Quarterly Planning Resources


Please take a few minutes to review the video, download the prep packet, and read the blog below. This will help you get the most from our time together.

Step 2:

Download the 2 worksheets used for Quarterly Planning. 

Watch the video for a quick review on how to use the Goal Generator & Quarterly Plan worksheets; special attention given to guide you through page 2 of the Quarterly Plan PDF.

Step 3:

If you were not able to make the call, here is the replay for a full review of Clarity, Vision, Goal Generator, and Part 1 of Quarterly Planning.