The Quarterly Planning Circle is a online planning program where learning and vulnerability connect to help you live a more intentional life.

 
 
 

Registration for The Quarterly (2019 Q3 Edition) will open in June 2019

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Don't plan alone.

Too often you keep your dreams to yourself. When you don’t tell anyone about your goals, it’s nearly impossible to stick to them. And you have a lot going on; at the end of the day, there’s no time left for dreaming. Career ambitions and personal plans get tucked away under the busyness of life, at the bottom of the priority list, with a little note attached — someday.

 

 

The Quarterly™ Planning Circle is designed to help you turn somedays into today. I want to help you make changes, meet deadlines, and feel organized and prepared. I'll work alongside you as you allow your dreams to resurface and bring them to life.

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This quarter (July through September), we'll be looking at creating systems for our business, rest, and simplifying our home.

 
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Accountability

As we all commit to learn and grow together, and share our journey with each other we hold each other accountable to the commitments we make and the progress we want to see.

There is deep accountability in the mastermind option as well.

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Community

Community is a large part of this planning experience and together we’ll discuss, strategize and execute our plans. You’ll have help all along the way in our private, encouraging Facebook group. There’s opportunity to build relationships on the live calls, including our monthly co-working call.

The mastermind option also has added community in our private Slack chat channel.

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Training

Each month we will dive into a different topic of planning with a training video, designed to help you adopt new skills and learn new habits.

You’ll receive worksheets and practical exercises that will guide you in making progress. You’ll hear from Kathryn on various live calls.

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What Women Are Saying —

 

Life changing. If that sounds dramatic it's because it is. Planning has totally transformed my work and personal life for the better, and I wish I'd started sooner.”

— Kate Smalley

“The Quarterly Planning Circle has been a game changer. Everyone is so supportive of one another, eager to listen and offer advice or an ear—whatever someone needs. I love the close-knit community and accountability. I’ve made changes in my personal life as well as business life, and I’ve learned to give myself more grace.”

— Jodi Brandon

“Over the last three months, this program has kept me engaged with my goals and plans for 2018. Additionally, the community has been incredibly helpful in reminding me that I am not alone in the planning and intentionality barriers that I face.”

— Megan Gesler

The Quarterly™ Planning Circle is a 3–month experience that runs four times each year.

We have a 12–month curriculum so each month we cover a different aspect of planning such as: schedules, priorities, boundaries, systems, projects, and more!

 

WHO IT'S FOR

It's for you, the hardworking mom, female business owner, and caring professional

It’s for you, the grandma, wife, solo mom, dog mom, and ‘all the single ladies'

You feel behind, overwhelmed, over worked, stressed out and it’s time for a change

You want to make progress, meet deadlines, feel organized and prepared for life

You want to learn how to plan ahead and live more intentionally

You are willing to step into courage, vision and action to do the work and see the long term shift in your priorities and focus

 

QUARTER THREE PLANNING TOPICS

 

JULY
Systems For Business
— Let's discover the systems our businesses and jobs need the most, create simple processes and get organized

AUGUST
Rest
— We'll explore ideas surrounding margin, pace of life and space, and challenge ourselves to truly rest

september
Simplify Your Home
— Let's create spaces where we can relax, systems to help things run smoothly and streamline everyday tasks

 

Each Month Includes

  • Planning Training Video that introduces the topic, breaks down concepts, and provides tips

  • Live Calls where we talk about how to personalize and apply the concepts and skills we are learning

  • Live Monthly Planning Party workshop where we plan our next month together

  • Live Co-Working Session where we make progress on our most important tasks together

  • Live Guest Conversation that provide unique points of view

  • Practical Actions and Activities that will continually move you toward a well planned life

  • Private Facebook Group for regular conversation and connecting

 

Registration for The Quarterly (2019 Q3 Edition) will open in June 2019

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Tianna's experience.

 
Tianna Yentzer The Quarterly Testimonial
 
 

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“Live free of anxiety—because plans have been planned.”

The Quarterly is training and accountability for every woman who is tired of being overwhelmed and ready to live free of anxiety—because plans have been planned. I’ve learned TRUE prioritizing: instead of trying to do it all, I’ve learned some things truly can wait. I loved that this spilled over into my business as well as my home life. I was using several platforms to manage everything, but I’ve been able to streamline things and move most of it into Trello after seeing how Kathryn uses it. I especially appreciate the accountability—the community is so encouraging!

— Tianna Yentzer

The Quarterly™
Mastermind

 

 

If you are looking for even more support, accountability and personalization to add to your Quarterly experience, then look no further! Limited to 8 women in each group, these weekly conversations bring awareness, build relationships, provide feedback, and go deep.

 

The Benefits

When you create an environment for a super diverse group of women to become instant friends and cheerleaders, good things are bound to happen!
Here are just a few of the amazing benefits of being part of this mastermind.

— Be heard (everyone gets a chance to share and ask for help every single week)
— Take action (you are held accountable as you make things happen)
— Get feedback (real time perspective and advice from women with different businesses, family situations, countries of residence and backgrounds than you)
— Be supported (a confidential, judgment free sisterhood where everyone wants to see you win)
— Grow fast (when you combine consistency, accountability, structure and encouragement, good things grow)

Kathryn's not the only in your corner. Planning partners (women who truly embody intentional living and the Modern Planner philosophy) are part of the mastermind for extra encouragement, support and are always willing to share their story.

 

The Quarterly can help you plan your life, the Mastermind can help you achieve it.

 

 
 

The Details

 

The mastermind has only been around for 6 months, and it’s already become one of the most well-loved aspects of The Quarterly. It's like meeting a group of friends for coffee every week - a full range of conversation from business, interpersonal challenges, parenting, boundaries, sleep. You struggle with it - we talk about it.

Here's the support you've been looking for:

— 90 minute structured calls
— 8 weeks with the same group of women (max 8)
— Set day/time each week
— Slack community to carry the conversation into the following week
— Personal hot seats (you have a whole team of women helping you with a current challenge you're facing)

Less than $40 CAD / call

Not available separately from The Quarterly Planning Circle - see below for bundle pricing)

Quarter 3 Mastermind days and times TBC

 

Did you know that our Slack (online messaging) community is a highlight for members? Not only does it keep the conversation going, but we have channels for #celebratingwins #sharingresources #hotseats and #simplicity so no one is ever left without support between calls.

 

Mastermind Testimonials

“The accountability, building connections, and friendships, and having a group of powerful women stretching you forward is what I’d recommend most. The value of the Mastermind really lies in the fact that we do not grow in a vacuum. We need those closest to us to understand us and provide relevant feedback that we don’t often find in “real life.”

— Megan Kelly


“Having the continued support and variety of ideas from different women in different walks of life is so valuable! It’s also been so nice to feel like I’m working with others. As a small business owner, I so often feel alone! The Mastermind has given me a huge sense of accountability and support that I was missing in my business. From life to business to schedule, it’s so nice to be able to ask questions and get suggestions and support. At least one of the women will have something you can use! It helps to talk through things, because though I often know what I should be doing, hearing other people weigh in (and tell me what I needed to hear) has been so great!”

— Tianna Yentzer


“Weekly face-to-face accountability in the Mastermind group has been an amazing experience. Our group felt like family from the first call because we all are committed to show up, focus and be present with one another. Each call I leave more motivated and inspired! Our Hot Seats allow us to focus and dig into a member’s deepest challenge. This is the real deal to help you work through your biggest personal and professional challenges. Everyone has the opportunity to share, listen, and learn. Hearing honest feedback from a diverse group opens your eyes to see all aspects and all possibilities!”

— Hailey Beattie


“If you are ready to take your life and/or your business to the next level, you should consider The Mastermind group. Talk with like minded women from all walks of life for support, encouragement, and advice. If you are feeling alone as an entrepreneur or just in general, these ladies will have your back. Walk away from each call feeling motivated and knowing what action you need to take (and maybe that action is to step back and take some time off). Investing in yourself is always a good investment.

— Glenneth Reed


 
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Want to know when The Quarterly™ Planning Circle is open for registration?

The Quarterly™ runs for three months, and registration opens 3 weeks prior to the beginning of each calendar quarter. If you want to be the first to find out when registration is open, just sign up below.

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The Quarterly™
Packages

 
 

The Quarterly™ planning circle
PREMIUM


Planning Party – Quarter (1 Live Workshop)

Planning Party – Monthly (4 Live Workshops)

3 Monthly Themes Include:
— Training Videos
— Action Steps and Exercises

The Quarterly Planning Circle Facebook Community

Weekly Monday Meetup Calls

Monthly Co-working Session (Live)

Monthly Guest Expert Training (Live Video)

Weekly 90–minute mastermind coaching calls (10 / Quarter)

Private Slack Chat, ongoing personal support with Kathryn and other engaged mastermind members

$145 CAD / quarter (early–bird pricing)

$195 CAD / quarter (regular)

The Quarterly™ planning circle
MASTERMIND


Planning Party – Quarter (1 Live Workshop)

Planning Party – Monthly (4 Live Workshops)

3 Monthly Themes Include:
— Training Videos
— Action Steps and Exercises

The Quarterly Planning Circle Facebook Community

Weekly Monday Meetup Calls

Monthly Co-working Session (Live)

Monthly Guest Expert Training (Live Video)

Weekly 90–minute mastermind coaching calls (8 / Quarter)

Private Slack Chat, ongoing personal support with Kathryn and other engaged mastermind members

$445 CAD / quarter (early–bird pricing)

$495 CAD / quarter (regular)

 
 

Registration for The Quarterly (2019 Q3 Edition) will open in June 2019

Kate's story.

 
Kate Smalley The Quarterly Testimonial
 
 

Kate Smalley
Writer, Content Creator, Social Media Strategist

“Instead of trying to fit myself into a box, I'm finally creating a structure and schedule that works for me. Weekly check-ins remind me what I need to do for the week and keep me engaged and motivated.”

“As a (recovering) perfectionist and people pleaser who has always felt the need to be everything to everyone, having intentionality and mindfulness is a hard lesson. I was so scared of missing out or letting someone down by saying no, but I didn't realize how trying to do everything was keeping me stuck.

The teachings on prioritizing is helping me get unstuck after years of feeling held back by fear, self-doubt, and chronic health struggles. I see how much I can do when I'm supporting myself properly. I feel capable, powerful, and peaceful.

Less, but better. My actions can have a big impact.

The community aspect has been incredible, and I'll forever be thankful for the people I've met through The Quarterly. We’re all from different backgrounds and have different careers. It's totally hands on, and Kathryn’s ability to create a safe and supportive space while still encouraging us to do the hard work is rare and so very, very powerful.”

— Kate Smalley

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“The content is amazing! No fluff—it’s good and actionable.”

— Ashley Stork

“The Quarterly Planning Circle has changed the way I think. The content is very natural and intuitive, and it’s fantastic to see how much progress has been made.”

— Mal Manchur

The Quarterly is accountability + community + continuing education for intentional planning and living.”

— Faith Cameletti

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I would love to support you on your journey to living a more intentional life, and get to know you better during the next quarter. If becoming more proactive, planning ahead and creating margin in your life for what matters is important to you, then join me!

— Kathryn Hofer

 

Meet Your Planning Partner

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Kathryn Hofer is passionate about helping others live an intentional life. With over a decade of experience executing live events, organizing teams and projects, and running a non-profit, she has focused her attention on educating others about the value of planning.

When she’s not planning or singing, you can find her curled up with a good book, a cup of tea and dark chocolate. Kathryn lives in Kitchener, Canada with her husband, and 1.5 year-old daughter. They love travelling and eating delicious food.

Ashley's experience.

 
Ashley Cox The Quarterly Testimonial
 
 

Ashley Cox
Leadership Development Entrepreneur

“I came into the program thinking I’d get some tips and advice on how to become better at planning. What I got was a life-changing experience where I’m in control of what I want out of life.”

The Quarterly Planning Circle is a program where learning and vulnerability connect to help you live a more intentional life. It’s life-changing. I’ve been able to create a schedule I love, set and maintain healthy boundaries, learn how to say no without any guilt, and live a more intentional life.

I’m more calm and in control of my life and my schedule. I love the lessons we learn, the practical strategies and easy-to-implement advice, the accountability and team effort behind making the changes that will lead to a more intentional life and I absolutely adore the friendships I’ve made in this community!

— Ashley Cox

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THE FINE PRINT

 

when it runs
This membership planning circle starts on Tuesday, July 2nd and runs until Friday, September 27th, 2019. The printable worksheets and exercises you complete are yours to use over and over.

registration
Registration for The Quarterly™ Planning Circle (2019 Edition) is currently closed. Registration will reopen in June 2019 for Q3 2019 Edition. Registration to The Quarterly™ Planning Circle is open to any woman, 18+ regardless of background, nationality, demographic, career choice, or religious affiliation.

refund policy
Within the first 30 days, if you are not experiencing value from the training, community and accountability provided in The Quarterly Planning Circle, a full refund can be requested by emailing info@modern-planner.com, and setting up a brief conversation with Kathryn.

Terms and Policies
By registering for The Quarterly Planning Circle, you will be accepting the Modern Planner Terms of Service, as well as the Privacy and Cookie Policies.

Iconography by Hea Poh Lin from the Noun Project

Quiana's story.

 
Quiana  The Quarterly Testimonial
 
 

Quiana Goodrum
Interior Designer, Audiobook Narrator

"The Quarterly gives you a step-by-step process, that feels so personal, on how to break down what really matters and what truly needs to get done.”

I have a full time job, a part time job, and am working towards my master’s. When my mom got sick, I started to drown in things to do. The stress was making me ill. I stumbled upon Kathryn on Facebook and she has helped me balance my teetering life this past 6 months.

I graduated, on time, just recently. I finished my book project. And now I have more time to spend with my mother. I honestly don’t believe I could have finished everything without Kathryn’s scheduling guidance.

I have learned to set and stick to my boundaries with others and with myself. I don’t try to do everything. I didn't realize I didn’t truly know what was a priority to me! Kathryn breaks down how to set your true priority (not plural).”

The tailored attention on each member of the community is worth so much. Kathryn knows you and your challenges. A teacher with the skill to successfully help multiple people on an individual level is priceless.

— Quiana Goodrum

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