Yay for Business with Courtney Chaal

Time Puzzle Pt 2 - The Quarterly Planning Process

Episode Summary

If you've ever set quarterly goals only to abandon them a few weeks in, this episode is for you. We’re diving deep into the art (and science) of quarterly planning in a way that makes your goals feel doable—not overwhelming.

Episode Notes

In this episode I'm breaking down:

1. Why vision matters more than just setting random goals. Instead of focusing on what feels achievable today, zoom out and reverse-engineer from your ultimate vision.
2. How to identify your “big rocks.” Learn the proven framework for prioritizing tasks that actually move the needle in your business.
3. How to make a goal stick. Discover the mental shifts and practical strategies that will keep you motivated (even when things get tough mid-quarter).
4. The exact steps to creating a quarterly plan. A step-by-step walkthrough of how to break your goal down into milestones, put them on your calendar, and actually follow through.
5. How to gamify your goals and make planning fun. Find out how to use tracking tools, habit stacking, and rewards to keep yourself engaged.

Key Quotes from the Episode:

• “Most of the work happens before you see results. Are you willing to stay consistent until that tipping point happens?”
• “If I looked at how you spent your last seven days, what would that say about your priorities?”
• “Quarterly goals give you enough time to see progress but force you to reconcile with the reality of time and resources.”
• “If you always feel stuck in the weeds and reactive, it’s because you don’t have a clear plan for your time.”

Resources & Links Mentioned:

• Reverse Engineer Your Revenue Goal Workshop – Get it here (use code SAVE11!)
• Courtney for a Quarter Coaching Program – Join the waitlist
• Follow Courtney on Instagram – @courtneychaal

Q2 Planning Workshop!

In March, I’ll be hosting a Q2 Planning Workshop where we’ll map out your next quarter together! Stay tuned for the date announcement!

Want to work with me?

If you’re ready for hands-on coaching and accountability to help you stay on track, join Courtney for a Quarter—my 90-day coaching program where I help you create and execute your quarterly plan with weekly check-ins, feedback, and strategic guidance. Spots are limited, so DM me on Instagram (@courtneychaal) or join the waitlist here.

Enjoyed this episode? Subscribe, leave a review, and share it with a friend who needs a better quarterly planning system!