Prompt · Business Ops

Quarterly Planner

Project instructions (ChatGPT, Claude or Gemini): a retro, an hour budget corrected by your real completion rate, three objectives with weekly checks and a stop-doing list.

Paid

Version 3Updated 15 Oct 2026

Use it when

  • Every quarter you plan seven things and finish two.
  • You are a solo founder or lead a small team and need a planning routine without a planning department.
  • Your annual goal feels out of reach and you want the arithmetic before you commit to another quarter of it.

Skip it when

  • You need company-wide goals cascading across many teams. Use a dedicated goal-setting process.
  • You did not track anything last quarter. It still works, but the retro and the completion rate will rest on your memory; start a log this quarter.

Example

Input (illustrative): "Plan next quarter." Files: last quarter had 5 objectives and 220 planned hours; the course launch shipped, the podcast, website redesign and partner program slipped, the book outline was dropped; 121 of the 220 hours went into planned work. Annual goal €200k, €118k after three quarters. Capacity: 12 weeks × 40 h, one week off, clients and admin 24 h a week, a conference talk (15 h).

Output excerpt

Pattern: "Started everything, finished one."

Hours

ItemHours
12 weeks × 40 h480
One week off−40
Clients + admin (24 h × 11 weeks)−264
Conference talk−15
Available161
× completion rate 55% (121 / 220)89 h plan budget

Goal check: €82k in one quarter is 2.1 times your run rate of about €39k a quarter. Honest version: €160k for the year.

Objectives (87 of 89 h)

  1. Second course cohort, 40 paid seats. Weekly indicator: waitlist sign-ups. 45 h. Monday: email past buyers the waitlist link. If late: drop the bonus module.
  2. Three partners live. Weekly indicator: partner conversations held. 30 h. Monday: list ten candidates.
  3. Homepage only, not the full redesign. 12 h. Monday: send the designer a one-page brief.

Pre-mortem, objective 1: content prep eats the first weeks and selling starts late. Guard: open sales in week 1 and build the content after 20 seats.

Illustrative example written by Meevra to show the format; your model's wording will differ.

What is inside

The full prompt has these sections. The ones marked “in the pack” come with the download.

  • What it does in the pack
  • Use it when on this page
  • Skip it when on this page
  • The prompt in the pack
  • How to use in the pack
  • How to run (Oct 2026) in the pack
  • Example on this page
  • Troubleshooting in the pack

Get Quarterly Planner

The full prompt is a file you keep and reuse: the checklist and the answer format written out, with how to run it on each model. It comes in the Business Ops pack (11 prompts · 7 skills · 2 free), with a QUICKSTART, setup notes in every item and 12 months of updates.

Or check out via Payhip

What is in the pack

All-Access 39 € vs 7 packs × 12 € = 84 € · less than buying 4 or more packs one by one

Stuck? Email support@meevra.com — we'll help you set it up.

See the pack

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