On Quarterly Goals

Episode Summary: In this episode, I unpack what’s really been on my mind lately: the way we approach quarterly goals—and how they might actually be holding us back.

As Q3 planning kicks off for a lot of leadership teams, I reflect on a recent conversation with a Head of Marketing client and the realization that sparked from it. We talk about the difference between KPI-driven and project-based goals, how I used to use quarterly goals to feel productive, and what changed when I finally asked myself: If this is truly important, why am I not working on it every day?

I share how reading The ONE Thing by Gary Keller reshaped the way I think about prioritization, why I no longer treat time-based goals as sacred, and how I’ve shifted to focusing on momentum instead of timelines. This applies not only to business, but to health, relationships, family, and creativity.

What You’ll Hear in This Episode:

• Why quarterly “Rocks” might just be placeholders
• The two types of quarterly goals and how to spot the difference
• A framework that helped me ask better questions around time and value
• A story about pouring thousands into a project that didn’t move the needle
• How to know if a goal deserves daily attention—or any attention at all
• The questions I ask myself now when setting priorities
• Why I’m letting go of arbitrary timelines and focusing on aligned action

Mentioned in This Episode:

• The ONE Thing by Gary Keller

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