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Hey Friend,
Can you believe we are less than one month away from the start of Q4? The last quarter of 2023! There is no time like NOW to plan your quarterly objectives for the end of the year, and I’m here this week to show you how.
Do not worry whether you’re a great planner in your business or have struggled to make strategic plans in the past. Planning is a skill you can develop, and you can start now. You don’t have to wait!
Keep scrolling, and you’ll find several different resources about planning and executing your plans.
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EXECUTIVE SUMMARY |
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In this edition…
• The simple quarterly planning process my clients and I use to set our 90 day focus and goals.
• How to break down your revenue goals so you can see them as achievable.
• What a CEO retreat is, and how it can help you get your planning done.
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How to Plan Your Q4 |
I often see clients with 10-20 things they want done and operating under the assumption they are all small projects when, in reality, they are not. Focusing on LESS is better.The more projects you start, the fewer you will finish.
How will it feel if, at the end of Q4, you got 3 projects completed versus ending the quarter with 10 projects started and none finished? |
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Quarterly Planning Exercise
An exercise I often do with my clients is the simplest thing in the world.
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Take a piece of paper and create four columns, one for each quarter, starting with the next quarter you're planning for.
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Write your core focus for the quarter at the top of each column. This will be either client success, sales, marketing or operations.
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Write your business objective for each quarter at the top of each column. This could be a statement like “Grow my email list by 1000 active subscribers.”
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Determine up to 3 specific projects you can complete in the quarter that align with your quarterly core focus and, ultimately, your big picture objective. Examples may be “set up and run Facebook ads to an opt-in,” “participate in 3 summits,” or “share new opt-in in Facebook groups 5x a week.”
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To use my business as an example, my Q3 core focus has been client success. Within that, my business objective has been to improve the customer journey with specific core projects related to refining our offer suite, improving curriculum and streamlining onboarding.
In Q4, we have a different core objective around lead generation, and within that, we have a few key marketing projects planned, including refining our messaging, building a new funnel and ramping up organic content marketing. I share this with you to show how focused planning can look.
Bonus Tips:
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Make sure your priority projects relate to the overall business objective.If you want to drive more sales, is setting a priority to revamp your about page on your website going to move the needle? Ideally, you’d choose a project more directly related, such as writing an email sequence to book more sales calls.
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Set measurable objectives. Don’t just say you have a quarterly goal around “getting more sales.” That’s not measurable. Another alternative could be “get 5 sales calls booked every week.” Knowing the specific target (5 calls a week) helps because when objectives are measurable, you can easily see if you’re on track or not and adjust accordingly.
Ready to get started? Like I said, you can do the above planning exercise on a piece of paper anytime.
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Even though this year is closing in less than 4 months, it’s NOT too late to create your strategic 90 day plan to make your Q4 the best quarter ever. If you aren’t sure where to start or want help walking through a proven 90-day planning process, I invite you to schedule a Scale Day.
The Scale Day is 100% customized to you. If you want to get your strategic plan DONE, then I highly recommend we spend the day together creating your plan for Q4, including setting company goals, client success planning, operations planning, and more!
Let’s get it all done in one day when you schedule your Scale Day. |
| LEARN MORE AND APPLY NOW |
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Episode 144: Simplify Your Big Money Goals
What is your next big money goal? Is it making $250K in a year? Or $500K? Or $1M?
Whatever it is, big money goals have one thing in common: they can feel a bit uncertain and may even leave you feeling overwhelmed or unsure if it’s even possible.
I have a 6 step “goal math” process using basic mathematics that will help you simplify your big money goals, and I’m sharing those steps with you in this episode.
In This Episode You’ll Learn:
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The 6 quick goal math steps you can use to simplify your big money goals.
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Which numbers are essential to know so you can set yourself up for success.
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How to use goal math to help you make decisions about your pricing, offer suite, marketing strategy, and more!
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| LISTEN NOW |
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What is the one focus area that would move my business forward the most in Q4? Is it Client Success? Sales? Marketing? Operations? Or something else?
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Write down your core focus for Q4, and up to 3 specific projects you believe will most help you move forward in that focus area. Share this information with relevant team members as you plan for the end of the year.
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You’ve set your goals. Now what? Watch the video in the Scaling with Teams Facebook Group to discover the 8 ways you can inspire your team to own their goals and bring their best to your business. Your team can be your greatest asset, and I’ll show you how to lead them to success!
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Check out more resources related to systemizing your business below. |
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Have an incredible week!
Kathryn
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