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How are you starting 2024?

Are you charging forward full speed ahead?

Or are you easing into it?

Personally, I’m easing into it. 2023 was…hmmm…a year. So I’m giving myself grace to begin the year with some deep breaths and some deep reflection.

And, as a project manager, I am still trying to get a little sh*t done, it’s in my DNA. So I’m slowly but surely working on my 2024 forecasting and goals, doing outreach for retreats at The Ranch (scroll to the bottom of this email please), and getting my personal wellness back on track.

As someone dedicated to helping people I thought I’d share some resources that I’ve been using that might be helpful to you whether you are charging into 2024 full speed ahead or easing into it.



Of course each year you “should” create goals for yourself. Here’s a worksheet I use with some of my clients to help them create SMART Goals.


Take Action Tracker

Once you have your SMART Goals, it’s time to start taking some action. This analog action tracker might just be what you need. I use this tool with many of my clients and at my Take Action retreats. It’s designed to help you get all of those actions out of your head, into a list and then into a workflow that is visual and easy to follow. I’ve adapted one side of this tool based on a Kanban board, the underlying method originated in lean manufacturing inspired by Toyota’s Japanese industrial engineers between 1948 and 1975. The Mandala side is courtesy of my friend Jody White. :)


Weekly Wellness Tracker

My son Justin is starting to do some Wellness Coaching. He has been on a fitness journey since he moved to California a couple of years ago and he is one of those empathic people that just gets people. He’s going to use my Productivity Coaching process as a model for his coaching business. I’m really excited for him.

So, as we were brainstorming things for him, I thought it would be great to create a Wellness Tracker for him to give his clients. And me, being me, I thought, I want one for myself, so I created one for me. And now, I’m sharing that with you. But if you are looking for someone to really hold you accountable, motivate and coach you in your Wellness journey, hit me up, I’ll connect you with Justin.


Word of the Year

I like to pick a word or words to use as a touchstone or theme each year. It’s a fun practice to see what’s resonating and to get a feel for what “you are needing”. Last year I chose three words: flexible, harmony, embrace. The year before was contentment. The year before that was shine. I’m still working on this year’s. I’m working through Susannah Conway’s Find Your Word ebook that came with her Unravel Your Year workbook. Check that out here. Check back with me if you’re curious what I land on for my word and let me know what yours is if you do this sort of thing.


Peach Cheesecake Ranch

Team retreats an extremely valuable tools for you to kick-off the year right IMHO. Getting your team out of the office and away from the everyday distractions is the best way to set them up for success. Use the 15 feet of whiteboard to plan the year’s tasks. Sticky note to your heart's content all your goals and objectives. The space is here for you to customize to fit your needs.

Give me a shout for a free 15-minute consult to explore the ways you can use The Ranch to get 2024 started on the right track. Use this Calendly link, to book a time.


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