I explain the importance of breaking down an annual business plan into a quarterly business plan and reviewing results against the annual plan at the end of each quarter.

1. Episode 76
• Have you created your annual business
plan using the last 2 episodes?
• Over 80 percent of business owners don’t
have an annual plan.
• If not, you’ll need to create that first
before you can break it down into a
quarterly plan.
Business Coaching Inquiries: (844) 884-8264 | titaniumsuccess.com
Quarterly BusinessPlan
Creation for CEOs

2. vVvConduct Your Quarterly Analysis
Business Coaching Inquiries: (844) 884-8264 | titaniumsuccess.com
• An analysis every quarter lets you see
if you are on target to hit your goals
• If you aren't on target, you can
adjust your quarterly plan
accordingly.
• Schedule your quarterly reviews on
the following dates:
• April 15th
• July 15th
• October 15th
• January 15th

3. vVLook at Your Financials First
Business Coaching Inquiries: (844) 884-8264 | titaniumsuccess.com
• Look in your financial software to
see how you did the last 90 days.
• Are you spending too much on
my marketing efforts?
• Are you spending too little?
• Are you paying for services I
don't need?

4. vVNext Comes Your Sales Goals
Business Coaching Inquiries: (844) 884-8264 | titaniumsuccess.com
• Check your sales to see if you’re on
track to hit your annual sales goals.
• Make targets for next quarter
based on this result.
• Pay attention to your margins.
• How much did you spend to
bring in additional revenue?
• What products or servcies sold
well?
• Which didn’t perform as
expected?

5. vVMarketing
Business Coaching Inquiries: (844) 884-8264 | titaniumsuccess.com
• How did your ad campaigns work?
• Did you grow your reach on social
media?
• Where do you need to increase or
decrease your efforts?

6. vVvEmployee Analysis
Business Coaching Inquiries: (844) 884-8264 | titaniumsuccess.com
• Analyze the performance of each
employee in your organization.
• Compare their performance
against their job description.
• For independent business owners,
do an employee review for yourself.
• Give different reviews for each
area of your business.
• Would you fire yourself in any
area?
• Put employees, or yourself, on
performance improvement plans.
• Analyze results during the next
quarterly review.

7. vVvAnalyze Key Performance Indicators
Business Coaching Inquiries: (844) 884-8264 | titaniumsuccess.com
• Look at the numbers that tell you
the health of your business.
• Compare your KPIs to the pace of
your annual goals.
• Use the quarterly analysis to
adjust your KPI expectations.

8. vVvStick to Your Quarterly Schedule
Business Coaching Inquiries: (844) 884-8264 | titaniumsuccess.com
• Stick to those 4 dates you scheduled
at the beginning.
• Break your schedule down to the
monthly level.
• Pick a date each month to
analyze your KPIs in all of these
areas.
• Your scheduled block of time has to
match each task.
• It requires a deep understanding
of how long it takes you to do
things.
• Book a session with a business
coach to help you build your
schedule.

9. BUSINESS DOWN
TO A SCIENCE
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Business Coaching Inquiries: (844) 884-8264 | titaniumsuccess.com