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WORKSHOPS
it's time to focus on the right thingS.
Not "ALL THE THINGS."
What if 3 hours could make the difference between the right direction and wrong direction?
Guess what? It can.
"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.
Let me ask you...
Are you frustrated with setting goals that never get you anywhere?
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.
- How can I prioritize when I want to do "all the things"?
- In what order do I complete projects?
- How do I even figure out where to start?
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?
For years, I had too. many. goals.
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.
No More Guesswork.
Let's use my proven technique to learn exactly where to focus next.
Go from feeling scattered and insecure to feeling:
Energized
Motivated
Confident
Clear-Minded
Ready To Take Action
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.
Quarterly Planning Workshops
"Let's plan our work and work our plan."
ADDITIONAL Q&A TIME WITH CAROLINE
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!
LIVE group co-working sessionS
You'll join an engaged group of entrepreneurs from different industries in four annual co-working sessions over Zoom to complete your workbook.
clear, written plans of action
GUIDED DIY VIDEO WALKTHROUGH
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.
QUARTERLY PLANNING WORKSHOPS WITH CAROLINE GUNTUR
CANCEL ANYTIME
The Investment
$250 PER QUARTER (EVERY 3 MONTHS)
AUTO-BILLED AS A SUBSCRIPTION
No Risk.
14-DAY MONEY BACK GUARANTEE
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.
Working with Caroline has been phenomenal.
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.
ANGELICA RODRIGUEZ
Here's what each session consists of:
Glad you asked, friend!
So... What Happens During a QP Workshop Session?
PART ONE
PAST QUARTER REFLECTION
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.
PART TWO
3-PART PRODUCTIVITY AUDIT
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.
PART THREE
IMPLEMENTATION MAPPING
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.
Our UPCOMING EVENTS:
June 19, 2026 @ 2-5 PM Central US Time
September 25, 2026 @ 2-5 PM Central US Time
We hold QP Workshops once every three months in order to plan the for the upcoming quarter in business.
There's planning... and then there's planning with Caroline.
At the beginning of every quarter, Caroline offers a masterful experience that sets you and your business up for success. She takes the process to a whole other level! She guides you through her proven step-by-step process for you to gain valuable clarity to make the best decisions. Caroline's work with industry leaders and business superstars gives her a nuanced understanding of what is needed to set people up to do their best. Give yourself the best investment of 2024 to benefit from Caroline's decades of expertise each quarter.
JALEH ZANDIEH
QUARTERLY PLANNING WORKSHOPS
RESERVE YOUR SPOT TODAY!
Investment: $250 / quarter, Billed as a subscription
Join us 4X/Year to Focus on the Right Things.
- Live Group Workshop Ticket x 4
- Walkthrough Video + Workbook Template
- Access to Full Replay Archive
- Cancel Anytime
Questions
How Does Quarterly Planning Work?
Simple. Sign up by clicking on one of our checkout links. Once enrolled, you'll get access to our meeting information and content. You will join us live via Zoom 4 times a year to workshop your quarterly goals alongside other motivated entrepreneurs. You will be guided through the entire process.
Why are you OFFERING this?
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.
Can I invite other people too?
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.
I'm Caroline... and I'm here to help you set better goals.
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,
A "Whole Person" Approach.
What I like about working with Caroline is that she takes a whole person approach to planning, so it's about your personal life and your business as well.
I highly recommend this process and using her as your guide!