Quarterly Planning 101: Building a Successful Business Strategy [Video]

In this episode of Ambitious, Kate Perkovic dives into the essentials of quarterly planning, providing practical steps to achieve clarity and set realistic goals for your business. Through reflections on her own experiences, Kate shares lessons on strategic planning, resource allocation, and effective scaling. She highlights the importance of aligning daily actions with a long-term vision, breaking down the process into structured steps—from creating a three-year vision to actionable daily tasks. Kate also goes over the significance of authenticity in the goal-setting process, encouraging listeners to ensure their ambitions are genuine and not influenced by external factors. Tune in for insights on impactful decision-making, avoiding common pitfalls, and staying focused on what truly moves the needle in your business.

01:01 The Importance of Quarterly Planning
03:21 Reverse Engineering Your Goals
04:19 Scaling Your Business: Less is More
07:52 Identifying Your Small Self
12:33 Envisioning Your Soar Self
18:26 Creating a Three-Year Vision
26:57 Setting Annual Goals
31:10 Focusing on Key Business Areas
37:25 Setting Annual Business Goals
39:32 Realistic Business Growth Rates
44:34 Quarterly Planning for Success
55:24 Monthly and Weekly Execution
58:16 Staying True to Your Vision

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