Holistic Business Planning 5 Step Checklist

Woman dancing

“Tell me, what do you plan to do with your one wild and precious life?” ~Mary Oliver

What do you want to create with your one “wild and precious” life, as Mary Oliver states in her amazing poem?  What do you want to bring forward from your Visions into Reality?  I want to help you out with this process and give you a Checklist to follow. This checklist will help you get clarity and put your feet on the ground to bring your Vision into full form.  You have no idea what capacity you have to create.  Just like the phrase we hear so often “We only use 10% of the potential of our brain”; I believe we only use 10% of our capacity to CREATE in our Holistic Business.  So let’s get started!

5 Step Checklist to Create AMAZING Success in Your Holistic Business

#1. What is your Bold Money Goal?  How much money do you want to make in your Holistic Business this year?  Do not do any planning until you come up with this number first.  This is one of the most powerful things I learned from Bob Proctor when he was my mentor. You see your thoughts align to the vibrational frequency of this number.  The thoughts you have when your goal is $50,000 will be different than the thoughts you have if your goal is $100,000.  Once you set this goal you will attract the ideas of what to create in your business that will meet your goal.  How amazing is that?!

Action: Set your Bold Money Goal.  Really allow yourself to stretch here, but it needs to be believable to you as well.

#2. What is your Mission?  What is your Why for doing your Holistic Business?  What is the key change you are here to help create on the Planet? I know you might have some confusion about this, so let’s see if we can make this easy for you.

Action: Take a few deep breaths and tune into your Spirit (the part of you that is already crystal clear about this) and ask it “What is my Mission with my Holistic Business?  Why did I come to the Planet?  What was my Intention?”  Let this information come to you, it is right there, just open up to receive it.  DO NOT go into your head and try to figure out this in your mind.  This is information that comes from your heart and your Spirit.  If it doesn’t come to you when you do this, trust that it will come to you in the next 1-2 days.  It will come to you when you just awake, when you are in the shower, or when you are driving.  Just trust it will come and the process will be VERY easy.

#3. What are you most passionate about right now?  In my Holistic Psychotherapy practice I always followed what I was most passionate about as a guide to what to create next in my business.  I started doing Joy Workshops when the Iraq war started because that is what “lit” me up and inspired me.  Plus I knew from my work with clients that they so needed this and more importantly, they knew they needed this too.

Action: Write down what you are most passionate about.  What do you love to learn?  What problems do people have in their life because they don’t know this?  How would you develop this into a Workshop, Program, 1:1 Service?

#4. What are people responding to?  What to do next in your Holistic Business is the intersection of what you are passionate about and what people want.  This is where things go off track for many Holistic Practitioners.   Sometimes they may be passionate about it but there might not be a strong response to it.  Many times it is because they don’t know how to develop compelling marketing that speaks to the problems people are having because they need what they would be offering.

Action: Do a Tele-Class on what you are passionate and see what the response is.  Make sure you have a “Hot” Tele-Class Title and compelling content to share.  This will help give you feedback if people will respond to a Program or Service you will develop around this.  Also pay attention to what your current clients are complaining about, what are they telling you they need and respond to this.

#5.  How can you Make Money with this?  This is a VERY important question to ask yourself.  How can I make money doing my Mission, sharing what I am passionate about and responding to what people want right now?

Action: What is the best form to deliver this to clients – with 1:1 Services; in a Workshop or in a Program you develop?  Which form has the most moneymaking potential and would be the fastest to implement (meaning you can begin offering it today!).


5 Responses to Holistic Business Planning 5 Step Checklist
  1. Dorothy Fitzer
    January 15, 2014 | 1:35 pm

    Shelley –
    You are just the Diva Goddess of practical, useful blogs. I revisit your blogs and recordings repeatedly for both inspiration as well as ongoing check lists;)
    Thanks for all the great help!

  2. Kerry
    January 15, 2014 | 2:13 pm

    I remember doing this checklist with you…who’d a thought I would actually be manifesting my dream! So cool!!! Thanks Shelley!

  3. Tina Games
    January 15, 2014 | 7:00 pm

    I love that quote from Mary Oliver! What a great way to lead into this fabulous and thought-provoking checklist. ~ You’ve given me a lot to ponder as I map out the new year in my business. ~ Thank you! 🙂

  4. Teena Evert
    January 16, 2014 | 12:27 pm

    Thank you Shelley for making something so HUGE so SIMPLE…there is a clear focus in your check list that allows one’s intention to pierce through the conditioned self so they can create and manifest in this precious life!

  5. Beth
    May 17, 2015 | 9:00 am

    Useful reminder to both think expansively as well as practically.. starting somewhere is starting!

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