Plan, execute and achieve your business goals with ease every single year.

Keep your marketing efforts aligned with your annual, quarterly and monthly goals with this roadmap that guides your business growth.



Create a roadmap for your business success and stay on track with your goals throughout the year
Reflect and visualize your business success, while capturing your future your ideas effectively
Identify and prioritize your key projects for each quarter, ensuring you maximize your efforts and achieve outstanding results.
Thoughts and ideas for content or product creation
And so much more!
This template use case
The best part is you can reuse this planner
EVERY SINGLE YEAR!
Even if you’ve struggled with prioritizing your projects or knowing what to work on next, this planning method I’ve used since 2021 will be your saving grace. 

Step One: Purchase Annual-at-a-Glance Plan
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Step Two: Watch the strategy walkthrough lessons
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Step Three: Copy the template into your Trello workspace
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Step Four: Implement the action steps and customize your new system 
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It’s so easy to find everything, to get organized and it’s worth taking the time to do it because ultimately the business runs so much smoother as a result.

The quality of Lucy's teaching, the tutorials and walk-through of the boards, and being able to instantly implement is well worth the investment.

Even if you feel that you’re pretty organized, you’ll definitely learn something.


Heyyy, I'm Lucy!
I’m a Productivity Strategist obsessed with all things productivity, biz organized and Trello to fight off the overwhelm and help you get more done in less time. I truly believe that you’re in business to impact lives and I want to help you impact as many lives as possible. That means finding ways to get more of the tasks that matter in record time, without needing to #hustlemore. This system is one of those ways!
Annual-at-a-Glance Plan is here to help you do just that. You’ll receive a bite-sized course and Trello template to make implementing your annual easy peasy.
Contact information

Streamline your email marketing and newsletter planning process.
(71% off) Only $67 $19!
- Secret hacks to effortlessly plan and schedule your email newsletters for improved consistency
- Simple ways to track your progress and find old email newsletters within seconds
BONUS: Email Newsletter Planner Trello board templatePayment information


- Total payment
- 1xAnnual-at-a-Glance Plan$67-+
- Email Marketing Planner$19
- Discount
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- Sales tax$0
- Total
- Today's payment
- Annual-at-a-Glance Plan$0
- Email Marketing Planner$19
- Discount
- Shipping$0
- Sales tax$0
- Total
- Future payments
- Annual-at-a-Glance Plan$67
- Discount$0
- Shipping$0
- Sales tax$0
- Future amount
$0 - Today's payment:
$0 - Today's payment
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$0
All prices in USD
- What if I don’t use Trello?The Trello board template was created to easily copy into your workspace (I’ll show you how to do this inside).
If you’re already using another project management tool (Asana, ClickUp etc.), I’ve had students in the past take the strategy and inspiration from this system to implement into their own tools but it isn't something I cover inside. - Will I need to upgrade my free Trello plan to implement this template?Nope! Everything I teach inside of this Trello system template can be done using the free account.
- How much time will it take to set up and implement the system template?The total training time is about 25-minutes long. The training is broken down into bite-sized lessons to make it easier for you to consume and implement as you go.
There are also written action steps to help you implement the system template with ease every single year.


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