Simplified Quarterly Planning Toolkit

  • 1

    Toolkit

    • Welcome Video

    • PREP: THE BASICS OF CREATING A HIGH-LEVEL OVERVIEW OF YOUR YEAR

    • STEP 1: REVIEW YOUR PREVIOUS QUARTER

    • STEP 2: SET YOUR QUARTERLY GOALS

    • STEP 3: SET YOUR MILESTONES & PROJECTS

    • STEP 4: BREAK MILESTONES INTO AN ACTION PLAN

    • STEP 5: IDENTIFY SUPPORT NEEDED

    • STEP 6: SET UP METRICS

    • STEP 7: SET UP SCHEDULE & PROJECTS

    • WRAP-UP: NEXT STEPS
  • 2

    Bonuses

    • Bonus 1: How to set your quarterly planning board up in Asana (incase you didn’t get the .csv file)

    • Bonus 2: Metrics Tracking Spreadsheet

    • Bonus 3: Quarterly Content Planner

    • Bonus 4: Revenue Calculator

    • Bonus 5: 30 Day Visibility Challenge

Simplified Quarterly Planning Toolkit

  • 1

    Toolkit

    • Welcome Video

    • PREP: THE BASICS OF CREATING A HIGH-LEVEL OVERVIEW OF YOUR YEAR

    • STEP 1: REVIEW YOUR PREVIOUS QUARTER

    • STEP 2: SET YOUR QUARTERLY GOALS

    • STEP 3: SET YOUR MILESTONES & PROJECTS

    • STEP 4: BREAK MILESTONES INTO AN ACTION PLAN

    • STEP 5: IDENTIFY SUPPORT NEEDED

    • STEP 6: SET UP METRICS

    • STEP 7: SET UP SCHEDULE & PROJECTS

    • WRAP-UP: NEXT STEPS
  • 2

    Bonuses

    • Bonus 1: How to set your quarterly planning board up in Asana (incase you didn’t get the .csv file)

    • Bonus 2: Metrics Tracking Spreadsheet

    • Bonus 3: Quarterly Content Planner

    • Bonus 4: Revenue Calculator

    • Bonus 5: 30 Day Visibility Challenge