my quarterly planning process

First Published: March 25, 2019  | Last Updated:

The gist: I’m a chronic overplanner and overachiever, and have a hard time with quarterly planning that leads to success instead of burnout. But here’s my best secret!

jamming on my quarterly planner quote

Real talk time: Even though I teach productivity and love planning, last year I realized that I was making one of the biggest planning mistakes you can make with my quarterly planning…

Overplanning and not doing a time audit before jumping into new plans. 🙈

As soon as I realized my mistake, I jumped into Airtable and started coming up with a new quarterly planning process that would help me avoid the overplanning that inevitably leads to either falling behind or burning myself out.

a good plan is one you can follow quote

This is a first look into that process! 👀

In this video, you’ll see:

  • How I plan my months for my business (that makes room for the rest of my life)
  • How I consider mental illness and chronic illness in my quarterly planning (save your spoons, my friend!)
  • How I start with a time audit to see how much time I REALLY have in the new month or quarter (it’s NEVER as much as we think)
  • How I use Airtable’s features to make sure I don’t try to fit to much in any given week or month (Airtable makes it SO SO easy!)

Watch the quarterly planning episode of the Brighter Broadcast now:

If you’re interested in any of the resources I mentioned:

And if you liked this, you’ll love:

But before you go, pin this:

My Quarterly Planning Process to Avoid Burnout & Overplanning

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