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067: Quarterly & Annual Planning EOS Style
Manage episode 307812182 series 2794943
Sisällön tarjoaa Jessica Mae Stafford, Jessica Mae, and Marilyn Parham. Jessica Mae Stafford, Jessica Mae, and Marilyn Parham tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
It's almost Thanksgiving! It's also a great time of year to understand what quarterly and annual planning should look like because, as an entrepreneur, you want to schedule your success and not lose traction.
At The Bottom Line CPA, we’re following the EOS (Entrepreneurial Operating System) style where we break our annual planning down into 90-day segments to make sure that we’re still aligned with our annual goal.
Now, the bigger the goal is, the more you can lose focus. If the goal feels too big, it can get overwhelming to the point that your productivity suffers. EOS teaches you how to compartmentalize and break down your goals into 90-day steps so they become more achievable.
Most importantly, you’ve got to do this in a way that’s aligned with you and your gifts. Otherwise, you won’t be able to leverage your strengths with the right people in the room and your efforts won’t be as fruitful as they could be.
In this episode, you will hear:
- The benefits of using the EOS style
- What Quarterly Pulsing looks like
- The core value speech
- The 3 main objectives of a quarterly planning session
- The benefits of quarterly planning
- What annual planning looks like
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Supporting Resources:
Top 50 Tax Deductions for 2021
Episode Credits
If you like this podcast and are thinking of creating your own, consider talking to my producer, Danny Ozment.
He helps thought leaders, influencers, executives, HR professionals, recruiters, lawyers, realtors, bloggers, coaches, and authors create, launch, and produce podcasts that grow their business and impact the world.
Find out more at https://emeraldcitypro.com
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