Take Charge of Your Quarterly Planning with Monday.com
When it comes to quarterly business planning, you need more than good intentions—you need a system that works. That’s where Monday.com steps in, helping you streamline your goals, break them into manageable tasks, and keep everything (and everyone) on track. Whether you're delegating to your team or managing it all yourself, this tool makes sure nothing slips through the cracks.
Breaking Down Your Big Goals – One Task at a Time
Quarterly business planning can feel like trying to assemble furniture with no instructions—it’s overwhelming, but with the right tools, it becomes a piece of cake. Monday.com makes it easy to take those big, complex goals and break them down into bite-sized tasks that are easy to delegate to your team, contractors, or virtual assistants. Whether you’re managing one project or ten, the platform lets you map everything out so you can see what’s happening, when, and who’s responsible.
Think of it as your digital assistant, organizing your to-do list while you focus on the bigger picture.
Free Features that Pack a Punch
You don’t need to splurge to use Monday.com. The free version offers a ton of value, and let’s be honest, we all love getting more for less. Here are some highlights:
Customizable Boards: Set up your boards to work for you, not the other way around. Whether you're planning the next quarter, organizing your daily tasks, or tracking a team project, the boards are totally customizable.
Task Assignments: Handing off tasks has never been easier. Simply assign them to your team, add a deadline, and watch the magic happen.
Due Dates & Reminders: Procrastinators, rejoice! Monday.com has got your back. Set up due dates, and the system will keep you in check, ensuring nothing slips through the cracks.
Basic Integrations: Free users can connect their boards with tools like Google Drive or Slack, so everything’s in one place. Because who has time for juggling apps?
Paid Features for When You’re Ready to Level Up
When you’re running a business that’s expanding faster than your to-do list, the paid features are where Monday.com really steps up. Here’s what you can expect from the premium plans:
Advanced Automations: Tired of babysitting tasks? Automate them. With Monday.com’s advanced automations, you can set up rules like “Send a reminder two days before a deadline” or “Notify me when a task is completed.” No more chasing down team members or checking in on deadlines. It’s like having a project manager that never sleeps.
Time Tracking: For those running service-based businesses, time tracking is your new best friend. You can monitor how much time you and your team spend on projects to keep budgets in check.
Advanced Reporting & Dashboards: Data lovers, rejoice! With reporting and dashboards, you get a real-time view of your team’s progress, so you can make smarter, faster decisions. Plus, it makes you look like the strategic genius you are.
Private Boards: Got a top-secret project? The paid plans offer private boards, so your sensitive info stays secure.
Automation Tools: Your Secret Weapon to Saving Time
We’re all about working smarter, not harder—and that’s where Monday.com’s automation tools come in. If you’re like us, juggling multiple projects and deadlines, these automations can save you time and stress.
Need a weekly project update sent to the team? Done. Want recurring tasks (like invoicing, project reviews, or client follow-ups) to show up at the right time? Handled. By automating your workflows, you can eliminate those repetitive manual tasks and focus on growing your business and hitting those quarterly goals.
Here’s how Monday.com’s automations can help:
Workflow Automations: Set up an automation to move tasks along the pipeline, and Monday.com will do it for you—no manual oversight required.
Recurring Tasks: Set up tasks that repeat on a schedule, so monthly reports and client check-ins are never forgotten.
Custom Notifications: Get notified when critical milestones are reached, helping you stay on top of what matters most.
Why We Love It at Wellth for Women
Here’s the scoop: Monday.com runs the show behind Wellth for Women, keeping us organized and proactive while we bring you all the support, events, and content you love. Every task, every deadline, every project—it all lives in Monday.com. It's the behind-the-scenes powerhouse that helps us stay on top of our game.
If you’re still feeling like things are slipping through the cracks, give Monday.com a try. Whether you stick with the free plan or opt for the paid version, you’ll quickly see how this tool can help you manage the chaos and stay ahead of your quarterly plans. And trust us—your business will thank you for it.
Save the Date!
Want to dive deeper into Monday.com and get hands-on guidance? We’re hosting an in-person workshop in the St Croix River Valley areas in the new year (2025) to help you set up and learn this tool like a pro. Mark your calendar for January 6th from 5-7 PM (location TBD). It’s the perfect opportunity to kickstart your year with proactive planning!
