How We Plan 90 Days Without Another Spreadsheet
There’s nothing wrong with spreadsheets until you're using 12 of them just to keep your quarter on track.
If you're tired of opening another tab, copy-pasting from a calendar into a tracker, and wondering where that client project is even at, it's time for a new way to plan. Here’s how we map a clear 90-day plan without drowning in Google Sheets.
Start with a Strategic Framework
Planning your quarter starts by getting out of task-mode and zooming out. We use a simple framework built around:
One clear goal (revenue, offer, audience growth, etc.)
Three core priorities (the focus areas that support that goal)
Key metrics to track (but only what actually matters)
This gives direction before we get into the how. You don’t need to plan everything just enough to stay focused and aligned.
Map It Out in ClickUp
Once we’re clear on direction, we move everything into ClickUp no spreadsheets needed.
Here’s what it looks like:
90-Day View: One board showing all initiatives and projects by week or month
Goals Tab: Linked to each deliverable, so we can track what’s driving progress
Task Templates: For recurring things like launches, content creation, onboarding, etc.
Dashboards: So we can see what’s in progress, what’s overdue, and what’s done
ClickUp becomes our planning, execution, and tracking tool so nothing gets lost between strategy and delivery.
Weekly CEO Reviews (That Don’t Take an Hour)
To stay on track without needing another planning day every week, we use:
A recurring weekly task in ClickUp
A 15-minute reflection doc (with prompts like: What’s working? What’s slowing us down?)
A shared team comment thread for blockers and wins
This is what keeps the plan relevant, not static. We don’t overthink. We adjust as we go.
Where the VA + OBM Support Comes In
You don’t need to plan and run everything yourself. A VA can help prep your dashboard, keep ClickUp tidy, and track weekly progress. An OBM can guide the quarterly strategy, delegate the execution, and keep you focused on the big picture.
This is how planning becomes sustainable. You’re not the one following up, reminding, or retyping the same due dates every week.
Planning Shouldn’t Be More Work Than the Work
If your current planning process feels like a full-time job in itself, it’s time for something lighter. You can still plan with intention and track progress without getting buried in tools that don’t talk to each other.
We’ve helped CEOs move from spreadsheet chaos to clear 90-day systems with ClickUp and actually have time to lead again.
Ready to plan smarter this quarter?
Book a free Breathe & Discover Call and let’s map a simpler planning system that gives you direction without the overwhelm.