Season 2 Episode 2: Four Steps To Quarterly Planning

In this episode, Safa Harris and Ashley Dreager dive deep into the importance of strategic planning for business success. They discuss how to break down long-term goals into actionable quarterly plans, emphasizing the significance of regular check-ins and data-driven decision-making. The conversation covers everything from setting annual objectives to implementing weekly tasks, providing valuable insights for entrepreneurs looking to scale their businesses effectively.

Key Takeaways:

  • Planning should start with a long-term vision, then break down into 3-year, annual, quarterly, and monthly goals.
  • Quarterly planning allows for flexibility and pivoting based on changing market conditions.
  • Regular check-ins (weekly, monthly, quarterly) are crucial for staying on track and making necessary adjustments.
  • Tracking metrics is essential for making informed decisions and avoiding reliance on "vibes" or intuition.
  • Effective communication with team members about goals and projects enhances motivation and performance.

Timestamps:
 

0:58 - Introduction to the concept of planning 12 months ahead 
2:12 - Breakdown of long-term vision into actionable steps 
7:25 - Importance of tracking and management in executing plans 
12:59 - Discussion on accountability and motivation in business 
19:21 - Four steps for quarterly planning and implementation 
30:30 - The significance of regular check-ins and metric tracking

Referenced Links:

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