This article begins a series on business. It is a daily plan that is a gift you can give yourself. You should know that what you put on this paper should be a reflection of possibility and not limiting beliefs. Shoot for the sky and then do what you need to do to reach those goals.
What are your income goals this year?
What do you want to gross* in 12 months? _________(annual) divided by 52 _______ (weekly)
* is the # before expenses
and
What do you need to do to reach those goals?
How many clients per year to meet these goals? ___________(annual) divided by 52 ________(weekly)
What are your other sources of income?
(products, affiliate income, e-book, private coaching, group coaching)
- _______________________________________$__________________
- _______________________________________$__________________
- _______________________________________$__________________
- _______________________________________$__________________
- _______________________________________$__________________
- _______________________________________$__________________
- _______________________________________$__________________
- _______________________________________$__________________
- _______________________________________$__________________
TOTAL __________________
Hopefully this exercise gives you some clarity on what it will take for you to reach your coaching goals. You should know that what you put on this paper should be a reflection of possibility and not limiting beliefs. Shoot for the sky and then do what you need to do to reach those goals.
Daily Plan for Health Coaches
When making a plan for your day, do not include tasks that could be delegated and make sure they are tasks that propel you toward your goals.
Date: ______________________
Purpose___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
Priorities
- ______________________________________________________________________________
- ______________________________________________________________________________
- ______________________________________________________________________________
Objectives
- ______________________________________________________________________________
- ______________________________________________________________________________
- ______________________________________________________________________________
Ideas
- ______________________________________________________________________________
- ______________________________________________________________________________
- ______________________________________________________________________________
What do I need
- ______________________________________________________________________________
- ______________________________________________________________________________
- ______________________________________________________________________________
Do this very simple exercise daily and watch your health coaching practice change and grow! Share it with your friends on Facebook…and twitter! Try this for a week and come back and tell me what wonderful things have developed in your life and business!
Download the worksheet here.
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Happy coaching!



Thank you Cathy! As a new coach this information is invaluable to me. Blessing to you! <3
I am glad you can use it Amber!
This is great. And reminds me a little bit of Erika Lyremark’s Whiplist made easy and with added bonuses and a place to put your purpose which set your mindset for the day. I love this and will definitely use this to help me organize my day. Thanks so much for helping me start my day in such an organized way.
I haven’t taken any of Erika’s courses, but I have spoken to her and she is smart as a whip! I know ton’s of people who have really done well with her. I am glad you will be able to use it! ~Cathy
This is awesome, Cathy! I am always looking for ways to grow my business. Can’t wait to read more of your upcoming posts on business!
Thanks Cathy, I love the reminder to have the numbers be the possibilities not a reflection of limiting beliefs.
Sheila! I know…I think that we often only live up to our own expectations…so why not expect more! Thanks!
I love the way it’s set out so clearly Cathy. So many people need help to really focus on why they’re doing what they’re doing. Great job. Sarah
PS – love the logo!
Thanks for that Cathy – printing it out now!! This is very useful and to put it down on paper = brilliant and much needed! 🙂
This is great! Just what I needed today to get focused. Thanks!
Thank you. Short and sweet and to the point. It perfectly and succinctly summarizes my goals for the next 12 months – all in one place!
Yay Sabra!
These are simple steps that everyone should take with their business. And, writing them down vs having some idea of them in their head is KEY! I did something similar to this at the beginning of the year and it was great to see the numbers broken out and goals set. A great resource Cathy. Thanks for sharing.
You are right Pam. Writing them down solidifies and strengthens. You are welcome!
You are welcome Lindsey! Let me know what good things happen!
Thanks for telling me that Bianca. It is amazing to make that one little change!
Great worksheet Cathy. Getting this info down on paper and seeing the reality of the numbers is super motivating.
I admit, I love exercises like these! But I never plan on working 52 weeks per year–more like 46, because I know that no one hardly ever hits their weekly appointment goal every week, AND this build in time off. I think this helps coaches see, too, how important it is to build in products and other things. Yay, thanks for the motivation!
I love this Cathy. While I’m not a health coach, I am a web writer trainer and this worksheet is a great way to get specific with your goals and daily tasks. Thanks for a great resource. x