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BTB Episode 76: The Ins and Outs of Quarterly Planning

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Kat Schmoyer

"I felt like I was spinning my wheels in my business and not seeing the priorities that I needed to focus on. So quarterly planning helped me zone in. It helped me figure out what revenue do I need to focus on, what marketing strategies do I need to focus on."

Today I am joined by Creative at Heart conference host and founder, Kat Schmoyer. Kat is joining me on the podcast to talk about quarterly planning, a very timely discussion at the beginning of the year here. But it is important to remember that there is nothing special about January 1st, so regardless of when you are listening to this podcast episode, you can start planning at any point during the year; it is never too late.

Kat and I discuss everything from why quarterly planning, what sorts of things are looked at each quarter, who should be involved, how far in advance you should you plan, and setting yourself up for success so that you can actually execute the plan you lay out for yourself.

If you are interested in learning more about Kat and Creative at Heart, be sure to check out episode 6.

More about Kat

Kat Schmoyer is a momprenuer, founder of Creative at Heart & wedding planner! With over 6 years experience in the world of small business, and 3 brands under her belt, she has grown her dream from a glorified hobby to a profitable business that allowed both herself and her husband to leave their traditional 9-5’s. She loves working from home with him & her son, has a slight obsession with things pink & could talk all day about #bachelornation and cheesy Hallmark movies!

Creative at Heart Website | Website | Creative at Heart Instagram | Instagram | Creative at Heart
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3:03 – Creative at Heart Round 10
6:30 – What is quarterly planning and what do you do
7:25 – Why to do this by quarter instead of by year
8:50 – What sort of things you should look at while quarterly planning
11:33 – Content quarterly planning
15:50 – How you organize the information
19:05 – Other things to look at on a quarterly basis
22:35 – Goal setting
26:35 – How far in advance to plan the quarter
29:28 – Who should be a part of quarterly planning
30:58 – The environment Kat sets up for quarterly planning
35:00 – Finding the time and how long you need to dedicate it
38:30 – Creative 24/7

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