MYB093: Planning the Year Ahead? Don’t Miss These 5 Key Steps

In this episode of the Max Your Business Podcast, Ben Fewtrell and David Carlin dive into a timely topic: getting your plan together for the new financial year. Whether you’re scrambling to close out June or already looking ahead, this episode gives you a practical framework to reset, refocus, and get results.
If you’ve ever found yourself saying “Where did the year go?” or if your business plan is still sitting in your head instead of on paper, this episode is for you. Ben and David break down why planning doesn’t need to be complicated—and how keeping it simple is the key to actually following through.
From cash flow forecasts to visual tracking tools and default diaries, Ben and David will walk you through their proven approach to 90-day planning that’s helped hundreds of business owners stay focused and profitable.
Episode Highlights:
00:00 – Welcome to Max Your Business Podcast  
04:08 – The power of planning early and why it doesn’t need to be fancy  
06:41 – How a 90-day cashflow forecast leads to less stress and more clarity  
08:30 – Why most plans fail (hint: it’s not lack of goals, it’s lack of follow-through)  
10:05 – Set realistic goals: the less-is-more method  
11:16 – Making your plan visual, simple, and actionable  
14:30 – The secret to sticking to your plan? Time blocking and accountability  
17:00 – It’s not just your plan—your team needs one too  
21:00 – The real value of coaching: shifting your mindset, not just giving you tools  
23:28 – 5 action steps to start the new financial year strong  
31:11 – Your next steps: free resources and simple action items  

Key Takeaways:
Plan to Plan: Block out time in your calendar—every single week—to work on the business, not just in it.
Start with Cash Flow: A 90-day forecast is your baseline. You can’t grow what you don’t track.
Less is More: Focus on fewer, high-impact actions each quarter rather than overloading your plan.
Make It Visual: Put your targets somewhere you’ll see them daily—whiteboards, dashboards, even thermometers.
Get Accountable: Whether it’s a coach, your team, or your kids (yep, really), make someone part of the process.
🎯 Download the free Simple Planning Workbook at maxmyprofit.com.au/simple to get started right now.
This is your sign to stop flying by the seat of your pants and start building a business that runs with intention. Grab the workbook, set your 90-day goals, and let this be the year you actually stick to your plan.
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