Monthly Themes + Quarterly Planning: How to Create a Flexible Business Plan
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Monthly Themes + Quarterly Planning: How to Create a Flexible Business Plan
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Narrated by:
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Summary
You shouldn't be planning Q4 in January when you'll be a completely different person by then.
Most planning systems are rigid—map out your year, hit your numbers, no excuses. But that doesn't work when life throws curveballs. In this episode, you'll learn how to create monthly themes (not rigid goals) and recalibrate every 90 days so your plan evolves with you.
In this episode, you'll learn:
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Why rigid monthly goals don't work for entrepreneurs
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How to plan around your seasons, energy, and holidays
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How to create monthly themes instead of monthly goals
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The 4R quarterly evaluation framework (Review, Reflect, Regroup, Refresh)
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How to map out your Q1 plan (January, February, March)
Build a plan that's strategic AND sustainable. This is how you stay on track without burning out.
Get the quarterly evaluation templates: https://brandmerry.com/newplan