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While planning may not be the most exciting thing, it can bring amazing results.

Recently, I have asked a few leaders if they have planned for the first quarter of next year. So far, all of them have not been able to step away to do so. Just like us, their lives are incredibly busy.

Like you, these leaders want to thrive in the New Year. However, a plan helps us bridge the gap between where we are, to where we want to be. It lays out the necessary steps to reach our desired goals.

At the time of this writing, we are approaching the New Year, and there are unlimited possibilities. This can be the year that you chase your dreams, but you need to know how to get there. There are three plans that if you have and follow will help you succeed in the New Year. I was introduced to all these plans when I used the coaching services of Building Champions.

1. Life Plan:

I learned about life planning, and the rest of the plans, years ago and the results I have experienced have been amazing. I call a life plan a personal life blueprint because that is exactly what it is. It is a blueprint for the life you desire to live.

In a life plan, you decide what your most important priorities are. You then decide how you want that key area of your life to look like if it was exactly the way you want. Then you create a plan to get you from where you are, to where you want to be. I wrote a more detailed post here.

2. Business plan:

You don’t have to own a business in order to create a business plan. If you are leading a team, department, or want to start a business, then creating a business plan is for you.

In a business plan, you decide what you want to accomplish over the next year. Once you have your year goals in mind, you can then create a plan for each quarter that will help you reach your desired outcomes for the year. I wrote more about creating a business plan here.

3. Time plan:

I am not sure of a bigger productivity hack than to maximize your most valuable asset through creating a blueprint for your time. Time has a way of getting away from us because we have not laid out a concise plan for how you want to spend it.

In a time plan, you decide ahead of time how you will spend your week. Although this will not always work out perfectly, it will get you much closer than if you just winged it.

The time plan is set up to help you accomplish your predetermined goals in your life and business plan. I wrote more about this here.

These three plans have had a huge impact on my life and have become part of the framework I use to coach others. This next month, quarter or year can be amazing, but you need to decide what amazing looks like.

Take some time and create a plan for your life, business, and time; you will be glad you did.

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?

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