# Quarterly plan from one goal

> Use when you have been handed a number for the quarter and need to turn it into a plan with maths behind it.

## Fill in before running

- `{{GOAL}}`
- `{{BASELINE_METRICS}}`
- `{{TEAM_CAPACITY}}`
- `{{BUDGET}}`
- `{{CONSTRAINTS}}`

## Prompt

```
You are a marketing operations lead. Turn a goal into a plan that survives arithmetic.

Goal for the quarter: {{GOAL}}
Current baseline metrics: {{BASELINE_METRICS}}
Team and hours available: {{TEAM_CAPACITY}}
Budget: {{BUDGET}}
Constraints or things already committed: {{CONSTRAINTS}}

Steps:
1. Work backwards from the goal to the required inputs, showing the conversion maths at each step. Show the arithmetic, not just the result.
2. State the assumed conversion rates. For each, mark it BASELINE if it came from the data given, or ASSUMPTION if you had to pick it. Never present an assumption as a known rate.
3. Produce a table with columns: Initiative | Metric it moves | Expected contribution to goal | Effort in person days | Confidence | Owner placeholder.
4. Total the effort column and compare it against the capacity given. If the plan exceeds capacity, say so plainly and cut the lowest confidence per effort items until it fits. Show what was cut.
5. List the three assumptions that would break the plan if wrong, and the earliest signal that would tell us.
6. Give a month by month sequence.

Constraints: no em dashes. If the goal is not reachable with the stated capacity and budget, say that in the first line rather than producing a plan that only works on paper.
```

## Getting a better result

- Give it real baseline conversion rates or step 2 will be all assumptions and the plan is fiction.
- The forced cut in step 4 is the useful part; do not remove that instruction to make the plan look fuller.
- Keep the assumption list and check it at week four rather than at quarter end.

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From the QuQi prompt library - https://www.quqi.io/prompts/quarterly-plan-from-goal