Contents

1 Introduction

2 Debriefing

3 Above and below the line

4 The foundations

5 Annual priorities

6 Bite-sized goals

7 The strategic planning process

8 Be SMART

9 Daily huddle process

10 Planning - example

11 Your 2020 planner

2 | 2020 Planner
 “The actions you
take today, will shape
the results you get
tomorrow.”
- Kerwin Rae

For more inspiration follow @KERWINRAE

3 | 2020 Planner
Introduction
Geez, who’s ready for a fresh start this year? 2019 was a big year, and 2020 is
going to even bigger and better than ever!
If you’ve got big goals you want to smash this year, it’s important to have a game
plan to keep you on track.
Through structure, discipline, and routine when it comes to executing plans, I’ve
been able to increase performance 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
2020 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 your planner. #SaveATree

4 | 2020 Planner
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 next week’s objective.

5 | 2020 Planner
 “When you align
your goals and tasks
with your purpose,
you unlock the key
to motivation.”
- Kerwin Rae

For more inspiration follow @KERWINRAE

6 | 2020 Planner
Above the line and 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.

“ The quality of your business is not governed by

all the things you start, but by the things that you ”
complete.

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 half-assed projects.

This is about taking your productivity to a whole new level, by focusing on the
bigger picture and your mission.

7 | 2020 Planner
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 the goals to be
completed every day

Want to put your planning on steroids and fast track your results?
Then book now for a FREE Strategy Consultation now
www.kerwinrae.com/booknow

8 | 2020 Planner
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 purpose 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 succeed and my company purpose is to help business
owners succeed.

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 10 years.

My mission is:
E.g. my mission is to create the world’s most exclusive network and tribe of elite business
owners and conscious entrepreneurs with over 600 K2 Elite by 2020.

9 | 2020 Planner
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 2020 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

10 | 2020 Planner
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 of 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.

11 | 2020 Planner
Be SMART
All your goals should be SMART goals:

Specific Enough to fully understand the goal

Measurable Can tell when they’re completed

Achievable Can be completed

Relevant To the annual plan

Time bound Have a specific deadline

Want to put your planning on steroids and fast track your results?
Then book now for a FREE Strategy Consultation now
www.kerwinrae.com/booknow

12 | 2020 Planner
The weekly and daily
huddle process
Now, I’m gonna share something pretty special with you.

Every morning, my team get 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?
2. Goal? Done, not done, or in progress?
3. Goal? Done, not done, or in progress?
4. Goal? Done, not done, or in progress?
5. 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?

13 | 2020 Planner
Daily huddle
Every other day of the week, we follow this format:

Yesterday’s tasks:
1. Task? Done, not done, or in progress?
2. Task? Done, not done, or in progress?
3. 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: https://kerwinrae.lpages.co/kerwinrae-huddle/

14 | 2020 Planner
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

Get someone to review my business plan

Start business plan

Complete business plan by May

15 | 2020 Planner
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 ⎕

16 | 2020 Planner
 “If you want to
change your life
and accomplish
something big, start
by changing your
daily habits and
behaviours.”
- Kerwin Rae

For more inspiration follow @KERWINRAE

17 | 2020 Planner
Your 2020 planner
All your goals should be SMART goals

My 2020 annual priorities (or goals):

18 | 2020 Planner
Quarter 1

January

February

March

19 | 2020 Planner
Quarter 2

April

May

June

20 | 2020 Planner
Quarter 3

July

August

September

21 | 2020 Planner
Quarter 4

October

November

December

22 | 2020 Planner
Weekly planning Done (D), Not done (D), In progress (IP)

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 ⎕

23 | 2020 Planner
Weekly planning Done (D), Not done (D), In progress (IP)

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 ⎕

24 | 2020 Planner
Weekly planning Done (D), Not done (D), In progress (IP)

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 ⎕

25 | 2020 Planner
Weekly planning Done (D), Not done (D), In progress (IP)

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 ⎕

26 | 2020 Planner
If You Have Come This Far And You Are Serious I Will Give A FREE

Strategy Session With My Team and Ticket To My Next 3 hour Event (Valued at
more than $144)…To Get You On The Right Track To Scaling Your Business…

From the Desk of: Kerwin Rae, Sydney Australia

Hello again,

Well if you have gotten this far I am assuming you have read everything and
are in the midst of implementing what you have learnt and are in the process of
scaling your business.

Most will read this, maybe get 10% through it, get excited and talk about it and
show off their new found knowledge and even profess to how it will revolutionise
their business…

The reality is very few will actually take action.

But you’re different, right?

You’re going to make it happen no matter what, you’re going to put this into
action and make it happen right?

If that is the case, you may need a little advice to get you going so here’s what I
have for you.

I’m offering you the opportunity for a FREE Strategy Consultation with my team
to give you more tools and insights tailored to your business' needs to grow your
business FAST. Go to www.kerwinrae.com/booknow and....

Be one of the first 50 to book a call and I will also give you a FREE
ticket to Fast Growth Summit to amplify your social media game.

There are only a limited number of these sessions left so get in quick!

Click here now to lock in your session before life gets in the way.

Warm regards,

Kerwin Rae
27 | 2020 Planner
 “If you aren’t planning
you are planning to fail.”

Copyright © 2020 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
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administers it) has given a remuneration notice to Copyright Agency Limited (CAL) under the Act.

Rae, Kerwin
2020 Goal Planner Version 2
First published & distributed December 2018 by Kerwin Rae
This is proudly a Kerwin Rae resource

Disclaimer
The content of this e-book 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-book. 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-book.

www.kerwinrae.com