Productivity with Zest

14 | The Secret Sauce to Reaching Big Goals: Mastering Monthly and Quarterly Plans in 5 steps


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In this episode of Productivity Hacks, we’re diving into the secret sauce that turns big, ambitious dreams into real, tangible progress: medium-term planning. If you’ve ever felt stuck between your long-term vision and the daily grind, this episode is for you. I share why quarterly and monthly planning is essential for staying focused and motivated, introduce the psychology behind its effectiveness (Goal Gradient Effect!), and reveal common blockers that can derail your plans - plus practical tips for overcoming them.

With this 5-step process, you’ll learn how to break down your big goals into quarterly sprints and monthly milestones, creating a clear roadmap toward success. Whether you're overwhelmed by too many goals, battling the all-or-nothing mindset, or just struggling to find time to plan, this episode will help you build a system that works for you.

You will learn.......
• The importance of medium-term planning for achieving long-term goals
• The goal gradient effect and its impact on motivation
• The benefits of regularly reviewing progress and adjusting goals
• Common blockers to medium-term planning and how to overcome them
• Strategies for maintaining momentum and avoiding an all-or-nothing mindset
• A step-by-step framework for creating effective quarterly and monthly plans

Ready to make 2025 your most productive year yet? Grab your pen, hit play, and start mastering your monthly and quarterly plans today!


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Productivity with ZestBy Jasmine Clarke