Business Goal Tracking for Week 13 of 2022

In March 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 3/26/2022 and 4/1/2022.

Monthly and Weekly Goals

March Monthly Goals

1. Publish the 2022 version of my estimated tax workshop
2. Create sales page and bonus for rising graduate students webinar
3. Add general and CA state tax info to annual tax return workshop

March 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 took this week mostly off for my kids’ spring break. I only worked for about 7 hours. So I didn’t work toward my monthly or weekly goals except responding to urgent emails. Now there’s plenty to do for next week!

Monthly Goal 1: Publish the 2022 version of my estimated tax workshop

This goal is ACCOMPLISHED! Register for Quarterly Estimated Tax for Fellowship Recipients (2022).

Monthly Goal 2: Create lead magnet and sales page for the rising grad student webinar

This will be pushed to April.

Monthly Goal 3: Add general and CA state tax info to annual tax return workshop

I’m not going to get to this one this tax season.

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

I responded to urgent emails, but will have to catch up on this next week. I didn’t need to send any invoices.

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

I scheduled all Tweets last week, and didn’t need to say any promotional emails.

Weekly Goal 3: Devote two hours to professional development

Skipped it!

Weekly Goal 4: Recite affirmations daily

Skipped it!

Goal Tracking

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

• Advertising — 0.77%
• Community membership + tax workshop sales (individual) — 2.91%
• Public speaking — 5.03%
• Tax workshop (institutional sales) — 3.35%
• Sum — 12.05%

Cumulative Workshop Enrollment to Date (5,000 is “Best” goal): 1,393

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
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