Action Plan Framework for Quarterly Business Goals

Utilize our Action Plan Framework for quarterly business goals. Streamline your strategies effectively. Learn more now.

Jon Tucker
CEO HelpFlow
Action Plan Framework for Quarterly Business Goals

Setting goals is a common practice in both personal and professional life. However, maintaining consistency in pursuing those goals can be challenging. In business, this challenge often manifests in the form of setting quarterly goals but struggling to maintain momentum in achieving them over time. This is where having an action plan framework can be instrumental in keeping you and your team on track.

Sometimes you might set targets that are a bit lofty or otherwise not “right,” which we can cover in a future post. But typically, you just get too bombarded with managing the day-to-day business to progress towards the bigger picture goals.

Setting strong goals as a team that aligns with your company’s vision is doable using certain goal-setting frameworks and getting better at them over time. Once you have a goal, executing and achieving that goal can be easy if you take the time to plan out the entire process and have a way to check-in and adjust over time. From there, it’s a simple matter of executing the plan each week to achieve the outcome you are targeting ultimately.

Anything is possible to accomplish if you have a plan and stick to it, but if you lack a plan and there’s nothing to stick to, you won’t achieve the goal.

At HelpFlow, we run 24/7 live chat and customer service teams for over 100 stores. We’ve been in business for seven years and have a team of over 100 employees producing millions in revenue. A big part of the success is our goal-setting process and execution routine, which we’ve improved quarter by quarter since year one.

Action Plan Framework

Today’s post will cover how we create and execute action plans for our quarterly goals so you can use it within your business and your team. This post will assume you already have solid goals set that you’re working towards, but if you have questions on that process reach out… that’s a post for another day.

So let’s get into it! How can you create an action plan to hit your business goals.

Action Plan Framework: Create a 12 Week Action Plan

After setting your goal, the next step is to outline a 12-week action plan designed to achieve it. Break down this plan into weekly tasks, each contributing to progressing towards your goal. While it may not be complex, mapping out the entire plan provides clarity on achieving the desired outcome and streamlines the weekly execution process we'll discuss further below.

Here are a few tips to consider:

  • Make sure each week is a “S.M.A.R.T” step, which means specific, measurable, achievable, realistic, and timely. In short, something that can be considered “done or not done” at the end of the week.
  • Steps should be quantifiable but don’t worry about setting the specific number for that step yet. For example, if your goal is to hire an operations manager then, one of the weekly steps will be to interview candidates. The weekly plan can be set as “complete initial screening interviews” and then the following week “complete final interviews,” but you can wait to select the specific # of interviews for each week until you start that particular week while executing.

Again, this is not rocket science, but it gives you the clarity to see exactly how to reach the goal you’re targeting and also simplifies the weekly execution process that will get you there.

Set Targets Weekly and Execute Against Them Every Day

Once you have your weekly action plan, you can check in on progress at the start of each week and set your targets for what to do in the coming week. Again, this is not rocket science, but it simplifies the process of executing towards your goals.

Each week, typically on the weekend or Monday morning, before doing anything else, do the following:

  • What were your targets last week, are they each done or not done, and what can be done this week to course correct or accelerate that progress?
  • Based on the above and your quarterly action plan, what specifically is your target this week for each goal to move forward. Again, these should be “S.M.A.R.T” weekly targets.
  • Typically, you’ll set a target for the week for each of your goals.

Once you have the weekly targets, you simply execute against these each day:

  • Take 15 minutes to plan each day. This can be done at the start of the day in the morning or possibly at the end of the day prior. What matters is that you’re doing it every single day.
  • Like the weekly review process, look at your prior day items and be clear with yourself on whether they’re done or not done and what can be done today to course correct or accelerate progress.
  • Ultimately, lock in your task list for the day. What we’ve seen work best is (a) top 3 tasks that MUST get done (b) hot list three tasks that really should get done (c) and miscellaneous three tasks that you ideally want to get done.

This weekly and daily process brings a clear and simple focus to each day so you can progress towards your goals. To be clear, you’re not mapping out your entire day hour by hour. Instead, you are being clear about the top three tasks that you demand to get done to progress towards your goals and then basically six more tasks that you want to get done as well. Nine things every day. Pretty simple

The Most Important Step – Monthly Check-in and Changes

No matter how well you set goals or plan the entire quarter, curveballs are going to come up that will slow your progress or change your plans. Many people resist planning specifically because of this. If the plan goes out the window, why bother planning.

The solution here is simple – building and replanning into the plan!

We follow a straightforward yet efficient routine throughout the quarter. This approach has allowed us to consistently achieve our goals and maintain momentum, regardless of daily or weekly challenges. Essentially, we conduct a thorough review of our progress at the end of each month and then completely re-plan the remainder of the quarter.

Action Plan Framework step
  • At the end of month 1, review what you have accomplished in that first month and then plan the remaining eight weeks of the quarter. Sometimes this will be a similar plan that you started with, but often it will have adjustments from what you’ve learned in the first month.
  • Then continue executing weekly and daily.
  • At the end of month 2, review what you’ve accomplished again and plan the final four weeks of the quarter. This gives you a checkpoint to see the reality of where you’re at, where you are falling short or exceeding, and to plan the four short weeks of execution that can lead to hitting your

Yet again, this is not rocket science. But baking in the ability to change the plan based on insights and lessons learned along the way drastically increases the ability to hit your goals.

What’s Next?

Goal Setting is important, but the execution is what ultimately creates results. This is a proven process for planning to hit quarterly goals, executing weekly, and course-correcting along the way.

What are your current quarterly goals that you’re working towards? Do you have a week-by-week plan that you’re executing against? If not, get it in place and adjust it on a monthly basis to get to your outcome.

Want a Template?

We have a google sheet template we use to plan our quarters as a team with each of the weeks mapped out. If that would help you, let us know in the comments, and we can share it with you (it’s a private google doc that we can share with you).

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