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Quarterly Planning for Your Small Business

Updated: Dec 15, 2021


As the leader of your company, you know it’s your job to keep yourself and your team focused on the right things. We encourage our business clients to have quarterly plans and review progress each week. It becomes a clear accountability tool to ensure that you and your team are focused and hitting the key milestones on time.


The first two quarters of the year are done. How did you do? It’s time to do a little “check-up” on the past two quarters and use it as a springboard to achieve success through the third quarter. Ask yourself: What goals did you reach? What helped you reach those goals? What did you miss and why? What can you do differently to ensure you achieve your goals?


What are your goals for the third quarter? What areas of your business could be a challenge this quarter? What are the areas you struggled with last quarter?

If you've not prepared a quarterly plan in 2021, it’s not too late to start. The discipline of working with a quarterly action plan helps businesses grow faster and more consistently, sometimes as much as thirty percent annually. It just works.




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