How to Plan an Effective Quarter: Lessons for Business Growth
Are you ready to take your business to the next level? If you haven’t already, it’s time to start thinking in quarters. Quarterly planning can be a game-changer, and I’m here to help you make the most of the current quarter.
I’m Jerred Moon, and in this blog post, I’ll share my experience and insights on how to plan an effective quarter. I get passionate about this stuff because I’ve seen the transformative effects firsthand in my own businesses.
But first things first – do you even have a goal for this quarter? If not, it’s time to define one! For consistent growth, I always recommend setting a revenue goal with a specific profit target.
Let’s Get into the Planning
When I first started doing quarterly planning, I’d focus on a bunch of different growth strategies at once. Guess what? It didn’t work. I felt like I was playing a never-ending game of whack-a-mole. It was exhausting and ineffective.
Here’s the strategy that changed everything, and it’s what I teach business owners to this day:
- One overarching goal: Choose a revenue goal paired with a profit target.
- Three key strategies: Choose three core strategies that align with your overarching goal. I recommend focusing on:
- Revenue Growth: Drive sales and marketing to hit your numbers.
- Business Health: Nurture customer satisfaction, maintain systems, and execute processes efficiently.
- Leadership & Culture: Develop yourself as a leader and build a strong team culture.
Under each of these three strategies, you’ll define three tactics to execute over the quarter. No more, no less. Three focused tactics per strategy give you clarity and keep you from spreading too thin.
Why Three Strategies?
You’re probably so accustomed to focusing on growth that the other two seem less important. But trust me, they are vital! When you focus on business health and leadership and culture alongside your growth strategies, you stop playing whack-a-mole with your business. It all starts to work together instead of against each other.
Ready for More?
If you want a more detailed breakdown of how to plan your quarter, I’ve got something exciting coming up for you! I’m creating a video course all about planning effective quarters, months, weeks, and even years. This will be packed with valuable content and actionable steps. Want to be the first to know when it drops? Sign up for my newsletter at jared.com.
Time to Take Action
This quarter is yours for the taking! Get clear on your goals and prioritize revenue growth, business health, and strong leadership. You got this!
Listen to the episode on Apple Podcasts, Spotify, Overcast, Podcast Addict, Pocket Casts, Castbox, Google Podcasts, Amazon Music, or on your favorite podcast platform.
Timestamps (with 30-second intro)
- 00:30: Intro
- 01:00: Do you have a quarterly goal?
- 01:30: My early experiences with quarterly planning
- 02:35: The biggest problem I faced with my early plans
- 04:15: The key to planning an effective quarter
- 05:05: Strategy 1: Revenue Growth
- 06:20: Strategy 3: Business Health
- 07:50: Strategy 2: Leadership and Culture
- 09:45: Why you need all three strategies
- 10:10: Ready to go deeper?
- 10:35: Call to action