The Quarterly Review

Hey goal achievers! The clock is ticking for 2023 as we’re already well into the fourth and final quarter of the year. So, I want to share with you one of my goal achievement strategies that you can use to stay on track and finish this year strong – the quarterly review. Let’s get started!

The Quarterly Review Process

The quarterly review has four major parts:

ONE – Long-Term Vision

Start by reading your long-term vision. If you don’t have a long-term vision that excites you, this could be a great time to write one. Reminding yourself of where you want to go long-term is a great way to align the strategies you plan to implement in the next quarter to the bigger picture. If you need help writing your vision, check out my blog post on overcoming vision skepticism.

TWO – Quarterly Reflection

Next, answer the following questions regarding the previous quarter:

1. What is your most meaningful goal for this year?
2. What progress did you make towards your goal in the previous quarter??
3. Do you consider yourself to be on-track or off-track and why?
4. Where did you excel last quarter??
5. What lessons did you learn last quarter?
6. What is no longer serving you (beliefs, processes, mindset, habits, etc.) that you need to eliminate or evolve in the next quarter? ?

If you haven’t outlined your most meaningful goal, sign up to receive my breakout plan.

THREE – Mindset

Mindset is a critical component of goal achievement. Henry Ford said it best, “Whether you think you can or think you can’t, you’re right.” During your review, check in with your mindset.

• Do you have any limiting beliefs that are getting in the way of your ability to execute consistently?
• Do you need a new morning routine to set your day up for success?

Once you’ve answered the questions above, outline three strategies that support this goal. Choose one that excites you, one that scares you, and one that is fundamental to your success.??

FOUR – Next Quarter Planning

Now that you’ve reflected on the past and checked in with your mindset, it’s time to plan for what’s to come by answering the following questions in anticipation of the next quarter:

• What is working as you strive to achieve your goals that you want to continue in the next quarter?
• What goal do you want to achieve next quarter to set you up for year-end success?
• What changes do you need to make to your calendar in the next quarter to achieve your goal this quarter?

I hope this post leaves you energized to take time to work on your business or on your goals by conducting a quarterly review. Now, I have one last question for you – with the year coming to a close, are you operating from a fixed mindset or a growth mindset? If you have a fixed mindset, you’ve likely given up on your goals, believe it’s too difficult to change, and feel defeated. If you have a growth mindset, you recognize now is an ideal time to work on your business and goals by reflecting and planning for the rest of the fourth quarter and 2024.?

We still have time remaining in 2023 to grow, evolve our limiting beliefs, establish new habits and make massive progress in the direction of our most meaningful goals! Are you ready to develop a growth mindset and start achieving the goals you set out to at the beginning of this year?

I designed my Goal Setting Success course to help you do just that – I teach the EXACT steps I’ve used to coach hundreds of small business owners towards reaching their definitions of success. Click the link below to sign up for my course waitlist so you can be the first to know when the course launches and more information is released.

CLICK HERE TO SIGN UP FOR THE GOAL SETTING SUCCESS COURSE WAITLIST