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Strategic Planning Series, Part 2 of 4: Be a Gift to Yourself

Today’s show continues with Part 2 of our Strategic Planning Series, an annual tradition normally reserved for our Tap the Potential clients. We are thrilled to gift it to you, our podcast listeners. Visit to download the workbook that accompanies this series.

As entrepreneurs, we often fail to take the time and create the space for reflection on the past and designing for the future. That’s what this series is all about, and the holiday season is the perfect time to make it happen! I encourage you to pause, take inventory of your well-being, and check in on the strength of your business with our Better Business Better Life Assessment. You’ll get immediate feedback and immediate help to improve your quality of life!

In today’s show, I’m taking you through the Gift to Yourself exercise, which was shared with me by one of my very first coaches, Lisa Kramer. I’ve done this exercise annually for 18 years, and I believe it’s one of the greatest gifts I can share with you. Take the time to do the exercise for yourself! Download your copy of the Strategic Planning Workbook and find it on page 7.

Profit by Design is a Tap the Potential Production.

Show Highlights:

Step 1: The Gift to Yourself Exercise

  • Use the Wheel of Life (p. 9 in the Strategic Planning Workbook) to identify areas of your life and for each area, list your wins, successes, and breakthroughs for 2022.
  • List your losses, disappointments, and breakdowns for each area.

Step 2:  (This is the fun part!):

  • Write out the wins, successes, and breakthroughs that you want to experience in 2023. Be specific and write them as if they have already happened.
  • Compare last year's exercise lists, acknowledge gaps, set realistic goals for next year.

Step 3:

  • Go through each area on the Wheel of Life and rate your current level of fulfillment; shading in those ratings gives a visual of the current experience of your life.
  • Focus on self-care (sleep, exercise, eating habits, and “energies”) and pick one area of life in which to make changes; you will begin to see improvements in the other areas, as well.
  • One powerful question to use as an inquiry: “Assuming you have all the courage you need, what action could you take that would have the greatest impact on your life?”
  • The irony of it all: “If we want healthier and stronger businesses, they need to play a smaller role in our lives.”
  • Examples of simple steps forward that you can take right now to help you and your team members
Links and Resources:

Download your copy of the Strategic Planning Workbook today!

Download A Guide To Talking To Your Team About Profit and start using it today!

Make 2023 the year that you stop having the “growing pains” that come with running your own business. Let us show you that you are not alone, and there are real, simple solutions that you can put in place that will become foundational pieces to set up years of future sustainable profit. Book a call with us today at

Download our Workbook and take our Better Business Better Life Assessment.

New! Now Available!!

The 4 Week Vacation book with bonuses! Follow the steps to claim your spot for the upcoming live training, The 4 Week Vacation Better Business Better Life Jumpstart!

Download Dr. Sabrina’s Introductory Training: How to Make Your Time Worth $10,000 an Hour

About The Author

Dr. Sabrina Starling, The Business Psychologist and international best-selling author of the How to Hire the Best series and The 4 Week Vacation™, is the founder of Tap the Potential and host of the Profit by Design podcast. At Tap the Potential, we work to free business owners from the constant demands of a growing business.

We believe work supports life, not the other way around. Clients in our Better Business, Better Life coaching program have more time for what matters most and more money in their bank account than they’ve ever had. Next, we send them off on a 4 Week Vacation™ to celebrate their hard-earned journey to take their life back!

Dr. Sabrina and her team at Tap the Potential are on a mission to change the story of entrepreneurship from one of long hours, grinding it out, to one of sustainably profitable businesses that support and enhance life. The Tap the Potential Solution™ and our Tap the Potential Family of Business Owners are disrupting small business as usual. We are on our way to making the Tap the Potential Solution™ the mainstream model for growing business.

By 2023, 150 Tap the Potential clients will have taken 4 Week Vacations. These are the trailblazers, role modeling what’s possible for entrepreneurs. In many entrepreneurial circles, it is becoming more and more common for one entrepreneur to ask another, “Have you taken a 4 Week Vacation™?” (as opposed to asking “How many employees do you have?” or “What is your annual revenue?”). Taking a fully unplugged 4 Week Vacation is rapidly becoming the recognized symbol of entrepreneurial success.

Never one to accept the status quo or back down from a challenge, Dr. Sabrina’s How to Hire the Best series grew from her desire to solve the toughest hiring challenges interfering with her clients’ growth and profitability. What sprang from her experience working with entrepreneurs in rural areas catapulted her into becoming the world’s leading expert in attracting top talent in small businesses—no matter what hiring challenges those businesses are facing—and earned Tap the Potential’s reputation as the go-to resource for entrepreneurs committed to creating Great Places to Work with thriving coaching cultures and highly engaged team members working from strengths.

As The Business Psychologist, and with her years of driving profit in small businesses, Dr. Sabrina knows what it takes to find, keep, and motivate exceptional performance out of your biggest investment—team members.