Reflecting on 2024: How Your Virtual Assistant Can Help You Plan for the Year Ahead

We know that everyone is finishing up their last tasks of the year and looking forward to a lovely Christmas and New Year. But the next month is also the perfect time for reflection and goal setting!

It is so important to wrap up the current year on a strong note because it will guarantee a clear and direct start to the new year. So, our last blog of 2024 is all about reflecting on 2024 and planning for 2025 – and how a VA can help you through this transition!

We’re going to cover some reflective activities that will allow you to take stock of everything that has happened over the last year, as well as some proactive planning tasks that will set you up perfectly for the year ahead.

The Power of Review

The value of reviewing your achievements, challenges and growth over the course of the year shouldn’t be underestimated. It allows you to understand what worked well for you, what didn’t work so well, and what you could do to improve in the future.

Let’s look at some areas to reflect on in these next few weeks.

Key accomplishments are a great place to start. Not only are they normally stand-out moments for you and your businesses, but you also get to reminisce on the amazing things you have achieved professionally this year. Review how your business performed against your goals – are there milestones or projects that really stood out?

The next thing to consider are your challenges and learnings. The only way to improve and grow is to recognise where you might have underperformed and missed the mark slightly. Where they any obstacles that you faced this year and how could you. Have handled them differently? These reflections shouldn’t be done in a negative way – you should only see these challenges as opportunities to improve in the future!

Client and customer feedback is also a great thing to reflect on. Gathering and reviewing client testimonials or reviews is essential for gaining insight on your services or products throughout the year. Is there a certain product or service that clients loved? Are there common complaints that keep cropping up?

And of course, reviewing team and personal development is the perfect way to consider how your team has evolved over the year both individually and in terms of teamwork. This gives you the opportunity to highlight the great work everyone has done and praise them for specific tasks and projects – as well as thinking about whether you might need to make some adjustments for 2025.

Now, you may be thinking that all of these reviews and reflections will take up a lot of your time – especially during the new year period where you’ll be booked and busy after Christmas! That’s where we come in! Virtual Assistance services are great for offering support with these reflection and progression projects. 

VAs can help you with various reflective admin and paperwork. For example, gathering and organising data from your past projects and campaigns, producing a comprehensive year-in-review report. We can also handle client surveys, gather and compile your reviews, and collect feedback from your customers – in order to provide data on your services and products. 

Additionally, VAs can also offer support with analysing data from these project or feedback reports, as well as social media and newsletter performances for the year – assisting with compiling performance metrics and identifying trends and opportunities. 

Planning for the Future

Now that we’ve talked about reflecting back, it’s time to think about looking to the future! This is crucial if you want to have a great 2025 – it helps businesses align their efforts and resources effectively and lays out the benefits of goal setting and preparation.

Let’s talk through some of the areas you may need to plan for as a business. 

Think about your business goals. What are your objectives for the new year? What are you looking to achieve for your business as a whole? Are there new products or services you’d like to offer, or do you feel like a branding review needs to be carried out? Start to plan for these changes or additions well in advance – so everything goes smoothly when the time comes.

Marketing is essential to plan and organise ahead of schedule. Having reviewed your marketing efforts, it’s time to plan out your campaigns, promotions and content. Co-ordinate these with your wider plans for the business. If there is a new product launching, make sure to drum up excitement on social media. If you are attending an awards evening – be sure to add the date into your marketing calendar to remind your to capture and post content of the evening.

Financial goals and budget adjustments also need to be considered when planning ahead for the year. What goals are you going to set for your business in terms of money in 2025 – and how does this match up against the marketing or product plans? Make sure your budget is clear, realistic and sensible!

Prioritising employee wellbeing and personal development definitely needs a large amount of planning as the new year begins. Think about whether you might need to hire a new member of the team to optimise a certain area of your business or invest in team training to strength cohesiveness across skillsets. Individual skills such as time management or issues like work-life balance need to be considered when having those first few team review meetings of 2025.

And, of course, organisation and admin tasks are always a great way to start the new year. Make sure your digital files are cleaned up and stored away accessibly, prepare your calendar and inbox for 2025, and set up your lines of communication with clients, employees, and audience.

Planning ahead is exactly what we at LCVA are here for! We pride ourselves on supporting businesses as they plan ahead for exciting projects, social media campaigns, or admin tasks – and this coming year is no different!

We can help with general planning and organisation like decluttering inboxes – the Inbox Zero method is always one we recommend, filing away folders and documents, and making sure everything is findable and in the correct place. VAs can also create and manage goal tracking documents or spreadsheets – so your projects or employee goals are managed to ensure milestones or deadlines are met and celebrated. Whether these documents track financial expenses or planning budgeting, VAs can keep everything on track whilst you focus on the projects at hand!

We also excel at creating content plans for social media, blogs, and newsletters – as well as creating and scheduling them – so you have a comprehensive plan of your marketing strategy for the year ahead. We can also co-ordinate your team development approach by researching, recommending and booking professional development opportunities, training, workshops, and events – the perfect moral boost for you and your team!

Bring on 2025!



Now that you have a structure to help you review and reflect on 2024 as well as plan ahead for 2025, bring it on!

We hope this blog has helped reinforce the importance of leveraging a virtual assistance company – like us! – to support you as you transition from 2024 to 2025. 

If you would like to start reviewing and planning now – get in touch with us on info@lcvaservices.com or book a consultation. We can collaborate with you to being your initial plans and develop a full strategy from there! Don’t miss the chance to plan for success with us this coming year!

We are so excited for what this next year will bring for LCVA – and we wish you all the same successes and progress for your own business!

Let’s embrace the new year with clarity, organisation, and a solid plan! 

Merry Christmas and Happy New Year!