Q3 is HERE, y’all! Who else is having a hard time believing it?! It feels like it snuck up on us a little bit, didn’t it?! Today, I want to talk about some specific tips for resetting your Quarterly Calendar and prepping for the next 90 days!
In a recent episode, I shared about doing a Mid Year Review and the importance of doing that BEFORE you dive into more goals for 2024!
Today, I want to talk about BEST practices for goal setting as you look ahead to Q3 and Q4!!
The Power of Quarterly Planning
When I teach the Quarterly Cure I talk about 4 pillars that are crucial for goal-setting. When you assess these 4 pillars, you’re able to get a clearer picture on the goals you set and whether it feels like a pipe dream or an actual goal you can accomplish.
I once heard the saying “goals are dreams turned into plans” and that is EXACTLY how you should look at the business goals you are setting!!
The purpose of goal setting is not to write down lofty ideas and visions. The purpose of goal setting is to create tangible, realistic goals that you can accomplish. And the purpose of Quarterly Goals is to create goals that can be achieved in 90 days.
This strategy has been a game-changer for my business, providing clarity and direction. I’m excited to share these insights with you.
Quarterly planning breaks the year into manageable 90-day segments, allowing for focused goal setting and adaptability. This method helps you pivot and refine your strategy four times a year, ensuring your business stays on track and aligned with your vision.
The 4 pillars I want you to access are: Time, Money, Dreams + Dailys.
Time
When I say “time,” I mean: what’s happening on your calendar. It’s summertime! That likely means an increase in travel, kids at home, family things, so on and so forth. And you might need to scale back your work hours in order to meet those needs. OR maybe you have something big happening in Sept or Oct so you know you need to start the runway now. Whatever it is, understanding how your calendar is filling up is important for your Q3 reset!
Money
We are halfway through the year, y’all! It’s time to take a deep dive into what’s coming in and what’s projected money-wise. Pull up your books (I use Quickbooks) and look at your Year to Date Profit Loss. Have a reality check conversation with yourself on what’s been working financially this year and what this means moving into the later half of the year. Here’s a few things to ask yourself when it comes to money:
What product / service has brought in the most revenue (and the least revenue)? Are you on track to hit your yearly revenue need? If not, why? Look at the data here. Was it a slower booking season? A launch that didn’t hit the goal? Do you need to spend focused time on revenue generating tasks? For example: do you need to focus on BOOKINGS more than PROJECTS in this next quarter? A project could be a website launch. Sure, the hope is that launching a website will drive revenue but it’s not IMMEDIATE. That’s a long term project. Sometimes the goal for the quarter needs to be IMMEDIATE revenue, actually selling what you do / provide, vs a project) so that you can hit goals financially.
Dreams
After looking at Time and Money, it’s time to look at Dreams! Last week, I shared about the importance of a Parking Lot List and THIS is where the list comes into play when it comes to Dreams!! Once you assess your TIME and your MONEY, you can look at that fun brain dump of ideas and decide WHICH ONE makes the MOST SENSE right NOW for your business! Which one can you make happen (or start to make happen) in July, August & September? Ask yourself: Which ones feel EXCITING to your visionary heart, but also REALISTIC for time constraints and money assessments?
Dailys
How’s your daily schedule going? Assess how you feel about what’s happening day in & day out. Are there bottlenecks? Tasks you don’t love? Things you can pass off? A physical schedule you’re loving / not loving (kids at home, work hours, etc)? Seriously, look at what’s going on IN THE DAILY and factor that into your quarterly game-plan for Q3 so you don’t keep spinning your wheels in areas that aren’t efficient or fun!!
Conclusion
There you have it. The four big areas you need to address as you reset your calendar for Q3! This is just the start, friends! Truly, there is so much in store as you assess your Q3 goals and I can’t wait to see your calendars fill up with an action plan.
Quarterly planning is a powerful tool that can bring clarity, direction, and success to your business. By focusing on realistic and achievable goals, you can make significant progress in just 90 days. Start planning today, and see the difference it makes in your business journey!
+ show Comments
- Hide Comments
add a comment