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Inside, I walk you through how to know what to prioritize in order to set solid quarterly goals that drives your business forward.

RECAP & THINGS TO CONSIDER

1. What does your business need from you in this season? What is currently the biggest bottleneck in your ability to grow sustainably? Is it leads, conversions, customer delivery and operations or customer retention?

2. What support do you need right now to allow you to tackle your current bottleneck? Do you have the expertise and capacity right now to navigate that or do you need outside support?

3. Where do you want your business to be at the end of this year? What 1-3 rocks/priorities can you focus on this quarter that are the first or the next domino in achieving that overarching goal for the year?

4. There are a lot of potential projects that you can take on. Make a list and audit. With what’s left, consider which ones can be deferred until later to even further refine. Determine which projects need to be worked on now in order to keep on track with where you want to be at the year’s end?

5. In deciding the projects you’re taking on for the quarter, get clear on how that project specifically achieves the overarching goal for the year. Get specific. So, for example, why does growing your Instagram matter? How does that serve the big picture? And what’s the actual project that you’ll undertake to achieve that.

6. For each project or priority, write down why it matters so you have clarity and can clearly communicate with your team if you have one. Doing so will allow you to remain focused in the moments where it’s easy to be distracted by shiny pennies.

7. For each project/priority, what does success look like? How will you objectively measure that? What’s the benchmark that you’ll be judging your progress against?

8. Instead of saying, “grow our Instagram account” as a project, instead, share what you are actually going to do to grow the account. THAT is the project. This is about you using past data and your instincts to test an approach to achieve that overarching goal. You want to be clear and specific.

9. What do you actually have capacity for? Not your perceived capacity, but your actual capacity?