Quarterly Business Plans Work Like Magic | Ep 138

15/01/2025 24 min Episodio 138
Quarterly Business Plans Work Like Magic | Ep 138

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Episode Synopsis

The Main TakeawayQuarterly business plans are the bridge between your annual goals and daily tasks. They turn intentions into actionable steps that drive meaningful progress.Ready to Make 2025 Your Best Year? Let’s Talk PLANNING 🚀Planning isn’t tedious—it’s your secret weapon for achieving the “impossible.” Years ago, I avoided planning, consumed by client demands. Everything changed when I embraced structured planning. Now, I break my year into quarterly business plans, monthly tasks, and weekly progress tracking.Here’s the magic formula: ACCOUNTABILITY + ACTION = SUCCESS! 🏆Why You Need Quarterly Business PlansEssential for GrowthTo achieve new results, you must shift your approach. Quarterly business plans connect long-term goals to daily actions, ensuring intentions lead to tangible results.Consistency is KeySchedule quarterly planning sessions at the start of the year. Make these non-negotiable, dedicating four hours during the last or first week of each quarter.Team Collaboration MattersInvolve your team to gain insights, avoid blind spots, and align everyone with your goals.The Four-Step Process for Creating a Quarterly Business PlanCelebrate WinsStart with positivity by acknowledging achievements. 🎉Make AdjustmentsApply the KISS quadrant—Keep, Improve, Stop, Start—to refine processes and boost efficiency.Reflect on the Previous QuarterReview what worked, what didn’t, and carry over tasks that align with your goals.Plan the New QuarterChoose up to four focus areas and break them into monthly tasks with clear deadlines.Stay Accountable to Your PlanTurn your plan into actionable tasks with clear accountability. Use tools like Monday.com to track progress and keep on course.Final ThoughtsStart simple and adapt as needed. Quarterly planning can set the foundation for an epic year, whether you’re a solo entrepreneur or managing a team. 🌟Rate, Review, And Subscribe For More Business Wisdom!You can send me a message, question, feedback HEREWork with meStruggling to figure out what’s holding your business back? The Business Growth Snapshot dives into your business to uncover the roadblocks. Grab yours at ​sandrajulian.co/snapshotYou know that if you want different results, you have to do things differently! If you want to scale your business, increase your profits and crush your goals, your way, then private 1:1 Coaching is for you. www.sandrajulian.co/coachingWebsite: www.sandrajulian.coInstagram: www.instagram.com/sandrajulian.coFacebook: www.facebook.com/sandrajulian.coLinkedIn: www.linkedin.com/in/sandrajulian1Music is Te Kawa o Rongo by Ngāneko Eriwata Episode edited by LJS Creative Services #PodcastManager Show notes & blog by Mattie Belsack from Bellbird Writing