Quarterly Planning for Therapists: A Simple Way to Stay on Track
Resource - Download your planning template
July is here, which means we are stepping into the third quarter of the year and if you’re anything like most therapists in private practice, you probably haven’t had time to think about that.
Because let’s be honest: between managing clients, admin, supervision, and trying to squeeze in a life, drink enough water and get to the gym, sitting down to plan the next quarter might not feel urgent. But it is important, trust me, it will make a difference.
Why Quarterly Planning Works (Especially in Private Practice)
Most successful businesses think in 90-day blocks. Why? Because a year is too big, and a week is too small. Quarterly planning gives you enough time to set meaningful goals without feeling overwhelmed or losing sight of them.
For therapists, this kind of structure can help you:
Avoid burnout by being more intentional with your time and energy
Make space for projects you've been putting off (like finishing your website or updating your directory profile)
Track patterns in your caseload (like seasonal dips or peak times)
Stay financially on top of income and expenses, especially if summer is quieter
Build resilience by seeing your business as something you can shape, not just survive
But I’m Too Busy to Plan...
Exactly. That’s why quarterly planning helps.
This isn’t about adding more to your list — it’s about making your list clearer.
It’s about stepping back just long enough to ask:
❓ What’s working right now?
❓ What’s draining me?
❓ What would help make the next 3 months smoother, steadier, or more spacious?
Until Now…
If you’ve overlooked quarterly planning before, you’re not alone. Most therapists run their businesses in response mode, not because they’re disorganised, but because we are too busy working in our business with our clients, not on our business.
This quarter, let’s change that.
🎁 Download Your Quarterly Planning Template
To make it super easy, I’ve created a simple, therapist-friendly quarterly planning template you can download and fill in under 30 minutes. Download below
Planning is Self-Compassion for Your Business
You don’t need a five-year plan.
You just need a gentle pause, a hot drink, and a 90-day window to look through.
Your future self — and your practice — will thank you.