Quarterly Planning Resources

STEP 1:

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.

Prep Packet
Click Here to Read

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.

Goal Generator Worksheet
Quarterly Plan Worksheet

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.