Week 13 Focus – Quarterly Check In: Skills
Focus Question: What have you accomplished in this last quarter? What are the tasks you want to undertake in the next quarter?
In addition to building in time for weekly and monthly planning, it’s also important that we build in time for quarterly planning. For some, it may be easier to break down annual goals into quarterly milestones and micro-projects. For others, you might work upwards from monthly themes and projects to quarterly plans.
A quarterly check in can look different for each virtual professional or business owner. From dedicating an hour for review to ear-marking a full day with the team to review and plan for the time ahead. Be sure to use the weekly, monthly and annual resources available to you in the workbook planner.
Create a quarterly review day. Put a date on the calendar every quarter can help to update certain tasks. Set a date in your calendar to look at the following quarterly items:
A. Review financials – sales, expenses, revenue. What needs to be changed? Where is revenue going? What is cash flow like? What about the accumulation of debt?
What is the financial data saying? What is that status around invoicing and accounts payable.
B. Update your metrics. Complete your statistics.
What are the things you are tracking in the Monthly Daily Trackers?
Over the course of the last 3 months ask yourself:
D. Focus on project related work:
What resourcing is helping you? Consider:
F. Content Creation and Visibility:
G. Organizational Learning Check Point
I. Looking ahead – What are the main priorities for the next 3 months?
What are the creative projects which are going to pull you forward?
Schedule in 15-30 minutes to undertake your quarterly review. It might include a selection of these questions listed above.
As part of the review you might also undertake or revisit any self-assessments such as Wheels you have completed.
In both the Coaching Business Builder and PlanDoTrack, I have included a Wheel of Small Business Mastery (page 8 in Coaching Business Builder, or page 27/28 in PlanDoTrack) and/or Virtual and Remote Work page 14 in PlanDoTrack).
Take a few minutes to score yourself and revisit where you are at. What has shifted? What new skills have you learned or started to master due to use? What new skills are required on the horizon?
Connection to the Workbook and Planner
In addition to the wheels there are four sets of quarterly tools throughout the two planners. Be sure to take some time to explore these tools in Section 5 of the Workbook/Planner:
Quarterly To Dos – Use this to capture key to-dos in each of the 4 quarters of the year. Some professionals will use this as a warehouse over the course of the year.
Quarterly reflections: Use the chart to capture:
Finally, join Jennifer for a live or on-demand quarterly planning session where she provides you with a step-by-step series of questions to think about for your quarterly plan.
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Jennifer Britton - Potentials Realized
Author of PlanDoTrack (2019), Coaching Business Builder (2018), Effective Virtual Conversations (2017) and From One to Many: Best Practices for Team and Group Coaching (2013). Pick up a copy of any of her books at Amazon
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Jennifer Britton is the blogger behind the popular Teams365 blog, a daily,blog for team leaders and members since 2014. Her latest publication is the PlanDoTrack Workbook and Planner. Pick up a copy at Amazon.
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