The three month plan
I keep notes about what I'm doing each day. It's something I started doing ages ago and it's saved me from a lawsuit (but that's a story for another day).
However, recently, I've also added some extra notes. The three month plan, the one month plan and the weekly plans.
My three month plan looks something like this (although I adapt it each time to meet whatever I need):
We will have achieved X by MONTH
Review of the previous quarter
We did badly/OK/good - overall turnover of X, profit of Y
We did badly/OK/good - won X new projects
We did badly/OK/good - these projects were completed: A, B and C, these projects are going well: D, E and F, these projects are a concern: X, Y and Z
Plan for the quarter
Task 1 (Week 1)
Task 2 (Week 2)
Task 3 (Week 2)
Task 4 (Week 1)
Task 5 (Week 3)
Task 6 (Week 4)
Task 7 (Week 1)
Task 8 (Week 4)
Take action: Where do you need to be in three months time? How are you going to get there?