Quarterly Planning is key part of the planning process, but is often overlooked, or underprioritized in lieu of weekly or monthly planning. When I went to write PlanDoTrack (LINK TO ONLINE PURCHASE - ) years ago, I felt that it was really important to have a quarterly planning set of pages, dedicated to looking at what’s working and what’s not on the quarterly layer.
If you have a copy of PlanDoTrack or Coaching Business Builder, pull it out now….and flip to the Quarterly Planning Pages. Whether you’ve done this before or not, here’s your chance to set your timer for 2 minutes and write on each of these questions:
What were your major achievements this quarter?
What do you want to celebrate?
As you consider the goals (and resolutions) you made at the start of the quarter, how are you doing with these on a scale of 1-10?
Which goals are becoming new habits or something you can check off?
Which goals need to be adjusted or let go of?
As a leader/coach/business owner, what have you noticed about my team this quarter?
Answer the following:
The thing that has helped me be most productive this quarter has been ______
The thing that has helped me be most successful this quarter has been ______
The thing that has helped me be happiest this quarter has been ________
The thing that has helped me be most healthy has been _______
What have I noticed about my work/productivity/results and/or relationships during the winter months (if you are in the northern hemisphere) or summer (if you are in the southern hemisphere)?
Take note of any key metrics which are important for you, and your work. [For corporate leaders this may be progress on key KPIs (Key Performance indicators). For small business owners this may be key metrics around revenue and social media.]
Looking ahead to the next quarter:
My priorities are:
Our team/business priorities are:
My top 3 goals are:
This quarter, I want to......
I'll be really happy at the end of this quarter when....
Want a video to move you along? Check out this Quarterly Planning Video and follow!
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