Map Your Quarter Replay

Additional Notes From The Remaining Workshop

REVENUE GOALS

With revenue goals, I want you to get granular.

How many students?

How many students for each offer?

When do things come up for renewal?

When will you need to promote?

Use past information on PIF versus PP (for example in my business it’s 40/60)

Baseline recurring income

From what offers?

When are you going to launch them?

How many people do you need to have on your list?

Now you have some ideas, I want you to refine these rocks.

What’s the most pressing and biggest needle drivers?

Think about your capacity, too.

Anything that can be left until next quarter, should

Now you have your core company rocks.

We want to define what success looks like and how you’ll know whether you’ve hit it.

Now we have your rocks, we want to break them down to projects. 

Projects are simply things you focus on to achieve the primary objective of the rock.

We want to delineate what those projects are, so that we can break them down even further into tasks.

As that’s what we’ll be transferring into your project management tool.

if you don't already have a project management platform that you use, I want you to make the decision in the next day or two, like 48 hours, you're deciding. 

I use Click Up, but other options include, Notion, Monday and Asana.

I have the recurring business tasks already in my Google Calendar and reflected in my Asana and then I assign myself tasks based on the project plan.

Now we know what our projects are, we want to break down all of the subtasks that go into that project.

We’re breaking it down into small, bite size pieces.

The next step is setting deadlines and assigning each task

How we do it is we create the Project in Click up and then have all of the tasks underneath.

I work back from the due date and reverse engineer.

I think about how long things have taken in the past to gauge deadlines.

I take into account the days I have to work on project work, too, to figure out how long something will take me.

This is where you also assign tasks to your team – and this is how you take away the pressure of assigning them tasks by tasks.

They know what they’re doing at any given point and how it connects to the company’s bigger rocks.

Two things to remember when setting your task deadlines, make sure to consider the weekends and holidays when you're scheduling your deadlines and give yourself a little wiggle room as well. So first set the main task deadline.