Lecture Notes: Quarterly Planning for Creative Goals

Introduction to Quarterly Planning

• Speaker: Business coach Gwen Bortner
• Focus: Breaking down large creative goals into actionable steps using quarterly planning.
• Method: Divide yearly goals into 90-day or seasonal chunks.
• Benefit: Works better than traditional annual planning, especially for multi-passionate creatives.

Importance of Quarterly Planning

• Timeframe: 90 days allows significant progress while maintaining focus.
• Adaptability: Allows adjustment to dynamic changes (e.g., pandemics).
• Prevents Last-minute Rush: Addresses the issue of cramming at the year-end.
• Focus on Business: Encourages working on the business, not just in it.

Quarterly Planning vs. Annual Planning

• Annual Planning: Often results in procrastination and last-minute efforts.
• Quarterly Planning: Encourages regular reassessment and adjustment.

Benefits for Multi-passionate Creatives

• Focus: Short-term focus prevents distraction by multiple interests.
• Distraction Management: Helps manage the "shiny object syndrome."
• Urgency: 90-day deadlines create a sense of urgency.

Process of Quarterly Planning

• Goal Setting: Helps in setting realistic and actionable goals.
• Accountability: Includes weekly check-ins for progress and support.
• Micro Coaching: Provides insights and adjustments needed between sessions.

Case Study: Success Story

• Example: Yarn shop owner achieved more in one quarter than in previous three years.
• Impact: Focused on business improvements that were often neglected.

Accountability and Support

• Weekly Check-ins: Provide personal validation and actionable feedback.
• Non-comparative Environment: Focus on individual journeys and successes.
• Micro Coaching: Offers frequent insights to adjust paths as needed.

The Importance of Commitment

• Long-term Engagement: Offers better alignment of goals and actions over time.
• Supportive Community: Curated group encourages a positive and supportive environment.

How to Join Quarterly Tuneup

• Website: everydayeffectiveness.com/qtu
• Process: Sign-up involves a preliminary call to ensure fit and alignment.

Conclusion

• Curated Environment: Ensures all participants align with group values.
• Positive Experience: Participants feel welcomed and supported from the start.

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• Contact: For more interaction and engagement, book a call through the provided link.