29/09/2026
Q3 Is Almost Over. Before You Start Planning Q4, Ask Yourself These 7 Questions.
Before you start filling the Q4 calendar with new targets, projects and priorities, stop and look at what Q3 has actually told you.
Because Q4 shouldn’t be a fresh plan built on old assumptions.
Ask yourself:
1. What did we expect to have achieved by the end of Q3 that we haven’t?
Don’t just record the gap. Be specific about why it happened.
2. Which Q3 number are we most concerned about carrying into Q4?
Revenue? Gross margin? Cash? Sales pipeline? Client retention?
Identify the number that needs attention before it becomes a year-end problem.
3. Which opportunities in our pipeline can genuinely close before 31 December?
Not everything in your pipeline belongs in your Q4 forecast. Separate real opportunities from optimistic assumptions.
4. What worked in Q3 that we should do more of in Q4?
Look for the activities, channels, people or decisions that actually created results. Don’t abandon what is working just because you’re planning a new quarter.
5. What did we spend time on in Q3 that produced very little return?
Q4 has limited capacity. Decide what doesn’t deserve another quarter of your team's time.
6. What decision have we been postponing that will become more expensive if we wait until next year?
The difficult hire. The pricing change. The underperforming relationship. The process that keeps breaking.
If you already know the decision needs to be made, Q4 may be the time to make it.
7. What needs to be true by 31 December for us to say, “That was a strong Q4”?
Be precise. What numbers need to move? What needs to be completed? What needs to change? And who owns each one?
Q4 planning shouldn’t be about adding more to the list. It should be about taking what Q3 has taught you and using it to make better decisions for the final quarter of the year.
Before you plan Q4, review Q3 honestly. What did Q3 teach you that needs to change in Q4?
If you want help turning those lessons into a focused Q4 plan, book a complimentary call with us.