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How to Set Quarterly Goals in Business

Quarterly Goals in Business, how to, quarterly goalsAs a business owner and creative, you know that setting goals is an essential part of running a successful business. Goals help you stay focused, motivated, and accountable to your bigger dream. However, it's not enough to set big yearly goals and hope for the best - if only!

If you’ve found yourself deep into a ‘new’ year and at a standstill with all of your big goals, you’re not alone. The issue may just be that you aren’t approaching your goals from a daily, monthly, and quarterly system - this is the ‘trick’ to creating momentum.

Quarterly goals are an effective way to break down larger goals into smaller, more manageable pieces, so you can actually make those big dreams a reality.

Keep on reading and I’ll show you how to set quarterly goals in business.

Quarterly Goals in Business, how to, quarterly goals, writeDefine, Define, Define

Before breaking down your yearly goals into smaller, more manageable quarterly goals, you need to get super clear on your goals and define the key projects or tasks that will help you reach your overarching goal.

For example, your big goal might be to increase revenue by 20% or to launch a new product. But that’s not enough. In order to actually make that goal a reality, you need to determine what actions will help you get there - aka define! In the below FREE goal setting guide, I walk you through exactly how to do this.

Create an Action Plan

Once you've established your quarterly goals and define the specific tasks and projects associated with each, it's time to create an action plan.

Your action plan should outline the specific steps you need to take to achieve your goals. It should include distinct tasks and deadlines, but also allow for some wiggle room in your day to day approach.

The action plan is such a vital tool in the overall achieving of goals - so much so that I created a Quarterly Overview Planner! This is the exact system and process that I personally use to ensure my yearly goals are coming to fruition - by breaking them down each quarter, by day, week and month.

The Ramona & Ruth Quarterly Overview Planner will launch May 17th, but in the meantime check out the freebie download below to help you get started on setting your own quarterly goals.

Free Download to Help You Reach Your Goals

In this guide, I’ll provide you with my step-by-step process to help you design your days around your goals by focusing on a quarterly approach.

By breaking your goals down into smaller, bite-sized pieces, you will have a manageable system that will allow you to make strides towards achieving your dreams.

Download the FREE guide here and start making progress towards those goals!


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