Get in Touch
A little while ago, I would never have opened an email with
that as its title, so congratulations if you’ve been brave enough to
double-click! I’ve shared with you before my natural aversion to
planning. However, it’s now become a foundational pillar of my business
and how I organise myself and, if I’m honest, I do quite like it ??.
So, if you have a similar natural aversion to planning or
you’re not quite in the planning groove for your career / life / business, this
week I thought I would outline how you can do quarterly planning and share what
planning I’m up to right now at the beginning of
First of all, it’s important to have some annual
goals. I create my annual goals in December each year. I follow
Michael Hyatt’s methodology which, in terms of my annual goals, means:
For 2021, I have 10 goals – 5 relate to my business, 1
relates to self-development, 3 relate to health & fitness and 1 to my
Some of these goals are achievement based, e.g. completing
Couch to 5k, and some of these goals are habit based, e.g. to do 2 yoga
sessions per week.
If you don’t have any annual goals as yet, spend some time
thinking about what you’d like to achieve this year.
Quarterly goal setting
There are 5 key steps to your quarterly goal setting (again
following Michael Hyatt’s methodology) and these are set out below:
Step 1: quarterly review
The first part of setting quarterly goals is to look back at
the quarter that’s just gone. This is really important so you can engage
with your successes.
NB You can still do this even if you didn’t set yourself any
Ask yourself “What were my biggest wins in Q1?”?
Remember, they don’t have to be career related.
For me, this year, my Q1 wins were:
Step 2: analysis
It’s then important to analyse what went well last quarter
and what could have been better. Ask yourself the following questions:
This enables you to tweak what you do each quarter to ensure
For me this quarter, a big one is to start scheduling my
online yoga classes so that I turn up live rather than relying on catching up
on replays. This has not been working!!
Step 3: check in with your annual goals
Next, check in with your annual goals.
Do you need to revise, remove or replace any of them?
At the moment, I’m on track with all my annual goals even
though I have tweaked how I’m going to deliver some of them.
For example, one of my goals is “to launch 3 digital
courses this year”. In December, I thought that would be 3 launches of
the same Get Clear on Your Career programme. I have now decided to launch
that only twice and to launch a different Strengths course in the summer.
I’m still on track with my goal so no tweaks needed yet.
Step 4: set goals for Q2
Choose no more than three major goals that you want to focus
on this quarter.
Mine will be:
Step 5: set yourself up for success
Now it’s time to open your calendar and productivity tool,
then diarise the major events and deadlines that will help you complete these
IMPORTANT STEP: diarise your own rejuvenation time.
None of the other stuff gets done without this.
Some milestones for me this quarter in order to start
running the Strengths Programme on 1 June: I launch a Strengths Facebook group
on 12 April; start marketing the programme on 4 May; and run a challenge from
I hope that this has got you thinking about your quarterly
goals. I’d love to hear what your goals are for Q2 and how you will keep
If you would like this weekly blog sent
directly to your inbox, as well as receive a copy of my “Top 3 Ways to Boost
Your Career Happiness Right Now,” please click here.