Are you working with a team? Planning to work with a team? Or are you working by yourself? It. Doesn’t. Really. Matter. In this video, Christo shares the planning template we use at Basic Bananas HQ every quarter to make sure we hit our top goals, and it’s perfect for teams or solo players. Watch until the very end to find out how to get your hands on a free quarterly planning template!

Highlights
0:00 Intro
0:18 The quarterly planning structure
0:42 What are your top goals?
0:50 What challenges or issues do you want to resolve?
1:01 The order of priority

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Christo: ​​Hey there! In this video tip, I want to show you how we do our quarterly planning with each team member. So if you have a team, or you plan to have a team, or even if your team is just yourself, you could still use the structure. Basically, I’ll go through what goes into it. We do a review every quarter, and we say what were some of the biggest accomplishments, what were some of the biggest highlights, what’s working in the business for you right now, and in your role right now, what were the biggest challenges, what needs to be improved and the next question. So it’s like what are the celebrations, next is what are the challenges, and then we go through the top goals so we can see ‘biggest accomplishments’ and we think, “okay, if we want to do more of that” or, if there are specific challenges that we want to try and resolve, or issues, or things so that those first two questions flush those out, and then we go into like what are all the goals, and we list them out, and then we prioritise them, and we put them into a kind of like order of priority, and then we break down each goal with what happens, what has to happen, who’s going to do it, by when so that we can stagger those throughout the entire quarter. I’m happy to share the document with you as well, if you just want to email, maybe email [email protected] and I’ll have Haidee on our team ready to go. So if you say, you know, you watch this video on the quarterly planning for team members, and you’d love to grab the template, just email [email protected] and Haidee will send you that resource so you can use the template yourself. Cool. If you enjoyed the tip, please go ahead share it with anyone else that you know would benefit and otherwise, any questions just get in touch with the team at Basic Bananas.