Hello My Charmed Ones!
With the close of March upon us, April and Q2 about to begin, now is the time to do your quarterly business planning. On Saturday I went live on my YouTube channel to share my Quarterly Business Planning Process, so, if you have not had the chance to sit down and follow along with my process, this is just a simple reminder to get yourself started.
So much can be accomplished in a quarter!
For me, mapping out my business plans on a month to month basis is just too short a period of time to get a good grasp on the objectives and goals I am trying to reach. So, by doing my big picture business planning on a quarterly basis, this gives me several check-ins throughout the year to ensure I’m progressing on my goals.
My CEO Strategy Business Planner
When I sit down to do my business planning, I have a dedicated set of planning inserts that I use to follow my business planning process and keep my plans clear and organized; the CEO Strategy Planner!
The CEO Strategy Planner is the ultimate bundle of business planning inserts designed for the modern creative entrepreneur or business owner. The planner is divided into multiple sections that follow the essential parts of any good business plan. This strategic planner seamlessly integrates with the calendar or agenda system of your choice. Whether you use a physical planner, a digital calendar and planning tools, or, if like me, you use a mixture of both- the CEO Strategy Planner can be used in conjunction with any calendar and planning system to create your custom business, marketing and financial plans.
I also created a new business tool for you to use!
The CEO Business Braindump Triggers List!
This is a triggers list for you to use during your braindump process with business specific categories and topics to keep in mind. As a braindump is also part of my planning processes, I recommend downloading this new free tool and using it as part of your quarterly business planning process.
Time to get planning!
Watch the replay of the CEO Strategy Quarterly Business Planning Workshop
Make sure to grab your planner, favorite pens and markers, the triggers list and the beverage of your choice and get comfortable for what I hope is a very productive business planning session!
I would love to hear how your quarterly business planning session goes, so do please reach out via the comments of this post or drop me a DM on Instagram @MissTrenchcoat!
Happy Planning!
xoxo,