Podcasts about quarterly planning

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Best podcasts about quarterly planning

Latest podcast episodes about quarterly planning

The Systems and Workflow Magic Podcast
(REPLAY) Quarterly Planning Without Burnout: A Systems Approach w/ Kat Schmoyer

The Systems and Workflow Magic Podcast

Play Episode Listen Later Jun 16, 2025 38:20


In this episode of the Systems and Workflow Magic Podcast, I'm joined once again by my friend and fellow systems-loving business owner, Kat Schmoyer. Together, we're diving into all things quarterly planning—specifically, how to approach the next Quarter with intention, strategy, and a whole lot less pressure. Whether you're gearing up for a packed season or you're slowing down to focus on refining your backend, this episode will give you permission and practical tools to finish the year strong without burning out!Top reasons to listen to the entire episode:-Discover Kat's Four Pillars of Quarterly Planning – Learn how “Time, Money, Dreams, and Dailies” can revolutionize how you approach your business goals.-Stop the Burnout Spiral – Hear Kat and Dolly discuss the importance of realistic planning in busy seasons-Get Inspired to Serve & Sustain – Find out how simply focusing on client care in Q4 can be a powerful business strategy.Full Show Notes Here!Mentioned Resources & Links

Daily Success Show with Jamila Payne
Mid-Year Reset: How to Refocus and Finish the Year Strong

Daily Success Show with Jamila Payne

Play Episode Listen Later Jun 11, 2025 20:44


If you're looking up at June like, “Wait, What!?—how are we halfway through the year already?”...you're not alone. This is your halftime moment—and it's exactly when most entrepreneurs either level up or completely stall out. But you? You've got a business to grow and goals to smash. In this week's episode of the Breadwinning Business Women podcast, I'm walking you through a powerful mid-year reset to help you evaluate what's happened so far, reclaim your revenue goals, and finish the year strong and strategic. Whether your sales are ahead of plan, behind, or MIA, this episode will help you:

The Essential Shift Podcast
186. How to stay committed to your vision

The Essential Shift Podcast

Play Episode Listen Later Jun 10, 2025 10:06


If you've ever set a big, bold vision… but found it hard to stay the course, this episode is for you.I want to share with you what it means to actually commit to the things you say matter. Not just once a year, but week after week, quarter after quarter. To bring this to life, I have real stories of women who've used Quarterly Planning as a way to reconnect with their purpose, stay accountable to their dreams, and take tangible action.Because strategy isn't just about structure. It's a mirror, reflecting back the kind of leader, creative, and business owner you want to be.This isn't a goal-setting chat. It's a grounded, inspiring look at what's possible when you put your vision on paper… and then follow through.✨ Curious about Quarterly Planning? Join our next workshop HERE ✨KEY EPISODE TAKEAWAYSWhy committing to your vision isn't a one-time act The power of gathering in community to set goals (and stick to them)3 stories of women who turned vision into aligned actionWhy your business needs both structure and soulSHOW RESOURCESJoin the next Quarterly Planning Workshop – HEREJOIN THE CIRCLE – A community for conscious, creative entrepreneurs - HEREFollow me on Instagram – HEREFind me on LinkedIn – HEREBless it be.With love,Laetitia

Profit + Prosper
180: Become the CEO You Were Meant to Be | Mindset Shifts, Quarterly Planning, and Vision Casting with Kelly Marshall

Profit + Prosper

Play Episode Listen Later May 22, 2025 37:13


Saying you want to grow your business to the next level is one thing, and actually growing is another. Growth can be incredibly uncomfortable, and my guest, Kelly Marshall, knows that feeling all too well. Kelly has been in the High Profit Society for over a year to get support with growing her business, TerraCare Financial. In this episode, Kelly shares how she faced internal resistance to growth by taking consistent action and leaning on the community for support, all in pursuit of becoming the CEO she was meant to be.

Hustle & Flow with Heather Hubbard
#243: Ditch Quarterly Planning: This Method 5X'd My Results

Hustle & Flow with Heather Hubbard

Play Episode Listen Later May 13, 2025 32:07


For years, I followed the same tried-and-true goal-setting method that most of us were taught—annual planning followed by quarterly planning. But five years ago, a friend told me about a different approach. I tried it, and I've been hooked ever since. I even use it with my mastermind and business strategy clients. It's actually much easier than quarterly planning and leads to better results. Don't believe me? I'm sharing a few of my 2025 personal and business goals, along with results, to demonstrate the before and after. It's wild!   Chapters 00:00 - Introduction 02:12 - Why I stopped quarterly planning 05:33 - Reasons why quarterly planning is no longer as effective 12:24 - How I 2x'd my weight loss  19:57 - How I 5x'd my writing goal  24:42 - How I 3x'd my speaking goals 27:58 - Free resources and upcoming shows   Pre-order your FREE copy of the Hustle & Flow BlueprintTM at https://www.HeatherJoyHubbard.com/Blueprint   For more behind-the-scenes information and stories that I don't share anywhere else, join my newsletter for FREE at https://www.HeatherJoyHubbard.com/Subscribe   Want more creative and personal content (including photos of my cats

Manifesting Clarity
Episode 153 : Manifestation Made Simple - The Power of Quarterly Planning

Manifesting Clarity

Play Episode Listen Later May 7, 2025 11:56


Feeling overwhelmed by the big picture? In this episode, Jen shares a powerful yet simple way to approach your year by breaking it into four quarters. With thoughtful journaling, aligned movement, and clarity-focused strategies, you'll learn how to create momentum and manifest the life you're dreaming of—one intentional season at a time.Tune in for practical ways to map out your goals, reset your focus, and harness the energy of each quarter to stay inspired and aligned.Let's get clear, grounded, and moving—together!What did you think of today's episode?>> Say hello and share your thoughts!Be sure to join the Manifesting Clarity Facebook page where we talk all about the lessons we've learned on the journey thus far and action steps we can take to bring more clarity into our lives! Thank you for listening! We are beyond grateful for you.

Build Your Remarkable Practice for Chiropractors
058 - The Quarterly Reset: The Real Value of Board Meetings

Build Your Remarkable Practice for Chiropractors

Play Episode Listen Later Apr 10, 2025 39:44


If you're feeling stuck in the grind of daily operations, it might be time for a reset. This episode is all about the “why” behind quarterly board meetings—how they act as a reset button to re-align your team, recenter your vision, and reignite momentum. Dr. Lona and Dr. Bobby  share how these meetings evolved from casual vision chats to a strategic system that powers growth, focus, and leadership. You'll learn how intentional time away, vision casting, and revisiting personal goals are key to building a culture of accountability and sustainable success.Key Highlights01:01 – Reflecting on Q1 performance and how better visibility and systems helped the team stay on track.03:03 – The evolution from weekly/monthly rhythms to powerful quarterly board meetings that drive alignment.04:49 – Why board meetings act as a reset button, reuniting and reenergizing the entire team toward a shared vision.06:37 – How early vision casting sessions on the beach evolved into full-fledged board meetings with intentional outcomes.08:04 – Lessons from early meetings: big-picture energy is great, but follow-through systems are essential for execution.09:36 – Board meetings as a leadership tool—creating clarity, focus, and accountability across all levels of the business.10:52 – Understanding team motivation by aligning business goals with individual visions and dreams.12:40 – Dr. Bobby's process of vision casting during onboarding—helping each team member connect to their personal "why."14:39 – How painting a vivid picture of a team member's goals increases long-term buy-in and loyalty.20:46 – The power of writing down goals and team objectives—how vision becomes action when it's clearly documented and shared.24:25 - Dr. Eric DiMartino welcomes Dr. Andrew White from Success Partner, Align & Co to discuss an innovative approach to corporate wellness. Inspired by personal experiences, Dr. White shares how his company integrates chiropractic care into businesses using tax advantages. Learn how chiropractors can secure corporate contracts and leverage tax incentives at no extra cost. With a vision for nationwide expansion, this model offers businesses an effective way to support employee health. Don't miss this game-changing insight into the future of chiropractic care. Resources MentionedFor more information about Align & Co please visit: https://www.alignco.life/To schedule a Strategy Session with Dr Lona: https://go.oncehub.com/DrLonaBuildPodcastTo schedule a Strategy Session with Dr Bobby: https://go.oncehub.com/DrBobbyBuildPodcastFollow Dr Bobby on Instagram: https://qr.me-qr.com/WOz1qy6E   Follow Dr Lona on Instagram: https://qr.me-qr.com/o2oFbovyLearn what it takes to be Remarkable!: https://theremarkablepractice.com/

The Skin CEO
The Proven Quarterly Planning Strategy To Create Clarity and Drive Revenue In Your Next 90 Days

The Skin CEO

Play Episode Listen Later Apr 9, 2025 27:50


If quarterly planning sounds boring, you've been doing it WRONG. In this episode, I give a sneak peek into what I teach in The Med Spa Advantage for how to  have your most profitable next 90 days. I break down how to do a thinking audit, how to get clear on your biggest priorities, and why inaction is costing you more than imperfect execution. I also share what I've learned about making decisions as a CEO, how to plan promotions that actually support your signature offers, and what to avoid if you're stuck in overthinking mode. Get ready to take radical ownership of your next quarter.   HIGHLIGHTS Why quarterly planning outperforms yearly goal-setting. Why you need to plan for failure. How to know which strategies to listen to (and which to cut). What to include in your quarterly game plan. The strategic questions I ask when planning quarterly promotions and events. Why every team member needs clarity on what's coming next.   RESOURCES + LINKS Apply for The Med Spa Advantage HERE Book a Strategy Call with us HERE   FOLLOW Heather: @heatherterveen Website: heatherterveen.com

Relay FM Master Feed
Focused 227: Quarterly Planning

Relay FM Master Feed

Play Episode Listen Later Apr 8, 2025 62:41


Tue, 08 Apr 2025 19:00:00 GMT http://relay.fm/focused/227 http://relay.fm/focused/227 David Sparks and Mike Schmitz David & Mike discuss their quarterly planning processes and share their intentions for the next quarter. David & Mike discuss their quarterly planning processes and share their intentions for the next quarter. clean 3761 David & Mike discuss their quarterly planning processes and share their intentions for the next quarter. This episode of Focused is sponsored by: Squarespace: Save 10% off your first purchase of a website or domain using code FOCUSED. Links and Show Notes: Deep Focus: Extended ad-free episodes with bonus deep dive content. The Focused Calendar How to Do a Personal Retreat in Obsidian Webinar Replay Postcard Cabins Whisper Memos The Library | A private PKM community for curious sensmakers The People Note: The Key to Rolling Up Tasks & Project in Obsidian | YouTube An Honest Review of Obsidian in 2025 | YouTube Thumbnail Masterclass Skylight | Smart Family Calendar Inner Excellence by Jim Murphy The 5 Types of Wealth by Sahil Bloom Zen Mind, Beginner's Mind: 50th An

Focused
227: Quarterly Planning

Focused

Play Episode Listen Later Apr 8, 2025 62:41


Tue, 08 Apr 2025 19:00:00 GMT http://relay.fm/focused/227 http://relay.fm/focused/227 Quarterly Planning 227 David Sparks and Mike Schmitz David & Mike discuss their quarterly planning processes and share their intentions for the next quarter. David & Mike discuss their quarterly planning processes and share their intentions for the next quarter. clean 3761 David & Mike discuss their quarterly planning processes and share their intentions for the next quarter. This episode of Focused is sponsored by: Squarespace: Save 10% off your first purchase of a website or domain using code FOCUSED. Links and Show Notes: Deep Focus: Extended ad-free episodes with bonus deep dive content. The Focused Calendar How to Do a Personal Retreat in Obsidian Webinar Replay Postcard Cabins Whisper Memos The Library | A private PKM community for curious sensmakers The People Note: The Key to Rolling Up Tasks & Project in Obsidian | YouTube An Honest Review of Obsidian in 2025 | YouTube Thumbnail Masterclass Skylight | Smart Family Calendar Inner Excellence by Jim Murphy The 5 Types of Wealth by Sahil Bloom Zen Mind, Beginner's Mind: 50th Anniversar

Scaling UP! H2O
414 Pinks and Blues: Trace's Phosphate Redux

Scaling UP! H2O

Play Episode Listen Later Apr 4, 2025 57:06


"Scaling is like debt—it's always better to prevent it than to clean it up later." Phosphate plays a crucial role in Industrial Water Treatment, yet it remains one of the most misunderstood chemicals. In this Pinks and Blues episode, Trace Blackmore revisits phosphate chemistry and its application in cooling systems, corrosion prevention, and scale inhibition. Breaking Down Phosphate Chemistry Phosphate exists in different forms, each with specific applications in water treatment.  Orthophosphate (PO4³⁻): The simplest and most reactive form, used for corrosion inhibition.  Polyphosphate: A longer chain of phosphate molecules that can hydrolyze into orthophosphate.  Organic Phosphates: Phosphate compounds bonded with organic molecules, often used in scale inhibition.  Total Phosphate: A combination of all phosphate types in a system.  Phosphate Testing – What Every Water Pro Should Know Phosphate levels must be carefully monitored to maintain system integrity. Trace explains:  Why the orthophosphate test is the most reliable for phosphate analysis.  How to convert different phosphate forms to orthophosphate for testing.  The difference between the Molybdate Vanadate Method (yellow test) and the Ascorbic Acid Method (blue test).  The importance of accurate dilution and testing procedures to prevent measurement errors. Challenges and Considerations in Phosphate Treatment  Biological Growth: Phosphate serves as a nutrient, promoting microbial growth if not controlled properly.  Environmental Regulations: Certain facilities may have phosphate discharge limits.  Calcium Phosphate Scaling: High temperatures and improper phosphate dosages can cause severe scaling issues. Best Practices for Phosphate Management  Monitor carbon and alkalinity levels to determine the best phosphate formulation.  Use stability indices (e.g., Ryzner Stability Index, Langelier Saturation Index) to predict scale formation.  Adjust treatment strategies based on pH levels and system conditions to avoid unintended scale buildup.  Always verify environmental discharge limits when using phosphate-based treatments. Mastering phosphate chemistry and testing techniques ensures better system performance, cost efficiency, and regulatory compliance. This episode empowers water professionals to optimize their approach to phosphate-based treatments. Tune in to learn practical strategies for optimizing phosphate levels, preventing scale, and ensuring system efficiency. Stay engaged, keep learning, and continue scaling up your knowledge!  Timestamps  03:16 – Trace Blackmore shares the importance of Quarterly Planning for Business and Personal Goals 06:30 – Upcoming Events for Water Treatment Professionals   08:20 – Water You Know with James McDonald  12:03 – Introduction to Phosphate and Its Role in Water Treatment  18:31 – Understanding Phosphate Forms: Orthophosphate, Polyphosphate, Organic Phosphate  21:32 – Phosphate as a Corrosion & Scale Inhibitor in Cooling Systems 34:33 – Testing Phosphate: Why the Orthophosphate Test is Key  51:37 – The Importance of Understanding Water Chemistry Before Selecting Treatment Plans Connect with Scaling UP! H2O  Submit a show idea: Submit a Show Idea  LinkedIn: in/traceblackmore/  YouTube: @ScalingUpH2O    Click HERE to download Episode's Discussion Guide    Scaling UP! H2O Resources Mentioned  Audible  12 Week Year  Ep 046 The One About Phosphate Testing  Ep 024 The One With All the Questions Taylor Technologies Test Procedures:  Phosphonate, Azole AWT (Association of Water Technologies) Scaling UP! H2O Academy video courses Submit a Show Idea Phosphonates Water You Know with James McDonald  Question: What is the process called to evaluate the performance and efficiency of a water softener by taking regeneration water samples, measuring their salinity, and interpreting their results? 2025 Events for Water Professionals  Check out our Scaling UP! H2O Events Calendar where we've listed every event Water Treaters should be aware of by clicking HERE.   

Daily Success Show with Jamila Payne

If you want to run your business like a real business—not a side hustle, not a hustle-hustle—but a grown woman business that makes grown woman money... Then you have to make time to work on the business, not just in it. You know what I mean. You're answering emails. Serving clients. Putting out fires. And suddenly, your goals are on the back burner... again.

She's Electric
Q2: Quarterly Planning Ep 84

She's Electric

Play Episode Listen Later Apr 3, 2025 49:18


Have you taken the time to reflect on your first quarter? How did you show up for the version of yourself you intended to be this year? In this episode I explore the importance of alignment over achievement and share my insights and personal stories on what's working, what's shifting, and where I'm still integrating. Learn about my 'performing days,' 'preparation days,' and 'rest days' and discover how habits like early morning walks, evening meditations, and daily service to others keep me energized and aligned with my goals. Join me in this journey of intentional living and let's recommit to our most meaningful intentions for Q2 together!

Differently: Assume the risk of creating an extra-ordinary life
Strategic Quarterly Planning with Josephine Owusu

Differently: Assume the risk of creating an extra-ordinary life

Play Episode Listen Later Mar 27, 2025 43:36 Transcription Available


Send Carla a message!Episode Highlights:✅ Why starting with the end in mind is key to building a life and business you love✅ How to break big dreams into actionable steps that align with your vision✅ Common themes of a dream life—financial freedom, time flexibility, and purpose-driven work✅ How social media and comparison can pull us off track and how to refocus✅ Practical exercises to reconnect with what truly matters✅ The power of strategic planning with flexibility—how to pivot when needed✅ Managing overwhelm with brain dumps, prioritization, and planning✅ The importance of setting non-negotiable commitments for yourself✅ How to identify and lean into your strengths to build a business that feels aligned✅ Why taking action is just as important as planningResources & Next Steps:More about Josephine:LinkedInYouTubeIGCheck out Josephine's previous episodes:Powerful Q4 Strategies for Life and BizMaster Your Capacity to Realize Your GoalsCEO Time: Level up Your BusinessBuild a Business AND a Life

Feel Amazing Naked
A Step-By-Step Guide To Quarterly Planning

Feel Amazing Naked

Play Episode Listen Later Mar 25, 2025 20:58


I'm sharing my exact process for quarterly planning—a strategy that's been a game-changer for me and my students inside The Best Damn Coach. If you've ever felt overwhelmed by setting goals or staying on track, this step-by-step guide will help you map out a clear, actionable plan for the next 90 days. I'll walk you through how to reflect on the past quarter, set realistic goals, break them into manageable steps, and stay accountable along the way. Whether you're just starting out or looking to optimize your business, this process will help you stay focused, productive, and intentional. Ready to take your coaching business to the next level? Start by implementing this quarterly planning process and watch your goals come to life. If you're looking for a supportive community to help you stay accountable and grow, I'd love to chat with you. Head over to http://amanda-walker.com/letschat to book a call with me.  

Found OnFocus
Third Thursday | The Power of the 13th Week

Found OnFocus

Play Episode Listen Later Mar 20, 2025 22:53 Transcription Available


The Power of the 13th Week | Third Thursday Podcast Welcome to the Third Thursday Podcast! In this episode, I dive into the importance of the 13th week in your quarterly planning. The 12-Week Year method helps us focus on short-term execution, but what about the final week of the quarter? This is your time to reflect, recalibrate, and prepare for the next cycle. Misunderstood Productivity – How my approach to planning might seem chaotic but leads to success. 00:27 – Do You Feel Confident in Your Journey? – Reflecting on your long-term vision and aligning it with your short-term actions. 00:55 – The Critical 13th Week – Why this week is essential for your next 90 days. 01:35 – Welcome to the Third Thursday Podcast – A space to reflect, adjust, and grow personally and professionally. 01:54 – The 12-Week Year Concept – How breaking the year into 12-week cycles leads to better focus and execution. 02:31 – Staying Authentic – A behind-the-scenes look at keeping this podcast real and unfiltered. 03:24 – Why I Started This Podcast – Connecting with the Key2Success community on a deeper level. 04:03 – The Key2Success Planner Journey – How this planning system has evolved and impacted thousands. 05:05 – Key 3 and Weekly Planning – The importance of focusing on your top priorities daily. 05:45 – Quarterly Planning in Action – How to use the planner to review and set your next steps. 07:14 – What Happens in the 13th Week? – A time to assess, celebrate, and recalibrate for the next quarter. 08:09 – Reflecting on Q1 2025 – Questions to evaluate your progress and prepare for Q2. 09:47 – When Priorities Shift – Adapting your plans as life changes. 11:02 – Boundaries and Long-Term Focus – How to ensure your weekly actions align with your big-picture goals. 13:05 – Success Sketch for Q2 – Brainstorming what truly matters in the next quarter. 14:49 – Building Motivation for the Next 12 Weeks – What's driving you forward? 16:05 – The Power of the 12-Week Year – A real-life example of how small steps lead to big results. 18:18 – Setting Measurable Objectives – How to break big goals into manageable actions. 19:33 – The 13th Week as a Reset – Using this time to refocus and charge into the next quarter. 19:55 – The 12-Week Year in Action – How it compares to a relay race and why every quarter matters. 21:34 – Exciting Updates for Q2 – 2026 planner release, new coaching programs, and more! 22:30 – Final Thoughts – Take this time to recharge, refocus, and get ready for the next quarter!

Life Coach Business Building Podcast, The Business Building Boutique
Ep 253 - Quarterly Planning for Life Coaches – Simple Steps to Get Clients!

Life Coach Business Building Podcast, The Business Building Boutique

Play Episode Listen Later Mar 19, 2025 17:52


Ever wonder why so many programs, sprints, and fun challenges are set in a 90-day timeframe?In this episode, I will share with you why locking in on your goals for 90 days is one of the best ways to get things done. This timeframe is long enough to make real progress, but short enough to stay focused and motivated. I'm walking you through how to map out realistic priorities, avoid common mistakes, and focus on just three core actions that will help you attract, nurture, and convert your ideal clients over the next 90 days.I'll also dive deep into:The one mistake that keeps coaches stuck in “busy mode” instead of getting clientsHow to focus on just three actions that directly lead to more salesWhat to do when you fall off track so you don't lose momentumSo if your first quarter did not turn out so great, be sure to listen to this episode so we can all welcome the second quarter with a better plan! Whether you're looking for your first client or your next few, this episode will give you the clarity, momentum, and plan you need to take confident action in the next 90 days! Timestamps: 01:17 The Importance of Quarterly Planning02:21 Common Mistakes in Goal Setting03:56 Three-Part Quarterly Planning Framework08:17 Creating an Action Plan10:13 Mindset and Accountability

Chaos to Conversions: A Podcast on Launching and Email Marketing
Ep 055: How Quarterly Planning Helps You Avoid Shiny Object Syndrome

Chaos to Conversions: A Podcast on Launching and Email Marketing

Play Episode Listen Later Mar 4, 2025 21:16


If you constantly find yourself chasing new ideas but struggling to make real progress, you might be dealing with shiny object syndrome. The temptation to jump on every opportunity can keep your business stuck—wasting time, energy, and money on things that don't truly move you forward.In this episode, Branda shares how quarterly planning can help you stay focused, prioritize what really matters, and confidently say no to distractions. You'll learn how to align your efforts with your goals, avoid decision fatigue, and make real progress in your business—without the overwhelm.Tune in as Branda discusses:How shiny object syndrome can derail your progress and keep you stuck.Why quarterly planning is the key to making meaningful progress toward your business goals.Practical steps to set goals, evaluate opportunities, and create a focused plan.Mentioned Links:Get Branda's free quarterly planning template: https://therelevantcolletive.kit.com/quarterly-templateJoin the waitlist for Email GPS: https://www.therelevantcollective.com/email-gps-waitlist________________________________________CONNECT WITH MELANIE:www.duxburydigital.cowww.instagram.com/duxburydigitalCONNECT WITH BRANDA:www.therelevantcollective.comwww.instagram.com/therelevantcollective

The Right-Hand Roadmap
#43: Quarterly Planning Prework

The Right-Hand Roadmap

Play Episode Listen Later Mar 4, 2025 8:51


Prepare for quarterly planning with a structured prework process that ensures alignment, clarity, and execution for your leadership team. Quarterly planning isn't just about setting goals—it's about ensuring your company is focused, aligned, and equipped to execute effectively. In this episode, Megan Long breaks down the essential prework every second-in-command should complete before heading into a quarterly planning session. From reviewing financials to aligning with your CEO, these steps will help you walk into the room prepared, confident, and ready to lead a productive strategy meeting. You'll hear all about: 00:28 – The purpose of quarterly planning: alignment, focus, and execution 00:36 – The impact of preparation on a successful planning session 01:15 – Review last quarter's results 01:56 – Evaluate last quarter's rocks (goals) 02:47 – Review key business metrics and trends 03:17 – Meet with department heads 04:32 – Personal pre-planning session 05:19 – Align with your CEO   Rate, review & follow on Apple Podcasts Click Here to Listen! OR WATCH ON YOUTUBE If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: Second First Membership Second First One-on-One Coaching Second First on Instagram Second First on LinkedIn Megan Long on LinkedIn

Yay for Business with Courtney Chaal
Time Puzzle Pt 2 - The Quarterly Planning Process

Yay for Business with Courtney Chaal

Play Episode Listen Later Feb 12, 2025 40:44


In this episode I'm breaking down:Why vision matters more than just setting random goals. Instead of focusing on what feels achievable today, zoom out and reverse-engineer from your ultimate vision.How to identify your “big rocks.” Learn the proven framework for prioritizing tasks that actually move the needle in your business.How to make a goal stick. Discover the mental shifts and practical strategies that will keep you motivated (even when things get tough mid-quarter).The exact steps to creating a quarterly plan. A step-by-step walkthrough of how to break your goal down into milestones, put them on your calendar, and actually follow through.How to gamify your goals and make planning fun. Find out how to use tracking tools, habit stacking, and rewards to keep yourself engaged.Key Quotes from the Episode:“Most of the work happens before you see results. Are you willing to stay consistent until that tipping point happens?”“If I looked at how you spent your last seven days, what would that say about your priorities?”“Quarterly goals give you enough time to see progress but force you to reconcile with the reality of time and resources.”“If you always feel stuck in the weeds and reactive, it's because you don't have a clear plan for your time.”Resources & Links Mentioned:Reverse Engineer Your Revenue Goal Workshop – Get it here (use code SAVE11!)Courtney for a Quarter Coaching Program – Join the waitlistFollow Courtney on Instagram – @courtneychaalQ2 Planning Workshop!In March, I'll be hosting a Q2 Planning Workshop where we'll map out your next quarter together! Stay tuned for the date announcement!Want to work with me?If you're ready for hands-on coaching and accountability to help you stay on track, join Courtney for a Quarter—my 90-day coaching program where I help you create and execute your quarterly plan with weekly check-ins, feedback, and strategic guidance. Spots are limited, so DM me on Instagram (@courtneychaal) or join the waitlist here.Enjoyed this episode? Subscribe, leave a review, and share it with a friend who needs a better quarterly planning system!

eCommerce Badassery
313. Your Quarterly Planning Blueprint: Do Less to Achieve More

eCommerce Badassery

Play Episode Listen Later Jan 28, 2025 11:10


In this final episode of the four-week yearly planning series on the e-commerce badassery podcast, we're diving into my process for mapping out your goals and to-do list for the year ahead.    Our goal... do less to achieve more and avoid the overwhelm along the way! _______   Learn With Me Work with Me 1:1 https://ecommercebadassery.com/ecommerce-help/ https://ecommercebadassery.com/email-marketing/   Courses & Membership https://ecommercebadassery.com/membership https://ecommercebadassery.com/programs   _______   Full Episode Show Notes http://ecommercebadassery.com/313   _______   Let's Connect Website: http://ecommercebadassery.com Instagram: http://instagram.com/ecommercebadassery Membership: http://ecommercebadassery.com/membership   _______   Rate, Review, & Subscribe Like what you heard? I'd be forever grateful if you'd rate, review and subscribe to the show! Not only does it help your fellow eCommerce entrepreneurs find the eCommerce Badassery podcast; but it's also valuable feedback for me to continue bringing you the content you want to hear.    Review Here: https://podcasts.apple.com/us/podcast/ecommerce-badassery/id1507457683  

The Business Lounge Podcast with Kimberly Ann Jimenez
S7 EP910: Explode Your Online Business with Quarterly Planning and Strategic Goal Setting for 2025!

The Business Lounge Podcast with Kimberly Ann Jimenez

Play Episode Listen Later Jan 21, 2025 26:02 Transcription Available


Text Me A Question!Ready to level up your business game in 2025? Discover how switching from annual planning to quarterly goal-setting can transform your productivity, streamline your strategy, and drive massive growth. Inspired by thought leaders like Brian Moran and Gino Wickman, we'll break down how to tackle your big goals in manageable, action-packed steps! Stay tuned!

Jimmy's Jobs of the Future
SPECIAL: Squiggly Careers x Working It x Eat, Sleep, Work, Repeat

Jimmy's Jobs of the Future

Play Episode Listen Later Jan 21, 2025 39:19


Want your own Brand or Business Podcast? Try out our NEW Podcast Calculator: boxlight.io Mastering Future Careers: Insights on Remote Work, AI, and Career Growth Join Jimmy & friends in this special live-recorded episode of the 'Career Collective' featuring insightful discussions with career experts Helen Tupper, Sarah Ellis, Bruce Daisley, and Isabel Berwick. The episode dives into the workforce, the dynamics of remote versus in-office work, strategies for asking for pay rises and promotions, and crucial insights into career pivots. The panel also explores the impact of AI on employment and personal development, offering practical advice on using AI tools like ChatGPT and MidJourney. 00:00 Introduction and Recap of Tony Blair Episode 01:21 Live Episode with Career Experts 02:23 Teamwork Dynamics: Remote vs. Office 05:47 Addressing Loneliness at Work 09:43 New Year Career Development 14:19 Pitching for Pay Rises and Promotions 16:18 Boxlight Production Company Expansion 19:11 Navigating Awkward Conversations with Alter Egos 19:40 Creating a Good Work Folder 20:09 Understanding Organizational Costs and Challenges 20:27 Trading Titles for Pay: A Caution 20:54 Quarterly Planning and Win Watch 21:17 Advice on Career Pivots 21:59 Identifying Transferable Talents 23:11 Building Relationships Beyond Your Day Job 24:13 Spotting and Addressing Skill Gaps 25:28 AI in the Workplace: Practical Insights 26:35 Experimenting with AI Tools 28:42 AI's Impact on Jobs and Employment 35:25 Learning Goals Beyond AI 38:10 Conclusion and Recap ********** Follow us on socials! Instagram: instagram.com/jimmysjobs Tiktok: tiktok.com/@jimmysjobsofthefuture Twitter / X: twitter.com/JimmyM Linkedin: linkedin.com/in/jimmy-mcloughlin-obe/ Want to come on the show? hello@jobsofthefuture.co Sponsor the show or Partner with us: sunny@jobsofthefuture.co Credits: Host / Exec Producer: Jimmy McLoughlin OBE Producer: Sunny Winter Editor: Sunny Winter & The Squiggly Team Learn more about your ad choices. Visit podcastchoices.com/adchoices

Business Growth Secrets
My Plan For 2025 and the Power of Quarterly Planning

Business Growth Secrets

Play Episode Listen Later Jan 15, 2025 16:22


As the new year unfolds, Adam reflects on his recent trip to Tenerife, where he took time to unwind and ponder new strategies for 2025. By grounding himself with impactful literature during his travels, Adam highlights the importance of reading and how it aligns with ongoing business objectives. In this episode, Adam delves into the mechanics of goal setting and organization through the use of OKRs (Objectives and Key Results), a system made famous by Google. Adam further discusses the impactful book "Multipliers" by Liz Wiseman, which challenged his preconceptions about leadership. Adam emphasizes the importance of reading as it relates to business strategy and self-improvement. Utilizing OKRs is crucial for aligning the team and maximizing business performance across the board. Leadership styles significantly impact team productivity; being a "multiplier" can quadruple team output versus a "diminisher." Understanding and applying the principles from "Multipliers" can help leaders foster a more collaborative and effective team environment. The episode underlines the necessity to begin the year with clear objectives and remain adaptive to new strategies and leadership techniques. Get your Business Growth Secrets SUCCESS PLANNER for FREE and profit like a pro: https://adamstottplanner.com/free-book47315172 Adam's website: https://adamstott.com/?el=Pod Watch the Episode on Adam's YouTube Channel: https://www.youtube.com/adamstottcoach?el=Pod Connect with Adam on Instagram: https://www.instagram.com/adamstottcoach/?el=Pod Join Adam's network on LinkedIn: https://www.linkedin.com/in/adam-stott-coach/?el=Pod Coaches, consultants, and business owners - lower your marketing costs, increase ticket prices, and get more high-ticket clients: https://3daybrandbuilderworkshop.com/start-here?el=Pod

Growth Everywhere Daily Business Lessons
Founder Story: Building a $100M Software Company

Growth Everywhere Daily Business Lessons

Play Episode Listen Later Jan 14, 2025 21:52


Eric Siu shares the highs, lessons, and hustle of building Karrot, a game-changing LinkedIn ABM tool. From major enterprise leads to planning for explosive 2025 growth, this vlog is a masterclass in entrepreneurship.  Watch the full interview here: https://youtu.be/ptwPlz03nBU TIME-STAMPED SHOW NOTES: (00:00) Introduction and Updates on Carrot's Progress (03:02) Insights on Account-Based Marketing and Client Engagement (06:08) The Role of AI in Product Development (08:55) Team Dynamics and Annual Planning (12:07) Quarterly Planning and Strategic Focus (15:02) Value-Based Pricing and Market Positioning (18:08) Looking Ahead: Future Plans and Resilience Don't forget to help us grow by subscribing and liking on YouTube! https://www.youtube.com/channel/UC3owDdLk7HL1dyQnkoBuRew  — What should I talk about next? Who should I interview? Please let me know on X. Did you enjoy this episode? If so, please leave a short review here Subscribe to Leveling Up on iTunes   Connect with Eric Siu:    Growth Everywhere Newsletter Single Grain - Eric's Marketing Agency Eric Siu on X Eric Siu on Instagram

Business Growth Secrets
My Plan For 2025 and the Power of Quarterly Planning

Business Growth Secrets

Play Episode Listen Later Jan 8, 2025 13:31


BBE Weekly! In this episode, Adam Stott takes listeners behind the scenes of a transformational four-day event, Adam's House, and his plans for the year 2025. With an intimate group of 15 business owners, Adam delves into the intricacies of business transformation, sharing how significant changes can occur in a short span. From understanding foundational business models to refining brand positioning, Adam emphasizes the importance of getting the basics right. Foundational Business Frameworks: Importance of understanding target markets, offerings, and sales processes for business success. Brand Positioning: The significance of positioning in the market to attract premium clients and foster brand loyalty. Operational Excellence: Efficient systems and processes are crucial in managing and scaling a business successfully. Transformative Learning: Intensive, immersive experiences can produce swift and profound changes in business perspectives and operations. Mentorship and Networking: Insights from expert mentors like Sarah Willingham can accelerate learning and transformation. Get your Business Growth Secrets SUCCESS PLANNER for FREE and profit like a pro: https://adamstottplanner.com/free-book47315172 Adam's website: https://adamstott.com/?el=Pod Watch the Episode on Adam's YouTube Channel: https://www.youtube.com/adamstottcoach?el=Pod Connect with Adam on Instagram: https://www.instagram.com/adamstottcoach/?el=Pod Join Adam's network on LinkedIn: https://www.linkedin.com/in/adam-stott-coach/?el=Pod Coaches, consultants, and business owners - lower your marketing costs, increase ticket prices, and get more high-ticket clients: https://3daybrandbuilderworkshop.com/start-here?el=Pod

Mastering Coaching Skills
219. Quarterly Planning for Coaches: Supercharge Your Progress in 2025

Mastering Coaching Skills

Play Episode Listen Later Jan 7, 2025 35:40


In this episode, I share a powerful strategy for planning your coaching business in quarterly sprints. By dedicating each quarter to a specific project or focus area, you can make steady progress without getting bogged down or distracted. Whether you're a new coach just starting out or a seasoned pro looking to level up, this approach can help you stay on track and achieve your goals.   I walk you through how to choose your quarterly projects, create a realistic plan, and navigate obstacles along the way. Plus, I share some examples from my own business and how this method has helped me launch successful programs like The Coach Lab. If you're ready to bring more clarity and intention to your coaching practice in 2025, this episode is a must-listen!   Get full show notes, transcript, and more information here: https://www.lindsaydotzlafcoaching.com/219

Business For Unicorns Podcast
Episode 399: Quarterly Planning Drives Your Gym's Growth with Ben Pickard

Business For Unicorns Podcast

Play Episode Listen Later Dec 23, 2024 19:21


Learn more about VA for Gyms HERE Here are 3 ways to get more BFU in your life: [NEW] Claim your FREE copy of Gym Marketing Secrets HERE Follow BFU on Instagram HERE Subscribe to MF's YouTube Channel HERE Are you a gym owner with 30+ clients per month looking to grow in the next 90 days? Then you might just be a few strategies away from adding $5k-$10k/month or more. Book your FREE Brainstorm Call HERE.  

Crush Your Goals with Christi
150 | How Quarterly Planning Can Help You Stay Focused and Organized with Manali Sontakke

Crush Your Goals with Christi

Play Episode Listen Later Dec 23, 2024 26:59


Today I'm chatting with Manali Sontakke about her tried-and-true approach to quarterly planning. Manali shares her 5-step process to reflect, set realistic goals, and map out the next 90 days in a way that balances ambition with flexibility. You'll learn: How to reflect on the past quarter and set yourself up for success. Why quarterly planning beats yearly or monthly goal-setting. Tips for breaking big goals into actionable steps. Tools and systems to make your quarterly planning seamless. Whether you're juggling client work, personal commitments, or just trying to stay organized, this episode will give you the practical advice you need to plan smarter and achieve more. ✨ Tune in now to learn how to make the most of your next 90 days! Download Manali's Quarterly Planning Guide Check out the Show Notes of Today's Episode Follow Manali on Instagram Visit Manali's Website Follow Christi on Instagram

Course Creators HQ
E223: 3 Keys Decisions for Online Course Creators in 2025

Course Creators HQ

Play Episode Listen Later Dec 18, 2024 18:26


As you get ready for 2025, there are 3 key questions you need to consider for the year ahead. Listen in to this episode and spend some time contemplating your next steps for the new year. Get the full links and questions at https://CourseCreatorsHQ.com/223.    LINKS MENTIONED   Jumbo Offer - 24 Hour Course Creator AND Course Profits Accelerator: Jumbo offer to work with you through June 30, 2025 to build your online business!  Instead of 6 months, you get the rest of December too...discount pricing ends soon! https://coursecreatorshq.com/JumboOffer    Get on the email list AND get the FREE Ultimate Course Creators Planner -  https://coursecreatorshq.com/2024PlannerPodcast     RELATED EPISODES    E129: 6 Move-The-Needle Steps for Your Online Course BusinessE127: Your Online Course Profits Plan & Templates for 2023E175: 12 Questions to Build Your Online Course Business in 2024E036: The Secrets to Planning 90 Day Sprints That Grow Your BusinessE213: Create and Sell More Courses with the “12 Week Year”E197: One Offer + One Lead Magnet + One List-Building Technique for SalesE097: How to Make Irresistible Offers for Your CoursesE095: Is Now the Time to Create an Online Course? KEY TAKEAWAYS FOR ONLINE COURSE CREATORS   Ask yourself, journal and spend some time on these 3 key questions:1 - How can I make my offers better? 2 - How can I get in front of more people? 3 - What will I create in 2025? 3a  - What am I going  to invest in for the year ahead (coaches, training, courses)?  COME VISIT JULIE!  Get on the email list AND get the FREE Ultimate Course Creators Planner -  https://coursecreatorshq.com/2024PlannerPodcast  Get this free course -  Is My Course Idea Any Good? here -https://www.coursecreatorshq.com/ideaGoodPods Let's talk about this episode on GoodPods – https://CourseCreatorsHQ.com/goodpods (mobile only, download the app first) Website https://www.CourseCreatorsHQ.comYouTube  https://coursecreatorshq.com/YouTubePodcast   Facebook https://www.facebook.com/CourseCreatorsHQInstagram  https://www.instagram.com/CourseCreatorsHQTwitter https://www.Twitter.com/CourseHQThreadshttps://www.threads.net/@coursecreatorshq  Disclaimers  https://coursecreatorshq.com/disclaimers/

Heart-Centred Business Podcast
#434: The stationery secret that has made me millions - #tashmas DAY 4 - Tash Corbin, Heart-Centred Business Podcast

Heart-Centred Business Podcast

Play Episode Listen Later Dec 3, 2024 11:26 Transcription Available


Full article and links available at: tashcorbin.com/434Grab the Quarterly Planning template at: tashcorbin.com/qplanI mean... could it be a BETTER podcast title? The stationery secret that has made me millions?Special shoutout to all my fellow stationery geeks because you are going to love this episode of the Heart-Centred Business Podcast. I'm diving into the stationery secret that has made me millions. Yep, you heard that right! If any of you need an excuse to go stationery shopping, this is it.Plus as it's Day 4 of #Tashmas I have a gift for you!But first: What is #Tashmas?I do it for both my birthday (1-12 March) and pre-Christmas (1-12 December) every year! You get a daily podcast episode, with a hot tip or practical strategy as per usual… but you ALSO get a present every day! It could be a freebie, a special offer, a competition… something fun every single day.Today, we are looking at how STATIONERY makes us MONEY... I mean... COME ON!Let's jump in!Embracing my Love for StationeryBefore I spill the stationery secret, let me share a story. I've talked about this before, and while some might tire of it, stationary lovers will surely enjoy it.I used to live near the beach, making it easy to bike to Officeworks, a big stationery store here in Australia.I had this electric tricycle with a basket for my purchases at the front and another at the back for Munchkin, my dog. We often stopped at Officeworks during our rides. I once told Davey I needed to buy some Post-its.He sassily remarked that I had just bought some a few weeks ago, and asked how many I really needed.BUT... Here's the thing: I used those Post-its during a retreat to map out a course and some key tasks, and those very actions being implemented, and that course being mapped out... well it all turned into a $75,000 launch! Eventually, those Post-its helped me make $200,000.Needless to say, from then on, every time we rode near Officeworks, Davey would ask if I needed more Post-its! This little system of mine is the stationery secret behind making millions.Creating a system to turn stationery into incomeIt's not just about buying loads of Post-it notes. It's about creating a method to manage yourself and your tasks. This stationery system keeps me focused on generating income and staying productive. Tasks I've mapped on Post-its over the past decade have brought in millions for my business.Let me know your thoughts via our Text FanMail!

Wild Home Podcast
205: Why Every Podcaster Needs a Plan: The Workshop I Wish I Had

Wild Home Podcast

Play Episode Listen Later Dec 2, 2024 18:06


Are you feeling stuck, overwhelmed, or disconnected from your podcast? From battling burnout to struggling with inconsistency, I've been there—and I know many of you have too. That's why I created this workshop: to provide the tools, strategy, and support podcasters need to align their content with their business goals and reignite their passion for podcasting.In this episode, I'm sharing the story behind my Strategic Podcast Planning Workshop and how it can help you turn your podcast into a powerful, aligned tool for growth. If you're ready to ditch the chaos and create a podcasting plan that works for you, this episode is for you.✨ Register here: wildhomepodcasting.com/planEpisode Highlights:[00:03:14] Common Challenges Podcasters Face[00:06:00] Why Strategic Podcast Planning Matters[00:10:18] My Framework for Strategic Podcast Planning[00:13:00] Inside the Strategic Podcast Planning Workshop[00:16:24] Quarterly Planning and Membership SupportFor full show notes and a transcript of today's episode, head to wildhomepodcasting.com/podcast/205Ready to align your podcast with your vision and goals? Join me for the Strategic Podcast Planning Workshop on December 11th.✨ Register here: wildhomepodcasting.com/planThis live workshop includes a step-by-step framework, interactive planning exercises, and tools like my Podcast Marketing Hub Template to help you feel confident about your podcast in 2025.

The Business of You with Rachel Gogos
193 | Scale to 7 Figures Using ROI-Driven Marketing with Victoria Hajjar

The Business of You with Rachel Gogos

Play Episode Listen Later Nov 19, 2024 38:52


The transition from solopreneur to CEO is never easy. It can be hard to let go of control and trust your team to deliver an ROI. Today's guest shares how you can break through that 6-figure plateau and set your team up for million-dollar success with a sales-focused marketing strategy.  Victoria Hajjar, founder of Ugli Ventures, helps female-founded startups scale from 6 to 7 figures. She specializes in the sales and marketing strategies, team building, and leadership development they need to build profitable 7-figure enterprises. Her clients have had million-dollar months, been featured on Forbes 40 under 40, and several have passed the billion-dollar revenue mark. How to Build an ROI-Driven Team Victoria uses a 4-step process to help her clients transition into an executive role. The first step is brand clarity: getting focused (or re-focused) on your messaging, ideal client, and positioning. Before you can build a successful marketing strategy, you need to be clear on your ideal client's pain points and the transformation you provide.  The next step is a sales-focused marketing strategy. Victoria recommends a 24/7 content flywheel that speaks to all six stages of the customer journey. Once you have a funnel in place, measure the performance of each piece. Look at your conversion rates to determine where the leaks are, then optimize accordingly.  Once you've optimized your funnel, evaluate your team. If conversions are low in a particular area, it could be because the person assigned to that task isn't an expert. A common hiring mistake is expecting each person to do multiple jobs. If you can't afford to have more employees on retainer, hire an independent contractor with a proven track record. For example, if your website conversions are low, hire a user experience expert to solve the issue on a project basis. The last step is leadership. Are the right people in the right seats, and are you managing them well? Each team member should know which metrics they're responsible for and bring ideas for improvement. 3 Essential Marketing Meetings Even if your team is mostly independent contractors, you should still include them in your quarterly planning meetings. This keeps everyone on the same page as you move toward your goals.  You should also meet weekly to review your marketing scorecard. Let each team member report their own metrics and offer feedback and ideas. Regular communication eliminates silos within your company.  Lastly, take the time to sit down monthly or quarterly with key people on your team. Ask them to tell you about what's going on in their life, the challenges they're facing, their career path, and any resources or training they might need. Investing time in your team pays off in long-term loyalty.  Enjoy this episode with founder Victoria Hajjar… Soundbytes 4:01-4:30 “I bring a fresh perspective because I've been inside so many people's businesses over my 15-year career. Not only inside different businesses but also in different countries around the world. I've worked in China, I've worked in Mexico, I've worked in Dubai, and the UK…and what's been really great is figuring out this universal approach. How do you grow and scale a business using marketing as the catapult for growth?” 7:32-7:51 “We have to make a transition. And the transition is from doing everything ourselves and feeling like we have to execute everything ourselves, especially when it comes to marketing and sales, and beginning to take that path towards stepping into the leadership role in your business.” 21:47-22:08 “Building your team doesn't mean that you need to get a bunch of employees and have a ton of people on retainer, but you have to systematically, in an intelligent way, invest in the growth of your business.  That means getting people in who have proven track records that really know what they're doing in particular areas.”  Quotes “Any business can use marketing as a catapult for growth, it just depends how the business is setup.” “Once our time, money, energy, and budget gets split across different efforts, that's where we also tend to see that dip in performance.” “Even if you don't consider yourself a leader, you are. Your team is looking to you.”  “So many of us as business owners, but especially women, we think that someone will like us more if we're in the trenches with them, instead of as a leader.” “You're not going to build a million-dollar business, a 7- or 8-figure business, by being too nice.”  Links mentioned in this episode: Ugli Ventures: http://www.ugliventures.com   Connect with Victoria on LinkedIn: https://www.linkedin.com/in/victoria-hajjar/ 24/7 Marketing Flywheel resource: https://www.ugliventures.com/overwhelm  Learn more about Victoria's accelerator program: https://www.ugliventures.com/accelerator 

The Tactical Empire
Building Wealth on the Road

The Tactical Empire

Play Episode Listen Later Oct 17, 2024 13:19


In this episode of 'The Tactical Empire,' Jeff Smith shares essential strategies for entrepreneurs to thrive amidst chaos and uncertainty by emphasizing the power of focus and discipline to drive business growth and personal goals. Jeff discusses his personal experience of traveling in an RV across the United States while maintaining and expanding his business ventures. He highlights the importance of establishing a routine, identifying critical tasks, and setting quarterly targets with a focus on 'waterfall' or 'domino' goals that facilitate cascading successes. Jeff encourages entrepreneurs to take action, stay simple, and remain steadfast against external distractions, ultimately leading to compounded progress over time.Chapters00:00 Introduction: Finding the Will to Fight Back01:01 Living the Dream: Full-Time RV Life and Business01:58 The Power of Focus: A Superpower for Entrepreneurs03:13 Adapting to Change: Maintaining Routine on the Road04:03 Critical Tasks: Moving Your Business Forward08:02 Quarterly Planning: Setting and Achieving Targets10:40 Staying Focused: Blocking Out the Noise12:15 Conclusion: Taking Action Amidst Uncertainty

From Think to Do
October Theory: Gen-Z Discovers Quarterly Planning (and the Olds can learn a thing or two)

From Think to Do

Play Episode Listen Later Oct 14, 2024 14:19 Transcription Available


Is October the new January? Gen Z thinks so, and they might be onto something. In this Thinkydoers Short, I dive into the viral TikTok trend of "October Theory" and explore how it intersects with established business practices like quarterly planning and OKRs (Objectives and Key Results). Whether you're a seasoned professional or just starting your career journey, this episode offers fresh insights on goal-setting and achievement. Episode Highlights: Introduction to "October Theory" and its viral spread on TikTok How October Theory aligns with business quarterly planning practices What us Olds can learn from the youth on the importance of end-of-Q3 retrospectives and learning reviews Introduction to Key Results for Gen Z goal-setters The benefits of outcome-based goals over activity-based goals Key Questions: What is October Theory? How does October Theory relate to business planning cycles? What are Key Results in the context of OKRs? Why are outcome-based goals more effective than activity-based goals? Notable Quotes: "Let's listen to the next generation on this one and prioritize the end of Q3 reset." "Key results are a different kind of goal... We're going to think about what would be really incredible to achieve in terms of impacts or quantifiable outcomes of our effort." "Instead of the risk of the all or nothing bad feelings that we get when we set just activity based goals, when we create key results, that's what we're pursuing... We get instantly curious, even if you're not having any progress." Episode Chapters:  00:00 Introduction to Thinkydoer Shorts  01:15 Discovering October Theory 02:07 Understanding October Theory and Its Impact 03:43 The Power of Key Results for Gen Z 04:06 Implementing OKRs in Business 06:21 Creating Effective Key Results 09:02 The Benefits of Key Results Over Activity Goals 12:57 Conclusion and Join the Pre-Launch List for You Are A Strategist Links and Resources: Pre-launch list for "You Are a Strategist": youareastrategist.com Sara's website: saralobkovich.com Shortcut to Sara's website: findrc.co  

Profit + Prosper
153: Quarterly Planning | Reflecting on Q3, My Goals and Priorities for Q4, & Changes to My Planning Process

Profit + Prosper

Play Episode Listen Later Oct 10, 2024 24:14


One of the most needle-moving processes in my business is my quarterly planning routine. I've done several quarterly planning videos that dive deep into the behind-the-scenes of my process, but in this episode I'm sharing my Q3 reflections including my wins, whether I hit my goals, what worked well, and the goals and habits I'm prioritizing in Q4. Are you looking for more information on building wealth with your business? Sign up for my free email newsletter, Millionaire Mondays!    In this episode, you'll learn: 0:00 The tweaks I've made to my quarterly planning process  2:32 My biggest wins from the last quarter 6:13 Reviewing the Q3 goals I accomplished vs. what didn't get done 11:00 What worked well vs. what needs improvement 14:30 My revenue, marketing, and growth goals for Q4   I'm Sarah Young - an entrepreneur, investor, and millionaire mentor for female founders! I have over a decade of experience in helping entrepreneurs scale their businesses and build wealth at the 6- and 7-figure levels, in addition to building my own successful agency, and I started the Profit + Prosper podcast to help you do the same.  Profit + Prosper will help you make more money, save more money, and set yourself up to retire early while upgrading your life - all in a way that's fun and empowering. In each episode, I'll share tactical, strategic, and mindset tips to grow your business, increase your profit, and truly prosper in your business and in life. I hope you'll subscribe so we can Profit + Prosper together!   Connect with Sarah: Sarah Young Website YouTube Instagram Facebook Millionaire Mondays Email Newsletter Young and Co Website

Confessions of a Terrible Leader
Planning for Success: A Guide to Strategic, Annual, and Quarterly Planning

Confessions of a Terrible Leader

Play Episode Listen Later Oct 9, 2024 24:37


In this episode, Layci and Mary discuss the importance of strategic, annual, and quarterly planning for organizations. Layci also shares some tips on how to effectively implement these planning processes.Key TakeawaysStrategic planning is essential for setting a clear direction for the organization and aligning the leadership team.Annual planning builds on the foundation laid by strategic planning, ensuring accountability and clarity in execution.Quarterly planning helps to maintain momentum and alignment within the team, and ensures that the organization is on track to achieve its goals.Additional PointsThe three types of planning are interconnected and should be used together to achieve the best results.It's important to involve all stakeholders in the planning process, including employees, customers, and suppliers.The planning process should be flexible and adaptable to change.Thanks for listening! We hope this episode has been helpful. Be sure to subscribe to our podcast for more tips and insights on planning for success.We encourage you to start planning for your organization today! If you need help getting started, we'd be happy to provide some resources.Additional Resourceshttps://www.transcendleadershipcollective.com/planning Confessions of a Terrible Leader is hosted by Layci Nelson and produced and edited by Fixation Point Productions. Music is by Leif Olsen and Mary Skop from the band “The Number of Months.”

Confessions of a Terrible Leader
The Power of Planning: It's That Time of Year Again!

Confessions of a Terrible Leader

Play Episode Listen Later Oct 2, 2024 2:39


In this short episode, Producer Mary unpacks how Transcend Leadership Collective can help with strategic, quarterly, and annual planning for individuals and organizations. Discover how these planning methods can help you set clear goals, prioritize tasks, and achieve long-term success.Key Points:Strategic Planning:Provides a roadmap for long-term goals.Helps align resources and efforts.Ensures a clear direction for the future.Quarterly Planning:Breaks down strategic goals into manageable milestones.Facilitates progress tracking and accountability.Allows for flexibility and adjustments as needed.Annual Planning:Sets specific objectives and timelines.Provides a framework for resource allocation.Supports performance evaluation and goal achievement.Additional Resources:Work with us! We'd love to help you scale higher heights in your organization! Book a call with us here!Confessions of a Terrible Leader is hosted by Layci Nelson and produced and edited by Fixation Point Productions. Music is by Mary Skop and Leif Olsen from the band “The Number of Months.” 

Ambitious Podcast
Quarterly Planning 101: Building a Successful Business Strategy

Ambitious Podcast

Play Episode Listen Later Sep 26, 2024 63:14


In this episode of Ambitious, Kate Perkovic dives into the essentials of quarterly planning, providing practical steps to achieve clarity and set realistic goals for your business. Through reflections on her own experiences, Kate shares lessons on strategic planning, resource allocation, and effective scaling. She highlights the importance of aligning daily actions with a long-term vision, breaking down the process into structured steps—from creating a three-year vision to actionable daily tasks. Kate also goes over the significance of authenticity in the goal-setting process, encouraging listeners to ensure their ambitions are genuine and not influenced by external factors. Tune in for insights on impactful decision-making, avoiding common pitfalls, and staying focused on what truly moves the needle in your business. 01:01 The Importance of Quarterly Planning 03:21 Reverse Engineering Your Goals 04:19 Scaling Your Business: Less is More 07:52 Identifying Your Small Self 12:33 Envisioning Your Soar Self 18:26 Creating a Three-Year Vision 26:57 Setting Annual Goals 31:10 Focusing on Key Business Areas 37:25 Setting Annual Business Goals 39:32 Realistic Business Growth Rates 44:34 Quarterly Planning for Success 55:24 Monthly and Weekly Execution 58:16 Staying True to Your Vision To connect with Kate on Instagram, click ⁠HERE⁠. To apply for ITI, click ⁠HERE⁠. To submit a question to be answered on the podcast, click HERE.

The Dopamine Pursuit Podcast
Ep.27 | The Quarterly Planning Blueprint: Plan Your Quarter & Year, Achieve Your Dreams

The Dopamine Pursuit Podcast

Play Episode Listen Later Sep 19, 2024 50:31


In this episode, Kristen reveals the ultimate goal-setting blueprint, designed to help you map out your goals, create time in your busy schedule, and achieve your dreams. Whether you're planning your quarterly goals or setting your vision for the entire year, this podcast is your go-to guide for success. Learn how to clearly organize your ideas, identify the habits and milestones needed to accomplish your goals, and break them down into manageable tasks for your weeks and months. Kristen provides actionable steps and strategies for turning your big dreams into achievable plans, delivering real results. Plus, you'll get access to a specially designed workbook to guide you through every step of the process. Tune in and discover how to create clear, tangible plans for success. This is an episode you'll want to revisit for each quarter and every year as you continue to crush your goals. If you're looking for expert advice on goal-setting, time management, and achieving success, this is the episode for you! -- Time Stamps: 00:00 - Intro 01:07 - The 5 Step Process To Achieving All Your Dreams 02:40 - Planning A Super Calendar for Your Quarter & For The Following Year 04:48 - Benefits of Planning A Quarterly Calendar Ahead of Time 08:10 - 8 Questions That Will Help You Identify Your Goals Timeline   14:08 - How to Create & Block Time Launching New Projects  16:07 - Mapping Out The Time Your Business, Life, & Dreams Actually Take   23:35 - Creating Time + Identifying Delegation  36:38 - Getting Clear on The Time Your Tasks Should Take 32:46 - Prioritizing & Arranging Your Tasks Into Your Schedule  32:56 - Why Taking Care of Yourself Is Locked In Quarterly  37:20 - How to Create Dopamine Systems Towards Hitting Your Goals  42:44 - How to Utilize AI to Time Block & Get Granular on Your To-List 45:00 - Creating Sustainability with Your Goals 47:51 - Taking Action on Your Goals & Plans    --   -- ☑️ Follow:  Help support our show, & get a healthy hit of dopamine by hitting that follow button to stay updated on our weekly episodes. -

Wild Home Podcast
195: How to Build a Content Vault for Endless Podcast Ideas

Wild Home Podcast

Play Episode Listen Later Sep 16, 2024 20:47


Ever feel stuck staring at a blank screen, wondering what to talk about next on your podcast? I've been there, too. In this episode, I'm sharing my ultimate guide to never running out of content ideas for your podcast. We all know the importance of consistent, valuable content, but how do you keep those great ideas flowing, especially when you're deep into your podcast journey?Today, I'll walk you through how to build a content vault that ensures you always have something valuable to share with your listeners. From understanding your audience and engaging with them to developing a system for brainstorming and organizing content ideas, I'm covering it all. I'll also show you how quarterly planning can save you from burnout and keep you ahead of the game. Let's dive in and make content planning simple, strategic, and sustainable!Join the Strategize & Shine Membership: http://wildhomepodcasting.com/membershipEpisode Highlights:[00:01:00] The Power of Quarterly Planning for Your Podcast Content[00:04:18] Understanding Your Audience for Endless Podcast Ideas[00:06:49] Creating a System for Podcast Episode Idea Generation[00:08:41] Using Tools like ChatGPT for Content Inspiration[00:11:09] The Benefits of Quarterly Content Planning[00:13:18] Organizing Content Ideas for Maximum Impact[00:15:04] Plugging Content Ideas into a Strategic Podcast CalendarFor full show notes and a transcript of today's episode, head to wildhomepodcasting.com/podcast/195

Product Thinking
Episode 186: Optimizing Enterprise Product Development Processes with Christopher Li

Product Thinking

Play Episode Listen Later Aug 28, 2024 47:45


Melissa Perri sat down with Christopher Li, SVP of Product at Xactly on this episode of the Product Thinking podcast. In this enthralling episode, Christopher shares his journey from engineering to product management and the challenges his company faced in adopting the Scaled Agile Framework. Christopher has spent the past 15 years in product management, working through different functions and eventually becoming the SVP of Product at Xactly, an enterprise software provider.

Scaling Up Business Podcast
Quarterly Planning Sessions

Scaling Up Business Podcast

Play Episode Listen Later Aug 27, 2024 1:51


Bill explains the essentials of effective quarterly planning. Discover the optimal timing, duration, and environment for your planning sessions to maximize productivity. Learn the importance of reviewing past performance, addressing key issues, and setting clear goals for the next quarter. Whether in-person or online, these strategies will help your team stay aligned, focused, and enhance your planning process!Keep scaling.

Daily Dental Podcast
388. The Power of Quarterly Planning

Daily Dental Podcast

Play Episode Listen Later Aug 21, 2024 3:23


In today's episode, Dr. Addison Killeen emphasizes the importance of setting time apart for quarterly planning. He discusses how stepping back to assess your practice's progress can pave the way for sustained success. Tune in to discover key strategies for effective quarterly planning and how it can set your dental practice up for long-term growth.

Live By Design Podcast | Release Overwhelm, Get Unstuck, & Take Action | Via Goals, Habits, Gratitude, & Joy
Move from From Intention to Action: Quarterly Planning for Soul-Aligned Success with Summit Host Kate House

Live By Design Podcast | Release Overwhelm, Get Unstuck, & Take Action | Via Goals, Habits, Gratitude, & Joy

Play Episode Listen Later Jul 23, 2024 19:22


In this episode of the Goals with Soul Summit your summit host, Kate House, guides you on how to transform your annual intention into actionable quarterly goals. Learn the Goals with Soul framework to ensure your goals are aspirational, attainable, meaningful, and seasonally appropriate!Key Takeaways:Discover the difference between annual intentions and quarterly goals.Learn the four key components of a goal with soul: aspirational, attainable, meaningful, and seasonally appropriate.Understand how to align your quarterly goals with your annual intention.Gain insights into how to break down larger goals into smaller, more manageable steps.Explore the importance of prioritizing goals that resonate with your personal values and current life season.Ready to set quarterly goals that truly light you up? Join Kate tonight at 7 pm EST for a live coaching session where you'll gain clarity, create a roadmap for success, and connect with a supportive community of women who are also striving to live by design. Don't miss this opportunity to take meaningful action towards your dreams. Check your email for the link to join live tonight!---Ready to ditch the overwhelm and create a life that truly lights you up? ✨Join the FREE Goals with Soul Summit, starting July 22nd, and discover how to: Stop overthinking and start taking inspired action Release perfectionism and embrace the messy beauty of growth Ditch the overwhelm and create a sustainable path towards your dreams Implement small, soulful habits that bring you joy and results Shift your mindset from scarcity to abundance and possibility Imagine feeling empowered, focused, and excited about your future. Imagine waking up each day with a clear vision and a plan to make your dreams a reality! That's what the Goals with Soul Summit is all about. And it's waiting for you, friend! Grab your free ticket today to reserve your spot and join a community of incredible women who are ready to make this year their best one yet!⚡ www.goalswithsoulsummit.com ⚡

The Tactical Empire
How To Dominate The Second Half of 2024

The Tactical Empire

Play Episode Listen Later Jul 18, 2024 24:33


In this episode of the Tactical Empire, Jeff Smith hosts Shawn Rider as they discuss strategies for reclaiming your productivity and achieving high goals in the final half of 2024. The episode emphasizes the importance of personal reflection, auditing your achievements and setbacks, and identifying key goals that can trigger overall success. Jeff shares insights on maintaining momentum and productivity despite life's unpredictabilities, while Shawn discusses personal experiences and the importance of having accountability in your circles. Practical tips for managing and optimizing your schedule, setting meaningful goals, and the value of in-person meetups for personal and professional growth are also covered. Tune in for actionable steps to dominate the next 180 days and beyond.Chapters:00:00 Introduction: Fighting Back Against Mediocrity00:35 Meet Shawn Rider: A Day in Boone, North Carolina01:20 The Importance of In-Person Connections04:14 Mid-Year Reset: Dominating the Second Half of 202406:24 Reflecting on Achievements and Setting New Goals09:19 Strategies for Effective Quarterly Planning18:14 The Waterfall Target: Focusing on What Matters Most26:03 Conclusion: Keep Your Momentum GoingYou can connect with Shawn Rider on Facebook and Instagram. If what you heard resonated with you, you can find Jeff on Instagram, Facebook. If you're interested you can visit The Tactical Empire's website https://www.thetacticalempire.com/home-4169. And don't forget to visit us on Apple Podcasts to leave a review and let us know what you think! Your feedback keeps us going. Thanks for helping us spread the word!

Productive Flourishing
The Hidden Cost of Bad Team Habits

Productive Flourishing

Play Episode Listen Later Jul 11, 2024 56:30


I had the pleasure of joining forces recently with Andy Kaufman, current host of The People and Projects Podcast, to discuss team habits — specifically, the high cost of ignoring them — and how and why team habits ultimately shape team culture and performance. Our conversation touched on a variety of generative topics, including offering some practical approaches to: * enhancing team dynamics * instilling a sense of belonging * improving decision-making* and addressing everyday ‘broken printers' in professional and family life My thinking was that the touchpoints in this episode would be of interest to our Better Team Habits audience since they offer a similar level of depth to the analysis we offer in BTH Office Hours coaching (Paid and Pro subscribers) and Quarterly Planning sessions (Pro subscribers).If you want to uplevel your leadership or team dynamics, I encourage you to upgrade your subscription to gain access to monthly coaching and our full planning system.Sound Bites from the Episode* “‘Time in' erodes ‘awareness of'.”* “Be the teammate you want your teammates to be.”* “Belonging is a macro word that includes feeling appreciated at work, feeling like your contributions and perspective matter, that you have moral and functional trust.”* “We do it because it's the right thing and because this is how we want to be together and, oh by the way, it has these amazing other benefits.”* “I would rather over-index on caring.”* “So many families have a daily ‘broken printer' that's called the ‘getting to school runaround'.”* “None of us show up at work and opt-in to the CC thread from hell.”Episode Timestamps* [00:00] Introduction* [01:44] Start of Interview* [05:36] The Broken Printer Metaphor* [08:43] How We Encourage the CC Thread from Hell* [12:21] Team Dynamics* [14:56] What If You're Not a Senior Leader?* [19:27] Number One Rule of Being a Great Teammate* [21:18] Building Belonging Habits* [30:14] The Importance of Small Gestures* [38:34] Applying Team Habits to Families* [44:48] Wrap-up* [45:24] Andy Comments After the Interview* [50:17] Outtakes This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.productiveflourishing.com/subscribe

Secrets To Scaling Online
Ep 563: 2024 Organic Content Hacks From Ecommerce Brands with Natasha Chilcott, Marr Media Group

Secrets To Scaling Online

Play Episode Listen Later Jun 10, 2024 37:46


Integrating successful organic content into paid campaigns and aligning ads with organic content that performs well on social media. Using organic content to bring people into the brand's sphere of influence and position the brand attractively before using ads.In this episode, Jordan West and Natasha Chilcott, a seasoned marketing professional with a wealth of experience in social media marketing for direct-to-consumer product brands. Natasha shares the importance of organic content in driving revenue and supporting sales, emphasizing the need to position the brand attractively before using ads. The conversation delves into the essence of organic content, the psychology-based marketing approach, and the integration of successful organic content into paid campaigns. Listen and learn in this episode!Key takeaways from this episode:The significance of organic content for driving revenue and supporting sales.Emphasizing the essence of organic content in building a community and engaging with the audience on a cultural level.Understanding that social media is not primarily for problem-solving but for entertainment, education, and connection.The value of creating content that sparks conversations and evokes emotions without directly promoting the product.The importance of psychology-based marketing and the "unicorn method" in creating effective ads.Understanding emotional IDs and emotional drivers in marketing.Focusing on awareness and consideration phases in the sales funnel when creating social media content.The importance of testing in marketing and adapting strategies based on what's working in real-time.The success of leveraging social partnerships with ambassadors, influencers, and joint partner giveaways to collect emails for email marketing purposes.The significance of moving social media followers onto an owned data list for email marketing to drive higher conversion rates.Today's Guest: Natasha Chilcott, the Director of Marketing and Sales at Marr Media Group, specializing in social media marketing for direct-to-consumer product brands. With 10 years of marketing experience, Natasha also started her own marketing agency. During the podcast, she shares insights into the significance of organic content in driving revenue and supporting sales, the integration of successful organic content into paid campaigns, the importance of emotional IDs and understanding emotional drivers in marketing, and how her team operates on live dashboards, making daily adjustments to their content strategy based on real-time reactions and trending topics.Growth Plan: www.upgrowthcommerce.com/growMillion Dollar Offers: www.upgrowthcommerce.com/growIn this episode's sponsor is Tapcart - Integrates seamlessly with Shopify, making it easy for store owners to manage their mobile apps alongside their online stores. It aims to leverage the growing trend of mobile shopping by providing a dedicated app experience that can lead to higher customer retention and increased sales. Learn more here: Tapcart

High Five Motherhood
238. Planning 101 Series - My Core 4 Planning System - The Ultimate Guide to Quarterly Planning | Routines, Schedules, Time Blocking, Time Management, Family Systems, Cleaning, Home, Organization, Mom

High Five Motherhood

Play Episode Listen Later Apr 12, 2024 24:56


238. Planning 101 Series - My Core 4 Planning System - The Ultimate Guide to Quarterly Planning | Routines, Schedules, Time Blocking, Time Management, Family Systems, Cleaning, Home, Organization, MomPlanners, Moms, Productivity, Goals, Habits, Plan Ahead, Daily Schedule, Daily Planning, Home Organization, Home, Time, Home Management Systems, Time Management Systems, Time Management Strategies, Task Management, Homemaking, Organization, Organized, Mom Life Hey Friend! Do you feel overwhelmed by that never ending to do list? In the next few episodes we will be doing a series on all things planning! Get excited as we will be taking a deep dive into my Core 4 Planning System - beginning with your ultimate guide to daily planning! So grab a paper and pen, pop those air buds in & get ready to take some notes on today's episode!  Happy Planning Mama! XO, Kim . . YOUR NEXT STEPS: 1. Grab your FREE Weekly Planning Checklist by clicking this link below… ⁠⁠⁠⁠⁠https://highfivemotherhood.com/⁠⁠⁠⁠⁠   This is one of my top productivity secrets as a busy Mom of littles! . . 2. Let's create an ideal schedule for you! Follow us on Instagram (@highfivemotherhood)  & DM me for details about our NEW 1:1 coaching program!  . . 3. Check out the replay to our latest online summit... MAKE 2024 YOUR BEST YEAR EVER! Click on the link below for more! ⁠⁠⁠⁠⁠⁠https://linktr.ee/highfivemotherhood?utm_source=linktree_profile_share<sid=4ab650b3-67d0-4ca5-84cb-f2c8b7dfd2f1⁠⁠⁠⁠⁠⁠ . . 4. Subscribe to the Podcast so you don't miss a single episode, not to mention all the juicy details of our upcoming BIG NEWS too! . . 5. Screenshot this very podcast and share it with 3 other Mamas who would love to start THRIVING in Motherhood! It's time to have an incredible impact on other Mamas, Let's do this Friend! --- Send in a voice message: https://podcasters.spotify.com/pod/show/kimberly-montgomery/message