How To Do Quarterly Planning And Quarterly Review

The Quarterly Planning Process

this is a comprehensive guide that will teach you how to do proper quarterly planning for your business

grab your pen and notebook or do it on your computer and follow along

Let’s begin

what is a quarterly plan & reflection

The process of assessing your performance & the performance of what you did,

understanding what happened that led to the results or lack of it

and become clear on your outcome for each quarter.

Then create a plan to reach that milestone knowing

that this plan can change if it needs to because it’s just your theory.

why quarterly planning & reviewing

 To look at the big picture in terms of your performance & the performance of what you did & your business in general.

And to prepare for the next quarter and have a clear goal to what result you want in it.

the goal i.e the milestone you set in each quarter must be derived from your yearly goal.

It’s easier to work in a quarterly manner than to look at the year as a whole

this helps you divide your yearly goal into small chunks(milestones)

that you can easily achieve instead of looking at the big goal and getting paralyzed by it

Quarterly planning & reflection process

I’ll share some of my answers for each Q so, you can see how I answer it

Instruction:

1-Set a date & time to do it

2-Limit the time to no more than 1h & 30 min

3-Use a timer with each question to make it easier to finish & to pressure your brain to come up with the answer

4-write 3-5 answers to each question don’t take longer than you should

5-Reward yourself after doing it

Current Quarter review

I’ll share the Qs I use to review each quarter to celebrate my wins & know my shortcomings and improve on them & capitalize on what I did right

What is your yearly goal?

What’s your milestone for the quarter that you’re in?

As of writing this, I was in quarter 2 my milestone is to make $ 1000 in revenue by the 30th of June 2022

Did you achieve it? If not, How close you did get ? focus on the positive

Our minds tend to dwell on the negative and discredit the positive this Q goal is to help you see that

for me,

No, I became more clear & confident in my offer & program & learned a lot of tools that will be helpful in helping my future clients

What are 3 things that you are proud of?

About your performance and what you did 

For me, I am proud of becoming clear & confident about what I offer

What did you learn? (3 things are enough)

Anything that you pop up when you think about this question

What lessons about yourself and in general did you learn 

a lesson I learned is that uneasiness, and discomfort won’t go away they’re part of the process and

going after your goal no matter how much unconsciously waited I still felt them

What did work? And why?

Investigate so, you can take the same thinking and apply it to other aspects of your business and continue to use it

as for me,

clarifying my message,

promoting my offer on every other post

when I think about why it did work

that is because I prioritize it, I made it non-negotiable

What didn’t work? and why?

To understand the thinking behind the action or lack of it 

one thing I didn’t do as I planned is the core activities( Getting Visible, Connecting, Making Offers, & Selling)

which is to do it 5 days per week in business

I did it less than that (disappointed face)

because I kept putting it off until later than I scheduled it

because I didn’t get to do the previous task which led me to deprioritize it until there was no time left.

From here I can see that I need to hold my schedule better and no matter what don’t skip it

Next quarter planning

What is your milestone for the upcoming quarter?

Mine, Make $ 1500 in revenue by the 30th of September 2022

Why are you committed to making it happen?

To strengthen the connection to your milestone 

for me, to make myself proud and to see what I am capable of

Who do you need to become in order to achieve this goal? And how can you be that person now? What are you going to do specifically?

Take time to think of who the version of you that achieved your milestone & goal is 

To step into the version of you that achieved it and understand her point of view then embody that in your day to day

What are the steps that you’re going to take to reach it (write a list)

( focus on needle mover aka scary tasks )

examples:

going live and talking about your offer

hosting a challenge to promote your offer

reach out to hot leads and tell them about your offer….etc

You Can Get As Detailed As You Want To or leave it to your monthly planning that’s up to you

When exactly will you do each task? (set dates)

What Will You Reward Yourself With? Then Do It

can be anything as for me is

Watching the new anime I was anticipating which is SpyXFamily

If you feel resistance that is leading to procrastinate

Acknowledge it.

it’s normal & okay to feel that.

Feel it in your body &while you’re doing it without judgment but with fascination if you can.

write the thought that caused it

Follow the instructions.

remind yourself of the reward 

Now you have done it

congrats !! you’re ready for the next quarter 

the best next thing to do is to plan your month

here is the complete guide on how to plan and review your month

To your success

Wafaa