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How to Plan Your Best 2026 in Notion: A Complete Yearly Planning System for Real Small Business Owners

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Most small business owners aren’t short on ideas.
They’re short on structure.

And when everything lives in your head, the year disappears into firefighting, constant context switching and always “catching up”. The businesses that grow consistently have one thing most others don’t…
a real system.

If you want to plan your best 2026, you need more than a pretty dashboard or a list of resolutions. You need a workspace that holds your vision, your business plan, your projects, your finances, your regular actions and your weekly rhythm all in one place.

That’s exactly what the MY PA Business Hub was built for.

In this walkthrough we’ll look at how to set up your full 2026 planning system inside Notion, using the exact structure real founders use to bring order to their year.

⭐ 1. Start With a Review of 2025

Before you plan ahead, you look back.

  • What worked

  • What didn’t

  • Your biggest wins

  • What drained you

  • What moved the business forward

This reflection protects you from repeating the wrong work and gives you clarity on what actually matters for 2026.

⭐ 2. Build Your 10-Year Vision

Your long-term direction shapes your yearly goals.

The 50-things exercise helps you capture what you want over the next decade:

  • lifestyle changes

  • business milestones

  • travel

  • personal goals

  • financial targets

It doesn’t need to be perfect — it just gives your year meaning.

⭐ 3. Design Your Ideal 2026 Lifestyle

This is where most business planning goes wrong.
You can’t plan your business without planning your life around it.

Inside MY PA Notion, you can map:

  • how you want to work

  • how many days

  • what you enjoy and want more of

  • what drains you and needs delegating

  • how you want to rest

  • hobbies you want back

  • where you want to take time out

This keeps your plan human, not just productive.

⭐ 4. Set Your 2026 Business Plan

This is the foundation of your success.

One of the biggest reasons small businesses fail is because they operate without a plan.
The MY PA Business Hub helps you outline:

  • your mission

  • your vision

  • your brand positioning

  • your core offers and pricing

  • margins and costs

  • your revenue plan

  • your operations

  • your key moves for the year

This is the backbone that makes the rest of the system actually work.

⭐ 5. Sales & Marketing Overview

Success is predictable when marketing is consistent.

You can outline:

  • your target audience

  • your main marketing channels

  • your campaigns

  • your content pillars

This becomes the compass for your visibility throughout the year.

⭐ 6. Finance Snapshot

Your year cannot run on guessing.

The Finance Snapshot gives you:

  • income goals

  • monthly revenue tracking

  • key numbers in one place

  • a simple way to stay on top of finances without overwhelm

It removes the fear of “not knowing where the business stands”.

⭐ 7. Set Your Yearly Goals

This is where the vision becomes action.

You’ll choose:

  • your business goals

  • your personal goals

  • target dates

  • priority levels

  • outcomes

Each goal can be linked directly to projects so you always know how to move it forward.

⭐ 8. Build Your Yearly Projects

Projects turn ideas into reality.

Each project can be assigned to:

  • a goal

  • a due date

  • a schedule

  • a frequency (if recurring)

Everything automatically rolls into your dashboards so you always see what matters.

⭐ 9. Add Your Regular Actions (Yearly → Monthly → Weekly → Daily)

This is one of the most powerful parts of the system.

You can build routines for:

  • yearly admin

  • monthly planning and bookkeeping

  • weekly content and delivery

  • daily essentials

These generate automatically so nothing slips through the cracks.

⭐ 10. Add Your 2026 Events

Birthdays, holidays, launches, meetings, school terms, travel — all added once.

Your monthly and weekly calendar views then blend:
✔ your real events
✔ your business priorities
✔ your projects
✔ your tasks

No more overloading weeks without realising what’s already booked.

⭐ Why This System Works

Because it does what apps and to-do lists can’t:

It holds everything in one place — your goals, your projects, your money, your tasks, your routines, your calendar and your life.

It stops you running your business in your head.

And it gives you structure without overwhelm.

If you want 2026 to be the year you finally feel organised, focused and in control, then this system will help you rebuild the way you plan your business.

⭐ Get the MY PA Planning System


💻 MY PA Notion Planner US. https://www.mypaplanner.co.uk/my-pa-business-hub



🗂️ MY PA Business Hub UK: https://www.mypaplanner.co.uk/my-pa-business-hub