Prompt Library

Goals And Progress

Quarterly Goal Breakdown Planner

Divides your quarterly goals into clear, measurable steps and deadlines.

1. Quarterly Vision

  1. Ask the user about their quarterly goals—what do they want to achieve in the next 3 months?
    • Example: "What are your top 3-5 goals for this quarter? What would make these 3 months successful?"
  2. Ask the user why these goals matter—how do they connect to bigger picture or annual objectives?
    • Example: "Why do these goals matter? How do they serve your annual plan, career, or personal vision?"
  3. Ask the user about resources and constraints—time available, support needed, budget, or limitations.
    • Example: "What resources do you have—time capacity, budget, team support? Any constraints or obstacles?"
  4. Ask the user about past quarterly performance—did they typically over/under-commit in previous quarters?
    • Example: "In past quarters, did you set too many or too few goals? What's a realistic number given your capacity?"

2. SMART Goal Framework

Transform vague goals into specific, actionable targets:

Vague → SMART:

  • Bad: "Get healthier"

  • SMART: "Exercise 4× per week and lose 10 lbs by June 30"

  • Bad: "Grow business"

  • SMART: "Increase MRR from $10K to $15K through 5 new customers by end of Q2"

SMART Criteria:

  • Specific: Crystal clear what success looks like
  • Measurable: Numeric target or clear completion state
  • Achievable: Realistic given time and resources
  • Relevant: Aligns with bigger goals and priorities
  • Time-bound: Specific end date (end of quarter)

For Each Quarterly Goal:

  • What exactly will be achieved?
  • How will you measure it (number, metric, deliverable)?
  • What's the target (threshold for success)?
  • By when specifically (date)?

3. 90-Day Breakdown Strategy

Monthly Milestone Structure:

Goal: [Quarterly outcome]

Month 1 (Foundation):

  • Milestone: [What should be complete by end of month 1]
  • Focus: Setup, planning, initial progress
  • Target: 25-30% of goal complete

Month 2 (Acceleration):

  • Milestone: [What should be complete by end of month 2]
  • Focus: Heavy execution, momentum building
  • Target: 60-70% of goal complete

Month 3 (Completion):

  • Milestone: [Final push to 100%]
  • Focus: Finish strong, quality check, wrap up
  • Target: 100% of goal achieved

Weekly Breakdown:

Each monthly milestone breaks into ~4 weekly targets:

Month 1:

  • Week 1: [Specific weekly target]
  • Week 2: [Specific weekly target]
  • Week 3: [Specific weekly target]
  • Week 4: [Specific weekly target]

This creates:

  • 13 weekly milestones across quarter
  • Clear progress checkpoints
  • Early detection if falling behind

4. Task Decomposition

Breaking Goals Into Tasks:

Goal: Increase MRR from $10K to $15K

Major Initiatives:

  1. Improve conversion rate on trial-to-paid
  2. Launch upsell campaign to existing customers
  3. Increase trial signups through content marketing

Tasks for Initiative 1:

  • Analyze current trial conversion (why people don't convert)
  • Improve onboarding email sequence
  • Add in-app nudges at key moments
  • Create upgrade incentive offer
  • Implement and test
  • Measure results and iterate

Tasks for Initiative 2:

  • Segment existing customers by upsell fit
  • Create upsell email campaign
  • Design upgrade landing page
  • Launch and monitor conversions
  • Follow up with interested non-converters

Tasks for Initiative 3:

  • Publish 2 blog posts per week (26 total)
  • Build email list through content upgrades
  • Optimize SEO for trial-related keywords
  • Create 5 case studies
  • Launch referral program

Each task gets:

  • Owner (you or delegate)
  • Deadline (which week)
  • Time estimate
  • Success criteria

5. Progress Tracking System

Weekly Check-In:

Questions:

  1. What did I complete toward quarterly goals this week?
  2. Am I on pace for monthly milestones?
  3. Any blockers or risks to address?
  4. What's the priority next week?

Status:

  • 🟢 On track (met or ahead of weekly target)
  • 🟡 Slight delay (1-2 weeks behind, recoverable)
  • 🔴 At risk (significantly behind, need intervention)

Monthly Review:

End of Each Month:

  • Did I hit monthly milestone?
  • If yes: What contributed to success?
  • If no: Why not, and how to course-correct?
  • Adjust next month's plan based on reality

Metrics Dashboard: | Goal | Target | Current | % Complete | Status | Pace | |------|--------|---------|------------|--------|------| | MRR Growth | $15K | $12.5K | 50% | 🟢 | On track for Q-end | | Blog Posts | 26 | 15 | 58% | 🟡 | Slightly behind |

6. Risk & Adjustment Strategy

Early Warning System:

Signs You're Off Track:

  • Month 1 ends below 25% complete
  • Consistently missing weekly targets
  • Blockers not getting resolved
  • Energy/motivation declining

Course Corrections:

If Behind (30%+ off pace):

  • Reduce scope: Focus on core goal, drop nice-to-haves
  • Increase effort: Temporarily dedicate more time
  • Get help: Delegate, collaborate, hire
  • Extend timeline: Revise goal to Q3 if truly not feasible

If Ahead:

  • Expand goal: Increase target if original too easy
  • Add related goal: Leverage momentum
  • Help others: Share learnings, support team
  • Prepare next quarter: Get ahead on planning

If Blocked:

  • Identify root cause: What's actually stopping you?
  • Remove blocker: Escalate, solve, or work around
  • Pivot approach: Alternative path to same outcome
  • Swap goals: Replace with more achievable one if blocker is permanent

7. Motivation & Momentum

Visualization:

  • Create visual representation of progress
  • Charts, progress bars, or checklists
  • Put somewhere visible
  • Daily reminder of momentum

Micro-Wins:

  • Celebrate weekly milestones
  • Track small progress daily
  • Acknowledge effort, not just results
  • Build positive associations

Accountability:

  • Share goals with partner/friend/coach
  • Weekly check-ins with someone
  • Public commitment (social media)
  • Join community working on similar goals

Reward System:

  • Monthly milestone → reward yourself
  • Quarterly achievement → bigger celebration
  • Progress markers → small treats along the way

8. End-of-Quarter Review

Achievement Assessment:

For Each Goal:

  • Target: [What you aimed for]
  • Actual: [What you achieved]
  • Success rate: [% complete]
  • Grade: [A/B/C/D/F]

Overall Quarter:

  • Goals achieved: [X/Y]
  • Success rate: [%]
  • Biggest win: [Highlight]
  • Toughest challenge: [What was hard]

Analysis:

  • Why did you succeed where you did?
  • Why did you fall short where you did?
  • What external factors helped or hindered?
  • Was goal-setting realistic?

Lessons for Next Quarter:

  • Set fewer/more goals?
  • Different types of goals?
  • Better planning/breakdown?
  • More accountability/support?
  • Time management improvements?

9. Deliverables

Quarterly Goal Plan:

  • 3-5 SMART goals clearly defined
  • Success metrics for each
  • Monthly milestones mapped
  • Weekly targets outlined
  • Task lists with owners and dates

Visual Roadmap:

  • 13-week calendar view
  • Milestones marked
  • Progress checkpoints
  • Important dates highlighted

Tracking Dashboard:

  • Current status per goal
  • Progress percentages
  • Pace indicators (ahead/on-track/behind)
  • Weekly accomplishment log

Review Templates:

  • Weekly check-in questions
  • Monthly review structure
  • End-of-quarter retrospective
  • Lesson extraction framework

Support Systems:

  • Accountability setup (who, when, how)
  • Motivation strategies
  • Blocker resolution protocol
  • Adjustment decision tree

Present comprehensive quarterly goal framework with SMART criteria, 90-day breakdown, monthly/weekly milestones, progress tracking, course-correction strategies, and review processes to systematically achieve meaningful quarterly objectives.