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Planning Part Four – Setting a Realistic, Measurable Quarterly Plan

9/10/2015

2 Comments

 
Picture
by Francine Puckly

Congratulations! You’ve made it to the fourth and final chapter of our long-term planning process! This month we’re going to put the entire view together.

Last month we talked about your annual plan (http://www.24carrotwriting.com/-blog/planning-part-three-your-one-year-roadmap). Planning is great, but we need to get to work! And the best way to break up your annual work is to divide the estimated volume or hours of work by the four quarters in the year—making sure to shift your workload if one quarter is expected to be less productive than another based on personal and day-job demands. This is a guestimate, of course. Do you write long fiction? If so, you can estimate the number of pages a draft might be and set word-count or page goals for each quarter. Or if you’re writing shorter pieces like magazine articles or picture books, you can estimate how many drafts or ideas you might generate in three months.

Once you have the first quarter of work laid out, divide that work into three months, allocating about a third of the work per month. You probably guessed the next step—dividing that first month into four weeks!  All of a sudden, you have the first week of work in front of you, and it’s time to get cracking!

I’ve attached examples of my five-year and annual plans.  

Five-Year Goals:

5_yr_plan_-_francine.pdf
File Size: 818 kb
File Type: pdf
Download File

One-Year Goals:
1_yr_plan_-_francine.pdf
File Size: 742 kb
File Type: pdf
Download File

Quarterly Goals:
Once I have my annual goals listed, I took these long-range goals and plugged them into quarterly and weekly charts. Here is my third quarter layout, as well as the guestimate of my fourth quarter, beginning October 1st. While I've provided you pretty charts to use, mine were originally completed on loose-leaf notepaper!  
quarterly_plan_-_francine.pdf
File Size: 1597 kb
File Type: pdf
Download File

I hope this gives you an idea of how work is being boiled down from that long-term vision into workable and tangible quarterly, monthly and weekly plans. I keep my quarterly plan posted in my work area at all times. While it lists my weekly targets in the monthly sections, I often write a weekly list of what I hope to accomplish on an index card. It helps me keep focus. This weekly evaluation also allows me to accommodate schedule changes. If something big is going on in my personal life that week, I list that on my chart and index card as a reality check. Each morning I glance at my weekly goals and jot down a few must-do’s for the day. 

Final Thoughts on Long-Term Planning:
We can’t always predict the pace of creating a manuscript, painting, or picture book dummy from scratch. My current manuscript has taken a full year longer than I’d originally planned. I could beat myself up about being slow, but at the end of the day, I did all the writing hours I said I would. That story just took a little longer to finesse. 

The critical thing to remember is that it’s more important to show up than to hit specific targets (they were estimates to begin with!). You can’t call it a missed goal if you’ve shown up for all the hours you anticipated writing. 

Happy planning (and accomplishing!) this quarter!

-  Francine

P.S. Remember you can find the other three long-term planning sections in our blog archives:
http://www.24carrotwriting.com/-blog/anything-but-ordinary
http://www.24carrotwriting.com/-blog/planning-part-two-charting-your-5-year-plan
http://www.24carrotwriting.com/-blog/planning-part-three-your-one-year-roadmap
2 Comments
Noel Csermak
9/10/2015 03:01:59 pm

I've been waiting for this instalment.
Thank you Francine for continuing to provide realistic and workable insight. We now have the goals and the structure to get there! Happy Writing!

Reply
Donna mae link
9/10/2015 03:05:09 pm

Thanks for helping me stick to a plan. The information is a great tool

Reply



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