Quarterly Planning
Quarterly Planning
You must say no to the many to say yes to the important.
Align your team’s efforts around clear objectives and priorities—so you can finally move the needle on what matters most.
You know what you want to get done - but is your team excited about it, too? Do they agree?
They know what you're asking of them - but are they ready to work together to get it done?
Have you unlocked that level of emotional investment where they're energized and committed to driving your growth forward?
Too often, leaders and teams get stuck in reactive mode—putting out fires, tackling urgent (but unimportant) tasks, and never quite making the progress they want. Quarterly Planning helps you break free from that cycle.
Choose your level of impact using the dropdown below. The price above will update when you choose an option.
Let’s tackle this together. I can help!
FAQ’s
What are the differences in options?
Spark Sessions are low-risk, high-impact 2-hour working sessions with Nerd Hat Solutions. They’re designed to help you solve an immediate challenge in your business while also giving you a taste of how we approach time management, productivity, and operations.
The Full Day Session is a high-impact, immersive experience that allows your team to get everything done and implemented during the session—not saving any work for later. This means that by the end of the day, you'll have a clear, actionable plan ready to go. It’s also an opportunity to celebrate wins with your team, reinforcing a sense of accomplishment and building team culture along the way.
For the self-starters, our DIY Session gives you all the tools to handle your time management and operational challenges at your own pace. We’ll provide you with a comprehensive workbook that includes a step-by-step agenda, practical exercises, and actionable best practices to help you plan for your most productive quarter yet. This is a great fit for those who want the flexibility of working through the process independently but still benefit from our proven framework.
The Process: How will we get real work done?
Step 1: We Customize It
We review your docs and tailor the session to your needs based on where you’re at right now. No need to clean up beforehand!
Step 2: We Work Together
We will spend dedicated time working together on your chosen topic. We’ll get real work done together that you can implement right away.
Step 3: You Get a Plan
Once the session is done, you’ll receive a next steps plan as well as a free Q&A Zoom Session for coaching and support.
Best of all, you’ll walk away with actual work done and real solutions ready to be implemented.