Quarterly Strategic Planning System™

Your Name’s

2026 · Q3 Strategic Plan
Turn 90 days of focused execution into 12 months of measurable momentum.
Make It Yours
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QSPS philosophy: quarterly strategic planning over annual planning. The Annual Focus is your North Star. Your priorities reset every 90 days.
01Assess

Quarterly Assessment

Celebrate what worked. Learn from what didn't. Review last quarter's T.O.P. 3. Identify what to delegate.

What Went Well
Why It Went Well · Lessons
What Didn't Go Well
Why It Didn't · Lessons
Last Quarter's T.O.P. 3 · % Complete
Score honestly. Partial credit allowed.
Average
0%
1
0%
2
0%
3
0%
Delegate to Accelerate

Love It / Loathe It List

Raw input. Don't edit yourself. Add hours per week for each item. The 4D Engine below runs every item through the cascade (Delete, Defer, Delegate, Do) and ranks the recovery math by quarterly dollars.

Love It · Zone of Genius
Click + Love to add an item.
Loathe It · Drain & Friction
Click + Loathe to add an item.
02Align

Quarterly Alignment

Identity Anchor

Confirm Your 6 Promises

Your Promises are identity-level commitments that anchor every quarter. One per workspace, six total. They do not change quarter to quarter. They are who you are. Re-read them. Confirm they still hold. Every T.O.P. you pick below links to one of these six.

Brain · The system itself. Rituals. Logs. Operating brain.
Main Brand · Your primary business. Where current revenue lives.
New Venture · Your secondary or newer venture. New customer acquisition.
Clients · Active private clients. Coaching engagements.
Pipeline · Sales pipeline feeding all ventures.
Life · Personal goals across the 10 Domains of Life.
This Is Your Life Scorecard™

10 Domains of Life

Slide each domain 1 to 10. Total scores automatically. Score your typical week, not your best week.

Total Score
50 / 100
Stress zone
1
Spiritual
5/10
2
Intellectual
5/10
3
Emotional
5/10
4
Physical
5/10
5
Marital / Romantic
5/10
6
Parental / Family
5/10
7
Social / Community
5/10
8
Avocational
5/10
9
Financial
5/10
10
Vocational
5/10
Threats Refresh

External Risk Radar

Vision

Quarterly Vision Statement

Picture yourself at the end of this quarter. Write it as if it's already true.

Vision Paragraph
3 Affirmations
1 Stretch Outcome
Non-Negotiables

Boundaries For This Quarter

The lines you do not cross for these 90 days. Time, commitment, and energy boundaries. The standards you uphold even when it is inconvenient.

Click + Add to set a boundary (e.g., "No meetings before 10am Tuesdays").
Recovery & Rhythm

Vacations & Time Off This Quarter

Block recovery before the quarter starts. Family time, vacations, deep work days, sabbath. Protect these the same way you protect launches.

Click + Add to block off recovery time.
Growth

Betterment & Upskill This Quarter

Specific skill gaps you are closing in these 90 days. One concrete input per row. Vague intentions do not compound. Specific commitments do.

Click + Add to commit to a specific skill or learning input.
03Act

Quarterly Action Plan

Three priorities. Not five. Simple Scales, Complex Fails. Each T.O.P. is anchored to a Workspace + Promise, linked to a bottom-line number, and runs through the SMARTS Filter™: Summary · Motivation · Action Items · Resources · Targets · Stakes.

Bottom-Line Scoreboard

The Numbers This Quarter Must Move

Baseline is where you start (last quarter's actual). Target is where you commit to finish. Log check-ins in your Weekly Review. Record the final Actual in 04 Achieve.

1
T.O.P. #1 · SMARTS Filter™
Workspace
Owner
Pick a workspace to link this T.O.P. to its Promise.
Bottom-Line Metric
Expected Impact
S · Summary
M · Motivation
A · Action Items
R · Resources
T · Targets
S · Stakes
2
T.O.P. #2 · SMARTS Filter™
Workspace
Owner
Pick a workspace to link this T.O.P. to its Promise.
Bottom-Line Metric
Expected Impact
S · Summary
M · Motivation
A · Action Items
R · Resources
T · Targets
S · Stakes
3
T.O.P. #3 · SMARTS Filter™
Workspace
Owner
Pick a workspace to link this T.O.P. to its Promise.
Bottom-Line Metric
Expected Impact
S · Summary
M · Motivation
A · Action Items
R · Resources
T · Targets
S · Stakes
04Achieve

Quarterly Results

Projects are not the point. Results are. Log your numbers every week in the Weekly Review. At Week 13, record what shipped and what it did to revenue, profit, cash, clients, and morale.

T.O.P.s Shipped
0 of 3
Average Completion
0%
Targets Hit
0 of 0
Revenue Change
Add actual
Morale Change
Add actual
Weekly Reviews
0 of 13
Bottom-Line Scoreboard

Baseline vs Target vs Actual

Baseline and Target come from 03 Act. Enter the Actual at quarter end. Your latest weekly check-in shows as a guide.

Revenue (this quarter)
Baseline-
Target-
-
-
-
Net Profit (this quarter)
Baseline-
Target-
-
-
-
Cash on Hand
Baseline-
Target-
-
-
-
Active Clients / Customers
Baseline-
Target-
-
-
-
Team Morale (1 to 10)
Baseline-
Target-
-
-
-
1
T.O.P. #1 Result
Untitled. Set it in 03 Act.
No bottom-line metric linked yet.
Final % Complete
0%
Status
Confidence in Impact
Actual Bottom-Line Impact
What Happened and Why
2
T.O.P. #2 Result
Untitled. Set it in 03 Act.
No bottom-line metric linked yet.
Final % Complete
0%
Status
Confidence in Impact
Actual Bottom-Line Impact
What Happened and Why
3
T.O.P. #3 Result
Untitled. Set it in 03 Act.
No bottom-line metric linked yet.
Final % Complete
0%
Status
Confidence in Impact
Actual Bottom-Line Impact
What Happened and Why
Quarter Reflection

What the Quarter Did

Hours Per Week Actually Reclaimed
Compare with the hours your 4D Engine planned to free.
Operating Manual

How QSPS Works

Two tiers. Tier 1 is you and this page. Tier 2 hands your plan to an AI project manager that loads it into the project management system you already use. The math runs in the background. You see results, not matrices.

Tier 1 · Solo
  1. 1.Complete 01 Assess and 02 Align on your own.
  2. 2.Build your Bottom-Line Scoreboard and T.O.P. 3 in 03 Act.
  3. 3.Print what you need, or download your Markdown file.
  4. 4.Run a Weekly Review every Friday. Log your numbers.
  5. 5.At Week 13, record your results in 04 Achieve.
Tier 2 · AI Project Manager
  1. 1.Finish 01 Assess through 03 Act above.
  2. 2.Open Menu, then Copy AI Handoff Prompt (or Download Markdown).
  3. 3.Paste it into Claude with your project management tool connected: Asana, ClickUp, monday.com, Notion, Trello, Jira, and more.
  4. 4.Approve the projects and tasks it proposes. Your T.O.P.s now live where your team works.
  5. 5.Every Friday, run the Weekly Review with your AI. Paste its update into Menu, then Import AI Update.
  6. 6.At Week 13, 04 Achieve shows what your priorities did to the bottom line.
Your data lives in this browser. Every keystroke auto-saves. At the end of each session, and so your plan is safe and portable.