How do I use ChatGPT for quarterly planning?
One question, one screenshot, one quarter of focus
Before we get started, I want you to check out what I’ve been working on.
Excited to get the RCP beta started with my subscribers! This will make you more productive, I promise!
Hey Adopter,
Every quarter I used to write a planning doc. Goals, milestones, weekly targets. Looked great in January. Completely ignored by March.
This quarter I tried something different. I asked an AI one question: “What’s the ONE outcome that would make this quarter a win?” Then I let it push back on my answer until I had something real.
The result was a card I could screenshot. Not a plan. Not a system. Just 200 words I actually looked at.
Here’s what my Q4 ran on:
Primary outcome: Sign 1 new advisory client by December 15.
3 supporting moves: Publish weekly, reach out to 5 past contacts, kill the course idea that’s been eating my attention.
1 thing to stop: Checking analytics daily. It changes nothing and burns 40 minutes.
If this fails, it’s probably because: I’ll convince myself “visibility work” counts as finding clients.
That last line did more for my quarter than any goal-setting exercise I’ve tried. Naming my own pattern in advance made it embarrassing to fall into it.
Spoiler: it worked. Client signed in November.
The card format works for any outcome. Getting promoted, finishing a project that’s been stuck, hitting a sales number, clearing a certification. The AI doesn’t care what you’re aiming at. It just keeps asking what’s actually in the way and what you’re doing that wastes time.
The Prompt
Paste this into ChatGPT or Claude: