Nail Your Next Quarter

Grab the exact template that I use in my own 8-figure company to run crazy effective Quarterly Planning sessions - for free!

What’s Included?

If you checked out my video series on YouTube about how to CRUSH your quarterly planning (or if you read about it in my newsletter), you’ve heard me talk about The Template™️ pretty frequently.

Well, I’d like to give it to you.

It’s a Google Doc - pretty simple - and you can grab it, make a copy of it, and use it as many times as you like in your own business.

Just enter your email address below and I’ll send it over:

How Do I Use It?

First off, check out my two-part video series on How To Nail Your Next Quarter.

High Level Approach

How To Run The Meeting

Some Best Practices

  1. Create a copy of this doc for each session that you’re running - if you do this call for three different teams each quarter, you’d need 3 copies for Q1, 3 copies for Q2, etc.

  2. Don’t try and “save time” by filling it all out asynchronously. Working together and co-creating something is part of the experience. Put some tunes on and walk people through the exercise.

  3. Give the participants a note to start thinking about Key Issues in the team a few days prior to the meeting. Some people are planners and want to think through the issues beforehand, which is cool.

  4. Do your best to not leave the meeting without Quarterly Rocks clearly identified. The best way to do this is to anchor on outcomes, not solutions. If you feel like you’re making big decisions sooner than you’re comfortable with, you’re probably in “solution mode” instead of “outcome mode”.

  5. Don’t skip the Closing Exercise - particularly the Meeting Rating and feedback / upgrade prompt. Your job is a facilitator, and you should be open to receiving feedback and honing your craft quarter over quarter.

Want More?

I’m thinking about building a course on how to do this well, with video examples, recordings of the prompts / exercises, and more details around how to facilitate it.

BUT…like any good Product Person, I want to make sure that the demand is there first.

So…once you submit the form, you’ll see a link to the doc (obviously) and a little poll asking about your interest in a course.

If this is something you’d buy (say if it’s worth about $200 to you), mash the button and let me know.

If the demand is there, I’ll get to building.