Crazy Simple Yearly, Quarterly, Monthly Planning (That Actually Works)
- Author
- Tim and Cindy Dodd
- Published
- Thu 14 Dec 2023
- Episode Link
- None
It’s that time of the year and one question comes to mind for a lot of people—how do you end 2023 and start the new year strong?
Start planning.
Taking the time to plan out your year or quarter is like creating a roadmap for success. It’s not about creating a rigid schedule but rather setting a clear direction for where you want to go.
Imagine embarking on a journey without a map or a plan in place; you’ll most likely end up going in circles or even if you finally make it to your destination, you’ve already wasted so much valuable time and resources.
That’s why planning, setting your goals before you dive into a new year or a new quarter is a powerful tool. You’re essentially setting a course for your goals.
And planning doesn’t have to be boring, we’ve found ways to make it fun and more inspiring. We’ve been doing this exact same process for the last 4 years and it has worked insanely well!
Join us in this episode of The Takeover podcast and let’s break down our annual planning process, and how you can apply it based on your needs!
This exciting episode will cover:
- 03:19: Tips on how to make planning fun and effective
- 06:08: Celebrating wins
- 10:24: Recalibrating things that didn't go well
- 15:07: Mapping out your goals and vision for the next season
- 16:27: Identifying your 5 key areas of focus
- 21:33: Big brainstorm session
- 23:32: What are your non-negotiables
- 24:45: Creating and removing friction
- 28:25: What's your theme for this season?
- 34:52: Taking action
- 36:40: Doing "Right Now Resolutions"
Watch this episode and others on YouTube: https://bit.ly/4aw51bW
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About The Hosts:
- Tim & Cindy Dodd are the Co-founders of PEMA.io, based out of Miami, FL. Connect with Tim and Cindy on LinkedIn and Instagram:
About PEMA.io:
PEMA.io is an Inc. 5000 Outbound Agency specializing in helping Marketing Agencies scale with pay-for-performance lead generation. Need more sales meetings? Learn more and schedule a call here: https://pema.agency
