The Quarterly Planning Playbook™

For Founders, CEOs, and Corporate Business Leaders

What You'll Get:

How to Prepare for Your Quarterly Planning Session - What to bring, how to block time, and how to set up a distraction-free environment for high-quality thinking and leadership clarity.
Review the Quarter [Review + Reflect + Refocus] - Extract strategic insight from the previous 90 days. Identify what worked, what didn’t, and what must change going forward.
The Proprietary 4-Phase Quarterly Planning Cycle - A repeatable framework for preparing, reviewing, aligning, and executing — quarter after quarter.
Vision & Alignment Template - Gain clarity on where you're going and why it matters—so every decision you make serves the bigger picture.
Quarterly Snapshot & 90-Day Objectives - Set the tone for your quarter, define your top priorities, and create a filter that eliminates noise and distraction.
Quarterly Strategic Planning Template - Your comprehensive blueprint for setting goals, building execution plans, and aligning resources with strategic intent.
The Align 9 Method™ - Turn your top 3 goals into focused milestones and leveraged weekly actions — so nothing falls through the cracks.
Projected Revenue & Offer Planning Worksheet - Map projected revenue, forecast by offer, and clarify exactly how you’ll grow—intentionally and strategically. Move from guesswork to grounded forecasts. Align your strategy with financial targets.
Quarterly Strategic Recap - Summarize the strategic choices and execution priorities that will govern your quarter. Keep it visible and actionable for daily, weekly, and monthly use.
Weekly Planner Template & Execution System - Turn strategy into execution with a repeatable weekly system for focus, reflection, and performance. High performers don’t wing it—they check in, recalibrate, and plan with purpose.
Tasks by Timeframe Checklist - This template is your routine & rhythm of execution. By anchoring your focus to specific, time-based checkpoints (daily, weekly, monthly, quarterly), you turn your strategic plan into a repeatable performance system.
Tasks by Timeframe [CSV File] - Plug-and-play format for Asana, Airtable, ClickUp, or your project management tool of choice. Import once and track consistently.
Decision Log Template - Capture key decisions, commitments, and turning points to increase clarity, reinforce your leadership thinking, and allow you to track what you committed to––and why. Build your capability to make better decisions on faster timing–with increased confidence.

PLUS — 4 High-Impact Bonuses to sharpen your clarity, leadership, and focus:

Bonus #1: Top 25 Strategic Planning Prompts
Bonus #2: The 4 Leadership Planning Roles™
Bonus #3: Quarterly Business Health Audit
Bonus #4: CEO Focus Rituals & Habit Guide

The high-performance planning system used by elite business leaders to engineer clarity, align strategy with weekly action, and achieve repeatable results every 90 days.

One System. Better Decisions.
Bigger Wins. Quarter After Quarter.

"This isn’t just planning — it’s power." I used to start the quarter with a lot of ideas but no roadmap. This changed everything. I now run my quarter as a confident CEO and my team has never been more aligned.”— Maria D., Founder and COO

"The clarity I gained from this playbook directly impacted my revenue." Within two weeks, I closed 3 new clients because I finally knew what to focus on — and what to drop. This is strategic execution at its best.”— David K., Marketing Consultant

"I’ve hit more goals in the last 90 days than I did in the last 6 months. "I was stuck in busywork mode. This gave me a simple but powerful way to align, act, and accelerate results.” — Ellen R., Creative Agency Owner

"My entire organization is clear on what needs to happen to deliver our department goals. We uploaded the "Tasks by Timeframe" template into our Asana Project tool. And it automatically installed the daily, weekly, monthly, and quarterly tasks we need to focus on as a team to deliver for the company. It was seamless! — Lynette B., Corporate Director

$77.00 USD

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