How To Create An Effective Quarterly Action Plan On One Page

How To Create An Effective Quarterly Action Plan On One Page

Are you stepping back every quarter to examine your business from a bird’s eye view and creating a revised, intentional action plan?

If not, implementing this could be a MASSIVE game changer for your company!

If you are, good work! Let’s dive in and make sure your quarterly planning meetings are as effective as possible.

If you want to scale your company and become a long-term, profitable business, it is paramount to keep everyone focused, balanced and committed to the same big goals.

The quarter is an excellent spot to step back and re-evaluate everything you’ve done to gauge effectiveness and efficiency. If you fail to do so, you will easily lose money to projects or people who are simply not providing value to your company.

A quarter is a long enough to accomplish meaningful work and measure marketing strategy but short enough that you can course correct and make important adjustments as needed if things are headed in the wrong direction.

I’ve seen fellow entrepreneurs go a full year without really digging into the details of their long-term goals, marketing efforts, budget, employee tasks and projects, etc…only to realize they were making some major mistakes as a company and losing thousands of dollars because they never sat down to go over the numbers and properly or review/revise strategy.

Don’t let this be you!!

So what is the best way to go about making an effective quarterly action plan?

After running my own business for over 5 years and working with hundreds of clients, I’ve come to the conclusion that an action plan needs to be:

  • Short- I prefer having everything visible on ONE PAGE
  • Focused- Keep everything pointing towards you MAIN goals
  • Clear - What is success? What is failure?
  • Actionable- Action items should be listed

Here are some detailed steps to help you build your quarterly, one-page action plan:

#1 Top 3 Priorities For The Quarter

Pick 2-3 main focuses for the quarter. What do you most want to accomplish in the next three months? Some ideas may include:

  • Increasing daily number of new leads
  • Increasing sales by %
  • Selling/moving X number of products
  • Hiring someone for a specific roll
  • Acquiring X new paying clients
  • Building a new product/service
  • Writing a book or content piece
  • Launch new marketing project/campaign

Whatever you choose should bring you closer to your ANNUAL goals. Although you will likely be doing day-to-day tasks that don’t relate directly to these priorities, most of your energy, time and budget should be focused on these three top priorities.

#2 Set Clear Goals & Expectations/Criteria For Your Priorities

Now that you have your 2-3 priorities, create criteria for determining success/failure. What numbers/accomplishments will satisfy you on a weekly and monthly basis? Where do you want to sit at the next quarterly meeting/review? Be realistic but also optimistic. Set OBTAINABLE goals, but ones that also make you and your company stretch.

Choose criteria that is measurable and somewhat controllable. They should be objective. If you set vague, subjective goals, at the end of the quarter you will likely question whether or not you actually achieved them.

#3 Action Items

This should be the biggest section of your action plan. One your priorities and criteria are clear, start brainstorming action items. What needs to change in order to reach your goals? What marketing strategies will you need to implement? Do you need to hire someone? Let someone go? Shift the budget around? Start new projects? Create new content? Be specific and clear.

It is also important to put down WHO is responsible for which priorities and action items. If you are a one-man-show, it’s all you! But if you have employees and contractors, they should be crystal clear on the expectations you have for their work in the upcoming quarter.

Why only one page??

The biggest problem with creating a multi-page quarterly action plan is that you are less likely to look at on a regular basis. When I first got started, I would make detailed action plans that were several pages long…and then never look at them again. You want something you can see and check in with it every day. Keeping everything focused on one page make it easy for you to glance through it and stay on track.

Are you losing sleep because of the marketing aspects of your business? Are you someone who does NOT like to plan in advance? Have you run your business in a “by the seat of your pants” style? I have good news! I’ve created a 12 Month Marketing Plan to help you build a profitable business while not getting overwhelmed by the details!

This affordable course includes 4 straight-forward modules to help you:

  • Work smarter, not harder
  • Plan effective, profitable programs
  • Create successful promotions on social media and other platforms
  • Plan early in order to maximize earnings
  • Fix any leaks in your current marketing strategy
  • Free up your time by increasing efficiency
  • Decrease stress and overwhelm
  • Increase empowerment
  • …and more!

YES! I Want To Optimize My Business With A 12 Month Marketing Strategy!

Have a great week!


PS: This course includes every step you need to take to make this year your best business year, click here to enroll now

How to get organized for the new year

How to get organized for the new year

I hope you a great Holiday with your family and friends! My Christmas was spent with family where we had delicious food, some karaoke singing, loads of laughter and lots of memories to cherish. 

Today here in Canada is Boxing day, a day full of great after Christmas sales. Who doesn’t love a good after Christmas sale no matter where you live.

…Before I get into that, tell me… are you ready for 2018? 

Are you feeling good about the New Year and its possibilities?

Have you ever looked at a fellow entrepreneur and wondered how they manage to get it all done and organized, well the answer might surprise you.

They’ve got good systems.

It’s true. The most productive people all have one thing in common: they don’t reinvent the wheel, instead, they’ve figured out the best, most efficient way to do every task, and they create a system to do just that.

No matter what business you’re in and what projects you find yourself tackling, a systemized approach will help you:

  • Work faster and produce more
  • Produce higher quality results with fewer mistakes
  • Easily outsource the tasks you don’t like to do

Here are 2 tools that will help you get better organized for 2018

The Magic of Templates

Oh, how I love templates! How many times do you answer emails from potential clients? What about responding to customer inquiries? Or mailing your JV partners about an upcoming launch?

These tasks and more become effortless when you create fill-in-the-blank templates that can be re-purposed for specific situations. 

Templates can be as simple as a “canned response” in your email client or help desk, or you can use software such as Text Expander (for Mac) or Phrase Express (for Windows). You might even create a template document in Dropbox or Google Drive to house all your templates for easier access.

While templates will undoubtedly save you time, the real beauty is that once they’re created, you can easily outsource things like email. Simply instruct your assistant on the proper use of your templates, and you’ll be free to do other, more important things.

Checklists Prevent Mistakes

It might seem counter-intuitive, but when you do the same tasks repeatedly, it’s easy to miss an important step. You might think you paid your affiliates this month—you might even remember doing it—only to look back and see it was never completed.

But when you create checklists, it’s suddenly much more difficult to miss an important task.

You can easily create checklists for all your common tasks and projects using nothing more than a text document or you can use Wunderlist, Google Keep or Todoist to name a few.

If you’re managing a team, checklists in your project management system such as Trello or Asana allow you to see exactly what tasks are complete, and which are still outstanding.

Templates and checklists turn smart business owners into productivity superstars, and it’s easy to get started. The next time you answer an email you’ve answered before, save your response. The next time you set up a new product in your shopping cart or create a new opt-in page, take the time to record the steps. These documents will make future projects easier and faster to complete.

Now back to boxing day… I want to help you get better organized for 2018, so, I am offering the 12-month marketing calendar program for only $77, click here to buy it now.

This 4-module program will help you plan your entire year, get clarity on when you’ll launch your programs, help you deliver high-value content that builds relationships, and helps you earn money.

Click here to get the 12-month marketing calendar program for $77

PS: This course includes every step you need to take to make this year your best business year. It’s time to put your big ideas into a custom-fit plan without having to stress over when, where, and how – ever again (at least not for the next 12 months)!  Click here to BUY the 12 month marketing calendar program Now!

3 Things Your Business Plan Must Have

3 Things Your Business Plan Must Have

Businesses of every type, need a business plan. Don’t think you can skip by on this important step because you have a service based business instead of a physical product. Every business can benefit from a business plan.

Here are some steps you can take


When you create a business plan you need to focus on the reasons for the business:

  • Who do you want to serve?
  • What do you want to provide?
  • When do you want to start?
  • Where will you set up shop?
  • Why do you want to start such an endeavor?
  • How will you meld all these things together to create a prosperous business?

These are the primary reasons why you’re going into business and they should always be at the forefront of your mind when making decisions.

Something else to focus on is your big dream. How much money do you want to make over the next 5 years? Do you want to sell multiple products or have several locations? Everyone’s big dream will be different but you should write it down as part of the plan.


Think of your business plan as a mountain. Your mission statement is at the base of the mountain while your big dream is at the peak. Everything in between is what you need to plan and these steps should also be incorporated into a business plan.

  • What products do you want to create?
  • How often do you want to produce a product?
  • How can you implement some passive income or affiliate income into your business?
  • Are there any speaking engagements or online summit opportunities that will expand your reach and your followers?
  • What can you add to your sales funnel for those not yet ready to commit to coaching?

Action Steps.

This is where your planning steps are broken down into smaller, actionable steps. Instead of just saying I want to write a book, break the process down further.

  • How much time can you dedicate each day to writing?
  • Do you want to self-publish or find a publisher?
  • You’ll need to hire an editor and someone to design the cover.

These are actionable steps that can easily be crossed off your to do list once completed.

Don’t be thrown off here, it can sometimes seem overwhelming. You don’t need to plan 5 years’ worth of action steps at one time. The idea is to plan a year at a time, keeping your focus in mind, so that the action steps become a pathway or a blueprint to your big dreams.

I think it’s important to plan the year ahead, I suggest you prioritize the time needed to put together a clear and detailed business plan for the next 12 months.  This will help your business as well as your personal life because you will have more time for family, friends or whatever it is you choose to do in your off time.

Not all tasks are created equal

Not all tasks are created equal

It’s unavoidable. As an entrepreneur, you will need to work in quite a few areas to keep the wheels turning in your business.

  • Marketing manager.
  • Accountant
  • Blog writer
  • Coach
  • Technical support staff.

While understanding that these tasks need to be performed, you still need to realize that not all tasks have the same purpose. For instance, marketing outweighs accounting, because without marketing, there will be no money to manage.

In addition, you also have to think about the amount of time it takes you for each task you are doing. If it takes you the whole day to tweak a design on your web page and delay sending an email to your list, you have basically lost a whole day without doing anything constructive

While it’s true you may have a nicer looking web page or website, you missed your chance to send traffic to your offer on your website.

Ah yes! In a perfect world, you would very easily put on your CEO hat and assign the tasks, but in actual fact, we don’t always have that choice. Usually, we need to be more clever and use our time more wisely.

Sort your Daily Tasks that need to be dealt with first

Everyone has their own special capabilities and expertise that they like and prefer to do. Perhaps you love to do Technical Support but dislike Marketing. One thing is very clear, you must put those tasks that will make you money at the top of your list. Whether it’s creating your own products, or contacting potential clients, or hosting a telesummit or something completely different. Pinpoint those specific money-making tasks in your business and make sure to put them at the top of your list each and every day.

Know the Difference Between Important and Urgent

In his classic book, The 7 Habits of Highly Effective People, Stephen Covey recommends prioritizing tasks based on a time-management grid. Every task is assigned to a quadrant of the grid, based on whether it is urgent, important, both, or neither.

Once you have classified a task on the grid, you’ll instantly realize what you need to be working on. As an illustration, marketing and planning are important but not urgent. A ringing phone is urgent, but not important. The sales page for your new program, which is launching tomorrow, is both urgent AND important.

Before you sort out your daily to-do list, think about where each of your tasks falls in the grid, and assign them appropriately.

Will you always be working on the ideal job for right now? Most probably not. Neither will you always use your time as ideally as possible. But by making a mindful attempt to coordinate and sort out your days, you’ll find it’s a lot less difficult and overwhelming to manage your small business.

Scale Your Business with these 4 Automated Systems

Scale Your Business with these 4 Automated Systems

There comes a time in every entrepreneur’s journey where you realize you simply cannot do it all by yourself.

I know that when you’re just getting started you need to be the “chief, cook and bottle washer.” But as your business grows, it becomes obvious that trying to do everything is only going to lead to:

  • Frustration (when critical tasks don’t get done and deadlines are missed)
  • Burn out (when you’re working yet another 12-hour day)
  • Overwhelm (when your to-do list is longer at the end of the day than it was at the beginning)

I know that there are many ways to combat this business-growth obstacle, but one of the best is automation.  I want you to imagine a completely hands-off system that works for you even when you’re spending time with your children or even hiking on a remote mountain.

But there’s a more important reason to automate: it helps you scale your business. Think about it, the less manual work you have to do, the more time you have to do the money-making tasks such as networking, marketing, and client support.

1. Paid Traffic

Chasing organic traffic is a true exercise in frustration. You’ll spend all your time creating content for your blog, other people’s blogs, YouTube, social media, and other web properties. All that content creation leaves you little time to work with the clients you’re trying to attract.

Instead, you can invest in some quality paid traffic, and get off the endless content creation train. Trust me, you’ll be glad you did.

2. Email Funnels

What happens when you get a new subscriber or if someone buys a product? Do they just sit in waiting on your list until you have time to send an email?

While broadcast emails have their place—especially in time-sensitive promotions—be sure to also set up an autoresponder/sequence series to:

  • Welcome new subscribers and help them find their way around your site (and your offers)
  • Nurture buyers so they know they’re in the right place
  • Make additional offers based on what someone has already purchased or shown an interest in

And the best thing? Once your autoresponder is set up, it will continue to work even when you’re not.

3. Social Media Management

Yes, it’s important to be personable and engaging on social media. But that doesn’t mean you have to log in to Facebook just to post a link to your latest blog or YouTube video. Automate that kind of update and save yourself hours of time each month. Not only that, but you won’t have to worry about missing an update, either!

4. Calendar Management

If you have clients, partners, a team, or are often asked for interviews, then an automated calendar is a must. Rather than endless back-and-forth emails trying to find a mutually available time slot, simply send your calendar link and let your client, project manager, JV partner or anyone else choose a time that works for them. Your appointment will automatically appear on your calendar, and you’ll even get reminders (if your calendar supports that).

There are dozens of options for automating every aspect of your small business. As you grow, you’ll find new and better tools to make everything run more smoothly. For now, though, implementing these four ideas alone will save you hours of time every month.

How to maximize your time

How to maximize your time

To continue last week’s theme on time management, I don’t know about you but at times it would appear that there are more things to do in our everyday lives (both working and personal). An important part of having a successful online business is to be able to be organized and know how to maximize your time efficiently. If you happen to be someone who is not skilled at this, then you will probably not be able to accomplish what you set out to do on most days. Read on to see how you can improve this skill and maybe learn how to be more efficient in your business and your day to day life.

What you need to do is to take a look at the big picture and decide what it is that you want to accomplish with each one of your tasks. This typically doesn’t take much time and as a result it saves you about a third of the time it usually takes, you should check last week’s blog post on this topic for more ideas.

Now that you have decided on your outcome, it helps to encourage you to stay on track and obtain your goal. As you are completing the task, think about how you would like to handle your next task. If you didn’t get your end result, figure out what went wrong and how you might be able to correct it so that you can get the outcome you wanted.

Another way you might use to keep your focus and better manage your time, is putting up a ‘Do Not Disturb’ sign. Only use this method when you totally cannot have any interruptions while working on a certain task. People need to respect that you cannot have any distractions unless it is a dire emergency.  It’s a healthy way to set boundaries as sometimes we let others take our time and nothing gets accomplished. When you get down to it, it’s your responsibility to set those boundaries and get the job done.

Another method is to use blocks of time to sort out and get your tasks completed. For example, you shouldn’t be checking emails and answering phone calls while you are trying to get tasks done. Rather than trying to multi-task and having so many tabs open on your computer such as emails, Skype, Social media etc., TURN THEM ALL OFF. This helps you to keep your mind focused on getting the job done. You’ll be thankful for it later. Remember that you can’t be available to everyone all the time (clients included) so don’t worry as most understand this since they too are running a business.

Sometimes it’s tempting to check your Facebook, Instagram & Google accounts when you hear that little ‘ding!’ and you realize that there is a message waiting for you, whether it’s from friends and family or your colleagues. But, you need to assign a time for you to reply to them. Of course, there are exceptions, such as something urgent relating to the job you are currently working on, where you have no choice but to answer. So take that time, but don’t let it roll over into something that’s going to lead you astray from your task.

You also need to realize that you may not complete every assignment every day. If you can’t complete all your tasks designated for that day, don’t worry. Look to see if you took on too much, or where there are too many distractions. Did you delegate tasks to your staff or did you decide to take it all on yourself? This helps you to see where you could have improved in your overall time management.

To summarize, be sure to always recognize what outcome you want and turn off all distractions. Then concentrate on your tasks and get in the habit of working in blocks of time. Don’t forget to delegate to your staff whatever keeps you from moving forward and after awhile you will know how to maximize your time and be better able to complete your tasks.

Robyn here! I’ve had a passion for technology for as long as I can remember. I bring a variety of skills and experience to any business, which have been gained with over 25 years of experience as an administrative and IT professional. Learn more…