Business Goal Tracking for Week 14 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 4/2/2022 and 4/8/2022.

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 worked relatively a lot this week (30 hrs) and had no childcare interruptions, yet I did not do well against these goals because I didn’t make them my priority. I had an idea for a new video and I absolutely could not focus on any other work until I finished it, which took 10 hours of my week and I am proud of the results (one video turned into two):

• Why Is My Fellowship Tax Bill So High?!
• What to Do When Facing a Huge Fellowship Tax Bill

Other than that I had a speaking engagement and did a bunch of maintenance work, but didn’t move the ball forward on my monthly goals. I actually had to wrap some of these up over this weekend to say I checked them off for the week (supposed to be a Fri afternoon task).

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

I didn’t work on this and it’s on the back burner for the moment.

Monthly Goal 2: Create and deliver rising graduate students webinar

I didn’t work on this, but I’m going to end up delivering a webinar fairly close to this three times this month. The first time is next week so I’m going to get the first (and second and third) drafts done very soon!

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

I definitely fell behind on this, but got it done eventually.

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

Yep, did this!

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) — 3.20%
• Public speaking — 6.60%
• Tax workshop (institutional sales) — 3.90%
• Sum — 14.48%

Cumulative Workshop Enrollment to Date (5,000 is “Best” goal): 1,441