Hey there! Kathy here.

Quarterly planning with Asana is the game-changer you need to stop wasting time on tasks that aren’t moving the needle in your business. Let’s be honest – how many times have you spent hours on stuff that doesn’t get you the results you want? It’s time to get focused and effective, and the best way I’ve found to do this as a solopreneur is with quarterly planning inside my Asana account. By setting clear, achievable goals for each quarter, you can take control of your time and make consistent progress.

“Planning is bringing the future into the present so that you can do something about it now”

– Alan Lakein

Without a solid plan, it's easy to get overwhelmed and lose sight of your goals. But when you use quarterly planning with Asana, you create a structured framework that keeps you on track and focused. Instead of scrambling to figure out what comes next, Asana helps you map out each task and deadline, making the process more organized, clear, and stress-free. By setting up quarterly goals in Asana, you’ll know exactly what to focus on every day, ensuring that each action you take is moving you closer to your bigger objectives.

This Week’s Affirmation:

For me, Asana has transformed quarterly goal-setting from a dreaded chore to something I look forward to! The visual layout and ease of use have made it so much simpler to break down big goals into manageable tasks and deadlines. And I’m 100% sure it will do the same for you! With quarterly planning with Asana, you’ll not only stay organized, but you’ll also feel more in control of your time, giving you the clarity to focus on growing your business.

Simplify Your Quarterly Planning with Asana

In this video, I show you how to simplify quarterly planning with Asana, turning ambitious goals into manageable actions.

*Be sure to watch to discover how:

• Structured Setup in Asana: Organize your goals into actionable tasks within dedicated Asana projects.
• Rolling Quarters Calendar: Utilize a customized calendar to keep track of progress and upcoming tasks.
• SMARTER Goals: Break your objectives down using the SMARTER criteria to ensure they are clear and reachable.
• Regular Reviews: Schedule quarterly reviews in Asana to assess what’s working and adjust plans to stay on target.

How to Use Asana for Effective Quarterly Planning

To make your quarterly planning seamless and effective, it's important to have a solid structure in place. Using Asana to track and manage your goals helps ensure you stay organized and focused on what matters most. The key is to break down your larger goals into smaller, actionable steps and regularly assess your progress. Here’s how I set up my Asana to keep everything on track, review my progress, and adjust my strategies as needed each quarter. Let’s dive into the steps I follow to create a clear roadmap for success!

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Step 1. Set Up Your Asana Structure

First, let’s talk about the structure of my Asana setup. I have a dedicated project titled ‘GOALS', which is broken down into multiple sections to keep me organized:

• Important Links: This section provides quick access to all the resources I need to stay on track with my goals. For example, I have a link to my “SMARTER GOAL SHEET” where I break down my goals using the SMARTER framework.
• My Morning Routine Steps: Updated quarterly, this section includes my Vision Video to keep me motivated.
• Be/Do/Visit/Have Goals: A brainstorming space where I jot down future aspirations.
• Daily Goals: Tasks I want to accomplish each day that aren’t tied to larger projects.
• Weekly, Monthly, Quarterly, and Annual Goals: These are reminders of the smaller milestones leading to my bigger achievements.

Step 2. Review Past Goals

The first step in the quarterly process is to review past goals. Look back at what was planned versus what was actually achieved. This review helps you assess what worked, what didn’t, and where adjustments are needed.

Step 3. Set New Goals

Next, set new goals based on the current market conditions and the season of life you’re in for that quarter. Remember, life changes, and often, you’ll need to adjust your goals to reflect those changes. Don’t be afraid to tweak your objectives or set new ones that align better with where you’re headed.

Step 4. Update Your Plans

Finally, it’s time to update your plans to meet these new goals. Modify your strategies and action steps so they align with your current priorities and resources. As you work through your quarterly goals, Asana will help keep everything organized and ensure that nothing slips through the cracks.

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Weekly Action Steps

Now that you’ve set your quarterly goals and laid out your plan in Asana, it’s time to turn those big goals into consistent action. The next step is breaking them down into Weekly Action Steps for Increased Productivity that will keep you on track and moving forward with purpose.

Firstly, one Action Item for your business:

Next, here's one Action Step for your personal life:

I encourage you to consider implementing these Action Steps. They are here to make this week's lesson actionable – and not just another post to read! Remember, I'm here weekly to support you on your journey toward peak productivity, helping you work smarter, not harder. With each step, you'll build new habits, refine your workflow, and unlock the full potential of your productivity.

Ready to Master Your Time and Maximize Your Impact?

Closing Thoughts: Achieving Success with Quarterly Planning with Asana

By incorporating quarterly planning with Asana, you can stay organized, focused, and aligned with your long-term business goals. A solid plan equips you to make strategic adjustments each quarter, track your progress, and achieve consistent growth. Whether you’re setting new goals or reviewing the past quarter’s results, Asana gives you the structure you need to succeed. Keep refining your process, and watch how it transforms your business productivity and success, quarter by quarter!

Helpful Resources:

• Goal Setting Plan Beyond SMART Goals – https://kathyschneider.com/effective-goal-setting