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Six Steps to having a Personal Quarterly Review

Logic tells us that that harder and longer we work, the more we will get done. However, this is not always the case.

Just last week I was sitting in front of this same computer, evaluating how my life was going. Deep, right? That reflective time away was directly responsible for one of the most productive weeks I have had in a very long time. That time away is what some call a quarterly review or personal quarterly off-site.

The quarterly review is a time when you will get a higher overlook of your ninety days, and prayerfully decide your direction for the next ninety. I was introduced to this process from Building Champions and Michael Hyatt, and credit them for the information in this post.

One key to an effective quarterly review is to do it somewhere where you can reflect and think, and give yourself adequate time. So, to do this effectively you should take a half-day or full day off work and get away from everyone. I typically do my reviews at a library; other options include the park, coffee shop, bookstore, campground, or a hotel.

Here are six proven elements of an effective quarterly review.

1. Prayer. We begin with prayer because we want to make sure our will is aligned with His. You may ask Him for direction as you begin the review, or pray through some challenges you are going through. This sets the tone for the review.

2. Review and revamp the blueprint for your life plan. I wrote about creating a personal life blueprint here. A lot can change in three months, especially with the ‘where you are at’ and ‘what you need to do’ sections of your blueprint.

Change any area that needs updating and the corresponding goal. During big changes of life, you may have to revamp much of the blueprint.

3. Set new goals. This is a good time to set new objectives for yourself personally and professionally. Here are some questions you can ask yourself:

  • What are three things I want to accomplish in my personal life in the next 90 days?
  • What are three things I want to accomplish professionally in the next 90 days?
  • Is there something in my life that is taking a considerable amount of my time that I need to stop doing?
  • Is there something I need to start doing?

4. Modify your weekly desired rhythm. As life changes, so do your blueprint and goals. After revamping your plan and setting new goals, you must find a place in your schedule to accomplish them. You may have to cut less important things out of your schedule to make your new goals a reality. If you haven’t designed your weekly schedule yet, read this post.

5. Knock out a project. If you are able to take a full day off, work on a project that you don’t normally have time for. This will help you start the new quarter with renewed motivation, and help you feel better for having the day off.

6. End with prayer. I know we have already prayed, but I think it’s good to make sure you didn’t speed through an area and miss God’s heartbeat. During this prayer ask God if there is anything on the plan that He wants you to change. As you finish the quarterly review, thank Him for His grace and love.

Once the quarterly review is over, you need to let key people in your life know about the changes, namely those who they will affect. People such as your spouse, mentor, and assistant need to know the direction in which you are heading. Letting these people know what you are doing and why will make it easier, and help you avoid unnecessary trouble later.

My last quarterly review has already paid off. I am laser focused for the next quarter and have a renewed passion in all areas of life.

The quarterly review is one of the pieces we take some of our coaching clients through. If you are looking to invest further in your personal and professional life, this could be a great next step.

When are you going to do your personal quarterly review?

Photo courtesy of Adobe Stock

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