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2 Brilliant Reasons Why You Must Do a Quarterly Review

The year is already 25% over. So how are you doing on your goals?

It’s common to make lofty goals in January, choose the tasks that should get you there, and then blindly charge forward without looking up for the next 12 months.

But what if what you’re doing isn’t leading you in the right direction?

How can you tell if you’re hitting your benchmarks along the way?

How will you stay motivated if you never take a moment to acknowledge your wins?

I’ve got a no-brainer process that will help you choose goals that actually matter, feel proud of yourself, and check in periodically so you stay on target.

Watch this video to learn how a quarterly review can help you reach your goals.

The video transcript is below for your convenience.

Next Steps

Video Transcript

Hey there! I’m Sage Grayson, a former book editor turned life coach. I help ambitious career women edit their habits, routines, and mindsets to balance their happiness at work and home.

I’m a Life Editor…and so are you!

Today, we’re talking about why you must do a quarterly review if you want to reach your goals. Let’s go!

We’ve just entered the second quarter of the year, and spring is here…well, for most of us.

You’re probably shedding your heavy winter layers and daydreaming about when you’ll be able to wear your cute sandals again.

But before you dive headfirst into a field of daffodils, let’s take a moment to appreciate what you’ve accomplished during the icy months of winter.

What’s that? You never look back at your progress? You never double check that you’re on target to meet your goals?

Whoa! Hit pause for a second and give yourself the benefit of doing a quarterly review.

That’s when you review your priorities, see what tasks you did and didn’t do, determine which benchmarks you reached, and then regroup so you can confidently stride forward into the future.

People who fail to do quarterly reviews never know if what they’re doing is actually working for them. They’re just blindly chugging along without considering if all that effort is going to waste.

I’ve got 2 brilliant reasons why you must do a quarterly review. And then I’m going to share the exact questions I ask myself when I do my review.

1. It Helps You Celebrate How Far You’ve Come

We’re highly motivated, take-charge Life Editors, and that means we usually have our eyes on the prize. And that’s great!

But we don’t want to become so obsessed with reaching our final goals that we don’t give ourselves the chance to appreciate the little wins we’ve had.

Those baby steps deserve to be celebrated. Let’s say your goal is to lose 50 pounds. You must celebrate every pound you lose along the way. You did it!

When you celebrate how far you’ve come, it’s like when you used to get a gold star from your teacher. It was a small way to recognize where you’re at on your way to the end of the school year. You weren’t done yet, but you were getting closer.

During your quarterly review, look at the progress you’ve made and give yourself a pat on the back for your little wins.

2. It Helps You Make a Plan For Moving Forward

Now that you’ve examined what you did in the past, you probably noticed some instances where you fell short. Maybe you didn’t stick to your planned tasks or maybe you overestimated your abilities.

It’s OK! Doing a quarterly review will give you a chance to assess whether those action steps worked or not. For instance, let’s say you tried a new marketing technique to promote your business, but nobody responded to it.

You can choose to give it more time to see if consistent action works, or tweak what you were doing slightly and try again, or scrap the idea and try something brand new.

Re-evaluating your plan as you move forward in the future is vital so you don’t inadvertently keep doing something that’s not getting you the results you want.

If you want some guidelines for doing your quarterly review, then let me show you the progress check-in worksheets in the Edited Year Planners.

That’s it! This week, block off time in your calendar to do a quarterly review. How can you celebrate how far you’ve come and where are you going next?

If you want even more self-development worksheets to edit your life and business, then grab your copies of the Edited Year Planners. They’re your secret weapons for staying on target with your goals, appointments, projects, and to-dos in a fun and systematic way. Get your copies at SageGrayson.com.

Thanks for watching. I’ll see you soon.

This post focuses on Step 3 of the Life Editing Process, Add Good Habits and Routines. For more about life editing and what it can do for you, click here.

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