Did you miss my 90-day planning workshop?  

Did you miss my 90-day planning course? 

If you did, and likely you did, I encourage you to take the time now and update your plans and goals.  

In my workshop and course, I guide you through the process, explain each step, provide feedback, and answer questions.  

Here, in this blog, I can’t do that. What I can do is provide you with the steps needed to create/update your goals.  


Step 1:  Celebration, review, and dreaming

Celebrate what you have accomplished so far. What are your wins? 

Then review where you are. Check in with the goal you have. Are you on track or not? What is working? What is not working? Is there anything you need to change or start doing?   

What do you want to achieve? What ideas do you have?  

Step 2:  Create your goals

Review the above notes and clarify what you want to focus on.  

Write your goals using the SMART formula (Specific, Measurable, Attainable, Realistic, Time bound)

For each goal, answer a few questions to know if they are important enough to spend your time on them and continue to work on them even when things are difficult. 

  • Why do you want to achieve this goal? Why is it important to you?
  • What are the consequences of achieving my goal? What are the consequences of not achieving your goal?
  • Do you need any tools, skills, or support to achieve this goal? 

Limit yourself to no more than three goals. Any more, and your focus is too divided. It’s overwhelming and frustrating. 

Step 3: Break them down into quarterly bite-sized pieces

You have big goals, and it is time to break them down. Try to think of the high-level milestones your goal has and plan them over the remaining quarters. 

Also, consider what is happening in your life in each quarter. Are you going on vacation? Are your kids home? What might pull you away from your goals? Consider that while you break out your goals. You can do a lot in some quarters, and in others, you might have to scale back.

Review your breakdown. Have you put too much in one quarter? 

If you feel overwhelmed, you may make further adjustments or have too many goals.  

Step 4: Using your quarterly plan, create your 90 days goals. 

Write them out using the SMART formula.  

You now have your 90-day goals. What strategies will you do to make them happen? HOW will you achieve your goal? For example, your goal is to grow your revenue, and you will increase it by launching a new program or upselling a mini course to past clients.  

Step 5:  Create an action plan. I call it. a MAP

Map out the steps you need to take to make the goal a reality. 

Map it out over the 13 weeks of the current quarter. 

Think of the goal as your destination—the quarterly plan as your stops along the way. The map is your detailed instructions. 

Step 6:  Take action

Every step you take brings you closer and closer to your goal

Step 7:  Track your progress and evaluate. 

Each week, check in. Are you on track? What is working? What is not? 

Make adjustments as needed.   At the end of the quarter, start again

Bonus step:  Find an accountability partner or group.  

Find someone who will hold you accountable for completing your steps toward your goal. Better yet, find a mastermind/accountability group so that a particular group of people will not only hold you accountable but will also support, guide, and help you reach your goals.  

The reality is you will likely fall behind at some point, and it’s normal. However, think of how far you went because you followed seven steps! 

I hope to see you at our next planning workshop.  

Plans are of little importance, but planning is essential.

Winston Churchill