Episode 41: The Quarterly Review

To maintain your execution throughout the year, perform a quarterly review of your vision story, long and short-term goals, and your 12-week plan. In this episode learn to perform a quarterly review. We’ll review how to ask yourself open-ended questions that will help you gain clarity, set better goals, and learn how to execute them.

Start by asking yourself some key questions:

What was the most important thing I/we did this past quarter?

What was the biggest lesson I learned this quarter?

What is the one thing I did last in the quarter that I need to do again this next quarter?

What or who are you thankful for?

What did I do well this quarter?

What didn’t go well? And what can I learn from quarter?

What 5 people were most impactful in my life this quarter?

It is also a great time to rate and review each of your life focuses such as the 7 F’s I’ve highlighted in past episodes:

Faith

Family

Fitness

Finances

Friends

Fun

Field/Career

Yours could vary from this list.

In each of your focus areas:

What is going well?

What is not going well?

What is your biggest win in this area?

What is the greatest opportunity for growth in this area?

What is 1 thing I need to do now in this area of focus?

SMART Goals:

Specific

Measurable

Attainable

Relevant

Time-bound

GROW Model:

Goal

Reality

Options (or obstacles)

Will (or win)

Book: The 12 Week Year by Brian Moran