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Personal Quarterly Plan

Sets three outcomes with weekly leading indicators, and names what you are giving up to make room.

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CategoryProductivityForSolopreneurs, Founders, OperatorsTested onClaudeChatGPT

Running it, start to finish

  1. Look at last quarter's pattern before planning this one.
  2. Cut to three outcomes and name what you dropped.
  3. Set a weekly leading indicator for each and review on the same day each week.

What you get back

The output this produces, every time.

  • Caps you at three outcomes and names which goals did not make it.
  • Requires a weekly leading indicator, without which failure is discovered in week eleven.
  • Forces you to name what you are giving up, since additive plans fail on capacity.

Getting better results

Where this usually goes wrong, and how to avoid it.

  • Deal with the perennials. Something carried for three quarters is telling you it is either not important or wrongly scoped. Both are decisions.
  • Make the indicators leading. 'Revenue' is lagging and unactionable weekly. 'Conversations started' is leading and tells you something on a Friday.
  • Allow the mid-quarter drop. Dropping one outcome to protect two is a good decision. Planning for it in advance makes it possible to take.

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Written for The AI University. Every prompt in this library is original work — authored, tested and revised here, not collected from elsewhere. 365 of them, free with an account.