{planning} The joy of quarterly planning

I’ve been an annual planner for the last 25 years. Until last year and the lockdown. I felt quite despondent and hopeless until Gretchen Rubin suggested making a 19 for Covid-19 list. After I made my first one for 3 months and saw how well it worked for lockdown, I just kept making a new list every 3 months.

Annual planning

  1. You do the planning properly once and then you just implement.
  2. Because you have the long-term view, you tend to take seasonal fluctuations into account, e.g. you might want to take 2 – 3 holidays a year – one in autumn, one in spring and one at Christmas.
  3. It will take longer as you consider the entire 12 months.

Quarterly planning

  1. Because you’re only planning for 3 months, it’s often easier to do because the planning is for a shorter time.
  2. If you no longer want to do something or if something is not working, you can change your goals and planning for the next quarter. Yes, you can do this for annual planning but we often don’t. The mere fact that the planning is only for 3 months changes your mindset about sticking to something you’re not enjoying.
  3. Useful in these pandemic times where things change quickly (lockdown levels) and where we might need a change.

My quarterly planning process

Last year, I just wrote down 19 – 20 things willy-nilly the first time I did my quarterly planning, but the next two times, I wrote down goals in the main 7 areas of my life.

The more structured approach worked well for me so that is how I will continue to do things this year. Do the same if you like a bit of structure or just go wild and write down some things. I do suggest at least having one or two goals in each of the work, home and personal/ relationships category.

I make a mindmap on a page in my bullet journal, put branches for the various areas – family, friends, health and fitness, house/ finances, work (day job) and OrganisingQueen (night job – ha!) and play/ fun (my word of the year). Any of my planning (even for this blog post!) starts with a mindmap.

Hint – I like a branch for my word of the year so that I put concrete goals to make my word alive for me.

Do you think you’ll give quarterly planning a try? What are your categories?

PS I talked more about quarterly and seasonal goals here.

A goals reprieve – quarterly and seasonal goals

I wrote in this Instagram post “April is the new January”, partly as a joke but mostly because I really believe that any time you want to set goals is perfectly in order and just great. Please set any goals rather than no goals.

You know that I set annual, monthly and weekly goals so I’m firmly in the detailed goals camp.

However, today I’m talking to many of you who need permission to lighten up with your goals.

Maybe you want to set quarterly or seasonal goals instead?

Let me give you some ideas:

Quarterly goals

In my Let’s Do This workbook (you can still get it here) there’s a page for quarterly goals. I put this in the workbook originally because some things in my life (personal/ house/ holidays) happen very much in seasons.

For example, the first part of the third quarter of the year is all birthdays around here.

Can you think of what happens in your life in terms of quarters? Birthdays, work pressures, house projects, annual holidays? Perhaps if you set goals in quarters it would help you instead of making you feel overwhelmed?

Seasonal goals

We’ve all seen those summer lists on Pinterest and Instagram. I do some seasonal lists but definitely not summer (summer is not my favourite season as long-time readers know). I do make a Christmas list (which happens during our summer), autumn and winter lists though.

Here’s my current autumn list.

I find seasonal goals very helpful in reminding me to get to the things I do want to do, but if I don’t write them down and name them, they often go by forgotten.

E.g. in Spring, I always put jacaranda photowalks on my list. Our city is carpeted in purple blooms and it’s just gorgeous.

The co-host of the Best of Both Worlds podcast, Sarah, divided this year into quintiles (I had never heard of this before) but it made perfect sense because she was on maternity leave for the first two months of the year, and then the rest of the year is divided as she saw fit. Loved it – makes sense for her situation.

I re-read her post now as I’m writing this one, and I realized she combined the concept of quarters and seasons.  By the way, Sarah is an upholder 🙂

So try something different – grab a page or your bullet journal and write down a few autumn/ spring goals, or some 2nd quarter goals.

Has this helped you to reframe from the standard periods of annual and monthly goals?

Did you set some goals? 😉



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