How to Write a 90 Day Business Plan (TPL 055)

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welcome to the productive life podcast

hosted by me

Megan mins this is the podcast for

entrepreneurs who want to be more

productive in their business and their

personal life because as a business

owner your business and personal life

are connected and we can't talk about

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now let's get started


welcome to this episode of the

productive life podcast I am so excited

for today's episode where we're gonna be

talking about how to create a 90 day

business plan so I want to just jump off

with explaining why I'm so intentional

and specific about focusing on 90 days

at a time and the reason we really want

to focus on planning and 90 day

increments is that life changes a lot

and business changes a lot and I think

we've all seen evidence of that in 2020

in particular but even on a normal year

I found that we often spend too much

time planning out the next 12 months we

end up over planning we procrastinate

being on in your business beyond 90 days

from now and another good way to think

about this is that you probably are the

type of person who likes to learn you

want to keep learning and growing and

having new ideas and developing as a

business owner developing as a leader

and when we try to plan beyond 90 days

we actually end up doing more work than

we need to because you haven't learned

everything you're gonna learn in the

next 90 days let alone the next six

months or 12 months so when you make

plans beyond 90 days for that far out

you're punishing yourself for the

learning you're about to do because

you're just gonna learn new things and

have to do the work all over again to

plan so there's a lot of reasons why I'm

very specific about doing 90 day

planning and we just don't want to

procrastinate and have to just keep

reworking our plans for the year and I

also want you to be able to be a little

bit more agile and flexible in your

plans in your business ultimately life

in business just change way too quickly

to plan beyond 90 days and the next 90

days is the best time period for us to

really accurately hone in on what we

want to achieve the goals we want what

projects we want to work on and how we

want to get there so that's what we're

gonna be planning in 90 day chunks so

when it comes to 90 day planning there

are ultimately three parts of the 90 day

planning process that I'm going to be

walking you through today so part number

one is picking your one 90-day goal part

number two is identifying the projects

and processes that you want

to complete in order to achieve that one

goal and part number three is mapping

out the next 90 days so I'm going to be

working or walking you through all three

parts of this you'll have a complete

understanding of how to plan your next

90 days before I jump right into part

one I want to let you know that we've

actually created a free 90 day business

planning worksheet just for you so if

you're here live or you are listening to

the podcast go to Meghan mints com

forward slash ninety day planner and

grab that 90 day business planning

worksheet so that you can actually do

that either while you're listening or

later when you're actually sitting down

to do your 90 day planning again that's

Meghan mints calm forward slash 90 day


okay so part number one let's jump

straight in it's picking one 90-day goal

and I'm gonna explain why we're doing

one in just a second but I really want

you to hone in on the idea that a 90-day

goal is what you want to achieve over

the next 90 days not how you want to do

it so often business owners are actually

making their 90-day goals too closely

attached to specific projects which

doesn't make sense in the long run and

will add more work to your planning

process overall so instead of having a

goal that is make twenty thousand

dollars from launching my new course we

want to actually just have a goal to

make twenty thousand dollars so the

reason is because you might do the

launch which would be a project in this

case so you might do the course launch

and not hit your 20k goal but then what

you just failed at your goal even though

you did the project and you did the work

suddenly you're at this strange

crossroads where the 90 days may not be

over and you suddenly feel like you

don't have a goal anymore instead if we

break that apart and we have our revenue

goal be our number one and our only

business goal for the next 90 days then

we get to be really agile and flexible

in the projects we choose in order to

try to hit that goal so if in this

example a business owner just had the

goal of making twenty thousand dollars

in the next quarter let's say they do

the course launch and the course launch

does not do as well as they had hoped it

does not hit twenty thousand dollars

they still have a couple weeks left in

the 90 day period

to maybe do a paid workshop to like do

another attempt at selling it to a JV

webinar do a private webinar there's a

lot of other ways they can inject some

revenue in a different strategy that

maybe they didn't intend to do at the

get-go on the flip side you could do

your course launch and it could exceed

your goals and then you could actually

spend the rest of the quarter either

relaxing or supporting your new students

or doing an operational project so it's

really beneficial to separate these so I

want your number one 90 day business

goal to be the outcome you want from the

next 90 days and you're a business owner

I recommend this be a revenue number if

you have any specific issues with that I

understand a lot of my clients sometimes

feel resistant to having it be a revenue

goal maybe they want it to be a profit

goal or a specific number of clients you

know ultimately you get to decide but in

my experience of doing this and helping

clients plan goals for over six years I

really do recommend it be a revenue goal

because it's the most consistent way for

you to measure what's working if is your

business growing are you on the

trajectory you want to be on and allow

yourself the flexibility and the agility

to change how you want to get there this

is how you start planning away that's

agile flexible you don't have to keep

reworking things and you have that one

focus for the quarter and you get to

play around with how you want to achieve

it and one thing that's been really

helpful for this one 90-day goal has to

hurt for our business has been to set

good better best goals for this instance

I really believe that your goal should

be inspiring it should really motivate

you it shouldn't be something that feels

blah and so this good better best

goal-setting system has been really

helpful for our team because the good

goal might be like our very practical

realistic baseline we should hit this

number if we follow through on our plans

and on the other end of the spectrum our

best goal can be that like inspiring

exciting a lights you up goal and for

those of you who are CEOs who are

visionaries we need that light you up


blow your mind goal to keep us as

visionaries exciting so this is a really

good way to set goals for your business


you as the CEO get to be really excited

and your team can have a very realistic

understanding of the minimum Bible the

expectations where we want to be and


sorry hit my microphone everyone can be

in alignment with where we're trying to

go so this is actually been really

helpful so the first step in creating

and planning your next 90 days is

choosing one 90-day goal for your

business I recommend this is a revenue

goal and we're not even worried right

now at this phase and how we're going to

get there and if it helps you to break

that up into good better best a good

revenue goal a better revenue goal and a

best goal then do that so that you can

kind of find that middle ground often

when people are setting goals they also

get really hung up on like how they're

gonna achieve it since we have broken

the how away and we're doing good better

best it really allows you to be excited

and inspired and worried about the how

in part two which we'll jump to in just

a second and I just want to remind you

before we move on to that achieving your

goals does not determine your worth or

value as a person or a business or a

business owner I have a whole podcast

episode that I've recorded about this

concept of why achieving your goals

doesn't actually matter that is the

productive life episode 30 so if this is

something you feel you often get caught

up in assessing your own personal Worth

and value based on hitting your goals or

not I think that would be a great

episode for you to listen to again

that's episode 30 so part number one

you've picked your number one I keep

saying number one but you picked your

one 90 day business goal hopefully it's

a revenue goal part two now we're gonna

think about the how part two is

identifying the projects and processes

that you want to do in order to hit that

goal because now we're super clear on

what your outcome is to the next 90 days

what you're trying to achieve so the

next thing to do is to brainstorm list

out get creative map it all out on paper

and identify all the ideas you have four

different ways that you could hit that

goal I consider these projects so a

project that you would work on over the

next 90 days it's a one-off project that

you complete has a start and an end

in order to help you hit your goal so

launching a new course starting a new

proud podcast doing a weekly live show

anything new that you're doing any start

date and stop date is a project now I

also mentioned processes so processes is

something that not a lot of people talk

about that I think is really really

important when it comes to the 90 day

planning process because processes are

the recurring tasks that you need to

complete multiple times throughout the

90 day timeframe in order to help you

hit that goal and we often confuse this

with project plans or projects so an

example of this would be I want to post

on Instagram three times a week or I

want to publish a podcast episode every

week these are recurring systems and

processes that should already be baked

into your business and if they're not

and this is something new that you're

incorporating in the next 90 days we

want to systemize it we want to make it

a process and we want to bake it into

your business and how you and your team

spend your time so posting on Instagram

three times a week isn't necessarily a

project it's a process continuing to

publish a weekly podcast episode when

you already have a podcast up and

running that is a process it is not a


so hopefully this distinguished like

this difference between projects and

processes is starting to make sense and

I want you to see how they really work

together to help you hit your goal

because so much of hitting your goal

really can be recurring daily or weekly

actions that we just need to be

consistent with and those could be

separate from a one-off project that

you're doing so when we're doing part

two I really want you to let yourself

brainstorm I like to do this by putting

on headphones and good music and giving

myself plenty of time to just think it

all out what are all my different ideas

what do I want to be doing what are all

the crazy ideas that have been bouncing

around in my head even if you have an

idea that maybe you're not gonna do them

right now

lissa list it all out get it all out of

your head see it all on paper and I'm a

really big believer that the work you're

doing the projects and processes that

you are working on should not be coming

from a place of what you're supposed to

do or you should be doing I want the

to be things that feel fun and exciting

and you're looking forward to it and if

you put something on your piece of paper

in your 90 day planning worksheet that's

like launching a new course and you're

not excited about that I want you to

question why you put it down and if it's

really what you want to be doing next

maybe it is and there's some kind of

resistance or fear that's making it seem

scary but hopefully all of the projects

and processes you select for the next 90

days give you excitement you can't wait

to work on them you're looking forward

to it even if you're not sure how it's

gonna turn out even if it might be

challenging it's something use of

positive energy around so I really want

you to brainstorm all the different

ideas that come to your mind and then I

want you to look at all of your lists

and I want you to start striking out the

ones that you know aren't right for you

for the next 90 days and circling and

indicating the ones that you do want to

work on over the next 90 days if you are

a solopreneur and you can also do this

if you have a team I like to do my

business this way but if you have a

bigger team you may not need to limit

yourself to this but if you're a

solopreneur or you have a smaller team I

would recommend that you only work on

one project at a time in your business

it's going to make things so much

simpler you're gonna be able to actually

start and stop I'll start and complete

your projects much faster because you're

not going to be so distracted so I would

really keep that in mind as you're

selecting the projects and processes you

want to work on and when we move into

part three you'll start to realize you

might initially pick too many projects

we will work that problem out in part


but for now do your best to really think

through the project how long you think

it would take you to work on this how

time-consuming do you have all the

support you need how much fun does it

feel what's the return on investment of

time and resources will this bring in

money remember all of your projects

should be helping you get closer to that

revenue goal so I want you to spend this

time brainstorming listing it out and

selecting the projects and processes

that you want to work on for the next 90

days now we're going to move on to part

3 where we're mapping it out this is

something I think people often skip that

I think is crucial because you know your

1 90-day goal you know you're 90

projects and processes now we need to

make sure it all fits on the calendar

make sure we intentionally create space

for this on your calendar and make any

adjustments that we need to so when

you're looking at your 90 days I want

you to really look at your projects and

decide which projects you're going to

work on first

I would actually number them if you want

to or indicate your highest priority to

lowest priority projects and then I

actually like to map it out so you'll

see in the 90 day planning worksheet

that you have access to again you can go

to megohm INSCOM forward slash 90-day

planner to download that for free you'll

see that there are 12 weeks and what I

like to do is actually I like to print

things out but you can do this digitally

or electronically as well but I like to

actually hold space for that project and

see how many weeks I think it's going to

take of course this can be a rough

estimate but I want you to just really

be honest with yourself what is a pace

that feels good that feels like you and

your team can do this can you really get

it done in two weeks or do you need six

weeks or eight weeks or maybe you need

the whole 12 weeks so this is where you

can actually start to map out how much

time you have for these projects how

much time you are estimating these

projects will take and then we will make

adjustments because in part two if you

had selected five projects you wanted to

work on but now when we're actually

mapping them out looking at the twelve

weeks we might see that you only have

time for one big six-week project and

then maybe two smaller projects that are

two to four weeks each that's gonna

really help you go back and filter the

most important projects so this is where

I want you to let yourself make mistakes

quote-unquote no I don't really think

there are mistakes you're planning let

it be a puzzle make adjustments at this

stage this is why we are doing this

upfront before you start your 90 days so

I really want you to map it out on a

high level 12 week view what projects

can you be working on win and don't

forget to take into account if you have

any vacations any holidays if you need a

break in the middle of the next 90 days

be sure to take your personal schedule

into account as well so map it all out

and make any adjustments you need to for

what projects you're coming

to working on for the next 90 days so

now we've got the project's figured out

great now it's time to think about

processes so we've identified these

recurring things that need to happen

maybe you need to record a podcast every

week you can choose to record it live

every week like I am or record it on

your own every week or maybe you want to

batch it every month you get to choose

how it's gonna happen but I want you to

look at these processes look at the part

you're doing for these processes in

particular and decide when are they

happening how often what's the frequency

what's the time commitment and I want

you to go to your ideal weekly schedule

hopefully you have a blocked out weekly

schedule and I want you to identify what

days of the week and when and what times

these processes are happening we have to

actually intentionally create the time

for them so that we start doing them

reliably and consistently so if you

don't have an ideal weekly schedule

that's okay

I'll probably be doing another podcast

episode about that soon but hopefully

you can at least look at your week and

go ahead and make some pre

determinations on when you're going to

do this and at what frequency so we are

not just deciding to do something and

then never doing it we're gonna actually

take the time to put it into your

schedule so now we've done that we know

our 90 days what projects are working on

first and when we know our processes and

what days of the week or what frequency

we're doing them and now I want you to

even look at your weekly schedule

overall and say does my weekly schedule

give me enough time for the focused

project work that I need to be doing to

work on these projects

does it give me time for those processes

does it give me time for client work

marketing running the business and my

personal life if not this is the perfect

time to revisit your weekly block

schedule and make those changes we want

to do this beforehand this is the

perfect time to do it so take a minute

and reevaluate what needs to change

during certain seasons of life and

business you may decide to work a little

bit extra but there's a very big

difference between not having any clear

boundaries and just staying up late and

working late and working all the time

and intentionally choosing that instead

of stopping work at 5:00 you're going to

stop work at 6:30 it may not be

something you want to do forever but

it's very different to intentionally

choose that for a specific period of

time like your next 90 days so I really

like to align my weekly schedule with

what I'm working on for the next 90 days

and giving myself enough space for what

my priorities are what my projects are

and what my processes are for the next

90 days ichael and the last thing when

it comes to mapping this out if it's

gonna help you take this to the next

level is to break your projects down

into two-week action plans this is one

of the best things that you can do if

you often find yourself feel like you

don't know where to start

or you're a little overwhelmed and

looking at a big project plan overwhelms

you that is totally okay I've worked

with a lot of clients who feel that way

and what I would encourage you to do is

just focus on two-week chunks at a time

so instead of worrying about the whole

six weeks of the project right up front

have some good indications of what

milestones need to be happening so

you're staying on track within six weeks

but really focus on the next two weeks

and what work you need to be doing for

the next two weeks and you can start to

really plan your time and plan your

projects in these two-week chunks so

that can be really helpful whether

you're a solopreneur you have a small

team or even if you have a larger team

these two week action plans or two-week

sprints you might have heard of the term

sprints before these can be really

helpful for you to map it out and be

very intentional and focused with your

work so if that sounds helpful and the

free worksheet we have provided you'll

see we've broken down the 12 weeks into

six two week chunks so that can also be

a really helpful way to think about your

workload and where you need to be at

certain points within the next 90 days

and don't forget you may need to play

around with things at this stage you may

decide you can't do all the projects or

maybe you listed out a ton of processes

and when you're looking at weekly

schedule it's just not all realistic or

maybe you need to delegate more or maybe

if realize they're ready to hire your

virtual assistant these are the exact

decisions questions and moments of

clarity you want to be having during a

planning session you should be using

moments like the historical planning

session if you're not I

if you're really even questioning the

plans that you're making because while

you're planning you really should be

evaluating questioning and assessing

what you're committing to doing and if

it really makes sense for you and your

business for where you're at right now

so this is a three-part 90-day planning

process for your business so let's just

recap that really quickly so part number

one is to pick your one revenue goal for

the next 90 days part two is to identify

the projects and processes that are

going to help you get there part three

is to then map it all out on a calendar

and your weekly schedule so that you can

make sure you're actually doing what

you're supposed to be doing and don't

forget to download the free 90 day

business planning worksheet to guide you

through this process by going to megohm

INSCOM forward slash 90 day planner and

now that you know how to create a 90 day

business plan I want you to know about a

few different ways that me and my team

can support you in taking all of this to

the next level and stepping into the

role of CEO in your online business so

the first way we can support you is by

the 5 day free live masterclass series

we are doing this year starting July

13th it's called solo to CEO so if

you're a solopreneur who's ready to take

your online business seriously who's

ready to really step it up and step into

that role of CEO then I want you to go

to Megan mince calm /so low to CEO and

register it's a free masterclass series

5 days of really helpful trainings where

we're gonna go really deep into how you

can make this transition from

solopreneur to CEO in your business I

would love to see you there

so again go to Megan mince calm Ford /

solo - CEO the second way we can support

you is in our brand new free Facebook

community called empowered entrepreneurs

this is specifically for online business

owners of a whole business sizes who are

ready and loved to talk about

productivity and time management goals

and planning systems and operations

mindset and wellness hiring and

leadership in growing your online

business you can go to Megan mince calm

for it slash community to join our free

Facebook community right now and the

last way and one of my favorite ways to

support online business owners

is inside of our high-level group

coaching program called empowered CEO

this is where online service providers

coaches and course creators who are

ready to elevate into the role of CEO

grow their business without sacrificing

their own work-life balance this is such

an incredible group it's so much fun we

do weekly coaching calls together you

get access to the empowered CEO

curriculum personalized feedback

accountability guest trainings and so

much more it's my favorite place and a

lot of our members say that our

Wednesday weekly coaching call is their

favorite day of the week so much fun so

you can go to Meghan Mintz comm forward

slash CEO to learn more about empowered

CEO and book a free consultation call

with our team to see if this is the

right next step for you and your

business we would love to support you

and growing your online business and

becoming an empowered entrepreneur in

any and all of these ways so we can't

wait to support you and help you grow

your business and I just want to let you

know that if you're looking for other

podcast episodes that are similar about

goal-setting there are actually three

other podcast episodes I'd love to

recommend to you so you can listen to

the productive life episode 13 where we

talk all about nine goal-setting

mistakes you can listen to episode 16

where we talk about how to achieve your

goals and episode 30 which I mentioned

earlier is all about how achieving your

goals doesn't actually matter thank you

again so much for listening if you were

here live while I was recording this

thank you so much for being here it

would mean so much to me if you would

leave a five star rating on iTunes or

support this wherever you're listening

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us know what you thought I would love to

continue making episodes that are

helpful for you so if you ever have a

specific question or request I would

love to hear from you feel free to send

us a DM on instagram at Meghan

underscore mins let us know what you

would love to hear us talk about or if

you're in our free Facebook group let us

know there too so thank you again for

listening I will talk to you in the next


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in the next episode