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Episode #

6 Important Components of Successful Quarterly Planning

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If your previous quarter was a bit of a curveball (hello, 2020!), then planning your next quarter successfully is especially important. Of course, if the previous quarter was a breeze, successfully planning the upcoming quarter is still super important as it is a core activity of running + scaling a business.

On this week’s Team Takeover episode of the Run Like Clockwork Podcast, Emily + Laurie are back to go over 6 important components of successful quarterly planning.

Here are the 6 components that we cover in more depth in the episode:

  1. Take the time to review + revisit your Big Vision

  2. Identify your current bottleneck [for an in-depth look, check out a free Bottleneck Training Adrienne did:]

  3. Decide on your strategies for fixing the bottleneck

  4. Capture lead + lag metrics 

  5. Capture systems 

  6. Review, adapt + nurture both the strategies and your team along the way

Bonus: Use an ideas Toy Box

As always, we’re continuing the conversation over in our free Run Like Clockwork Community! We’d love to hear your quarterly planning ideas, answer questions on these 6 planning tips, discuss bottlenecks, and help make this next quarterly planning be the best yet!