To catch you up, here’s what we’ve covered:
After you’ve done your yearly planning, you want to schedule a quarterly planning time.
You should have slotted these times on the calendar when you did your yearly planning. I have found that putting the dates on the calendar for my planning sessions really helps me to make it happen.
I do quarterly planning during the first week of January, April, July, and October.
Let’s get really confusing for a second.
In January I do my yearly planning, quarterly planning, and monthly planning (we’ll talk about monthly planning soon) all at one time. Yes this planning session can run a little bit long, but it’s worth it because I believe it sets me up for success for the remainder of the year.
In April, I do my quarterly and monthly planning at the same time. Same thing for July and October.
I mention this because I don’t want you think you have to schedule a date for quarterly planning and monthly planning on two different days.
Does that make sense? You can do them together during those months.
Now what is quarterly planning?
Quarterly planning allows us to break our year down into pieces or rather quarters (duh!). It allows you to zero in on the next three months, which is much more feasible than yearly planning to know what you have going on.
What do you need for quarterly planning?
Some things to consider during quarterly planning:
This is a good time to pull out the roles and goals worksheets from your yearly planning and goal setting session. I usually use my roles outlined during my yearly planning to define what I want to think through during my quarterly planning time.
You can learn more about how to do this in my eBook, Live for Him: A Grace-Filled Approach to Planning.
Essentially, you will think through the same type of things you did during yearly planning, but you’ll go more in depth. You’re going to get more concrete because you have a better idea of your family’s current situation and needs.
For example, some of the things I think about during quarterly planning:
- Spiritual goals
- Conferences (this one is always a priority for me)
- Fun activities for yourself
- Doctors appointments
- Hair appointments
- Extended family visits
- Birthdays and celebrations
- Field trips
- Serving Opportunities
- Bible Studies
- Project timelines
If you completed your yearly planning, quarterly planning should be a breeze. You’re just moving in a little closer and with more finality – less pencil more pen type planning.
Did you know that I turned this series into an eBook (and added even more to it?)
You can now download this entire series plus more in one easy PDF download. Click here to learn more!