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Episode #169

Quarterly Planning 101

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About this episode:

Every quarter we host a quarterly planning call for our clients, and while we don’t have time to do a whole session on this podcast, we do want to share a few high-level tips for you to get started!

These planning sessions are essential to the growth and success of our business, so grab a pen and paper because we are covering exactly what to cover and how to structure your meetings.

In this episode:

  • Why, when, and how to do your quarterly planning
  • The importance of reflecting on wins of all shapes and sizes
  • Five main categories we focus on when having a planning session


Unfortunately these meetings often get bumped to the bottom of the to-do list to make room for some of the more urgent fires that are always popping up.

The reality is… NOT prioritizing this activity is often what leads to the fires in the first place!

If you know you need support around building a business that isn’t constantly on fire, click here: