Why You Need a Quarterly Review

April showers bring May flowers, but they also bring feelings of restlessness and the desire for a fresh start.

No matter what you’re working on, the end of one season (especially spring), can make Life Editors like us want to get organized.

Is it time to clean up your office? Donate your old clothes? Change your exercise routine? Start a new business project?

This week I’m busy scheduling Quarterly Review Strategy Calls for the folks for purchased the 2016 Edited Year Weekly Calendar. Every 3 months in the digital planner is an invitation to set up a free call with me.

Did you know about the Quarterly Review Strategy Calls?

I bet all of you who purchased the calendar months ago…and then forgot about it…are now digging though your files to find it, haha! 🙂

But really, the Edited Year Planners only work if you use them regularly. Simply purchasing a new thingamajig won’t give you instant results—you gotta do the work!

Quarterly Reviews have helped me grow my business to 6 figures in a very short time. It’s my way of analyzing my progress, figuring out what’s not working, and making a clear roadmap for reaching my next set of goals.

Have you ever done a thorough Quarterly Review? Here’s how to take a look back so that you can move forward.

How to Do a Quarterly Review

PART 1: The Recap

  • List all your successes (big or small!) from the past 3 months.
  • List all your challenges from the past 3 months.
  • List specific action steps you want to take in the next quarter.

PART 2: Self-Reflection

Ask yourself the following questions and record your answers in your journal or planner.

During the past 3 months:

  • What’s changed?
  • How are you feeling about the different areas of your life?
  • What goals did you accomplish?
  • What do you still want to do?
  • What things are no longer important?
  • What are you proud of?
  • What’s coming up next?

Take Your Quarterly Review to the Next Level!

  • Keep track of your Quarterly Reviews in your 2016 Edited Year Weekly Calendar.
  • Form an accountability team with other Life Editors (perhaps in our private Facebook group for Life Editor Clubhouse) and review your successes and challenges together.
  • Challenge yourself to boost your results by 20% for next quarter. This could be for income goals, weight loss goals, reading goals, cleaning/decluttering goals, etc.
  • Read the awesome planning book The 12 Week Year by Brian Moran.
  • Set up a VIP Day with me to map out your 3-Month Goals Action plan.

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.

3 Simple Steps to Become a Productivity Superstar

Dump your excuses, transform your habits, and become the most productive person you know.