How to Plan Q3 Goals in 5 Simple Steps (2022)

You’re halfway there to achieving your end of year goals, Just look at how far you’ve come already!

Instead of losing focus and letting things slip now, let’s build on the momentum that you have already gained from the previous quarters.

For the people that are new to all of this, let’s have a quick rundown on what we need to know.

What are Q3 goals?

third quarter (Q3) goals are the objectives set from the 1st of July to the 30th of September, this is the halfway point of the year and entails the months, July, August and September. Q3 accumulates to 92 days altogether, This allows enough time to review the last quarter, set new targets for this quarter and take the action required to achieve personal and business goals.

Why should you set Q3 goals?

The 3rd quarter is the perfect time to get a clear understanding of how well you are performing on your yearly goal by looking back at the first half of the year. Q3 allows you to fix your previous mistakes and multiply your success.

Here are some printable templates you can use whilst you start reviewing and planning.

Step 1: evaluate your success in Q2

The end of Q2 is a great time to see how well you are doing so far, it’s half way through the year so you can get a good understanding of your progress by evaluating the 2nd quarter.

Using our Q2 review template and the previous ones, write down what your main goals were at the start of the year, your progress in Q1 and where you got to by the end of the 2nd quarter.

By doing this it allows you to know whether you need to get rid of any of your goals, make some of them more achievable or even add some more goals to your list because you have already completed the ones you set.

Step 2: take a brain dump

The last 6 months you’ve probably had a lot going on, causing a lot of stress and you being pulled in every direction not being able to think straight.

To put an end to all of the distraction and headache, a great technique you can use is a brain dump. A brain dump is a tool that helps you bring yourself back to a calm state by writing down anything and everything that is going on in your head.

This method will help you be more present and work more efficiently by helping you clear your mind and manage your thoughts more productivity.

Step 3: Do a mid-year reset

Before you start taking action and working on your new targets, you need to stop for a moment and really get ready for the next 6 months of the year.

You’ve probably already experienced lots of ups and downs, trials and tribulations so far this year so, you need to make sure that everything is in order to take on the challenges ahead.

To get things in to place, you first need to be in the right state of mind, have a thorough plan and enough energy to go out and take action, this can be done by doing a mid-year reset.

You can find out how to reset your year half way through here.

Step 4: define your projects

By now you should have at least completed some projects that you set in the previous quarters and now it is time to start working on some other smaller targets that are going to put you closer to your long-term goals.

Using the planning template we have provided above, come up with 3 new mini projects (or old ones if you haven’t completed them) and write them down in each project box.

Underneath the project boxes you will see some numbered lines, here you will write the step by step process to achieving those projects and any tasks that you have to complete.

This will help you get things done more easily, as you will always know exactly what you are doing next.

Step 5: use a Kanban board for tracking

Having the plan is great, but it doesn’t mean anything if you never put it in to action. Being lazy, procrastinating or whatever it is seems to stop so many of us from reaching what we desire.

Because of this, at the bottom of the planning template we’ve also added a small Kanban that you can use to manage tasks that you need to complete for your projects.

For the best results, write down your tasks on some sticky notes so you can easily move them in to their correct stage of the process.

For a more in-depth explanation of how to use a Kanban board and some extra tips, you can read our full walk through here.

Thanks for taking your time to make this quarter great! We’ll see you in the next we finish the year off strong.

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