Mastering Your Success: A Practical Guide to Crafting and Achieving a 90-Day Plan

The end of the year is a great time to review what you’ve accomplished this year, and what you want to accomplish in the coming year.

But I find that developing new year goals and resolutions feels challenging, vague, and uninspiring. I like tangible and practical tools.

The Power of a 90-Day Success Plan

If you’re the same way, you may find it helpful to create a 90-day success plan. Take a piece of paper, fold it in half, and fold it in half the other dimension to create four squares. Four big squares on an Excel spreadsheet also would work if you want to keep it digital.

It sounds goofy, but I also like using a pretty ink to fill it out. Seeing a beautiful teal ink on my written plan makes me happy.

Example 90-Day Success Plan: Practical Strategies for Success

Here’s my 90-day success plan, with one big question in each box:

What habits, strategies and tools can I employ right now to improve my time management?

  • Set 20-minute timer for social media usage each day

  • Schedule 30 minutes between meetings as prep time

  • Confirm meetings in advance via text or email to eliminate scheduling errors

  • Consider hiring a virtual assistant to help with admin

What can I do today to get started? Social media timer

What are my biggest priorities in the next 90 days?

  • Unplug/no work on 3 upcoming holidays

  • Completely disconnect for two-week family vacation

  • Aim for 8 hours of sleep each night

  • Healthy meals and mini-stress breaks during the day (5-minute neighborhood walk)

  • Finish website redesign and launch by 11/30

  • Choose and mail holiday cards to clients and partners

What can I do today to get started? Purchase stamps and address holiday cards

What projects do I want to focus on next quarter?

  • Develop book concept and chapter outline

  • Refine discovery call and onboarding process

What can I do today to get started? Watch Toku “enroll clients” video

What can I do to connect with clients, past clients, ask for referrals, and enroll new clients?

  • Send holiday cards

  • Reach out to set 1-2 coffee meetings per week

What can I do today to get started? Make list of people I haven’t seen recently

Making Your 90-Day Plan a Daily Ritual

Your questions may be completely different from mine, and that’s ok. Take 20 minutes at the beginning of your workday and create your plan. Just get pen to paper or fingers to keyboard and create it. Don’t judge or edit yourself. Get something down and then later you can go back and refine it.

Connect with Me: Share Your Success Plan

I’d love to see your plan and find out if this is a useful tool for you. Reach out to me.


Get in touch

Let’s develop an effective fundraising plan, boost the performance of your team, ensure your organization’s sustainability, and overcome your leadership challenges by examining your mindset now. Contact me today!

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