permission to admit. This prompts you to have an honest check-in on both.

Part III: Your year in review

At the end of twelve months, you are invited to stop and reflect. It's very easy just to simply go straight into the next year without celebrating what you have achieved and reflect on the lessons you might have learnt. This section ensures that you do create that space and I think you'll be genuinely proud of what you see.

What's included

• 360 pages covering a full 12 months
• Undated so that you can start whenever feels right for you
• Quarterly Flourishing Flower check-ins
• Monthly goal-setting with my SMILE framework
• Weekly planning pages and space to capture your wins
• End-of-year reflection to close the year properly
• Use digitally with GoodNotes, OneNote or Google Drive (works best with an tablet & pen), or print at home in colour or greyscale

This is for you if...

You're an ambitious business owner or leader who wants to create some dedicated space to connect with what you know, capture your vision and goals so they don't get lost and plan out your action so that you can realise them.