114: Replay Quarterly & Annual Planning EOS® Style

It's 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®, 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

Supporting Resources:

• Book: What the Heck is EOS®?
• Book: Traction
• BusinessAccelerator referral
• The Bottom Line® Newsletter

Subscribe and Review

Have you subscribed to our podcast? We’d love for you to subscribe if you haven’t yet. 

We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Keep more of your money & learn our Top 50 Tax Deductions and the details to legally create potential income tax savings right now.