Time Puzzle Pt 2 - The Quarterly Planning Process
If you've ever set quarterly goals only to abandon them a few weeks in, this episode is for you. We’re diving deep into the art (and science) of quarterly planning in a way that makes your goals feel doable—not overwhelming.
Yay for Business with Courtney Chaal
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Show Notes
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 waitlist
- Follow Courtney on Instagram – @courtneychaal
Q2 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.
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