Productive Flourishing

Productive Flourishing

Share this post

Productive Flourishing
Productive Flourishing
REPLAY: March 27, 2024 Quarterly Planning Session
Copy link
Facebook
Email
Notes
More

REPLAY: March 27, 2024 Quarterly Planning Session

Determine where you're starting from before charting a course forward

Charlie Gilkey's avatar
Maghan Haggerty's avatar
Charlie Gilkey
and
Maghan Haggerty
Apr 02, 2024
∙ Paid
8

Share this post

Productive Flourishing
Productive Flourishing
REPLAY: March 27, 2024 Quarterly Planning Session
Copy link
Facebook
Email
Notes
More
Share

Thanks to everyone who joined our Q2 Planning session! If you missed it or want to revisit it, Pro members can find a link to the recording below, along with session highlights, resources, and details about our upcoming Q2 calls.

We all know quarterly planning is a good thing to do, but in the whirlwind of business, life, and all the random things that interrupt our days, we can forget that. These sessions are an opportunity to slow down and work through the steps of the wayfinding process, which asks these four questions: 

  1. Where am I?

  2. Where am I trying to go?

  3. How do I get there?

  4. How do I know I’m on track and adjust when I’m not?

We often struggle with visioning (#2) and planning (#3) because we skip the essential first step — before we can set a goal and chart a course to get there, we first need to determine where we are starting from.

That is why we start each of these sessions with members sharing their wins from the past quarter. We do this not just to witness and celebrate progress but to help members identify their starting points (#1).

A funny thing tends to happen during these victory laps; members often find they are further along than they had realized, which allows them to better plan for the quarter ahead.


These Quarterly Planning sessions are an exclusive benefit of our Pro Subscription to Productive Flourishing.

If you know locking in your quarterly plan will make the difference between achieving your goals this quarter and ending the quarter with your objectives only partially done, upgrade your subscription to Pro to gain access to this recording and future planning sessions. 

Pro subscribers can check out the recording and related resources below.

This post is for subscribers in the Founding Member plan

Already in the Founding Member plan? Sign in
© 2025 Charlie Gilkey
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More