1
Think of your biggest, best goals and come up with 3 Quarterly Priorities ("Quarterlines").
Then, add them to Snapshot.
Remember – Be discrete and realistic!
2
Create milestones for your Quarterlines.
Often, milestones 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
- Identify and prioritize marketing processes that need to be created or worked on.
- Review and identify the marketing training videos that need to be re-recorded.
Milestone 2, due Feb 28
- Run a check on the existing processes with the current marketing team members.
- Document all of the previously identified marketing processes, along with their quality check in.
Complete by march 30
- Run a quality check on the existing processes with the current marketing team members.
- Document all of the previously identified marketing processes, along with their quality check in.
3
Share your Quarterly Priorities with your manager for approval.
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