Quarterly Planning with Gary Jeffery: Turn Time Into Traction

Audit your time, cut low-value owner work, and choose the focus projects, KPIs and first steps for a sharper next quarter.
About this Event

Most owners do not run out of effort. They run out of usable time.

The week gets filled with urgent problems, customer demands, admin, interruptions, meetings, inbox traffic, scheduling, and jobs that somehow still sit with the owner. Then the work that actually moves the business - planning, sales activity, team training, prevention, review time, relationship building, and better systems - gets pushed aside again.

This event is about putting your time and your next projects under pressure.

You will audit where your week is really going, sort the work that should stay with you from the work that should be delegated, systemised, automated, or stopped, then turn that freed-up capacity into a tighter launch plan for the next quarter.

We’ll also be joined by Michael Davis from Accounting Buddy, sharing practical insights on what small business owners should be paying attention to in their numbers.

What you’ll cover

• Where your time is going across urgent work, important work, false urgency, and pure distraction
• Which owner-level tasks are low-value work dressed up as necessary work
• What to delegate, systemise, automate, eliminate, or protect
• How to compare low-payoff activities against higher-value owner work
• How to build a default diary that protects planning, sales, team, and review time
• How to choose up to three focus projects for the next quarter
• The benefits if each project lands, and the consequences if it drifts
• First steps, KPIs, monthly targets, and a simple scoreboard

What you’ll leave with

• A clearer view of what is stealing your week
• A Not To-Do list you can act on straight away
• A better hand-off list for work that should not stay with the owner
• A draft weekly rhythm that gives important work a fixed place
• A shortlist of focus projects for the next quarter
• First steps and KPIs for each project
• A simple way to track progress across Month 1, Month 2, and Month 3

Who it’s for

Owners and managers who are carrying too much day-to-day work and still need to move the business forward.

It will suit you if your week is full, your planning time keeps getting sacrificed, or your next quarter has too many possible projects and not enough sharp decisions.

What to bring

Bring your current calendar, a list of the work that keeps pulling you away, and any projects you are considering for the next quarter.

Also bring a few real numbers if you have them - hours spent on admin, sales activity, team follow-up, customer demands, or owner-only work.