2022 Planner

2022
PLANNER
BY KERWIN RAE
CONTENTS
1 Introduction
2 Debrief last year
3 Above the line and below the line tasks
4 The strategic planning process
5 The foundations
6 Annual priorities
7 Bite-sized goals
8 Be SMART
9 The weekly and daily huddle process
10 Planning - example
11 Your 2022 planner
2 | 2022 PLANNER KerwinRae.com

“The actions you
take today will shape
the results you get
tomorrow.”
For more inspiration follow @KERWINRAE

INTRODUCTION
I think it's safe to say we have all experienced quite a bit of turbulence this past year with
COVID and the lockdowns impacting businesses everywhere. I don't know about you, but I'm
ready for a fresh start. It's time to get things back on track and make 2022 the year that big
things happen.
If you've got big financial goals you want to accomplish, you are going to need a game plan
to put you on the path to success.
Through structure, discipline, and routine when it comes to executing plans, I’ve been able to
increase the performance of both my team and my clients by 200-600% .
Now, who likes the sound of that?
Remember: structure, discipline and routine.
A planning structure means you have priorities set out in bite-size achievable tasks, and
your big picture objectives in mind too. Instead of one big, never-ending to-do list, there’s a
specific strategy determining where your focus goes.
This allows you to focus on what you need to achieve in a set amount of time. Knowing what
you need to do and when, is half the battle.
Discipline to execute means that you actually do it. You actually have an annual plan, you
actually structure your tasks, and you actually follow through. All of this means nothing if
you’re not willing to put your money where your mouth is, and put in the work.
A planning routine means you dedicate a certain amount of time to planning on a regular
basis. It’s something you do annually, quarterly, monthly, weekly and daily - all on different
scales.
So if you want to get it down, get it done and make it happen this year, then your 2022
Planner is here to help you do just that.
Blue skies
Kerwin Rae
This workbook is designed to be completed digitally.

Type in the boxes to complete you planner. #SaveATree

DEBRIEF LAST YEAR
Debriefing is an important part of any project or goal.
You need to take that time to assess what you accomplished, how you can improve, and what
lessons you’re going to take away from the experience. Otherwise you’re just jumping from
task to task without ever really learning or reflecting.
The team and I do this every week and in every planning meeting - so let me run you through
my debriefing process.
Objective What did we set out to achieve?
If you’re heading into annual planning, your objective could be “tick off everything on
annual plan”. On a weekly basis it could be finishing a project, or even “every team
member come up with one suggestion for Instagram content”.
Result Flat out yes or no, did this get done?
I don’t want to hear any almost/if/but/nearly/not yet. It’s either done or not done. You
either ticked off that goal or you didn't. You either finished the project or you didn’t.
Everyone completed the objective or they didn’t. It’s as simple as that.
Reason Why did or didn’t this get done?
I like to spend a bit of time getting to the root cause of this. Things didn’t get done, why?
Because we didn’t have enough time. Well why was that? Because we didn’t manage our
time efficiently. Why? Because we didn’t set realistic goals. BOOM.
It’s equally as important to identify the reasons why things DO get done. Everything got ticked
off. Why? Because we aligned our daily tasks to our annual goals. Why? Because we have a
rock solid planning process. BOOM.
Response What are 1-3 actions we can take away based on what we’ve learnt?
Now that we have some awareness around our workflow and what’s working/not working, we
can take action and set ourselves up for success.
It could be meetings that need to happen, clarity around processes, daily reminders, anything
that you can realistically implement. These responses help us learn from our successes/
failures, so we can smash the next objective.

“When you align
your goals and tasks
with your purpose,
you unlock the key
to motivation.”

ABOVE THE LINE &
BELOW THE LINE TASKS
There are two ways you can go about your day:
You can focus on the big picture and accomplish above the line tasks
or
You can stay busy with below the line tasks
Playing below the line usually means you’re addicted to activity. A symptom of being addicted
to activity is someone who is always busy and never has any free time.
People who play below the line have been convinced that they need to run around like a
headless chook in order to be productive.
Now, unfortunately, if you’re a busy person who doesn’t plan, chances are you focus on the
things that scream the loudest. And often times the things that scream the loudest aren’t the
most important things. They’re just things that are screaming the loudest.
Playing above the line is where you become laser focused on outcomes and completion, not
focused on just being busy.
So I want you to commit right now to play above the line this year.
Think strategically, think big, and think about whether the tasks you do every day are actually
adding value and contributing to your plan.
This isn’t about being busy and starting a million
“The quality of your

half-assed projects.
This is about taking your productivity to a whole

new level, by focusing on the bigger picture and business is not governed
your mission. by all the things you start,
but by the things that you
complete.
- Kerwin Rae

THE STRATEGIC
PLANNING PROCESS
Stay laser focused by aligning your short term task with your long term objectives. That way
every task you complete leads back to fulfilling your purpose and you don't waste time on
things that aren't important.
Purpose Why you or your business exist
BHAG - Big Hairy Audacious Goal

Mission This is your 10 year plan
1. Reverse engineered from mission

Priorities 2. High level things to be completed within 12 months
that get you CLOSER to your mission
Derived from priorities

Goals These are the PRIORITIES broken down to be
completed weekly
Derived from the goals

Tasks These are what make up your to-do list to be
completed every day

THE FOUNDATIONS
Planning isn’t just about ticking sh*t off a list. It’s purposeful goal setting within a time frame
into smaller tasks to get you one step closer to where you want to be.
It doesn’t matter if you’re in business, wanting to be in business or just want to get better at
running your day-to-day life. You have to be clear on what you want to achieve.
The first step is getting clear on your purpose. The point of realising your purpose is so that
from the time you wake up in the morning to the time you go to bed at night… no matter how
much money you make or what challenges you face - you’re able to live your values without
restriction and with conviction.
If you can do that you’ll always have meaning and some sort of guiding compass.
My purpose is:
E.g. my purpose is to help people.
The second step is identifying your mission. It’s the BHAG (Big Hairy Audacious Goal)
that’s directly related to your purpose based around what you want to achieve in the next
5 to 10 years.
My mission is:
E.g. To give people the power to create conscious and sustainable global connections by developing the world’s most
inclusive network of K2 Elite communities in over 50 countries around the world by 2026.

ANNUAL PRIORITIES
Once you’re clear on your purpose and your mission, you want to look at what the most
important priorities for this year are. The ones that will get you one step closer to achieving
your mission while ensuring you’re living your life purpose.
My 2022 annual priorities (or goals):
1. Recruit quality designer

2. Generate referrals
3. Establish sponsorships and partnerships
4. Build out marketing and sales funnel for model
5. Build entry-level ticket gateway
6. Finalise kerwinrae.com blog
7. Launch members area
8. Content production
9. Lead generation

BITE-SIZED GOALS
Then you want to look at breaking up those big goals into the four quarters of the year.
Q1
1. Establish website project group
2. Establish 3 sponsorships and partnerships
3. Finalise kerwinrae.com blog
Q2
1. Build out marketing and sales funnel for new model
2. Recruit quality designer
3. Sign off on new website design
Q3
1. Consistent content production and publishing across Facebook and Instagram
2. Create a strategy to generate referrals
3. Launch website
Q4
1. Update and maintain members area
2. Build entry-level ticket gateway
3. Launch website members area
From there, you will allocate yourself monthly goals from the quarter you’re in which will then get broken
down into weekly goals and daily tasks.

BE SMART
All your goals should be SMART goals:
Specific Detailed enough to be fully understood
Measurable You will be able to tell when they are completed
Achievable Can be completed
Relevant Connected to the annual plan
Time bound Have a specific deadline

THE WEEKLY &
DAILY HUDDLE PROCESS
Now, I’m going to share something pretty special with you.
Every morning, my team gets together in departments, and we have a little huddle. In this
huddle, we tell the group exactly what we did yesterday, what we’re doing today, and any
bottlenecks we have in our workflow.
The rules are: no sitting, slouching, or leaning. Strong posture and energy ONLY.
Weekly huddle
Once a week, usually on a Monday we go around the circle one-by-one following this format:
Last week’s five goals:

1. Goal - Done, not done, or in progress?
This week’s five goals:

1. Goal
2. Goal
3. Goal
4. Goal
5. Goal
Today’s tasks:
1. Task one
2. Task two
3. Task three
Bottlenecks:
Anything stopping or slowing your workflow?
Value:
What company value are you going to live out this week?

Daily huddle
Every other day of the week, we follow this format:
Yesterday’s tasks:
1. Task - Done, not done, or in progress?
Today’s tasks:
1. Task one
2. Task two
3. Task three
Bottlenecks:
Anything stopping or slowing your workflow?
Value:
What company value are you going to live out today?
Huddle process
Step 1 Each member goes through their goals and tasks, and gets held accountable to
the group. If someone has done all their goals, they get a big group “YOU’RE AWESOME!”
and if they’ve done all their tasks, we yell “YOU ROCK!”. It’s a great way to celebrate our
victories and encourage positive behaviour.
Step 2 After we’ve gone around the circle, we take a moment and ask “what’s left
unsaid?” It’s a chance for us to say something that’s been on our mind, and air out any
issues or tension.
Step 3 We also take a moment and ask “who needs to talk to who?” It helps with
communication and reminds people of anything they need to clarify, any information that
needs to be passed on, and we can work much smoother as a team.
Step 4
Finally, we all agree on the word of the day. Some of the last few ones we’ve
had in the office have been productivity, energy, family, kindness, health, motivation,
and unstoppable.
The huddle process is a great way to hold each other accountable, whether it’s acknowledging
work that’s been done, or identifying things that aren’t being followed through. We get to take
that time to evaluate our progress, set some good intentions, and get our day started with great
planning and energy.
Watch how we huddle KR style: kerwinrae.com/kerwin-rae-huddle/

PLANNING - EXAMPLE
Annual goals
To open a bakery
Quarter 1
Create a business plan

Look into cost for registering a business
Get business number sorted
Register by March
Month
Research what a business plan involves
Start business plan

Get someone to review my business plan
Complete business plan by May

WEEKLY PLANNING - EXAMPLE
Done (D), Not done (D), In progress (IP)
1. Research competitors D ND IP
2. Brainstorm business name ideas D ND IP
3. Research leases D ND IP
4. Investigate funding options D ND IP
5. Download business plan template D ND IP
Monday
1. Establish overheads D ND IP
2. Talk to bank manager about funding D ND IP
3. Look into government grants D ND IP
Tuesday
1. Talk to real estate agents about commercial leases D ND IP

2. Narrow top 3 areas down D ND IP
3. Compare lease price D ND IP
Wednesday
1. Top 3 business names D ND IP

2. Get feedback on names D ND IP
3. Look into possible tagline D ND IP
Thursday
1. Download business plan D ND IP

2. Get through 10% of business plan draft D ND IP
3. Research competitors D ND IP
Friday
1. Go through another 10% of business plan D ND IP

2. Speak to someone about potential branding costs D ND IP
3. Compile top recipes D ND IP

“If you want to
change your life and
accomplish something big,
start by changing
your daily habits and
behaviours.”

YOUR 2022 PLANNER
All your goals should be SMART goals
My 2022 annual priorities (or goals):

QUARTER 1
January
February
March

QUARTER 2
April
May
June

QUARTER 3
July
August
September

QUARTER 4
October
November
December

WEEKLY PLANNING
1. D ND IP
2. D ND IP
3. D ND IP
4. D ND IP
5. D ND IP
Monday
1. D ND IP
2. D ND IP
3. D ND IP
Tuesday
1. D ND IP
2. D ND IP
3. D ND IP
Wednesday
1. D ND IP
2. D ND IP
3. D ND IP
Thursday
1. D ND IP
2. D ND IP
3. D ND IP
Friday
1. D ND IP
2. D ND IP
3. D ND IP

WEEKLY PLANNING
1. D ND IP
2. D ND IP
3. D ND IP
4. D ND IP
5. D ND IP
Monday
1. D ND IP
2. D ND IP
3. D ND IP
Tuesday
1. D ND IP
2. D ND IP
3. D ND IP
Wednesday
1. D ND IP
2. D ND IP
3. D ND IP
Thursday
1. D ND IP
2. D ND IP
3. D ND IP
Friday
1. D ND IP
2. D ND IP
3. D ND IP

WEEKLY PLANNING
1. D ND IP
2. D ND IP
3. D ND IP
4. D ND IP
5. D ND IP
Monday
1. D ND IP
2. D ND IP
3. D ND IP
Tuesday
1. D ND IP
2. D ND IP
3. D ND IP
Wednesday
1. D ND IP
2. D ND IP
3. D ND IP
Thursday
1. D ND IP
2. D ND IP
3. D ND IP
Friday
1. D ND IP
2. D ND IP
3. D ND IP

WEEKLY PLANNING
1. D ND IP
2. D ND IP
3. D ND IP
4. D ND IP
5. D ND IP
Monday
1. D ND IP
2. D ND IP
3. D ND IP
Tuesday
1. D ND IP
2. D ND IP
3. D ND IP
Wednesday
1. D ND IP
2. D ND IP
3. D ND IP
Thursday
1. D ND IP
2. D ND IP
3. D ND IP
Friday
1. D ND IP
2. D ND IP
3. D ND IP

1-on-1 Business Strategy Session designed to…
ACCELERATE
YOUR GROWTH
For a limited time, book a FREE Business Strategy Session
(valued at $247) with one of my Senior Specialists.
They will deep dive into your business strategy and help you
identify a framework to accelerate your business performance
so you can see huge results fast.
CLICK HERE TO BOOK A STRATEGY SESSION

Copyright © 2021 Business Mastery Pty Ltd.
All rights reserved. No part of this e-resource may be reproduced in any form or by any means, electronic or mechanical,
including photocopying, recording or by any information or retrieval, without prior permission in writing from the publisher.
Under the Australian Copyright Act 1968 (the Act), a maximum of 10 per cent of the number of pages of the e-resource or
chapter, whichever is the greater, may be photocopied by any educational institution for its educational purposes provided
that the education institution (or the body that administers it) has given a remuneration notice to Copyright Agency Limited
(CAL) under the Act.
Rae, Kerwin
2022 Goal Planner Version 3
First published & distributed December 2018 by Kerwin Rae
This is proudly a Kerwin Rae resource
Disclaimer
The content of this e-resource is to serve as a general overview of matters of interest and is not intended to be
comprehensive, nor does it constitute financial (or other) advice in any way. This e-resource is a compilation of one
person’s ideas, concepts, ideologies, philosophies and opinions.
You should carry out your own research and/or seek your own professional advice before acting or relying on any of
the information displayed in this e-resource. The author, and its related entities will not be liable for any loss or damage
(financial or otherwise) that may arise out of your improper use of, or reliance on, the content of this e-resource. You accept
sole responsibility for the outcomes if you choose to adopt and/or use the ideas, concepts, ideologies, philosophies and
opinions within the content of this e-resource.
KerwinRae.com

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2022

2 Debrief last year

3 Above the line and below the line tasks

4 The strategic planning process

9 The weekly and daily huddle process

11 Your 2022 planner

2 | 2022 PLANNER KerwinRae.com

For more inspiration follow @KERWINRAE

3 | 2022 PLANNER KerwinRae.com

Now, who likes the sound of that?

Remember: structure, discipline and routine.

This workbook is designed to be completed digitally.

4 | 2022 PLANNER KerwinRae.com

Objective What did we set out to achieve?

Result Flat out yes or no, did this get done?

Reason Why did or didn’t this get done?

5 | 2022 PLANNER KerwinRae.com

For more inspiration follow @KERWINRAE

6 | 2022 PLANNER KerwinRae.com

This isn’t about being busy and starting a million

“The quality of your

This is about taking your productivity to a whole

7 | 2022 PLANNER KerwinRae.com

Purpose Why you or your business exist

BHAG - Big Hairy Audacious Goal

1. Reverse engineered from mission

Derived from priorities

Derived from the goals

8 | 2022 PLANNER KerwinRae.com

9 | 2022 PLANNER KerwinRae.com

My 2022 annual priorities (or goals):

1. Recruit quality designer

10 | 2022 PLANNER KerwinRae.com

3. Finalise kerwinrae.com blog

2. Recruit quality designer

3. Sign off on new website design

2. Create a strategy to generate referrals

2. Build entry-level ticket gateway

3. Launch website members area

11 | 2022 PLANNER KerwinRae.com

Specific Detailed enough to be fully understood

Measurable You will be able to tell when they are completed

Achievable Can be completed

Relevant Connected to the annual plan

Time bound Have a specific deadline

12 | 2022 PLANNER KerwinRae.com

Last week’s five goals:

This week’s five goals:

13 | 2022 PLANNER KerwinRae.com

Watch how we huddle KR style: kerwinrae.com/kerwin-rae-huddle/

Create a business plan

Research what a business plan involves

Start business plan

15 | 2022 PLANNER KerwinRae.com

1. Talk to real estate agents about commercial leases D ND IP

1. Top 3 business names D ND IP

1. Download business plan D ND IP

1. Go through another 10% of business plan D ND IP

16 | 2022 PLANNER KerwinRae.com

For more inspiration follow @KERWINRAE

17 | 2022 PLANNER KerwinRae.com

My 2022 annual priorities (or goals):

18 | 2022 PLANNER KerwinRae.com

19 | 2022 PLANNER KerwinRae.com