
Episode #52
052. Q3 Quarterly Planning | How I Review + Plan for a New Quarter
Grab your notebook — we're planning Q3 together. In this episode, I'm walking you through my full quarterly review and planning process. We're reflecting on Q2, closing out the quarter, and setting goals for the next 90 days. I've shifted from annual planning to quarterly planning based on the concepts in The 12 Week Year, because 12 months feels like forever and leads to procrastination, but 3 months creates urgency. What I cover: Why quarterly planning works better than annual planning Reflection questions for reviewing the past quarter How to close out the quarter (life, finances, business, digital declutter) Setting your quarterly vision and theme (mine is Audacity) Breaking goals into monthly milestones, weekly actions, and daily habits Two new things I'm trying: a Q3 journal and a 90-day sticky note wall My actual Q3 goals (YouTube, revenue, debt payoff, health) DOWNLOAD THE FREE QUARTERLY PLANNING GUIDE:https://theangelicamarie.com/quarterly-reset-and-planner RESOURCES MENTIONEDThe 12 Week Year (book): https://amzn.to/4eSwid9Dream Life Blueprint workbook: https://theangelicamarie.com/dream-life-blueprint-downloadSystems video: https://youtu.be/IWmq1QpAnds?si=hhQUWmmZlAO8ZA9w TIMESTAMPS1:00 - Why quarterly planning3:42 - Step 1. Review - journal prompts7:03 - Step 2. Close out - task list7:14 - Wheel of Life8:52 - Business close out tasks9:41 - Digital declutter11:27 - Archive the quarter11:48 - Step 3. Plan the new quarter11:54 - Brain dump13:15 - Quarterly vision14:09 - Set your goals14:46 - Create an action plan16:20 - Create a word or theme for the quarter 17:03 - Create a vision board17:30 - Business planning activities18:07 - Personal life19:34 - Quarterly journal 20:00 - 90 day sticky notes wall20:32 - My audacious Q3 goals23:14 - Comment your goals! #quarterlyplanning #q3goals #goalsetting #planning #productivity #90daygoals #planwithme #review #2026goals #businessgoals #personalgoals

