My Quarterly Plan™ – Turning your Plans into Actions

My Quarterly Plan® is the missing link between your annual vision and your day-to-day actions. Designed to help you focus, prioritise and take meaningful moves forward, this planner guides you step-by-step through turning your goals for the year into clear, achievable plans for the next 90 days.

Whether you’re building a business, progressing your career or working towards personal goals, this quarterly planning tool helps you cut through overwhelm and focus on what truly matters right now.

What this planner helps you do

• Translate your yearly goals into clear quarterly priorities
• Break big goals down into manageable actions
• Identify quick wins, enablers and potential blockers
• Time-block key activities, projects and milestones
• Stay focused, intentional and aligned over the next 90 days

This is not about doing more.
It’s about doing the right things.

What’s inside My Quarterly Plan®

Using the Planning My Success® methodology, each quarter guides you through:

Step One – The Quarterly Mind Sweep
Create mental clarity by capturing everything you want to achieve over the next 90 days and reconnecting it to your bigger picture.

Step Two – Goal Setting
Set 3–5 focused goals for the quarter, identify quick wins, and recognise what will support or challenge your progress.

Step Three – Turning Goals into Actions
Break each goal down into smaller, achievable steps, with space to plan actions, projects, timescales and deadlines.

Step Four – Plot the Activities
Time-block actions across the quarter, mapping out key dates, milestones and delivery points so nothing gets lost or delayed.

This structure is repeated for all four quarters, supporting you throughout the year.

Designed to work with the full Success System

My Quarterly Plan® sits perfectly between:

• Planning My Success in 2026® and
• Monthly, Weekly and Daily Planners

It ensures your daily actions are always aligned with your bigger goals — so every day, week, month and quarter moves you closer to success.

Who this planner is for

• Em-pirepreneurs and business owners
• Career-driven professionals
• Anyone who wants clarity, focus and progress without overwhelm

If you’re ready to stop feeling busy and start feeling purposeful, this planner is for you.

You don’t need a new goal.
You need a clear plan for the next 90 days.

You’ve got this. ✨