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The three month plan

I keep notes about what I’m doing each day. It’s something I started doing ages ago and it’s saved me from a lawsuit (but that’s a story for another day).

However, recently, I’ve also added some extra notes. The three month plan, the one month plan and the weekly plans.

My three month plan looks something like this (although I adapt it each time to meet whatever I need):

Summary

We will have achieved X by MONTH

Review of the previous quarter

Finance

We did badly/OK/good – overall turnover of X, profit of Y

Sales

We did badly/OK/good – won X new projects

Operations

We did badly/OK/good – these projects were completed: A, B and C, these projects are going well: D, E and F, these projects are a concern: X, Y and Z

Plan for the quarter

Month 1

  • Task 1 (Week 1)
  • Task 2 (Week 2)
  • Task 3 (Week 2)

Month 2

  • Task 4 (Week 1)
  • Task 5 (Week 3)
  • Task 6 (Week 4)

Month 3

  • Task 7 (Week 1)
  • Task 8 (Week 4)

Take action: Where do you need to be in three months time? How are you going to get there?