Our quarterly review process is similar to our mid-year goal review process - the 4 R’s. Review - Readjust - Refocus - Recommit.
A quarterly review is a process where you review your previous three months, evaluate your goal progress and create a plan to finish or adjust each goal. A quarterly review is done every three months (or once a quarter) and has so many amazing benefits. Personally, I have found the best success in splitting my goal review process into three categories: weekly goal tracking, monthly reviews, and quarterly reviews.
Start by looking at your vision board, your vision circles and top 3 goals for the year...Look at what you’ve accomplished over the past 3 months. I like to put a little x or IP (In Progress) next to things I’ve done or are in progress. You might feel discouraged that you aren’t further along than you are and that’s okay but it’s important to focus on the steps you have taken and look forward to what you can build on the rest of the year.
Next, look at the goals/vision circles that you haven’t given enough time and attention to. What areas do you need to or want to focus more on over the next 9 months? It might be time to start over in an area or to move in a different direction or to shift your focus a bit. You may need to find a new method or routine to help you get where you need to be. How can you move with more purpose into the second half of the year? Make sure your monthly, weekly & daily focus & time aligns with your year vision and big goals.
So take a look at your planner, journal, photos, budget and calendar to determine how you used your time, energy & resources. What went well? What didn’t? What were some of your most important memories and accomplishments? What did you struggle with? What are you most proud of personally & professionally? What activities, projects or obligations gave you energy and which ones drained you? What were your favorite books you read or adventures you took? How many hours a week did you average moving your body? What are you grateful for this year? How are you progressing on the goals you set for yourself at the beginning of the year? What do you need to focus more on and commit to this next quarter in order to accomplish or make progress towards your goals this year? How can you finish the year strong? How can you head into this next quarter with intention and joy?
Here is a flip thru of my Commit30 planner of the first 3 months.
While reviewing my calendar and budget and vision circles - here’s where I’m at.
My less screen time goal is going great - I deleted fb & most apps from my phone & deleted work email from my phone. I use the ScreenZen app to limit my IG time to 30 minutes/day (3, 10 min sessions) and only access facebook for our Commit30 Goal Getters Group. Do not disturb mode on all the time on my phone to limit distractions. (Exceptions my husband, our kids and our parents). I put my phone in the Phone Box nightly from dinner time on. Use code: JENNY15 for 15% off your box order. This is my fav purchase this year- one of my only purchases this year actually. #lowbuyyear
Deleted all news apps from my phone. I read articles on nytimes app & substack newsletters on my iPad in the morning AFTER my morning rituals.
More cooking with local ingredients, less takeout. Getting to know more of our local farmers this year is a goal of mine.
Library books galore - no more kindle or audible. No Bezos. No Amazon purchases. Basically no more $ to Bezos - this includes Whole Foods (when I’m near one). Supporting local stores.
Tracking our spending in our Commit30 Money Journal. Physically writing down when we make a purchase is 😬 eye opening. Highly recommend this practice.
Local and regional adventures & downhill skiing again this year after a few years hiatus.
Resting & reading more. Daily walks for health and sanity.
What's my Q2 plan?
Move my body more- 3x a week with Range and 2x a week gym & sauna sessions. Daily walks with or without my weighted vest and no phones.
Continue Low Buy Year. Stick to budget and savings goals.
Spring House projects & Spring Clean Challenge.
Spring camping trip & trip for family wedding.
What’s working for you?
