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Use this checklist during your 90-minute (or longer) CEO planning session to review, reset, and prepare for the next quarter.

Be sure to make a copy of this template to your personal dashboard!

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Before you begin

• [ ] Block a non-negotiable 90-minute to 4-hour time slot on your calendar.
• [ ] Choose a distraction-free location (coffee shop, office, co-working space, etc.).
• [ ] Bring your planner, notebook, laptop, charger, and project management system.
• [ ] Silence notifications and commit to uninterrupted focus.

Step 1: Quarterly Business Audit

• [ ] Review last quarter’s revenue, expenses, and profit margin.
• [ ] Identify your most profitable or most enjoyable work.
• [ ] Note tasks that drained energy or felt inefficient.
• [ ] Evaluate time tracking: planned hours vs. actual hours worked.
• [ ] Review key metrics (conversion rates, lead sources, social growth, etc.).

Step 2: Define 3–5 Quarterly Objectives (QOs)

• [ ] Set measurable outcome-based goals (not task lists).
• [ ] Ensure each objective supports long-term business growth.
• [ ] Clarify what success looks like by the end of the quarter.

Step 3: Break objectives into monthly milestones

• [ ] Divide each QO into three manageable monthly milestones.
• [ ] List all major tasks required to reach completion.
• [ ] Organize tasks inside your project management system.