How to plan out your 2021 projects and projections

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Use this handy spreadsheet (via Jason Zook of Wandering Aimfully) for planning your projects and projections.

https://docs.google.com/spreadsheets/d/1hUp_8DwT4FM3QuqlFuCKtPtdvzVaaUn4RuQbnb5SgqY/edit

(You can make your copy with this magic link)

I’ve filled this out every year for the last four years. It’s always a valuable exercise.

Whenever I fill it out, I start by:

  • Adding a few client slots (e.g., Client #1)
  • Adding a few service slots (for productized services, like my Website Reviews)

Then I plot out my ‘known’ income for 2021:

  • Retainers (e.g., client slots)
  • Recurring revenue from products, projects, affiliate, or services
  • Already scheduled 2021 projects

Then I start to think about the future and unknown income:

  • What future projects do I think I’ll build or launch?
  • What revenue do I want new productized services to generate?
  • When am I going to be working on building projects?

And I fill out my copy of the worksheet with my best guess of the future.

Excelsior!

Kai

I write a high-quality, daily newsletter about marketing, growth, and lead generation for indie consultants, freelancers, and service professionals.

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