Next steps

Quarterly Priorities

Think of your biggest, best goals and come up with 3 Quarterly Priorities (“Quarterlies”). Then, add them to the Snapshot.

Remember - Be discrete and realistic!

Create milestones for your Quarterlies. Often, milestone 1 falls at the end of month 1, milestone 2 falls at the end of month 2, and the end of the quarter is when the final Quarterly Priority comes due. Milestones will help you assess whether you’re “On Course” or “Off Course.”

Example

Quarterly Priority

Complete documentation of Marketing and Onboarding processes.

Milestone 1, due Jan 31

Milestone 2, due Feb 28

Complete by March 30

Share your Quarterly Priorities with your manager for approval.

Let Go! Apply the discipline of letting go of non-priorities.

THANK YOU!

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