Are you ready to make the next year your best yet?
In this episode, Gigi & Makena invite you to pause during the holiday hustle and take some time to reflect on what this year has been all about… the highs, lows, and lessons learned.
This sets the stage to look forward and envision what you want to create, achieve, and experience in the year to come.
Listen in for their favorite reflection & visioning processes–and other tips to make the most of your year-end dreaming.
Enjoy the episode!
Show Highlights
- 03:06 Why It’s Important to Plan & Reflect
- 07:52 A Hands-On (Tangible) Approach
- 11:26 The Power of Quarterly Planning
- 13:18 Rating Each Area of Your Life
- 15:12 Your Environment Sets the Tone
- 20:18 How to Expand Your Thinking So You Can DREAM
- 23:10 Why We Fall Off the Wagon
- 29:15 Visioning With Others: Friends, Family, or Colleagues.
Links + Resources
- Apply to get coached for free on a future podcast episode.
- Learn more about The Way of the Muse™ + our programs & events.
- Follow Makena on Instagram: @makenasage
- Want to kickstart your year with clarity and confidence? Join the Focus and Flow – A 2-Day LIVE Online Training this January 2025.
Episode Transcript
Makena: Hello and welcome back, everyone.
Gigi: Hi Makena. Welcome, everyone.
Makena: Yeah, today we are going to talk about the end of the year. It’s approaching, and this is a great time to reflect, look forward, and really dream up what you want for the year to come—plant those seeds, right?
Even though it’s a busy time, I think there’s a lot of… what would you say? There’s just a lot of reflection on what this year has been all about. You can really carve out those little windows, and we’re going to talk about that today.
Then, what do you use that time for in terms of really dreaming up your success in all areas and what you really want for the year to come?
Gigi: Yeah, and you’re so good at this. We’ve been doing this for years now, but I know you and also Sunny do such a great job with this.
You’re such structured people, which is so amazing.
Makena: Yeah, speaking of structure, a great way to do that—so you can find it in future years because it’s really fun to look back at your reflections and everything.
If you use Apple products, you could do it in Notes on your phone or on your computer. Or I used to use Evernote, like something like that, where you’ll have access to it in future years. Or you could email it to yourself every year so that you could go back into your email.
Because it’s really fun to look at, like, “Oh, here’s the changes over the years. Here’s what I really was hoping for years ago, and here’s where I am now in these areas.”
So yeah, thank you for that acknowledgment.
But I know you also had ways that you did this way back in the day…
Actually, before we go into that, let’s just talk about why this is important.
In our mastermind right now, we are really working with the women around this. Can you share a little bit about why it’s so important to take the time out to plan and to reflect?
Gigi: One thing is, I think it eliminates a lot of the overwhelm, right? Because if we don’t take the time, it’s in the back of all of our minds.
I think it is. If you have your own business, I know it is. You’re kind of going, “Okay, it’s the end of the year, and trying to tie up all those loose ends.”
And for us, we have seasons in our business, and that’s true for a lot of people. In those seasonal times, we know there are certain times when we really need to be focused and working.
So it doesn’t feel like there’s space to reflect.
But when you know that you’re going to set that time aside, I think it gives you the chance to go, “Okay, I’ve got that handled, and I can put that aside for now.” I don’t have to feel this kind of overwhelming, “What about next year? What am I going to do? What are the next pieces? How am I going to grow?”
I think that’s a key piece right there.
The other part is it gives you structure for your earning, for how you’re going to grow your business, and really looking at what has worked this year and what hasn’t. We’ll go into that.
That is so powerful because it helps eliminate patterns or things in your business that may be leaking energy or money. You see it when you put it down on paper, and it helps you go, “Okay, I need to change some things next year.”
We see these “aha” moments often for women when we work with them, right? In the mastermind, when we make them really put it down—what are the numbers, what are you doing, what are the results? They’re like, “Oh my gosh, I’ve never looked at this!”
There’s a huge amount of clarity that happens when you do that.
Makena: Yes, absolutely. There are a couple of different components to this. We’re talking about reflecting on the year that’s passed. There’s definitely a visioning and dreaming aspect for the year to come. I think that’s what we’ll focus on more in the episode today—kind of the reflecting and the dreaming.
Then there’s putting the structure to that.
Okay, now how do we take those dreams and really map out what the plan is?
What’s the flow going to be for the year?
How am I going to spend my time?
What are the projects I’m going to focus on if you’re in business for yourself?
Or how are you going to focus your personal time?
That more planning aspect—we won’t go super deep into today, just because it’s a lot to cover.
But I would really start with the reflection and the dreaming. That’s usually what we do this time of year. If you want to go deeper into the planning, I’m doing a class in January called “Focus and Flow.” I highly recommend coming to that.
It’s actually a two-day online class—two half-days. I don’t have the exact dates in front of me, but it’ll be sometime toward the end of January, on a weekend.
The URL for that is wayofthemuse.com/focus.
It’s a super easy investment, and we’ll really look at a lot of these pieces.
I’ll tell you more about that in a little while, but I just wanted to put that in there that we’re going to start with the reflection and visioning piece. You want to have those pieces, like Gigi said, in terms of seeing what worked and what didn’t work this year and having that information to guide your next year.
And then also, as we talked about in some of our recent episodes, making sure that the vision piece is really exciting, that it aligns for you, and that it lights you up is also really important before you just jump into the planning and strategy.
Because if you shortcut that and just go, “Okay, I’m going to look at what I did this year, and then make a plan for next year,” then I feel like there’s a little bit of a missing element there if there’s not excitement and energy behind it.
Gigi: And then also, what is the earning potential for what you want to do? You know, the projects and the different products or whatever you’re doing—is there the potential for the earning that you also want to make?
Makena: Yeah, absolutely. So, let’s go back, way back to when you first started doing this. Because I remember this from when I was young, that there were these big pieces of paper that were calendars, right? And you would paste them up on all the walls in true “Gigi style” and scribble all over them. Right?
Gigi: Yes!
Makena: So tell me a little bit about what visioning and reflecting looked like for you back then, just as kind of a fun example. Some people are more like that—they like the hands-on and the tangible.
Gigi: Right? Yeah, the creative, right? I love the whole mind-mapping. So, yeah, it would be those large calendars. You fill in the dates, and then I’m such a visual person.
For me, I have to see it visually. When people talk to me, it’s like it goes in one ear and out the other. But if I can see it, there’s something about it—I buy into it. I don’t know why that is, but it is.
Well, I mean, we know what that is, right? There are different kinds of learning.
So with the papers, what I would do is kind of see, first of all, the reflection piece—to really look at what worked and what didn’t work over the past year.
Then, you can talk more about that, Makena, because I think you really have some great processes around that.
But I would definitely do that piece of thing. From there, I’d see, like you said, what are some projects or ways of growing the business that were in the back of my mind and sitting there all year? I’d think, “I’d like to integrate some of those into my next year.”
That’s where my mind mapping would come in. I’d mind map all my ideas out and then really look and see which ones felt the most exciting and, like I said, which ones would earn.
So that the aliveness was there, but also the earning potential.
Those would kind of be my new projects. Along with that, I’d back up and first see, out of what I was already doing, how to place those into my year. As you know, always for me, it’s about the rhythm, right?
So it’d be, “What would be the rhythm I’d want?”
At that time, I was doing 30-day trainings, and then we were up to sometimes four a year. That would basically be once a quarter. Then I’d look at where those would be—what part of the world—and how I’d spend my time in between there in terms of marketing and all of that to lead into those different events. Who would I need to activate in the different regions and around the world to support me in this?
That was so great because when you can visually see it like that, then already I feel like, “Oh wow, I know what I’m doing this year.”
In that, then I can put in my time and space for when I want to take off, and how to integrate maybe the new project. Where would that be? Where would the time come in? How do I set the time aside for that? So I can put that into the schedule.
But I think that’s the most important thing: to first see what you already know you’re going to be doing and map that out on your calendar.
Then, are there any special events or anything that I want to go to? Is there a time that I want to go be in Maui? Or is there a time that I want to go to this event that’s a week long? To make sure those fit into my year.
That’s the way I did it for years and years and years. There’s just something so comforting about that because there’s a plan in place. That plan, of course, could change. If in the second quarter I saw that something wasn’t working, then I could shift and change it up.
But again, I already had my pieces of the puzzle pretty well fit together, and I could always adapt in there.
Makena: I really think it’s interesting, the quarterly thing that you’re talking about. My husband, Sunny, works with companies that are around the $5 to $15 million level in revenue. Something they do—and I think much bigger companies do as well—a lot is quarterly planning.
So every quarter, the whole team—or at least the executive team—gets together somewhere in person. They really look at things similarly. It’s kind of like they probably have their year plan, and then they break it down by quarter.
“Okay, now some of these things—what’s worked? What hasn’t worked? What are the initiatives for the next quarter? How are we going to adjust? What’s the plan?”
I like the idea of revisiting whatever it is you create quarterly. But at the very least, you know, we’re talking about visioning for your year, reflecting.
I like this idea that because there are different kinds of learners, you may be someone that needs to get pieces of paper up on the wall. So yeah, consider that. That might be true for you.
If so, there are those sticky flip-chart papers. Those are great. You just stick them up all over your walls and get some Sharpies or whatever kind of marker.
You could look at it like: make one piece of paper “What worked this year,” one piece of paper “What didn’t work.”
We’re talking about this largely in terms of business because many of our clients are entrepreneurs, but even if you’re in a career, you could look at your career: what worked and what didn’t work.
You can also take this into other parts of your life.
You can really expand or contract this process as much as you want. It could be as short as an hour or as long as a day, or half a day, or something like that. I’d say usually we take at least two to four hours, something like that, to really take our time and reflect.
So you could do it on pieces of paper on the wall, or if you’re more like me and you do well with a computer, you can do it on your phone or in Notes, as I said.
One exercise I’d suggest is to ask yourself, “What’s working, and what’s not working?” That’s a great one.
The other one I really like to do is rating the areas of my life to give me a snapshot view.
For example, “If I had to rate my relationship right now, what would it be? If I had to rate my health and how that feels, kind of on a scale of one to ten?”
What’s fun about that is I’ve done that for many, many years—not every single year; I’ve missed a couple—but for many years. I can literally go back and compare: “How have these things changed? What’s stayed the same over the years?” It’s really fun to see how the quality of life shifts.
So, some time for reflection—that’s a really big piece. Is there more you want to say about that?
Gigi: The reflection piece—if you’re like me and you’re visual and you do the big papers—then you might want to take a little more time. And because I’m a visionary person, not so structured, it takes me more time.
So it may take a couple of mornings or whatever. I also like to encourage you to go somewhere that really inspires you. If you’re going to sit down and make your plan, be in an environment that brings you alive.
If that’s somewhere with a beautiful view, a café, the beach, or even checking into a hotel for 24 hours, that time for yourself is really valuable.
Or if you’re in partnership, like you said, meeting with your team in a nice environment and really getting together and planning.
There’s something about going somewhere beautiful, and if you have connection, new ideas naturally emerge from being out of your everyday environment. We get so habitual in where we are all the time.
Makena: Yeah, this is part of why we always host our retreats—and you’ve done this for decades, Gigi—in beautiful places around the world. Because when people have a chance to leave their day-to-day environments, get somewhere, be in natural beauty, relax, and unwind, there’s a different kind of seeing that comes. There’s a different kind of inspiration that flows through.
Gigi: Yes, and there’s also stimulation from hearing what other people are doing and how they’re growing. That’s very powerful—to be in that kind of environment. Or, if it’s with your team, seeing people through new eyes when you get with them.
One of my daughters just did that with her team at work. She said it was amazing to see the growth in everybody and to really bond over four or five days. They got to know each other in such a deep way. That kind of bonding and growth stimulates not just the people but also the company.
Makena: Yeah, and I love the idea of breaking this up over a couple of days. That might work better for your busy schedule over the holidays. Take an hour one morning, a couple of hours another morning. Maybe you do the reflecting more on one day and then start to do some of the visioning and dreaming on another.
I also really like the idea of a mind map because it’s a more creative way to start before you get into your linear brain.
That’s something I see with people who are more structured, like me. It can be tough to access the dreaming part. It’s very easy to go into structure, like, “Okay, I’m going to do this, this, this, and this. Here are my goals, and here’s how we’re going to do it.”
But something gets lost there. Over the years, I’ve really learned to lean more into the dreaming part, but it used to be very difficult for me. I still see this with some of our clients.
For people who are more linear and logical, expanding into the visioning and feeling part can be more challenging.
So something like a mind map—or like we had the women in our classes do. We just did this in Sonoma at our retreat in September. We had them dance, right? They danced, and then they did visioning.
Gigi: Yes, yes!
Makena: It was so fun. We had a whole room of women with flip-chart paper on the walls, dancing and then creating their visions. Everybody walked around and looked at these amazing mind maps they had made.
It was so beautiful to see the creativity.
Gigi: And when you do things like that, often you’re surprised at what comes through—things that would never have come to you otherwise. Moving, being in new environments, moving your body, and being in beauty—all of that creates a different kind of stimulation.
It helps us be more creative and dream up our lives.
That’s why the quote, “When women relax, they become wise,” came to me. I’ve witnessed that for so many years. When women worked with us, they were in this more relaxed state, away from their everyday lives, and in a beautiful environment.
All of a sudden, their dreams dawned. They could really see what they wanted.
That’s why the masterminds have been so much fun—supporting people to get to that point.
Makena: Absolutely. Okay, so taking the time out to reflect, to look at what this year was all about—maybe you rate the areas of your life—and then you get into the visioning.
Go somewhere beautiful, and really get into that energy. If you could create anything this year, what would you create?
What are some other great questions that could prompt them?
What are you longing for?
Gigi: What are you longing for? We always ask that one question: “If you had all the money and time, what would you do?”
Because a lot of times, whatever comes up in response to that is something you can actually add into your business or something you’ve been longing for or seeing as a possibility.
Makena: So those are more of the open-ended ones. Then there’s also the option to take this into different parts of your life, right?
You can really look at your business—which is a lot of what we’re talking about—or your career.
You could also ask, “In my relationship, if I could do anything this year or have anything, what would that be?” Or maybe you’re calling in a relationship.
Taking the time to look at the different areas of your life can really help stretch and expand you.
If you’re in business for yourself or even in your career, and you have a certain income goal, that’s a really important thing to look at as well. Because when you get to the planning part, you want to work backward from that and really see: How will you make that happen? What will create that?
That’s where you start to break it down a little bit more.
Gigi: Yeah, exactly.
Makena: How do people really expand their thinking here? Because you have some fun stories of times when you dreamed something up—something you didn’t think would practically or realistically happen—but it planted a seed, like we were talking about.
Can you share one of those?
Gigi: Yes, I’ve had so many of those in my life. One that comes to mind is when I moved to Amsterdam. My kids were basically grown, and I’d always had this thought that I’d love to live in Europe for a while.
Amsterdam—I loved the city, I loved the country. It was close to Germany and many of the places where I worked.
I remember talking about it, thinking about it, throwing it out there as, “I’d love to live in Europe for a while.”
I’d been traveling and working there for 25 years by that time. I don’t remember the exact time frame, but an opportunity came up when I shared that.
Within about 18 months, I ended up living in Europe—in Amsterdam, in a beautiful penthouse that I absolutely loved—having an incredible experience there.
If I had never thought about it, dreamed it, or thrown it out there, who knows? Maybe it would have happened, or maybe not. I wonder sometimes.
I’ve done that many times in my life. I’ve shared the story often about when I said, “I’m going to write a book.” Again, within about 18 months, out of nowhere, I got the opportunity. My book was published in Germany.
Another time, I talked about wanting to create a TV show. Then I got an opportunity with a production company. We didn’t end up selling it to a network, but I had spoken the dream first.
I spoke the stretch first—I allowed it to be in my atmosphere. Through that, the opportunities came. Honestly, it wasn’t even that I took much action toward them.
Sometimes, there’s just so much power in writing it down, speaking it to someone, and holding it in your vision.
Makena: Yeah, absolutely. There’s something about that. I don’t know if it’s the lack of action that created it, but maybe it’s the lack of stress or attachment that helped.
Gigi: There’s desire. We all know that the world of creation—where magical things happen—is about not having an agenda.
It’s about having that desire, but in a way that’s innocent, where you simply own what you want.
And then, God, the universe—sometimes, there it is. Often, it just shows up.
A lot of times, we get in our own way.
Makena: Actually, that’s a good segue into what are some things that get in the way.
So, people take the time, they reflect, they vision. But what really happens then, as you’re going into your year? We all know the cliché—how many people actually create their so-called New Year’s resolutions, and by the end of January or something, 90% of people have dropped them.
So, what is that about? Why do people drop them, right? It’s not for lack of wanting to move something forward.
There are a few things I see. One is, we get busy. We just get super busy.
Especially in January—I always laugh because we get into January, and it’s this frenzied energy every year. It’s like, “Oh my God. Everything needs to happen right now. Everything needs to happen this month.”
I feel like people just overdo it. They kind of get exhausted. And then, by the end of the month, they’re like, “Oh, whatever. I’m just going to go back to the way I was doing things before.”
So, that’s something to be aware of. The rhythm of your year—you don’t need to do everything in January, or even everything in the first quarter. It’s, like you said, Gigi, about creating a rhythm.
But there’s this thing of busyness, overwhelm, that we see frequently. I used to struggle with that a lot—at different times, and honestly, most times in my life—until these last couple of years when I really made a shift in that.
You really supported me hugely with this, Gigi, in terms of narrowing down and really getting clear on what’s the 20% of what I do that creates 80% of my results.
Gigi: That’s Pareto’s Principle, right?
Makena: So, the 80/20 rule—it’s often called Pareto’s Principle. But still, you were the one who really continuously helped me hone in on it: “What are those things? What are my true gifts and superpowers, my zone of genius?”
And then, to really strategically see: How do I organize around that?
That was really the inspiration for the class that I’m leading in January—Focus and Flow.
Because now, that’s been so much more—it’s such a game changer for me and for so many of our clients, to be able to have time and space to really reflect and get support around that.
To go, “What really moves the needle?”
And, “If I were freed up to be in my zone of genius, what would I be doing? How would I approach that? How would I approach growing my business this year?”
So, that’s really what that class is going to go deeply into.
And help you see—then make your plan. Not just to see what is that 20%, which is different for everybody, but then make your plan for the year.
And really help you move through some of that busyness and overwhelm so that you can create the big leaps. Because if you’re stuck sort of in the “doing, doing, doing,” or doing a lot of things that aren’t in your zone of genius, then it’s easy to spin your wheels—or just have that time go by and go by, and nothing really changes.
So that’s kind of a little bit more of what we’ll be going into there.
Then finally, the sales part, which is so, so important. And you taught me a lot about this as well, Gigi.
If you listened to our episode from the Unstoppable Woman Masterclass, Gigi shared her story about really when she made her first million and how she approached that.
And sales was a huge part of that, right, Gigi?
Gigi: A huge part of it. That was the key—knowing the game, knowing the numbers, and then going after them. In our businesses, we’re selling one-to-one, right? Or to groups of people. It depends on the kind of business you have.
Sales is so, so, so important in any business. It’s just—it’s a life skill.
It’s something everybody needs. Sales is a life skill. It’s so important.
Makena: And it’s a word that kind of has a bad reputation. When people hear it, they go, “Oh, I don’t want to learn sales,” or “I don’t need to learn sales,” or “Sales is gross.”
We have this sort of association with it, based on whatever our worst experience with sales was. Or even if you haven’t had a bad experience, there’s that used car salesman cliché—the pushy person.
And to be clear, that’s not what we’re talking about when we talk about sales.
I always love to give the example of a kid who wants, I don’t know, a new Lego set. They are going to sell you and sell you and sell you on getting them that Lego set, right?
They’re not going to stop. They’ll be like, “I want this,” and they’ll find every which way to convince you. That’s sales.
Or if you’re throwing a birthday party or some kind of event and you want a whole bunch of people to come, you’re making all these invitations, you’re excited about it—that’s sales, too, right?
So in that sense, we’re going to really reframe what sales is and help you see what an effective approach can look like.
We have a client in our mastermind who, just this last week, was doing some sales training with us. She was like, “Oh my God.” She had such a strong association with sales being pushy that she never wanted to follow up with potential clients for her business.
But once we started doing some of the training—which we’ll also cover in the Focus and Flow class—she had a pivotal shift.
She said, “This is so different. It’s really about being in service to my clients and following up with them. And it can actually be fun.”
It was just this huge moment for her. You could see the paradigm shift happen.
I’m really, really passionate about this as well.
So, in terms of moving your financial goals forward this year, I hope you’ll join me for that class.
The link is wayofthemuse.com/focus.
Something else I wanted to touch on before we close, Gigi, is the idea of doing this visioning with other people, right?
You and I often do this together. You used to do it with former business partners, too. Can you share a little bit about why that’s so helpful?
You just talked about your daughter—my sister—who recently had this experience, where she did visioning with her team.
What do you see there in terms of this creating a more fun and more impactful way of approaching their visioning and dreaming?
Gigi: Well, it depends if it’s in a business. If it’s in a business, it’s great.
If you have somebody who can structure the meeting and bring out the things in your employees—because often it’s not the owner that can do that. That’s where I do recommend getting support in that way, because then it’s not personal, and it’s really a structured class.
When people feel that sense of trust and being able to say things, they’ll start to really share what they’re seeing in their jobs, what they see in the company. And that’s so powerful.
To, first of all, have that open dialogue—a dialogue where you can share what you see, and you’re in an environment with other people that you work with.
Secondly, what it does is it creates more of a bond.
And then you also start to tap the intelligence of the people that work with you, and that is so exciting. New ideas get formed from that—just from listening and being in that energy.
It’s kind of like the mastermind idea, right?
When you put a group of people together with a shared common goal, there’s no resistance—nobody’s giving you a hard time. Then what happens is new ideas come from nowhere because there’s a supportive system.
So that’s in a company.
As an individual, I think it’s fun if you have some people that you really enjoy or great friends that you’d like to get together with and do this together.
Again, it’s stimulating. Maybe people see something that you don’t see. You get to bounce ideas back and forth.
Dialogue—again, dialogue is so amazing. You don’t poo-poo anybody’s dreams. You just really ask questions and bring each other out.
There are all kinds of ways you can do this. You can do this as a family, you can do this in so many different ways.
You can do this in your relationship, like you and Sunny do, Makena, with your partner.
It’s just fun. It’s fun when we can do it with people, right?
Makena: Yeah. So, I guess the big takeaway today is to take some time out, right? Carve some time out this holiday season. It’s always going to be busy; there’s always a lot going on.
But maybe it’s in that window between the holidays and the new year, or some kind of space where you take a couple of hours—or do it over two different days or something like that—and really reflect and dream.
Start with the dreaming, because from that desire comes the intent, the intention, the curiosity, the magic.
And then you can really go and start to see how to structure, create your rhythm, and so on.
Gigi: These are not resolutions. Remember.
Because when you sit down to resolutions, it feels like work a lot of the time. It doesn’t have that same energy.
So the distinction is that this is dreaming. Let’s make that distinction.
If you want to do resolutions, that’s fine.
But I’ll tell you, dreaming and reflecting—I think that’s so much more powerful.
Makena: Yeah. And it is that energy behind it. If you sit down and you’re dreaming, and it feels like hard work—like you were just saying—and you feel like, “Oh,” you’re very serious, or there’s no energy and inspiration behind it, then that’s your sign to maybe take a break.
Go for a walk or go somewhere beautiful—change up your state. Because that energy is where things build from.
And we see this with our clients. Even when they have a big goal, which sometimes people can get very stressed or overly structured around, it’s the energy that makes the difference.
For example, one of our clients wanted to have a certain number of tax clients in the year. She’s done this for multiple years in a row now—setting these huge stretch goals for herself. And every time, she’s hit them.
But the energy behind it for her was always like, “Yeah, I’m doing this again! I’m so excited about it.” She would tell everybody—it was like a fun game for her, like you’re saying.
And what do you know? We have no doubt in our minds when she sets a goal like this that she’s going to reach it. That’s the energy we want behind it.
Gigi: Yeah.
Makena: Okay, that’s it for today.
Gigi: Well, it’s towards the end of the year here, right?
Makena: Just a couple more podcast episodes left before the new year. So we’ll be in 2025.
Gigi: Enjoy your family, your celebrations, and we’ll see you in a couple more episodes—and then we’ll see you next year.
Makena: All right, see you next time.
Gigi: Bye-bye.