Q4 Priorities Checklist
Q4 Priorities Checklist
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Cut the Noise: Lock in Your 3 Priorities for Q4 in 10 Minutes!
A concise, no-prep checklist with a weekly scorecard. Built to help owners and leadership teams execute with focus this quarter.
A concise, no-prep checklist with a weekly scorecard. Built to help owners and leadership teams execute with focus this quarter.
WHY THIS MATTERS
Most business owners and executives enter Q4 with too many projects and not enough focus.
Most business owners and executives enter Q4 with too many projects and not enough focus.
This checklist forces clarity in minutes so your leadership cadence tightens, cash improves and execution speeds up.
✔️ Focus
Pick the three initiatives that actually move the needle.
✔️ Speed
No prep. No spreadsheets. Decide fast, execute faster.
✔️ Accountability
A simple weekly Scorecard keeps everyone honest.
BUILT BY
Liz Lefevre, CPA, MSA
Liz Lefevre, CPA, MSA
PKEYS President | Co-Founder
PKEYS President | Co-Founder
Fractional CFO & Business Financial Coach
At PKeys, we help business owners on align their purpose with priorities and cash flow through our Business Financial Coaching and Fractional CFO services.
The Purpose & Priorities Roadmap™ is our structured process to sharpen focus and execution.
✅ Two-session or one-sprint format
✅ No data collection required
✅ Outcomes: tighter cadence & faster decisions for traction
This checklist is a quick taste!
Interested in Purpose & Priorities Roadmap™? Book a Right Fit Call to see if you qualify.
WHAT'S INSIDE
A 10-minute Notion checklist to enter Q4 with conviction.
A 10-minute Notion checklist to enter Q4 with conviction.
Priority Framework
Priority Framework
Reduce competing projects to the essential three.
30-60-90 Milestones
30-60-90 Milestones
Simple checkpoints that keep the quarter on rails.
RAG Rated Scorecard
RAG Rated Scorecard
Fast Friday check-ins: Green/Yellow/Red
Retro-Review
Retro-Review
Know what to Stop/Continue/Start
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