(REPLAY) Quarterly Planning Without Burnout: A Systems Approach w/ Kat Schmoyer

Planning out your next 90 days does not have to mean adding 47 new goals to your plate and white-knuckling your way to December (or to the end of the year). In this episode of the Systems and Workflow Magic Podcast, I sit down with business strategist Kat Schmoyer to break down her simple 4-step quarterly planning method so you can set realistic goals, protect your margin, and actually enjoy the season you are in.

Kat is a business coach, the host of Creative At Heart (an online community and annual conference for creatives), and a quarterly planning enthusiast who has been teaching this method for years. She coaches creative entrepreneurs through her namesake brand and runs a mastermind for high-level business owners. She also happens to be a mom of three who works from home with her husband, so she gets the juggle.

What you'll hear in this episode

• Why 90-day planning beats annual planning for creative business owners (and the flexibility it gives you)
• Kat's 4-step quarterly planning method: Time, Money, Dreams, and Dailies
• The "parking lot list" strategy for storing your best ideas until the right quarter arrives
• Why your quarterly goal might simply be "serve my current clients well" (and why that is more than enough)
• How to reverse-engineer your content plan from your quarterly goals so your marketing actually supports your revenue
• A permission slip to not add more to your plate during the busy season
• How to build margin into your quarter for sick days, unexpected life events, and rest

Resources & Links Mentioned In This Episode

▸ Read the full blog post that goes with this episode (that way, you get all the links mentioned): https://systemsandworkflowmagic.com/quarterly-planning-for-photographers/

▸ The Family Photographer's Marketing Society: https://systemsandworkflowmagic.com/the-family-photographers-marketing-society

▸ The Backend Organization System (Trello Board): https://systemsandworkflowmagic.com/master-business-operations-board

▸ Kat Schmoyer's Trello Freebie (My Week Templates): https://katschmoyer.com/trello-my-week-template-freebie

▸ Kat Schmoyer's Shop (Quarterly Calendars): https://katschmoyer.com/shop

▸ Dubsado CRM (get 30% OFF with my affiliate code): https://systemsandworkflowmagic.com/dubsado-coupon-code

Connect with Kat Schmoyer:

📱 Instagram: @katschmoyer 💻 Website: https://katschmoyer.com/ 🎥 YouTube: https://www.youtube.com/channel/UCGfwLykRLjaHtBlZSMECGIg

Connect with Me (Dolly DeLong Education)

💻 Website 📱 Instagram 🎥 YouTube

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