Annual & Quarterly Planning Spreadsheet

See Your Big Picture Goals Clearly. Plan with Confidence. Succeed with Ease.

Take control of your year with this thoughtfully designed, easy-to-use Google Spreadsheet! Perfect for creative entrepreneurs, small business owners, and goal-oriented professionals, this tool simplifies the process of turning your ideas into actionable plans.

Whether you're brainstorming big-picture goals or breaking down projects into manageable steps, this spreadsheet keeps you organized, intentional, and on track to achieve your dreams.

Why You’ll Love It:

• Quick & Intuitive Design: Easy to navigate and reference, even during your busiest days.
• Sales Focused: Helps you set and achieve meaningful sales goals to grow your business.
• Big-Picture Planning: Keeps your yearly goals, projects, and action steps organized.
• Inspirational Guidance: Encourages clarity and intention with tools like the Word of the Year.
• Enhanced Organization: Sort and filter tasks to stay focused and prioritize effectively.
• Flexible & Customizable: Tailored to your needs, whether for business, personal goals, or both.

How It Works:

1. Purchase the spreadsheet.
2. Receive a downloadable link to your customizable Google Spreadsheet.
3. Start planning with confidence and ease!

What’s Included?

Brain Dump Sheet: Capture all your ideas, goals, and projects in one place. Organize your thoughts for a clear starting point.

Quarterly Planning Sheet: Break down projects and tasks into manageable quarters. Visualize your big-picture goals and stay on track year-round.  

Sales Goal Tracker: Set clear, actionable sales goals and break them down by quarter. Stay motivated with accessible, step-by-step targets.

Task Prioritization Sheet: Dive deeper into your action steps by assigning priorities, deadlines, and focus months. Sort and filter tasks by month, priority, quarter, and more for maximum clarity.

Inspirational Features: Define your Word of the Year to guide your focus and intentions. Stay inspired and aligned with your purpose throughout the year.

Customization Options: Add notes to keep track of details, updates, or ideas. Fully customizable to fit your unique brand, workflow, and style.