Business Goal Tracking for Week 15 of 2022

In April 2022, I set three overall monthly goals and four weekly habits to help me meet my revenue and workshop enrollment goals for 2022. This is my accountability report for how I did against these goals between 4/9/2022 and 4/15/2022.

Monthly and Weekly Goals

April Monthly Goals

1. Create sales page and bonus for rising graduate students webinar
2. Create and deliver rising graduate students webinar (3x)
3. Plan for 2022

April Weekly Goals

1. Stay on top of all communications with university clients, including creating workshop copies and financials
2. Write and schedule promotional emails and Tweets for tax workshops
3. Devote two hours to professional development
4. Recite affirmations daily

Week Overall

I officially took Thursday through Saturday off this week to prepare for and attend an out-of-town wedding. Overall, I worked 17 hours, the vast majority of which was on Monday through Wednesday.

I had some administrative work to finish up on Sunday, which was not how I wanted to spend my Easter, but I was under pressure from Tax Day being the following day. I hope we don’t have another Tax-Day-immediately-following-Easter ever again/for a long time! And I do need to outsource the administrative work I was doing. Had I not been on vacation, it could have been completed the previous Friday.

My shorter work week meant that I didn’t complete all of my weekly goals or make much progress on the monthly goals. But I’m looking forward to next week, the post-tax-season season, to catch up on my professional development and such!

Monthly Goal 1: Create sales page and bonus for rising graduate students webinar

I didn’t work on this, but I will knock it out next week as I have to start promoting the webinar!

Monthly Goal 2: Create and deliver rising graduate students webinar

I delivered the first iteration of this webinar this week, so I’m well set up to finish this out this month.

Monthly Goal 3: Plan for 2022

This is going to happen after Tax Day.

Weekly Goal 1: Stay on top of all communications with university clients, including creating workshop copies and financials

Communications are slowing down, so this was easy to stay on top of.

Weekly Goal 2: Write and schedule promotional emails and Tweets for tax workshops

Yep, did this! I actually scheduled everything well in advance so I didn’t have it hanging over my head during my trip.

Weekly Goal 3: Devote two hours to professional development

No professional development this week.

Weekly Goal 4: Recite affirmations daily

I checked this off on Monday through Wednesday, but missed Thursday and Friday.

Goal Tracking

Annual Revenue to Date (as a percent of “Best” revenue goal):

• Advertising — 0.77%
• Community membership + tax workshop sales (individual) — 3.80%
• Public speaking — 6.60%
• Tax workshop (institutional sales) — 3.90%
• Sum — 15.07%

Cumulative Workshop Enrollment to Date (5,000 is “Best” goal): 1,519