Hello and welcome to best laid plans.

This is your host, Sarah Hart Unger, and this is the podcast where we talk all things

planning and planning adjacent.

I had promised a couple of episodes ago that I would give you a mini guide to your annual planning,

and I decided this would be a perfect week to put out that episode.

I felt like probably some of you at least are traveling, as this is the week of Thanksgiving in the U.S.,

and maybe this would be a fun thing to listen to in the car with your partners so you can talk about

some of these topics and maybe make a plan for your annual planning together.

Or if you're going to do this alone, to think about when and where you might do this,

and just think about kind of how you are going to tee up your 2025 and how you're going to

go about that annual planning ritual.

So this is going to be a mini version of kind of what I do in Best Laid Plans at Home and also

Best Laid Plans Live planning 2025. And I'm going to include all the elements, but kind of a

streamlined version so that you can, if you'd like,

create your own DIY agenda for your own annual planning retreat. All right, so to begin with,

I love to start off with some form of reflection. This is both in terms of looking back and

also in looking forward. In looking back, I want you to take time to think about your last year.

If you have a goals list from the year prior, because maybe you did this a year ago,

which is amazing, then get it out.

If not, that's okay.

You can journal about what happened during the year.

You can scroll through your phone photos to kind of think about what happened during the last year. But scroll through your phone photos to kind of think about

...