Your Quarterly Rocks: The Foundation of Your Business

Jeremy Wells, PhD, EA
2 min readJun 14, 2020

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Once you have your 1-year plan in place, you can develop your “quarterly rocks”. 90 days is the perfect amount of time to accomplish a specific project or two that moves you toward your annual goal while also being specific enough to be attainable. Your quarterly rocks become the foundation of your business.

Photo by Artem Kniaz on Unsplash

Just like a rock is solid and powerful and strong, your quarterly goals — and making the progress toward those quarterly goals — can provide that strong, solid foundation for your business as it’s working toward that 10-year target.

Big goals generate an all-hands-on-deck approach to running the business, while quarterly goals generate projects specific to each staff member’s role and expertise.

So saying that your business wants to increase sales to a million dollars is a great annual goal, but Sally, your social-media maverick is going to play a very different role in attaining that goal than Derek, your virtual admin. But in 90 days, Sally knows she needs to design and test a marketing campaign designed to generate 10 new leads per week.

Whereas Derek needs to develop a CRM that can handle and track those new leads in your sales pipeline. 90 days is the perfect amount of time for an individual to develop a specific project or two to accomplish, while at the same time not going so long that they forget what that goal is, or they lose sight of the bigger picture that your business is working toward accomplishing.

These quarterly goals take the big, audacious, multi-year goals and chunk them down into realistic, specific, attainable projects that your staff can accomplish. And, when they accomplish them, that’ll build up morale, it’ll build up a sense of purpose, it’ll build up a sense of camaraderie, and you’ll start to see your business make progress that you didn’t know was possible.

Thanks for reading! If you found this post useful, please share it with your social media communities! If you would like to discuss this or any other financial matters — including taxes, retirement, financial planning, or starting and running a business — schedule a FREE consultation with JWellsCFO.

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Jeremy Wells, PhD, EA
Jeremy Wells, PhD, EA

Written by Jeremy Wells, PhD, EA

💼 Helping independent knowledge workers build sellable businesses 🎙 Host JWellsCFO Show 🎙 Co-host @CPAAdvisoryShow 👨‍👩‍👧 Husband & father

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