The Refreshed Life Podcast

Episode #125: Why & How To Make a Quarterly Plan

October 01, 2019 Season 2 Episode 125
The Refreshed Life Podcast
Episode #125: Why & How To Make a Quarterly Plan
Chapters
The Refreshed Life Podcast
Episode #125: Why & How To Make a Quarterly Plan
Oct 01, 2019 Season 2 Episode 125
Deanna Mason & Kelly Burton
In order for busy moms to successfully reach their business goals, planning is a top priority - and quarterly planning is a tool Deanna and Kelly believe in and use in order to forecast important family events, personal seasons, project tasks and deadlines, and in this chat, they tell you how they do it.
Show Notes

In order for busy moms to successfully reach their business goals, planning is a top priority. Quarterly planning is a tool we believe in and use in order to forecast important family events, personal life seasons, and project tasks and deadlines.

And in our Season 2 wrap-up episode, we're chatting about how we do it.

Our discussion includes:

  • The purpose and benefits of mompreneurs creating a quarterly plan: how it helps us to push projects forward, manage tasks more easily, track progress, and achieve goals.
  • Why it's important to understand the yearly and seasonal rhythms of your family, your business, and yourself.
  • The tools for creating an effective quarterly plan, from vision casting to brainstorming to assigning project priorities. 
  • Deanna explains how her quarterly planning template informs her weekly workflow - and we offer the template for you to download!


Quotables:

“You gotta take that goal and know that there are a bunch of tiny little things that encompass completing it.”

“You can’t do all the things at the same time, and learning your capacity is how you can target achievement.”

“You have to allow margin and white space. When you are in a season with kids and aging parents, we have accountability in different aspects of our lives - and when something pops up, we have to react.”

“When it changes, just change it. It doesn’t mean you’re wishy-washy. It means you have more clarity.”


Resources Mentioned:
Deanna's Quarterly Planning Template
Do Less, Kate Northrup
Jadah Sellner
Getting Unstuck with Alicia Michele
Artist formerly known as Prince

Shout-out wins:
Caroline Owen
Toni Campbell
Michelle Massey
Carrie Wiwcharuk


CONNECT WITH DEANNA MASON, REFRESHED MOMS

Work With Deanna: Schedule a 30-minute Business Clarity Session

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CONNECT WITH KELLY BURTON, KELL OF A STORY

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