Quarterly Planning Session

Plan Your Way to a Successful Quarter

Mark your calendar!

Join us at the next Quarterly Planning Session:

Wednesday, 3/17/2021
10am-12pm PT

Mark your calendar!

Join us at the next Quarterly Planning Session:

Wednesday, 3/17/2021
10am-12pm PT

The Montage Quarterly Planning Session is held virtually via Zoom before the start of each quarter.

The event is reserved for active Montage business coaching clients.
Any other attendees are by invitation only.

Question mark

Why Build Your Quarterly Plan?

"A vision without a plan is a pipe dream."

"We mistakenly believe that there is a lot of time left in the year, and we act accordingly. We lack a sense of urgency, not realizing that every week is important, every day is important, every moment is important. Ultimately, effective execution happens daily and weekly!"

Brian P. Moran

The 12 Week Year: Get More Done in 12 Weeks Than Others Do in 12 Months



Welcome and sharing of wins


Presentation by Coach Leo


Introduction to the Quarterly Plan template


Q&A session


Building your plan! (optional breakout rooms)

Prep Work

It's recommended that you answer the questions below prior to attending the Quarterly Planning Session. Completing this prep work will help you get the most out of the session and set you up to hit the ground running, both in the upcoming quarter and beyond.


note: If you don't have any concrete projects yet, that's fine. Please brainstorm potential projects you'd like to pursue.

  • What projects are taking up your attention?
  • What projects would you like to complete but haven’t yet?
  • What projects would you like to close out?


Please review your financials and, best you can, project the following:

  • What is your projected revenue and profit for…
    • The next quarter?
    • The next 2 quarters?
    • The next year?


  • What milestones are you looking to reach in the next quarter?
  • What long-term milestones will you work towards during this next quarter?


  • What obstacles do you need to overcome to hit those goals?
  • What resources will be required?

narrowing your focus: the 5 parts of your business

can you answer all of the following questions confidently?

Value creation - Discovering what people need, want, or could be encouraged to want, then creating it.

  • Is what you’re selling profitable while creating a lot of value for your target market?

marketing - Attracting attention and building demand for what you’ve created.

  • Do you have a consistent way to get new ideal customers?

Sales - Turning prospective customers into paying customers by completing a transaction.

  • Is your sales process consistently successful?

Value Delivery - Giving your customers what you’ve promised and ensuring they’re satisfied with the transaction.

  • Does your delivery process leave your clients happy in a profitable and consistent manner?
  • Is it scalable?

Finance/Resource Management - Bringing in enough money to keep going and make your effort worthwhile.

  • Is the business paying all of its bills and taxes while also paying the owners a sufficient amount?

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