PLANNING FOR 2025: Some Tools I Use

As I gear up for 2025, I’m diving into both personal and business planning, something I’ve been doing consistently since 2018. Over time, I have realized I often use the same set of documents and tools, so I thought it might be helpful to share my planning framework with my fellow visionaries . Here’s a breakdown of the resources I use:

Note: I decided to add tones of emojis for visual effect

1. Master Accountability Sheet (Google Spreadsheet)

————————————————————-

This all-in-one spreadsheet that keeps my life structured and updated regularly. It includes:

Life Plan (updated as needed)

Annual Calendar (key dates, updated weekly)

Annual Goals

Focus Sheet (list of income streams)

Situation Analysis

Problem & Solutions Sheet (reviewed every Saturday night to identify current challenges and solutions)

Habit Tracker

Vision Board: Split into two columns *Please God & Thank You, God* (updated monthly)

Weekly Planner

Financial Goals (minimum desired income)

People’s Inventory (friends, family, and colleagues listed in order of priority)

Log Sheet (logins to digital accounts)

Personal Balance Sheet (updated monthly)

Wishlist (1–5 years)

2. Personal Brand Document (Google Doc)

————————————————————-

Annual Action Plan

Services & Product List

Price List

Content Plan (for my personal brand)

Annual Calendar

Portfolio

Top 3 Promotions for 2025

3. Business Planning

————————————————————-

1. Master Dashboard

This document organizes and keeps a record of all critical business data. It includes:

Vision

Core Values

Annual Goals

Calendar

Budget (monthly & annual)

Cash Flow Projection (annual)

Balance Sheet

Products & Services List

Team List

Partnerships (current and potential)

Client/Customer List

Company Profile

Portfolio

Price List

Top 3 Promotions for 2025

Compliance Checklist (PACRA, ZRA, ZPPA, NHIMA, WC)

Tools I Use

————————————————————-

Here are the tools I rely on to stay organized and efficient:

QuickBooks for finance tracking

Google Sheets & Docs for planning and tracking

Canva for design work

Apple Notes for quick note-taking

Physical Notebook for offline brainstorming

I know it may seem like an impractically long list, but trust me, if you do it long enough, this list is not as long.

These tools and frameworks have been my foundation for staying organized, focused, and accountable year after year. I’ll probably share links to my templates soon, but if you need them now, feel free to DM me, I’m happy to share what I have .

Here’s to making 2025 a year of vision, action, and unstoppable growth!