5 Tips for creating a monthly Action Plan to reach Your goals 

So, you’ve got your vision board filled with photos and you’ve decided on your business goals; now what?

Visualising what you want in life is a wonderful practice but don’t forget about making an action plan to fulfill those goals.

1. Break down your ultimate goals into smaller steps

If you want to double your income, for instance, keep that big number in mind but break that big number down into a monthly income total. If necessary, break that down even further into weekly and daily goals. Knowing these smaller goals will help you focus on daily money-making tasks to earn those totals and ultimately reach that larger goal.

2.  Plot your daily money-making tasks

No matter what your ultimate goals, you need to make money with your business and those are the tasks you should prioritise. What tools do you have at your disposal? Think about how to use your blog, social media, email list, affiliate products, JV products, courses, and coaching programs to make more sales.

Sometimes all it takes is publicising your offers more frequently via social media and to your email list. Try emailing your list more frequently. Be on the lookout for affiliate offers that are the perfect match for your customers. Create a group coaching program to attract more people.

Don’t be afraid to sell.

3. Plan to outsource

Hiring independent contractors will free up time in your day as well as help you reach your monetary goals. Even if it seems counterintuitive – spending money in order to make money – your focus will naturally shift to delegator and you’ll get rid of the administrative tasks that keep you from producing products or creating new coaching programs. To make outsourcing worthwhile, interview candidates and have a firm idea of what types of tasks you’ll delegate each month. Finding that right person will make the backend of your business run smoothly and you’ll soon appreciate making that investment.

If you need assistance to find an assistance or want to know what to do then feel free to reach out to us to help.  Book in a FREE consult to discuss how you can get assistance.  https://calendly.com/beyondthemaze/discussion-call

4. Track your progress

Don’t wait until the end of the year or the quarter to evaluate if you’re meeting your smaller goals. When you do your monthly bookkeeping is a great time for this evaluation or consider doing it weekly.

  • Did you reach your daily and monthly goals?
  • Did you have a couple of days where you doubled or tripled your goals?
  • What was different?
  • What did you do on those days?

Try to replicate those actions in upcoming months. If you did NOT meet your goals, make changes to your plan and ramp up your actions the next month.

5. Document your action plan

Just because you come up with a great plan in your head doesn’t make it real. Putting information down on paper makes it real and easy to check if you’re following through. Using an online platform that allows you to make digital checklists (or boards) of all your tasks. Share your boards/check lists with your VA or simply make a board for her with her monthly tasks. Your VA could also create her own board that lists the different processes for doing her tasks, in case you ever need to hire another VA.

Dive Deeper into Goal Setting with Goal Setting Bootcamp

I have released my newest training class, Goal Setting Bootcamp! It contains 4 video classes along with a workbook and checklists to stay organized. This home study class fits easily into your schedule and there’s no pressure to finish it by a certain date. Simply work on it as your schedule allows. If you do this planning work, you’ll be set in the new year to make massive strides in your business! Check it out https://beyondthemaze1.kartra.com/page/GoalSettingWorkshop

Paula Burgess - Keynote Speaker QLD Australia


Paula Burgess is the founder and director of Beyond the Maze, a virtual assistant, coach, author, keynote speaker, mum of a special needs child and a Brisbane based girl who loves fast cars!

She also provides courses and membership to support other business owners working around children with special needs.