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!
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. 
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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.
This is a first look into that process! 
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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:
- Get my free energy management tracker to figure out how to plan around your peak hours
- Join the Work Brighter Clubhouse to grab this quarterly planning template for Airtable
- Start using Airtable today to plan better
And if you liked this, you’ll love:
- Intro to Energy Management: Why Productivity is All About the Energy
- Do Your Thing: Time Management Systems for Entrepreneurs Who Hate Systems
- How to Write a To-Do List That’s Actionable AF
- 6 Brightest and Best Planners for Entrepreneurs
- 9 Reasons Leslie Knope Would Be a Fantastic Entrepreneur
- How I Keep a Daily Journal in Notion
- Burnout Book Summary
But before you go, pin this:
