Business Goal Tracking for Week 20 of 2022

In May 2022, I set four 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 5/14/2022 and 5/20/2022.

Monthly and Weekly Goals

May Monthly Goals

1. Ask for QE tax promotion on my behalf
2. Update PF workshop series for 2022
3. Promote Set Yourself Up for Financial Success in Grad School and enroll clients
4. Create June through August content for Set Yourself Up for Financial Success in Grad School and set up the workshop

May Weekly Goals

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

Week Overall

This was a difficult week; I only worked about half as much as I normally do. I was fairly sick on Monday and still recovering through the rest of the week. Our younger daughter was also sick and didn’t go to school all week. Plus, we had scheduled a birthday party for our girls on Saturday, and because of our illness we were heavily considering postponing. However, we decided to go ahead with the party late in the week, which meant I spent essentially all of Friday preparing for that. So a lot of personal stuff greatly compressed my normal work week, but it was OK as I wasn’t too busy with deadline-driven work.

Monthly Goal 1: Ask for QE tax promotion on my behalf

I haven’t started on this yet, but plan to in the upcoming week (for real!).

Monthly Goal 2: Update PF workshop series for 2022

I haven’t started on this yet, but need to in the upcoming week.

Monthly Goal 3: Promote Set Yourself Up for Financial Success in Grad School and enroll clients

I’ve completed all my scheduled sales calls and have yet to officially onboard any clients, but I’ll follow up with the most likely one in the coming week.

Monthly Goal 4: Create June through August content for Set Yourself Up for Financial Success in Grad School and set up the workshop

I created the slides for, scripted, and recorded the audio for the July module and handed them off to my video editor. I plan to do the same for the August module next week.

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

I stayed on top of this goal, not that there was much to do!

Weekly Goal 2: Write and schedule promotional broadcasts and Tweets

I didn’t have anything to promote this week in particular, so I sent out a broadcast for podcast volunteers instead, which had great uptake!

Weekly Goal 3: Devote two hours to professional development

I skipped out on professional development this week.

Weekly Goal 4: Recite affirmations daily

I checked this off 4 days out of 5.

Goal Tracking

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

• Advertising — 1.37%
• Community membership + tax workshop sales (individual) — 4.86%
• Public speaking — 8.85%
• Tax workshop (institutional sales) — 7.00%
• Sum — 22.08%

Cumulative Workshop Enrollment to Date (5,000 is “Best” goal): 1,558