Quarterly Planning May Not Be Sexy
Quarterly Planning May Not Be Sexy
The fourth quarter is just around the corner, while quarterly planning may not be sexy, it’s necessary for the success of your online business.
You may resist planning in your business because the thought of it feels difficult. Friend, with even an outline of where you’d like to go and what you’d like to accomplish it, will keep you from feeling insanely busy EVERY single day.
We all pick our difficult. Would you rather have a couple of hours of difficult or day in and day out difficult? In the end, it is always your choice. What do you feel is the best use of your time and energy?
Let Me Guide You Through A Quarterly Project Plan…
Firstly, pull out the calendar and figure out the actual number of working days you’ll have in the quarter. Are you taking any time off for vacation, rest or leisure?
Block those days off in your calendar now.
Secondly, grab your notebook it’s time to create an exhausting list of all the projects that you want to accomplish in the next three months. When I say exhausted, I mean get it all out even those crazy ideas. No project is too small or simple for the list. Write down everything that pops into your head, without any judgment.
What projects are in aligned with your vision
With your exhausted list of ideas, which projects do you feel is the most aligned with the vision and mission of your online business. Next, go on and cross off anything on your list that is unaligned or doesn’t bring a sense of joy.
Then, circle all the ideas that you feel are aligned with the vision of your online business and rank each of the tasks by importance to you and your soulmate clients. This will aid in where you need to start.
Little Side Note
If you’re planning a large launch to take place in the next quarter and you know all focus needs to go into this. This would be your only project for the quarter.
Mindmap the project
My favorite way to create a project plan is to begin with a mindmap. I’ve talked about mindmap previously in the post if you’d like to read it.
In the center of a new sheet of paper pick one of the ideas from your list. This is how you start your mindmap.
Circle your idea in the center of your page and begin to create lines off of this idea with all the items that need to take place in order to bring it to completion. Then create small accomplishable tasks off of items that need to be completed.
For example, if one project in the next quarter is to create a new opt-in. You’ll need a landing page for one of the items. What are the small accomplishable daily tasks to create a landing page? Here are a few ideas.
- Find images
- Write Copy
- Create Wireframe
- What else do you need to do?
Get it scheduled
If you have a project management system you can set this all up inside, so that you know what to do when. If not, a paper calendar or Bullet Journal will work just fine.
At the top, write out your online business mission, vision, and goals for the upcoming quarter. Under this breaks it into three columns. One for each project.
Looking at your list if you had to pick just one project what would it be?
Start with that one.
Under the Project Header
Now we are going to put in all the tasks that need to be completed by who and when. Will you need any resources, such as a new software application, to complete the task?
Not all the tasks must be completed by you. It’s very important that you stay in your lane and delegate out the tasks that can be done by someone else.







