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Quarterly Planning

Created Jul 24, 2026, 10:27 AM · Updated Jul 24, 2026, 10:27 AM

Set goals and review on a thirteen-week rhythm - short enough to feel real.

Key Concept

  • Zoom out every ninety days so weekly noise does not eat the year's aim.
  • Level 1: Every three months step back and ask whether daily noise is eating your big goal for the year.
  • Level 2: Every three months, step back and check whether daily distractions are eating your big goal for the year.
  • Level 3: Ninety-day zoom-out - weekly noise versus annual aim, on purpose.
  • Level 4: Because urgent tasks compound daily, a quarterly reset reclaims the year from the inbox.
  • Level 5: Zoom out every ninety days so weekly noise does not eat the year's aim - the calendar block is the guardrail, not a slide deck ritual.
  • A year-long goal hides slippage for months; thirteen weeks cannot.
  • Long enough to actually finish something, short enough that slipping is still visible before it is too late.

Examples

  • First Sunday of the quarter we picked three outcomes - not twenty wishes that drowned the month.
  • The clinic's ninety-day huddle moved one backlog project to done instead of adding a fourth starter.

Note Relationships

RelationshipWikilinkReason
contradictsSlow Productivitywhen the opposite frame fits better
extendsMeasure Then IterateThirteen-week rhythm needs a number you would actually track
extendsPeriodic Knowledge ReviewNinety-day zoom on the same review rhythm
extendsPurpose and VisionNamed outcome on a rhythm that stays visible
extendsThe 12 Week YearThirteen weeks is short enough to feel real
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