Quarterly (90 Days) Goal-setting and Planning Technique

Everyone has a way of planning their goals into completion. Today I feel like getting practical. I want to share a simple way or another way you can use to start implementing goal-setting in your life. With this Quarterly (90 Days) Goal-setting and Planning Technique, you can set goals and plan your yearly goals for you to accomplish in quarterly basis. The idea behind it is that we want to chunk our big goals down into smaller achievable goals and steps in quarterly system.

The first rule of this technique says that don’t concentrate on more than 3 big goals in a year. This way you can easily get focused and be able to accomplish them on time. Having too many big goals simultaneously can bring chaos to our plans and affect the overall end results for our goals. Therefore, like this saying, “Keep your head in the clouds and your feet on the ground.” You can dream big as much as you want but don’t forget to be realistic at the same time. Goal-setting and planning is just one side of the equation. Implementing and executing your plans, and taking action are the other side of the equation you need to solve. Remember now, even faith requires action.

So get a notebook and a pen, or you can choose to type the following on word document, and on your cover page or the front page write “3 Big Goals to Accomplish This Year.” And then list all three as below example.

3 Big Goals to Accomplish This Year

  1. Lose 60 pounds by December this year
  2. Generate an income revenue of this much this year through my business
  3. Start a family in 5 years from today

In finance and accounting there is this tool called financial forecast. With financial forecast tool you can use it to estimate information based on past, current, and projected financial conditions to identify future revenue and expenditure trends that may have an immediate or long-term influence. Therefore, the second rule is that we want to forecast our big yearly goals in quarterly basis or 90 days achievements. And each quarter we are going to plan according to the trend we have noticed on the last or previous quarter. Depending on the nature of our goals; we can take notice on the habits we need to change or start adapting. Anything really that can help us to successful forecasting each of our quarter goals.

We know in a year, there are four quarters. Quarter one will cover the plans for the months of January, February, and March. Quarter two will cover the plans for the months of April, May, and June. Quarter three will be for July, August, and September. And Quarter four is for October, November, and December. See table below.

Quarter One Quarter Two
·         January

·         February

·         March

·         April

·         May

·         June

Quarter Three Quarter Four
·         July

·         August

·         September

·         October

·         November

·         December

Let’s assume we are in the month of December right now, and we are about to enter the month of January. Therefore, the quarter that we need to forecast now is the first quarter, which is for the month of January, February, and March. Now, according to our 3 big goals we have set for ourselves to achieve for the year, therefore on the next page of our notebooks, or our word documents, we can write as follows;

Quarter One
January Goals for
·         Goal 1

·         Goal 2

·         Goal 3

February Goals for
·         Goal 1

·         Goal 2

·         Goal 3

March Goals for
·         Goal 1

·         Goal 2

·         Goal 3

Based on our 3 big goals for the year, for the first quarter, if possible, we want to make sure we start with the most important goals and action items first. You can include the urgent ones also. Usually when we start out on something, we normally have lots of energy and passion to accomplish things. So use that energy to overcoming and achieving the most important goals or most important steps or the hardest activities. According to our example of the ‘3 Big Goals to Accomplish This Year,’ let’s go ahead and plan our quarter one.

Quarter One
January plans for
Goal 1: Lose 5 pounds

Goal 2: Identify products and services to sell

Goal 3: Pray to the Greatest Match Maker

February plans for
Goal 1: Lose 5 pounds

Goal 2: Create a sample design

Goal 3: Prepare and be open to receive

March plans for
Goal 1: Lose 5 Pounds

Goal 2: Test the market

Goal 3: Start dating

Our focus is to chunk the big goals into smaller goals to achieve on quarterly (90 days) basis, and one quarter at a time. And before each quarter ends, we should sit down and start planning again for the next quarter or 90 days. And if there are some goals you won’t be able to finish them during the quarter you have planned them for, don’t hesitate to carry them over and squeeze them on the following quarter plans or goals. Sometimes in life some things will not go according to what we plan, so be flexible. Focus on your end goals result, but be flexible on your action items, and plans.

After you have managed to plan and forecast for your next quarter, then rule number three is to shift our focus on monthly planning. We want to plan our monthly activities and action plans to act on towards our goals. So let’s assume we are in the month of December now, and we are about to enter January. Take the three goals from your quarter forecast that you have set to achieve in January, and then create an action plan for them. You can also transfer them from your notebook to your planner, or agenda, or calendar, all the activities and tasks you need to act towards on. Therefore, schedule on your planner and calendar when exactly you are going to do what exactly, when you are planning your days of the month.

So you can say;

Goal 1: Action Items

  • Join a Gym or get a personal trainer.
  • Exercise three times a week; maybe on Monday, Wednesday, and Thursday at your convenient time.
  • Change my diet. Figuring out which will work for me.

Then do the same thing for goal two and three. After that transfer everything on your planner or calendar, and schedule what days and what time to do what activity or task. So when you are doing your weekly to do tasks or daily to do tasks, you know exactly what’s next to do.

And at the end of the month, those goals that you couldn’t accomplish during the month, carry them over and squeeze them to the next month. Do the same thing for the next month or the next quarter. Each time you go to the next month or quarter, measure your progress to see what has been working well, where you need to change, or what you need to continue doing.

That is about it, how you can utilize a Quarterly (90 Days) Goal-setting and Planning Technique.


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To your success,

Helen Majaga


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