Quarterly Goal Planning for MAXIMUM Results | Breakdown & Demo | Amy Norton | Skillshare

Quarterly Goal Planning for MAXIMUM Results | Breakdown & Demo

Amy Norton, Freelance Writer & Productivity Whiz

Quarterly Goal Planning for MAXIMUM Results | Breakdown & Demo

Amy Norton, Freelance Writer & Productivity Whiz

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4 Lessons (22m)
    • 1. Intro

    • 2. Quarterly Goals

    • 3. Assessing and Caterogizing Your Goals

    • 4. Constructing Your Plan + DEMO

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About This Class

Have you ever had a difficult time hitting a yearly goal? Or maybe even a short, intense goal over the course of a month?

If you're like many people, these time tables are not ideal. Yearly goals leave us plenty of time to slack off and underestimate how much time we'll need to accomplish something. Short, monthly goals lead to us overestimating our abilities and burning out. 

This is where quarterly goals come in. 3 months allows for enough time to accomplish BIG goals while keeping a shorter time table that is motivating, but not as overwhelming. 

In today's class, I am sharing my quarterly goal planning method. I've been using this for over 2 years now and it's made a massive impact on what I've been able to achieve. I'm going to go over the pros of quarterly planning, how to come up with your goals, assess if your goals are realistic quarterly goals, and go over how to organize and execute your quarterly goals. 

For the class project, I've attached a worksheet to help you categorize and display your quarterly goals for reference each week. I can't wait to hear what you're able to accomplish using this method of planning!


Meet Your Teacher

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Amy Norton

Freelance Writer & Productivity Whiz


Hello there! I'm Amy and I'm so glad you've stumbled on this page. I am really excited to be sharing videos here on Skillshare and Youtube. I am very passionate about being as productive and creative as I can be. On Skillshare, I am sharing videos about different productivity techniques that I have studied and had success with as well as writing, freelance, and entrepreneurial tips that have helped me as I build my writing business. I love to use my time to the very best of my ability and I love trying new practices to stretch my time out. When I find things that work I am so excited to share them with you, so I hope you will check out my classes and let me know what you think!

Thanks so much for taking the time to read this and have a fantastic day! 

 ... See full profile

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1. Intro: Hi there and welcome to the sculpture class. Today we are going to be discussing quarterly planning. It's prose, it's cons, how to do it and why. It's a much more effective way at to set and achieve your goals rather than doing like year-long goals, monthly goals, like shorter challenges. This is a way to really hit those bigger goals, to make them into smaller chunks, and to effectively do so. So today I'm gonna go through and walk you through my quarterly goals planning process some different ways that you could do it too, make it fit your lifestyle better. And for the class project, I have attached a quarterly goals worksheet that you can use to create your quarterly goals that just kind of a layout. I personally prefer writing it down in my notebook. This is my yearly notebook where I record everything for the year. Goals, books read all of that. So I like to keep it in the same notebook, but you can either take a piece of paper, do it like I'm doing it, download the worksheet, whatever, floats your boat. So let's go ahead and get into the first part of this class. 2. Quarterly Goals: Okay, so the first part of this class is to kind of think about why this is important. Because if you don't go in with a real commitment to doing quarterly goals, it's going to be much harder to accomplish them. So one of the reasons that quarterly goals is so magazine is that many of us have tried year after year to do New Year's resolutions, yearly goals, and we failed. It's difficult to sustain a goal for a year without a breakdown and a plan. And so many people by February have completely forgotten their goals. They're just given up on the goal. And alternatively, a lot of people will try to do something in a month. They will give themselves a huge goals to try to accomplish in 30 days and they get completely overwhelmed and give up. So as humans, we tend to overestimate what we can do in short periods of times, like a month, and underestimate what we can do in a year. So we kind of lay that like, you know, we kind of relaxed too much for a yearly goals were like, oh, I can always start over next week on this, you know, weight-loss plan or I can always start my side hustle next week, have a year to deal with. So we kinda underestimate what we can do in a year. But then when it comes to short hand lens like a month, we will or estimate our abilities get overwhelmed or burnout and it just neither are very healthy habits. By having a three-month goal, you give yourself enough time to achieve a larger goal, but not enough time where you can't, where you can just like put it aside for a few weeks and not think about it like a yearly goal because it's a shorter time windows. So you know, you have less time to accomplish this. You do have to stay on track with it more effectively than like a yearly goal. But you are going to be more aware of your goal. You're going to be like more inspired and motivated because it's a shorter period of time. And you're going to have a sense of accomplishment when you end up hitting your goals, which is really important to keep that motivation just rolling and going. So if you're thinking right now, I don't even know what I don't want to do or how I would break the sound like I have to make a vaults to small goals. Like how do I know what an appropriate goal sizes. What I want you to do is I want you to grab a blank piece of paper and I want you to brainstorm. So let's say, and think of goals from all aspects of your life. I highly encourage when you do your quarterly goals, I found that my most successful quarterly, like quarters have been when I've included goals from both my personal life, my professional life, like health goals, relation, relationship like community goals, et cetera, like having a good balance between different aspects of your life. Not just career goals are not just health goals is a really good way to round yourself out as a person as well. So right now, I want you to sit down with keys, paper, and just brainstorm. So anything that you want to picture yourself three months from now and, uh, how you'd want to be, how many books would you like to read in the next few months? So say you wanna read ten books. Okay? You want to read ten books. You want to be 15 pounds lighter. You want your site households would be bringing in a $1000 a month. You want to continue education. So you want to watch one skill share class a week, let's say, let's say you have been feeling. Maybe you're not connecting with peoples and especially this year, it's been a hard year, of course. So maybe you want to make an effort to see your friends more or to connect with them in more ways. And notice that these goals I'm writing down every single one of them has a numeric value. So if you catch yourself where you're writing down goals that don't have a way to quantify them. So let's say you, you want to have more patients, OK, well, that's a great goal. Having more patients, right? I think pretty much everyone could use, I could use that certainly, that is an amazing goal, but the problem with that is that it's not quantifiable. You can't measure that. You can measure if you read ten books or if you lost 15 pounds, that's easy to sit there and track, right? But having more patients, that's a little more of an abstract goals. So you're going to have to be more creative about how you want to approach that. So instead of writing something down like I want to be fitter, elaborate on that goal. So, so if you want to fitter, that might include losing weight, that might be tracking that you're eating vegetables everyday, for example. So add some sort of quantifiable factor to your goal. So have more patients. Belen is that is a tricky one. Certainly, I would say if I was looking at this as a personal goal for myself, I would want to maybe create something like a system for myself to learn patients. So say first, first part of this goal would be doing some research on how to have better patients, how to remain calm. Maybe even reading a book on that topic could also have a quantifiable goal. Like did I take a break from a situation that made me angry this week and count back to ten, did I did I do something like an action in response to what I felt in patient. So or if you have a certain situation in your life, say you get really impatient, waiting in line, okay, that you know, that can be frustrating. So instead of having, just having this as your goal, have more patients, you could have it as how more patients while in line. Get into the habit of bringing a book with me to read in line, or to do a crossword puzzle on my phone or to catch up on email as something, some sort of action you can track and then you can look back on a weekly basis and go OK, you know what? I did have two instances this week where it was in line and I was feeling super impatient, but I pulled out the book that I'd been keeping in my bag with me and that helped me to keep my cool. So that's something that you can do when you have something that is very abstract like this, that's not, is easily quantifiable. But anyways, getting back to our example here, so keep this in mind. I want you to brainstorm right now a bunch of different goals you have. Use your imagination. If you could improve things in your life, what would they be like? Would you, would you be healthier? Would you'd be more educated and a certain topic, one of my goals is share was to learn more about geography. So I took and found some online geography quizzes with maps, like visual quizzes. And I went through and dedicated each month to a couple continents and went through and learned more about different countries and their locations. And for me, that's something that's trackable. It was something that did help me to learn more about geography. So again, it's trackable, it's reasonable. I can go through and learn, say, Africa and South America is what I did in one month and that was reasonable. So go ahead and take a moment now for this section before watching the next section and write down anything that comes to mind and make sure that anything that's abstract that you do quantify it. Make sure you have some sort of way of measuring it, because otherwise this entire system is going to fall short for you. So go ahead and do that right now. And I will see you in the next section. 3. Assessing and Caterogizing Your Goals: All right, welcome back to this class. So for this section we're gonna go through, you should now have a list of goals that are all quantifiable. So before we start organizing these and making them into quarterly goals, I want to also do a double check that these are realistic goals for you. So I've added a few more since our last module. And I'm going to use these as examples to things that are realistic. So for example, I have here for a quarter, learn three savory dishes like new savory recipes. So for most people, three months learning three recipes, that would be fairly reasonable, right? Like you could plan that out, you could plan out of recipe one week, get the ingredients the next week, and then execute it the third week of the month, and then repeat each month. And you'd have three savory dishes fairly easily. So that's a realistic goal. Then you have a goal like this. I do yoga twice a week. Now. For a lot of people that might be pretty realistic if you've never kept to a workout schedule, if you've never done yoga before, maybe that's overwhelming for you. Maybe the score do you want to start with once a week? But try not to go from 0 to do yoga five days a week. That's going to be a massive change for you. And especially if you're trying to keep on track with several goals in your life, it could be very overwhelming. So start with your first quarter and make it realistic buildup to it. So if your ultimate goal is to do yoga five days a week for the first quarter that you are attempting this work on doing it twice a week and then the next quarter, try three to four times a week and then the quarter after that, it gets to five times a week. For me, what I like to do is I am a fan of New Year's resolutions. And what I do with my New Year's resolutions is I write them all down and then I will break them into quarters. So I will base my first quarter legal first quarter one's goals on my New Year's resolutions for a fourth of like a fourth of that goal. So if my goal, for example, the shear is to read 40 books, for example, that I would need to read ten books a quarter. So I'll have that included in my goal. So if you catch yourself when you're looking at your list right now, and some of your goals are really big. Or they're, they're really, maybe they're not really big to somebody else, but it's a big lifestyle shift for yourself, like doing yoga five times a week, or if you don't have a side hustle started earning $1000 a month. That could be a big goal depending on what you're trying to start doing and how much time you have to dedicate. So go through right now and list anything, like put a star next to anything that maybe is too big of a goal, that's too much of a stretch. Kinda analyze what is realistic for you to actually accomplish. Because again, having that motivation, having your momentum is really important. You want to keep that you don't want these goals to be so big that you're discouraged, but you want them to be big enough that you're excited and motivated that if you hit them, it would be a really big deal to you all the same. So go figure it out, just make sure, you know, cross out anything that is too big and replace it with a smaller, bite-sized goal. So going back to yoga example, instead of doing it five times a week when you when you are currently doing it 0, tried doing twice a week for this quarter. And of course, if you find yourself, you know, you're in the first month of quarter. If this quarter, if you find yourself nailing that yoga twice a week, feel free to go further. Go up to three times a week. Like don't let your, you know, don't let it hold you back, but definitely make sure your goals are realistic enough for you though. I'm gonna go ahead and now break these down into sections. Now, the point of sections, this is a really important part of quarterly goals for me and this made a big difference. And when I first started doing them, and a little bit later when I got more successful at achieving most of the quarterly goals. The importance of your categories in sections is to make sure you have a balance between your personal and professional goals and also your big picture and your short-term. So if you have an overwhelming amount of goals on your list right now, that are all professional goals. You're going to be unbalanced. If your goals are all health goals or social goals. Again, you're going to be unbalanced now everyone has different goals. Some of us are more career-oriented. Some of us really loved to learn and want to expand upon that even more. So I'm not saying there's not gonna be completely equal in every section, but if you notice yourself having one section that's very top-heavy, I would take a step back, maybe take a few of those goals off the list or make sure they are realistic. And maybe look at adding some into your other areas of your life so that you do have ways that you're developing your personal life as well as your professional life or vice versa. So on the worksheet that I created for you guys, there are four sections. I believe the sections are like a relationship section. So for that for me, I would use that section. Anything having to do with family, friendships, community, like maybe for volunteer, something like that. So anything having to do with other people. Really that's, that's more like on a social level. I also have a section for health. So if you're trying to eat more vegetables, workout, et cetera, it career goal. And then and then the last section I have listed is personal goals. This is just a space for you to put, you know, maybe educational goals. You know, if you have spiritual goals, if you have goals about like, you know, learning or patients or things, but things like that that are very personal to yourself. I would include them under there. For me personally, when I'm writing them out in my own space, I like to keep them just as professional and personal. That's kinda how I label them. And I include educational goals under professional because I consider that kind of an extension of that. So that's just how I do it. That's how I like doing it. But either way you enjoyed doing it, you can make your own categories. You can use the four category worksheet. I may. You could write it out into categories like myself. So I like to do is I like to create two categories here. So this is the Professional section. I'm going to, for me anyways, I include things like money goals, educational goals, work goals, and here, so for example, we would have saving $900 in emergency fund. That would be in my mind anyway, that would be something I would categorize as like a professional goal. And while you're writing this out, I was suggests living like an extra line and you'll see why in a moment. Just leave yourself a space to write a little bit more and make sure again, you reference the timeline for this. So for example, to zoom calls a month, don't just put to zoom calls like put, make sure you reference that this is per month. 4. Constructing Your Plan + DEMO: Okay, so now we have, our goals were announced, so we have them organized into different categories. Again, make sure you have at least two sections. I like the personal and professional sections. The worksheet I made has four different sections to make it even more specific. Do what works for you, but make sure you have some sort of categories so you can kinda tell it, look, I have about an even amount in all these categories. I wouldn't recommend this for me. I'm doing two sections. I wouldn't recommend having more than like five or six per section that can get really overwhelming. Unless some of them are continuation of habits you already are doing. Perhaps that would be a little different, but keep that in mind to overwhelm yourself. And if you're doing the four sections, maybe keep it to like three-ish goals a section because it's gonna get very overwhelming otherwise. And the reason we leave extra space underneath each of our goals is to how a way to record these easily. So for me, a lot of these numeric goals, I will put a set of parentheses and leave room for me to make tick marks. So every week for me on Sunday, that's when I do my weekly paintings. So that's why I will update my quarterly goals as well. I will add another mark if I've read a book and the previous week. Same thing for the skill share. We class a week. If I've finished a sculpture class, I would add another tick mark there. Now for goals that are maybe a little more like, that are larger than a little bit more of like a monthly goal like we have saved $900 and emergency fund. I recommend, even though this is a pretty easy math, I recommend on the paper writing down $300 per month. Just put it out there, just break it down so it's very easy to look at. Okay, so then we have goals like this, which is to earn by the end the last month or $1000 a month from your side hustle. So that one's a little more difficult because you want to still track month 12 to make sure that you are increasing your earnings so that by month three you hit $1000 per month, right? But it's not something you can just check off easily like for this one here now, a $100 in your emergency fund. For me, I would put down month one, checkbox, month two, checkbox, and month three checkbox. And for me, if I hit if I did put through a $100 or more in my account on month one, I would check it off. So for goals like this where you're kind of working up to hit something by the end of the quarter, what I would do is I would just say, okay, month one, I hit $450, let's say then month to record what you made for that one and then three, record what you made there. And I like to put big checkboxes next to the side of my goals here. That way when I do hit it, I have the satisfaction of going okay, I hit I read ten books. Cross it off for me, that makes it fun. I'm a big fan of checking off things. So again, for different categories like this to zoom costs per month, I would do I would write down Month one and I would put parentheses that way you can mark 12 when you have done both calls that month and you can also have a good view of it. The important thing is that you have a way to easily update this, a very consistent basis. So I do recommend a weekly basis when you're looking ahead at your next week. If you do like a planner, like I do in my weekly pen or class, pull out your planner and just take a look and see what you actually accomplished here. Or you can keep this at your desk and anytime that you do something, you can just mark it off right in that moment. So anytime you make a zoom call with a friend, immediately pull out and record it. Anytime you do make that deposit, immediately record it, whatever works for you, but make sure you have a way to consistently update this and to look at it on a regular basis. That way you're constantly thinking about these goals and aware of how much more you have to go, like how much more weight you need to lose, how many more books? So I need to read. Hit the specific goal by the end of quarter three. So that's how I keep myself motivated. You want to have it everything on this one page. In a bird's eye view, you want to know exactly where you are at. Just looking at one page. So right here, I know I check this off, but you know, right here that I have read a five out of ten books for example. So you know that you have to read five more. It's very quick, it's easy. You have a great idea of exactly where you are because of that. Now, the other thing I love about quarterly goals is retrospect. The best part for me is looking back at a previous quarter and going, where did I fall short and why? So for example, let's say my bowl here, Yoga twice a week. Let's say I have the month, 123 boxes here and let's say I only accomplish the skull and month too. So I didn't hit the goal overall. I only made one month. Why really consistently did yoga twice a week? Well, let's look at it and go. Why is that? Did you know did something happen where you ill for one in the months and that just really, you know, brought your average down. Did you kind of just feel uninspired? Did you not like the instructor? What was it that made you kind of struggle with this goal? Was it too big of a goal? And that's a really important thing to note. I would recommend actually after you've done a quarterly gold taking it maybe the back of that piece of paper and taking down notes about why you didn't hit your goals. So if something is too big of a goal, make a note of that that way next time you're sitting down to make the next quarter's goal, you have a clear idea of why this is too big or why it's not. So use this corollary she in a bird's-eye view so you can accurately track where your ad during whatever portion of the quarter you can look at it and you know, immediately where you're at, but then take a few minutes when you finish your quarter and you're about to start making the next quarterly goals. Take a few moments and go, wow, you know, good job Amy. You hit this goal, the Skoll and this goal. But why why do I fall short completely here? What was so difficult about this? And, oh, you know what? I learn to dishes this quarter That was really good. I think I'm going to keep the three new savory dishes goal for next quarter because I was really close and I think I can hit it with a little more effort or it now that I'm more practice. So take a look and see where you succeeded in. See what maybe you can do a continuation of if you're, if you wanted to continue learning, say more recipes or making more zoom calls with friends, whatever it is, and use that as a guide. Kinda see you maybe where you put more effort into or what your shortcomings are. If you make some goals too ambitious. Alright guys, that's the end of this class. I hope you enjoyed, helped us with helpful. This is made a humongous difference in my goal achieving. I can't even describe how big, how big of a difference. It's been amazing. I would love to hear your feedback in the comments. And for the class project, don't forget to download that worksheet or upload a picture of you doing your own quarterly goals and the breakdown that you have for that. I would love to see that. So I will look forward to that. Dover's check out my other classes and follow me as a teacher. I do upload a lot of productivity planning type classes, and I will talk to you very soon. Bye.