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In this episode, we dive into the world of quarterly planning with Manali, an editor for wedding photographers and a seasoned business coach. She shares her insights into why quarterly planning is essential for business success and offers practical tips to implement it effectively.

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Quarterly Planning

Today, we’re joined by Manali, an editor for wedding photographers and a business coach. Manali shares her journey into quarterly planning and why it’s crucial for business success.

Quarterly planning, as Manali explains, involves dedicated reflection on the past 90 days, allowing entrepreneurs to assess achievements, pivot strategies, and set clear goals for the upcoming quarter. This structured approach enables a more agile response to changing circumstances and ensures alignment with long-term business objectives.

Here are the biggest takeaways from Manali on getting started with quarterly planning:

  1. Evaluate your calendar to identify available time slots for quarterly planning sessions.
  2. Set aside dedicated time for quarterly planning, ideally two days every quarter.
  3. Reflect on the past 90 days, acknowledging wins, challenges, and areas for improvement.
  4. Conduct a comprehensive review of your business, including marketing strategies, client experiences, workflows, and personal well-being.
  5. Break down overarching goals into actionable tasks, ensuring granularity and manageability.
  6. Utilize project management systems or tools to streamline execution and track progress effectively.

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Posted in: The Self-Starter Podcast

May 6, 2024

Quarterly Business Planning with Manali Sontakke

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Nichole Lauren is a photographer & business coach in Greenville, SC & available for travel worldwide.

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