Quarterly Planning 101: Building a Successful Business Strategy

In this episode of Ambitious, Kate Perkovic dives into the essentials of quarterly planning, providing practical steps to achieve clarity and set realistic goals for your business. Through reflections on her own experiences, Kate shares lessons on strategic planning, resource allocation, and effective scaling. She highlights the importance of aligning daily actions with a long-term vision, breaking down the process into structured steps—from creating a three-year vision to actionable daily tasks. Kate also goes over the significance of authenticity in the goal-setting process, encouraging listeners to ensure their ambitions are genuine and not influenced by external factors. Tune in for insights on impactful decision-making, avoiding common pitfalls, and staying focused on what truly moves the needle in your business.

01:01 The Importance of Quarterly Planning

03:21 Reverse Engineering Your Goals

04:19 Scaling Your Business: Less is More

07:52 Identifying Your Small Self

12:33 Envisioning Your Soar Self

18:26 Creating a Three-Year Vision

26:57 Setting Annual Goals

31:10 Focusing on Key Business Areas

37:25 Setting Annual Business Goals

39:32 Realistic Business Growth Rates

44:34 Quarterly Planning for Success

55:24 Monthly and Weekly Execution

58:16 Staying True to Your Vision

To connect with Kate on Instagram, click ⁠HERE⁠.

To apply for ITI, click ⁠HERE⁠.

To submit a question to be answered on the podcast, click HERE.