Q1 2026 Reset: Plan Your Next 90 Days in One Hour (Template)
Resource - 2026 Planning Template
Are you excited for 2026? If you are new to private practice, the next enrolment of the Getting Started Course is now open - Getting Started in Private Practice
It’s the first quarter of the year and time to get planning - I love a new business quarter; time to gather my thoughts about what I’m doing, where I’m going, and what I want to focus on. Like starting a fresh notebook, and there is no better time than the start of a new year.
Get Your 2026 Private Practice Planning Template ✅ Download below….
A few of my posts this month have been all about planning, not the “set goals and hope” kind, but the kind that helps you get the real-life moving parts of private practice into a plan you can actually follow.
Annual planning can feel inspiring… and then by mid-February, totally exhausting and hard to stick to. Quarterly planning fixes that. It breaks the year into 90-day chunks so you can focus on what matters now, adapt when life happens, and build momentum one quarter at a time.
The 2026 template helps you do that by:
pulling your ideas, goals, admin and money targets into one place ( Dont forget the tax Self Assessment deadline: 31 January)
choosing your top priorities for the next 90 days
mapping a realistic quarter (client work + admin + rest)
creating a simple review rhythm and routines to keep you on track
Good planning here isn’t about filling your diary. It’s designed to protect your energy.
Download your 2026 planning template
Below the paywall, you’ll find the Q1 2026 planning template to download. This is the version I use when I want my plans to feel doable, not idealistic. It pulls everything into one place, you’ll feel the mental load drop because your plan is no longer living in just your head.











