In this episode, I share a detailed walkthrough of customizing and using a 90-day plan scorecard template.

90-Day Planning Bootcamp (original)

Advanced Scorecard Template

In this episode, I share the advanced 90-day planning process using my personal plan & detailed spreadsheet as an example.

Advanced Methodology

In this episode, I share an advanced method for 90-day planning that I've developed and used over several months. This method is intended for those with a solid understanding of basic 90-day planning principles.

Advanced Method Intro

This episode walks through the Year-End Review spreadsheet referenced in episode 3.

TECH TUTORIAL: Year-End Review Spreadsheet Walkthrough

Asana boards will help you stay organized and increase your productivity.

TECH TUTORIAL: Asana Boards Walkthrough

Wrap up with a detailed quarterly review. Then rinse & repeat. . .

10. Wrap It Up & Start Again

Set up accountability measures to help you stay on track and achieve your goals. Develop a sense of responsibility and commitment to your business growth.

9. Hold Yourself Accountable

Break down your projects into smaller tasks and take step-by-step action toward achieving your goals.

8. Break Down Your Projects & Take Action

Shape your quarter with actionable projects! This lesson covers: -Project Selection -Continuity and Growth -Decision Matrix Use Set your quarter for success with focused and feasible projects!

7. 90-Day Projects & Initiatives

Craft your 90-day action plan! This lesson guides you through: 1. Breaking Down Annual Goals: Learn to split your yearly objectives into manageable quarterly targets, either evenly or based on seasonality and planned projects. 2. Flexible Approach: Mix and match methods to suit each goal, adapting to upcoming events like vacations or business bundles. 3. Easy Tracking with Tools: Utilize the goal-setting spreadsheet for clear goal-setting and performance tracking.

6. Break Down Your Annual Goals

Transform goals into action! Learn to: -Brain Dump for Clarity: Unload ideas onto sticky notes or mind maps. -Quarterly Planning: Map initiatives across the year for balance. -Prioritize and Adapt: Filter and adjust ideas, keeping key events in mind.

5. Projects & Initiatives

Discover the art of setting effective annual goals for your business in this focused lesson. We'll cover: -Choosing the Right Goals -Goal Categories -Goal Setting and Tracking:

4. Set Annual Goals

Maximize your annual planning's impact! Learn to conduct a thorough year-end review, analyze financials and metrics, and ask strategic questions for business growth and improvement.

3. Conduct Your Year-End Review

Ready to shake up your annual planning? Join me as we dive into a smarter approach. We'll start by taking a look back at last year's numbers to make smart, data-driven decisions. Then, we'll set some big-picture goals that are flexible enough to change with the times. And finally, we'll sketch out the year's main projects without drowning in details. It's all about planning smart, not hard.

2. Intro to High-Level Annual Planning

Dive into the 90-Day Planning Bootcamp! Embrace a flexible, effective approach to goal setting and execution. Discover high-level annual planning, detailed 90-day plan creation, and daily implementation strategies, complete with accountability and progress tracking tools.

1. Welcome & Introduction

<p>Do you struggle with finding enough hours in the day or feeling overwhelmed with your to-do list? As a small business owner, it’s tough to focus on the right things. That’s why I created 90-Day Planning Bootcamp! This course will teach you how to create and execute a 90-day plan to achieve your goals. Say goodbye to feeling burned out, and hello to success.</p>

Do you struggle with finding enough hours in the day or feeling overwhelmed with your to-do list? As a small business owner, it’s tough to focus on the right things. That’s why I created 90-Day Planning Bootcamp! This course will teach you how to create and execute a 90-day plan to achieve your goals. Say goodbye to feeling burned out, and hello to success.

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90-Day Planning Bootcamp (original)

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