Tips from 14 Years of Practice Planning

Homeopathy planning goals mentoring

 I admit it, I love planning and I love journalling!

The photo at the top of this article is a planning journal from my friend Lulu.

I’m currently using it for my quarterly planning. 

I also have a bullet journal for daily/weekly/monthly planning and review. 

Then there’s my morning journal where I just write thoughts onto paper – this is called ‘morning pages’ and it’s something I learned through a creativity programme called The Artist’s Way

Lastly I have a year planner where I write out yearly goals.

Yes, I do a lot of planning!

That’s a lot of planning, I know, but it helps me stay focused so I know what I am doing!

It helps me plan the next steps in my homeopathy practice, and Your Radiant Business too.

It also helps me with life/work balance.

I think better with a pen in my hand, and when I make written notes, I am more likely to remember them.

When I was at CHE I had a Practice Planning notebook, a simple A5 notebook from Muji. I carried it around with me so I could capture any ideas for how to grow my practice.

I remember getting to the end and starting a new one by copying out the best ideas from the first notebook.

Here’s a quote I wrote inside the cover. It’s one that still resonates with me.

Nothing in this world can take the place of persistence. Talent will not: nothing is more common than unsuccessful men with talent. Genius will not; unrewarded genius is almost a proverb. Education will not: the world is full of educated derelicts. Persistence and determination alone are omnipotent.

Calvin Coolidge

Persistence and determination

My first career was in primary teaching and my first classroom had a blackboard and chalk.

There was no National Curriculum and not even a reading scheme.

By the time I was training to be a homeopath, there had been several changes in the National Curriculum and I was teaching all my lessons from an Interactive Whiteboard.

As a primary school teacher for 20 years, I had to learn and adapt, pretty much constantly.

With each new class, I had to establish rules and discipline, as well as teach.

As an Assistant Head Teacher, I was part of a leadership team that had to plan and implement change and innovation at a whole school level.

Planning and reflection were the foundation to my work as a teacher and I’ve brought that experience directly into my homeopathy practice.

Planning routines

Yearly planning helps me connect with my purpose.

I have a ‘word’ to guide me each year, and I write it in the front of each journal.

One bullet journal lasts me around 4 months, and I start new ones in January, May and September each year.

I think of each block of 4 months as a ‘quarter’, even though it’s probably more accurate to think of them as ‘terms’.

Quarterly (or termly) goals are built on a simple pen-and-paper Practice Audit.

This is partly looking at data, and partly developing strategy.

I start with a review of my client list, what types of cases I’ve seen, and how they are going.

I total my numbers, my income, my outgoings, my overall ‘wins’.

I ask myself what I can learn from my review. 

I look for patterns beyond the obvious.

I consider what I need to stop doing, start doing, and where I need to adjust.

I note all of this down in my Bullet Journal so I can refer back to it when I plan the month ahead.

Bullet journalling helps me stay on track with my goals.

It’s where I plan my days so I stay on top of my commitments.

I make time for a weekly review which helps me be organised as well as strategic.

Practice planning workshop

If you are a recent homeopathy graduate, hello and congratulations! 👩🏻‍🎓👩🏽‍🎓👩🏾‍🎓👨🏼‍🎓

I know that you’re probably ready for a break from studying, but if you are keen to get your practice up and running, my new 2 day Radiant Startup course could be for you.

As an introduction, I’m offering a free practice planning webinar on Saturday 12th June.

Radiant Startup takes place over 2 Saturdays, one in July, and one in September.

If you’d like to hear more details and make sure you don’t miss out on the early bird then sign up for the newsletter.

If you’d like to join the planning webinar you can sign up here.

I promise the workshop is not a hustle or a big pitch. It’s genuine, usable content you can put into practice immediately. 💁🏼‍♀️

7 tips to help you plan your practice

If you’re not up for a webinar but you’d still like a few tips, here’s what I’ve learned from 14 years of practice planning.

  1. Plan each day the evening before. If you know what you are doing, you’re less likely get ‘de-railed’ by other people’s demands and priorities. Block out time for different types of work.
  2. Start a bullet journal. Use it for all plans, notes and reflections. You can do this very simply. No special tools or drawing skills needed! See the end of this post for my favourite resources.
  3. Make time for a weekly review. Even half an hour is valuable. Sit with your journal, your calendar and think back a couple of weeks, look forward a couple of weeks. Sift through your commitments and get organised! Recognise your accomplishments, no matter how small. Notice where you got stuck, and think about what you would do differently next time.
  4. Don’t spread yourself too thin! Focus on one or two goals per quarter, break them down into smaller actionable steps, and block out some time to do them each month. Big goals take a while, so give yourself some smaller, more achievable ones too.
  5. Don’t compare yourself to other people. This can be really demoralising. Focus on your own path, and celebrate your own wins.
  6. Find someone you trust to be your cheer leader. This could be a colleague, your supervisor, another friend in business, or a coach or mentor. The Radiant Business courses I offer always have the loveliest people join. (Just saying…)
  7. Try free-writing. I highly recommend morning pages at least a few days per week, and maybe even work through The Artist’s Way or The Artist’s Way at Work to help with confidence and self-growth.

Best bullet journal resources

I’m always being asked for Bullet Journal Resources, so here they are all in one place!

Planning, persistence and determination will take your practice where you want it to go.

For more tips and ideas direct to your inbox twice a month, I hope you’ll sign up for my newsletter.

Hi, I’m Tracy,

I’ve been a homeopath in east London since I graduated from CHE in 2007.

Your Radiant Business is my passion-project where I share what I’ve learned in 13 years of making a living from doing what I love.

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