Having fun with Quarterly Goals

by | Apr 1, 2012 | Business | 12 comments

Instead of writing boring business plans I’ve started using pencil crayons & coloring!

For the past year or two I’ve been using sketches and drawings instead of the typical plans I created in the past. Here’s a picture of my 4th Quarterly Goals for 2011. We’re entering the beginning of the 2nd Quarter of 2012. It’s easy to create a plan, dream and vision for 3 months, just like this one.

Download your copy here

Now that you have it in your hands, here’s the next step:

  1. What is your number 1 Goal for the next 3 months? (write it in the middle)
  2. Now, focus on the other circles. List 3-5 things you can take action on in each area that will help you reach this goal.
  3. Sometimes when we’re lost the “vision” for our business certain things happen (like getting sick more frequently, not following up on leads, etc). What are your triggers? Write these down so you can take responsibility early on.
  4. Also, when we’re not feeling supported there are some warning signs too. Write down the ones that are relevant for you.
  5. Put a mantra at the top left, and a special note to yourself in the bottom right.
  6. Take a picture, and share it on Facebook, paste a link in the comments on my blog or write me a note to let me know you’re “in the game”.

Have fun!
~ Loralee

Download your copy here  (nothing to sign up for – just a quick PDF download)

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  1. Jessilicious

    Hi Loralee! 🙂

    Oooh, I LOVE this! So fun. 🙂 I’ve been doing something similar with my quarterly goals, but I use gorgeous butterfly stickers on a template that I do in Word. I love how it makes it so much more visual and creative!

    • huyenthoi

      I’ve been looking at my yearlong calendar recently, and feeling a little overwhelmed. I like the idea of having something else that breaks things into quarters. This is perfect for me.

  2. Christie Halmick

    This is great Loralee – I need the reminder to take care of myself in all those areas! 🙂 printed it out and will add to my planning that I’m doing for the Morning Whip.

  3. Cathy Goddard

    Loralee, love this! I have been ‘mind mapping’ for years and ‘scribble’ out my business plans, goals, etc. You’ve captured a great template and methodology here. Thanks for sharing.

  4. Ashley Gwilliam

    Ahhh! I love this Loralee. I’ve been looking at my yearlong calendar recently, and feeling a little overwhelmed. I like the idea of having something else that breaks things into quarters. This is perfect for me.

  5. Shay

    I love these sheets Loralee. Thank you so much for the free download!

  6. Cariann McCready

    Love the idea of coloring your goals, I think we adults forget how inspiring color crayons and colored pencils can be…

    • <a href='https://loraleehutton.com/my-profile/?uid=lhadmin'><span style="text-transform:capitalize">Loralee Hutton</span></a>

      Me too! I wish I could show you an image of an artist who took this one step further & created a 5 foot tall painting of her 3 month goals. Seems to me there is little reason for us to stand by traditional, if it doesn’t connect with emotion. I’d love to see what you create. Drop me a note? ~ Loralee

  7. Alison Pinney

    This is very useful and I will be downloading when I am at work today. I think I will find it useful for help keeping my brain in check! Thank you

    • <a href='https://loraleehutton.com/my-profile/?uid=lhadmin'><span style="text-transform:capitalize">Loralee Hutton</span></a>

      Thank you Alison! I’d love to see what you create! Send me a picture?

  8. Caylie Price

    Hey Loralee,
    What a great idea! I love that you’ve created something fun and visual. It’s too easy to ignore boring lists of goals (even when you love the goals you’ve set).
    Good luck with the Ultimate Blogging Challenge!

    • <a href='https://loraleehutton.com/my-profile/?uid=lhadmin'><span style="text-transform:capitalize">Loralee Hutton</span></a>

      Good luck to you too Calyie! I’d love to see your visual goals if you’d like to share? ~ Loralee


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