060 | The CEOs Blueprint - How to Plan Your Best Year Yet

Vital Strategies

What if the key to unlocking massive growth in a business was stepping away from it? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan dives into the strategies successful entrepreneurs use to work on their business rather than just in it. As 2025 begins, this episode is packed with insights to help entrepreneurs step outside the daily grind, take a strategic look at their businesses, and set the foundation for a year of intentional growth. Whether feeling stuck or simply aiming to level up, this is an episode listeners can't afford to miss.

Listeners will learn how to create a powerful vision for the next 3-5 years, set SMART goals, and overcome limiting beliefs that hold them back. The episode also explores how to plan yearly, quarterly, and daily schedules effectively, while making time for hobbies and personal development to fuel creativity. Tune in to discover practical steps for building systems, evaluating business health, and achieving consistent forward progress.

Key Takeaways:

• How to step back and strategically position your business for growth.

• Planning frameworks for yearly, quarterly, and daily success.

• The importance of vision, core values, and SMART goals.

• Overcoming limiting beliefs to unlock potential.

• Building systems and assessing business health.

• Balancing work and hobbies to stay energized and creative.

Episode Resources:

Getting things done: Big Rocks and Little Rocks Priority Setting

7 Habits of Highly Effective People by Stephen Covey

12 Week Year by Brian P. Moran and Michael Lennington

Deep Work by Cal Newport

Essentialism by Greg McKeown

Traction by Gino Wickman

The Bible

Atlas of the Heart by Brené Brown 

Resources:

Visit www.vitalstrategies.com to download FREE resources

Listen to the podcast on your favorite app: https://link.chtbl.com/vitalstrategies

Follow on Instagram at https://www.instagram.com/vital.strategies

Follow on Facebook at https://www.facebook.com/VitalStrategiesPodcast

Follow on LinkedIn at https://www.linkedin.com/in/patricklonergan/

Credits:

Sponsored by Vital Wealth

Music by Cephas

Audio, video, and show notes produced by Two Tone Creative

Research and copywriting by Victoria O'Brien