How to Plan Your Next 90 Days

Planning & Time Management for Execution

Busy isn't better. 


I love to talk about 90 day planning. In fact, every quarter I hold a CEO day inside my Momentum programs, where we spend the whole day, creating our plans for the next quarter. 


But just because I love to talk about planning, project management, and efficiency doesn't mean that I want you to get more done, I want you to get the right things done. And that's what a strategic 90 day plan is all about. 


Here are three steps you can take to plan to get the right things done in your business any time you start planning:


Review and Refocus


The first step is to look backwards. Look back over the last 90 days – what's working in your business and what’s not? What's firing on all cylinders, and what's feeling sticky? 


Where have you been putting your energy? What plate have you been spinning? And what plate do you need to spin this quarter? This can go for your personal life as well. Did you spend a lot of time spinning the work plate and maybe now you need to focus more on the home plate or the personal care plate? 


Last year, we created the nimble planning process. The nimble planning process starts with declaring your business purpose: who are we? And then deciding the impact that you want to make. The impact asks, ‘where do we want to go?’ ‘What is the impact that I want to make with this business?’ 


Before we define what we are going to do this 90 days, we want to review and refocus where we’ve been and where we want to go next.


Refining Your Quarter Goal


Step two is answering where we want to go. You know the impact you want to make, what do you need to focus on this quarter to make that impact? That answer is your 90 day goals. 


Here, we also start to ask questions like, “what are my revenue goals? What am I selling? What's the math behind what I'm selling to get me to those revenue goals?”.


Then we can bring in the other support pieces that need to be in place so that we can make that revenue.


Yes, systems are important. Marketing is important. Hiring and delegating are important. But if we don't start with what we're selling, we can’t do the rest of the things successfully. 


Figure out what you're going to sell, figure out how those revenue goals work, and then decide what are the pieces that you need to support that. Those are your quarterly goals. 


Organizing & Project Planning


It's not until the third step that we actually get down to deciding what nitty gritty tasks need to be done. We've set the goals, we've defined the projects that are underneath them, and now we get down to organizing the project plan. 


Remember, the beauty of 90 day planning is you have 90 days after you plan to get it done! So as you start to look at all the things you want to do and how the puzzle piece fits together, you might decide you’re going to push one project out to the following quarter or the next. Maybe not everything needs to get done in the next 90 days. 


Then set sprints. Instead of working on all your goals or projects at once over the whole quarter, focus on less projects at the same time. Work on these two goals for three weeks, then the next next goals for the next three weeks. You're able to laser focus and get more done.


You can then map out when each project starts and stops over your 12 weeks. You can layer in kid’s school breaks or client projects you have due. Mapping everything out ahead of time ensures that you don’t forget anything that’s already on the calendar! 


You can repeat these same steps over and over again anytime you need to plan your next 90 days. Remember to Review and Refocus, Refine your Goals, then Organize and project plan!


What are you going to focus on in the next 90 days?

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