How to Quarterly Plan the WRONG Way
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- Опубликовано: 10 июл 2024
- Quarterly planning doesn’t have to be hard, but I do love a challenge 😉
CHAPTERS:
00:00 intro
00:34 how quarterly planning is supposed to work
02:06 why i tried quarterly planning
04:28 why i failed reason 1
08:36 why i failed reason 2
11:03 why i failed reason 3
13:52 ok but what actually worked?
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IN THIS VIDEO:*
Sterling ink common planner info:
Spirited away multipen:
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So in our ADHD coaching practice, what we’re learning is that visioning is mostly bs. What works better for our clients is to have a goal that is pretty loose and doesn’t get involved in the fantasy of what life will look like when the goal is reached. Then move directly to the daily/weekly actions that it will take to accomplish that goal and to visualize what those actions will look and feel like, while making sure we are breaking things down into very, very small steps. Essentially, process visualization is much more powerful than goal visualization. Based on those daily/weekly steps a timeline for goal completion can be built, and needs to be pretty regularly re-evaluated.
As someone with ADHD, this makes sense. Thank you for sharing! I’m gonna try this out!
Thank you for ur comment I'm going to try that out myself, I'm more of a process focused person and tiny step break downs help me get started and going on what I needa do exactly
I’m glad to see this is helpful for people. You don’t necessarily need a coach, but working in this way is easier to accomplish with support. We encourage people to seek out accountability partners for this process. It very much helps us to internalize what we are doing when we explain the process to someone else and have a live person to bounce off ideas and help us catch things we might overlook. If you are looking for outside support, make sure it’s someone you feel safe with and connected to and that you can have a discussion about the boundaries of the relationship, ie, what they are allowed to call you on, how often you will get together on this, etc.
Thank you for sharing this. This might be very helpful for procrastinators.
This is exactly what setting "systems, not goals" is if anyone wants to look further into it 😁
I absolutely love your content but would like to make you aware that you did not fail. You learned something new and any time you can reduce shame and regret I would take it. Thank you for sharing your journey.
I have found a big gap in a lot of goal setting content, which had me paralyzed for my own goals. And that is that nobody is approaching goal setting as PROBLEM SOLVING. If I can identify the problem I need to solve and the goal that will get me there, I have built-in motivation to stick to it. A goal that doesn’t have a problem at its root is likely going to be one that never gets started and gets overridden by goals with higher priority issues. And I’m not going to create a long-term goal for something that doesn’t have a long-term problem.
So for your reading example, there was a sense of why you wanted to do it, but in addition to not creating the relevant steps and tasks to accomplish it, you also didn’t have a problem that it was solving. So more urgent or compelling squirrels were able to easily distract you.
This sounds very relatable actually. Thanks for this pov
@@Sannaland you’re welcome! It was THE game changer for me. It also helps to look for the single goal that will solve the most problems - for me, that’s what got me into the planner space. I was disorganized and broke, and I realized that my life goes better when I’m planning for it. So the single goal of “becoming a planner person” is solving my disorganization and financial problems and also providing a creative outlet.
hmm this is interesting! how would this work for more leisure related goals like reading or something similar? like there might not be a long term problem besides not doing the activity enough maybe?
@@ro2974 I’ve been thinking about that, and as someone who struggles to have leisure activities, I think I would still have to find the problem - like being bored or being lonely or some kind of spiritual or creative problem. But I doubt everyone would have the same needs as me for leisure.
@@rebeccajordan4491 ok this makes sense! i struggle with the same thing so i will def play around with this
I recently learned that the human brain is the most optimized when we are dedicated to 1 'big brain' goal at a time. Might be something to consider if you plan to take a reading and spiritual goal into 2024. Will you really have the energy and time to dedicate to spiritual work/courses/tarot pulls & related stuff AND read 24 books/year + whatever evaluation activities to work towards actually thinking critically about what you're consuming...in addition to alllll of the other work and personal stuff you already do??
Food for thought 😊
The key to making quarterly planning work for me is limiting my main projects to three and only scheduling those. Those are the "big rocks," everything else goes where it fits. All of them have vague but defined deliverables. So for editing a book, I'll give each sequence 2 weeks. The details of what I do weekly I'll plan the week before. I work in 30-minute Pomodoros and keep track of those. Over time, I know how long I'll work on a main task each week, which helps future planning. But I'll leave days open for planning that day; I only know the week's goal in advance, and that goal's based on the quarter goal. This has worked for about 2 years now.
I used Alexis Kingsley's process in my Common Planner. I love her videos on RUclips and used her printable goal workbooks for years. But it's a very simple, streamlined system that works in any planner or bullet journal. The key to her approach is always putting the actions associated with your goals into your calendar or schedule. I also like to consider the time/energy available to me, because that will determine my success. There's no point in setting up goals that take hours each day to accomplish when I simply can't carve out that time out right now (in a season when I have small kids and a very demanding job that I love). Love your content, thanks for being so real and relatable.
I ordered the 2024 Common Planner so I plan to do quarterly planning for the first time. It was really helpful to see where you feel you messed up because I think I would have done the same thing. I can now learn from your mistakes, so thank you!
This is what I'm here for!! Making mistakes so you dont have to :D
This is very relatable and an easy trap to fall into, in my opinion. I started the HB90 Method by Sarra Cannon (Heart Breathings) and it's been fantastic for me this quarter! Highly recommend!
That was my understanding of Catherine's goal planning on the CP: set out your year goals in the goal setting page and break them down in quantifiable measurements in each column. At the quarterlies, you need to flesh out those plans on the left side and track them on the gantt chart. On the weekly pages, you specify those tasks, and in the dailies actually write them as daily to-dos. That way, you are always reminded of your goals so you can become accountable.
I’ve taken the HB90 course multiple times now and love it and learn/realize something new each time. Thanks for sharing your thoughts and experiences. ❤
I keep hearing about HB90... I'll have to check it out!
@@RachelleinTheory highly recommend :)
I've been combining The 12 Week Year system with Sarra Cannon's (HeartBreathings) HB90 system, and it's been a game-changer!
This past year I have been using trimesters goals and have kept a list along side each month of how I have accomplished them. So far this has worked well. I liked your idea about looking at the monthly calendars and working around those busy times.
I like the idea of trimesters! I work at a university, and we have a summer, fall and spring semester, so this might actually work way better with my brain.
Thanks for the video. For 2024 I am using Makselife quarterly planners notebooks, it keeps me on track and know it is ok to delete, change and add goals.
brilliant tips, im about to start by bullet journal journey and this is so useful ❤❤❤❤❤
I love this channel…I feel like I’m learning & growing with you. Thank you for sharing🫶🏽✨
This is one I'll definitely have to come back to. I hadn't previously thought of quarterly planning, but I like that breakdown page so much.
I'm going to use Cultivate What Matters to do yearly/quarterly/monthly planning. I've been assessing my lists of things I wanted to accomplish and for a lot of them, have realized that I have NOT put those items into my weekly/monthly or even daily taskers. Ugh. That explains a lot. So I feel your pain. I'm going to continue and adjust. Love your videos!
Thank you for the comment
Such a helpful video!!
i truly love your honesty ❤ i want to do quarterly planning but for business your honesty lets me know what to b wary of , thank you ! not a lot of ppl can b honest online
I have been shifting to quarterly planning not necessarily to goal plan that way but, because, everything since that horrible c-word entered into all of our lives in '20, it seems easier to take life in smaller chunks of time. I am trying to live more in the present and less in the future.
Thank you so much for being transparent and real about your goal setting! I moved into a common planner in July and didn’t use the goal planning at all. I think I was kind of overwhelmed. This was helpful in thinking about 2024!
You are so welcome! I agree the goal planning is a little overwhelming. I have to think hard about how I’m gonna use it (if at all!) next year. Thank you for watching!
I found this deeply relatable
For a more in depth quarterly planning method, I really recommend the book The 12 Week Year. The version for writers is especially good if you're a writer. I have ADD though so I any kind of planning I do is kind of a crapshoot.
I love that book! I've been using that system since Q4 2020 and it's very helpful (if I stick with my planned Tactics lol)
I love that book too!!
Quarterly planning for actual goal attainment has only been successful for me with the 12 Week Year! Between the accountability factor and the fact that I’m forced to plan 12 weeks in detail and think about all the steps in between and when they’re due, I’ve accomplished so much more. Even when I don’t reach the goal by the end of the quarter, I make enough progress that it feels within reach. The fact that our company uses it as our goal setting structure also encourages us to regard our goals as priorities rather than just side quests to do it our “down time.”
Ah I think that's amazing - using that in your job! And prioritizing definitely helps. Thank you for sharing!
I intended to do quarterly planning this week but didn’t break the goal into quarters early enough to achieve them! Need to start again next year!
I also like the idea of starting fresh every 90 days with a new notebook! Giving me some ideas.....
I tried quarterly planning tree times for me privately - and it never worked for me and I did not enjoyed it very much. I prefere monthly planning instead. I even don’t like quartlery planning at work, the timeframe there is just too short. I prefere trimesters for work releated goals.
What really works for me: 5-7 areas or pillars of life, each pillar having steady subsections - each are containing result focused as well as process focused goals. I plan each year more or less the same pillars of life and subsections - and transfer some bigger goals from one year to another. I love doing it and it gives me a feeling of continuity and achievement at the same time.
One example: Pillar = Healthy Living - Sections are: Sports / Nutrition / Relaxation / Healing - Goals Nutrition 1: Clean Eating / Goal Nutrition 2: 5 x Roughage each week / etc.
I add goals to my sections during the whole year, whenever I have an idea. This way I make progress in a section through the achivement of different goals.
Quarterly planning reminds me of the 12 week year. I tried it once and it worked really well for me ^^
Great video! I'd personally love a more in-depth look at your quarterly reviews (and maybe other review cadences and methods than have and haven't worked for you over the years), if that's something you'd be interested in sharing!
I always intend to do quarterly planning, but never do. I haven’t quite figured out what my hold up is.
I have moved from quarterly plans to annual and monthly and weekly. So I set an annual plan. And then each month I said specific goals that will move me toward my annual plan. Then I do a weekly review each and every week I asked the question how am I doing at achieving my monthly goals and I write my monthly goals down each each week. When I tried to set quarterly goals it just doesn't work for me I'm much better at an annual goal and a monthly goal to achieve the annual goal.
have you ever looked at the cultivate what matters planner? i used it one year and it totally helped me figure out what i truly needed for goals, yearly, quartly, and monthly!
I was thinking I'll try something like that.
Since I heard that it takes 3 months of doing something every day until it becomes a habit, I thought that at the start of each season, I'd decide on a new habit I want to develop and commit to fitting in every day. Then I thought I'd write out why I want to make this a habit, how it will help improve my life . (I feel like one at a time is enough.
Then to write it into each day for the next 3 months (plus the page number where I spelt it out so that if I start to lose motivation or forget why it's important to me I can go back to that page and remind myself.
Then the hope is that after the 3 months it should be a habit already and I can start a new one.
I think it'll work as I know after 3 months of so of doing my gratitude log every day, that's definitely become a habit already.
I think the real issue is goals.
Most people write goals as “I want to be like this” but nobody ever breaks down how to get there.
We need to get rid of goals and start focusing on forming habits instead. Habits are how you can achieve your goals and if you just have a list of “I wish to do/be this one day” then it’ll never be achieved. Goals don’t just randomly form one day, we need to form habits to create them.
may i know the planner details? where can i get it?
Speaking of the online planner community someone recently shared your planner matrix vid in a group I’m in and people said your quiz isn’t available anymore
I think it was only going to be available for a short time, which is a bummer as I only found her channel after it was already down. Would love to have taken it.
Thank you for the reminder! Yes, it's down right now. I am aiming to get a PDF version up at some point but in the mean time I hope the video gives you enough to work off of!!
2024 has 366 days so we have a bonus day!
You are talking way to fast.