I wanted to do "all the things" too, but I stretched myself too thin, and learned my lesson. That's when I came up with my QP framework, and it changed everything.
"I thought I knew what I needed to do in the next quarter, but I was so wrong. There's actually something much more important that needs to happen first."
We hear this every. single. time.
When you sit down to do Quarterly Planning with us, you will audit your life and business in a way that clearly reveals your priorities for the next three months. You will understand where your efforts need to be get the most ROI, and you'll be able to move forward with confidence that you're spending your time wisely.
It's time to stop guessing, and start knowing.
Yep, I've heard all of that before, but fortunately, I know exactly how to help.
Will you give me a chance to prove it?
Creative minds always have a lot of big beautiful ideas, but it's hard to know where to focus your attention when everything feels important.
I wanted to do "all the things" too, but I stretched myself too thin, and learned my lesson. That's when I came up with my QP framework, and it changed everything.
Energized
Motivated
Confident
Clear-Minded
Ready To Take Action
Can't make the live workshops? ... or would you rather plan on your own? That's OK too. Inside the Academy, we have a guided video walkthrough of the process if you'd like to DIY it.
You'll join an engaged group of entrepreneurs from different industries in four annual co-working sessions over Zoom to complete your workbook.
After each session, we share takeaways and plans with each other. There's also plenty of time for Q&A, if there's something you'd like to get input on, or discuss. Let's do this!
"Let's plan our work and work our plan."
You'll walk away with clear, written plans of action that you can follow during your next few months in business. This will keep you focused and grounded in your decision-making.
We start each session by reflecting on what happened last quarter. What went well? And what could have gone better? What lessons did we learn, and from whom?
Reviewing the past three months in business lets you celebrate your wins and remember the moments that stood out, whether good or bad, so that we make changes for the better.
When you join us in consecutive session, you'll start to see clear patterns emerge - patterns we can learn from in order to create the future we want for ourselves.
This part is always inspiring when shared.
Glad you asked, friend!
After our reflections, we complete a 3-part holistic productivity audit in order to pinpoint where your current roadblocks lie on the road to success.
This part takes into consideration both your personal and your professional life, so that you can look at the status quo with fresh eyes. Awareness is key to knowing where to focus, and this process will help you work out what you ought to be focusing on next - for best ROI.
We always get some unexpected answers here, which is fascinating and enlightening at the same time.
Once we know where the roadblocks are located, we move on to implementation mapping, which translates to figuring out how to get past them. It's part goal-setting, and part project management. In other words, we make plans for what exactly to focus on, why, and how to get it all done.
Yes, this part includes some numbers, but it's more than that. It's about breaking things down into manageable chunks to lessen the overwhelm and to give you a step-by-step roadmap for the coming months.
With a plan in place, you'll be able to hit the ground running.
I stand by my offers, and you can try this at no risk. Whether you want to participate live, or try to complete a planning session on your own, I believe you will be surprised that the impact planning will have on your business.
I've been an Organizing & Productivity Pro for over a decade now, and nothing brings me more joy than to see my clients succeed! It's the best thing ever!
I've created these Quarterly Planning Workshops to help entrepreneurs from all across the globe set better and more aligned goals, and I hope you're one of them.
Cheering for you,
ANGELICA RODRIGUEZ
I came into Quarterly Planning thinking that my business systems and operations would be the biggest thing I would tackle. However, because of Caroline’s process, I have implemented several other changes, including completely re-doing my office (stress-free!)! In fact, I started saying no to more things that came my way because her framework showed me that I didn't have the bandwidth to take on new projects and activities. It has helped me institute processes on everything from how I approach laundry to how I fill up my gas tank, which has led to my personal priorities and business priorities both getting accomplished.
First Session Free!
Yup, It's true. Your first session is free!
thereafter $250 / quarter, Billed as a subscription
QUARTERLY PLANNING WORKSHOPS
Yes, of course! As long as they are real entrepreneurs (no bots) who sign up on their own, you are welcome to invite friends, family members, colleagues, and clients to experience a session. We welcome all entrepreneurs from any field and any location.
Simple. I love helping entrepreneurs succeed, and I deeply believe in the magic of planning. My QP framework is a proven formula, so I want to share it with as many people as possible.
I believe in it wholeheartedly, just like I believe in you.
Yep, totally free. To sign up for our Academy, you do need to enter your name, email, and billing information, but you have a 90-day free trial. You can cancel anytime from your dashboard when logged in. There is no obligation to stay enrolled.
Questions
Say hello to a brand new plan.
Say goodbye to random to-do lists.
Can you do planning on your own? Of course, but it's THAT much harder. There are so many distractions and other things that can get in the way. Join me in these guided sessions instead, and let me hold the space for you to shine. Let's work together towards excellence.