Planning out your next 90 days does not have to mean adding 47 new goals to your plate and white-knuckling your way to December (or to the end of the year). In this episode of the Systems and Workflow Magic Podcast, I sit down with business strategist Kat Schmoyer to break down her simple 4-step quarterly planning method so you can set realistic goals, protect your margin, and actually enjoy the season you are in.
Kat is a business coach, the host of Creative At Heart (an online community and annual conference for creatives), and a quarterly planning enthusiast who has been teaching this method for years. She coaches creative entrepreneurs through her namesake brand and runs a mastermind for high-level business owners. She also happens to be a mom of three who works from home with her husband, so she gets the juggle.
What you'll hear in this episode
- Why 90-day planning beats annual planning for creative business owners (and the flexibility it gives you)
- Kat's 4-step quarterly planning method: Time, Money, Dreams, and Dailies
- The "parking lot list" strategy for storing your best ideas until the right quarter arrives
- Why your quarterly goal might simply be "serve my current clients well" (and why that is more than enough)
- How to reverse-engineer your content plan from your quarterly goals so your marketing actually supports your revenue
- A permission slip to not add more to your plate during the busy season
- How to build margin into your quarter for sick days, unexpected life events, and rest
Resources & Links Mentioned In This Episode
▸ Read the full blog post that goes with this episode (that way, you get all the links mentioned): https://systemsandworkflowmagic.com/quarterly-planning-for-photographers/
▸ The Family Photographer's Marketing Society: https://systemsandworkflowmagic.com/the-family-photographers-marketing-society
▸ The Backend Organization System (Trello Board): https://systemsandworkflowmagic.com/master-business-operations-board
▸ Kat Schmoyer's Trello Freebie (My Week Templates): https://katschmoyer.com/trello-my-week-template-freebie
▸ Kat Schmoyer's Shop (Quarterly Calendars): https://katschmoyer.com/shop
▸ Dubsado CRM (get 30% OFF with my affiliate code): https://systemsandworkflowmagic.com/dubsado-coupon-code
Connect with Kat Schmoyer:
📱 Instagram: @katschmoyer 💻 Website: https://katschmoyer.com/ 🎥 YouTube: https://www.youtube.com/channel/UCGfwLykRLjaHtBlZSMECGIg
Connect with Me (Dolly DeLong Education)
💻 Website 📱 Instagram 🎥 YouTube
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