Quarterly Planning Workshop

Planning Workshop
@ Studio Safari

July 21, 9.30am - 2pm

with Aerlie Wildy,

Business Efficiency Consultant

Studio Safari: 80 Ifould St, Adelaide

Ready to set up the rest of 2022 for success?

Take time out to work ON your business
and create some momentum.

This quarterly planning workshop is a day for you to
review, re-focus, dream big and create

a realistic roadmap for the next 6 months.

Action brings momentum, but the action needs to be strategic.

We know that having your goals in front of you
makes you 90% more likely to achieve them.

This workshop is not just about goal setting.

Once we have mapped out your plan, we will take some extra time to
add it into your project management tool
so that they are embedded into your
daily planning & prioritising

At the end of the Workshop you will have:

⭐️ mapped out your Q3 plan
⭐️ broken it down into monthly/weekly actions for real clarity
⭐️ added it into ClickUp, Asana, or a spreadsheet
so that it's visible in your day to day planning

At the Planning Workshop

We will

Walk with Ailsa Robson, Walk & Talk Therapist

To help us dream big and plan for action, Ailsa Robson will take us on a guided walk through the parklands through the trees. **Bring your walking shoes!

Review Q2 and map out your Q3 Goals into a template

Set your goals and add them into your ClickUp, Asana or spreadsheet template

(Provided by Aerlie). **Bring your laptop too!

Break them down into achievable tasks

Take the extra time after lunch to break it all down into a
really clear plan so that you know what to do week by week. Then we will embed it into your PM tool too, so that you can stay on track.

Lunch, tea and coffee are included

As is the networking, chats and support during the day!

Quarter 3 Roadmap Template

A ClickUp, Asana or spreadsheet template for you to plug and play to capture, organise and track your quarterly goals

Guided Goal Setting & Task Planning

During the workshop, you will have time to review your current progress, map out your main goals and break them down into smaller tasks for greater success.

Walk with Ailsa

A chance to slow down and take some time to expand your vision and gain some clarity on what actions you want to focus on in Quarter 3 **Weather permitting

A Workshop to
work ON your business

Keep your big picture in focus

Instead of creating your 2022 plan in a pretty notebook and then forgetting to refer back to it, keep your goals in focus where you spend most of your time (aka your project management tool - ClickUp or Asana, or a spreadsheet if you don't have one)
Take a day to work ON your business

Optimise your vision by taking a day out of the busy-ness of work, slow down, get clear. This will help you create a realistic plan for the rest of the year.
Mindset Re-Set with Ailsa Robson, Walk & Talk Therapist

We'll take a walk in the Parklands with Ailsa to get into the expansive big vision mindset required for making exciting plans.

Aerlie Wildy

Project Management and

Business Efficiency Consultant

Q3 Planning Workshop

⭐️ Quarterly Planning Template
⭐️ Planning & Goal Setting Workshop

⭐️ Parklands Walk with Ailsa

⭐️ Set up your plan into your Project Management tool

⭐️ Tea, Coffee & Lunch Provided

⭐️ Plus great company, of course!

Thursday 21st July

9.30am - 2pm
Studio Safari,
80 Ifould Street, Adelaide

Planning Workshop + Template

$250+GST

Add to Cart

Aerlie is a Project Management and Business Efficiency Consultant supporting small serviced based businesses to improve efficiency and profit.

She specialises in customising your project management system, documenting processes, creating internal communication systems & guidelines, and helping remote teams work productively.

Aerlie provides consultation, done for you and training to help your team operate efficiently.

She is also a Certified Asana Pro, ClickUp Vetted Consultant and Evernote Certified Pro.

Walk and Talk in nature with Psychotherapist, Ailsa Robson to gain more clarity and confidence.

Unpack your concerns with a compassionate and neutral professional, whilst learning helpful tools that bring calm and joy into your relationships and life.

Stirling and Glenelg Beach.

www.ailsarobson.com

Aerlie identified gaps where I hadn't seen them and has turned my flawed system into one that is organised and close to being fool-proof.

I can go to one place and see how client projects are tracking. I know how to view the system and it is organised.

Business life is better post-Aerlie!

Mel Telecician

Loyalest

After working with Aerlie, we are more organised, better able to spot opportunities for improvements, and staff are more empowered to do their work.

Aerlie is perfect for people who appreciate a systematic approach to work but need the guidance to make it happen.

Anna Dixon

CreativeIQ

When it comes to systemising your business and managing your time better, it is obvious that this is one of her superpowers. Right from our first conversation she pointed out improvements I can make, and did it in easy steps so that I didn't feel completely overwhelmed.

Karl Thew

Web Designer, Static Shift

Q3 Planning Workshop

⭐️ Quarterly Planning Template
⭐️ Planning & Goal Setting Workshop

⭐️ Parklands Walk with Ailsa

⭐️ Set up your plan into your Project Management tool

⭐️ Tea, Coffee & Lunch Provided

⭐️ Plus great company, of course!

Thursday 21st July

9.30am - 2pm
Studio Safari,
80 Ifould Street, Adelaide

Planning Workshop + Template

$250+GST

Add to Cart

FAQ's

Have questions? Awesome.
I'll answer some common ones here, but email me on aerlie@aerliewildy.com if you have more.

(Remember, there are no silly questions)

Do I need to have a specific project management tool?

I will provide a template for ClickUp and Asana, as well as a standard .csv file that can be uploaded into a spreadsheet. If you use Trello or something else, this .csv file can be easily uploaded to most other tools.

How do I add the templates onto my project management tool?

I will be in touch to determine which tool you would like to use, and either provide you with a link and instructions to use, or ask you to invite me in to a project so that I can add the template in for you.

Do I need to have some idea of the goals I would like to achieve?

It's not essential, but it would definitely make the workshop easier for you, in the sense that we will only have a limited time to spend on each section as a group. I will give you some time to document them, but if you need more time, you can complete it at a later date if you're not clear.

What sort of fitness level do I need for the walk?

it's not a workout and no one will be left behind. Inclusive of all fitness levels. Weather needs to be pretty bad for it to be called off - so please dress accordingly.

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