Week 36 Focus – Weave it Together: Quarterly Check In
Focus Question: What have you achieved? What’s needed in this next quarter?
Taking time to pause and undertake a quarterly checkpoint is important. Here we are at our next quarterly checkpoint. What are you noticing each time you undertake a quarterly review? What are common themes across the quarters?
The book’s subtitle is “Putting the pieces together”. What are the elements you want to fuse or combine?
For this week’s activity, you are invited to consider some, or all, of the questions I posted in my March 2019 article for the Coaching Tools Company: Help Clients Pause, Take Stock with a Quarterly Review or Retreat https://www.thecoachingtoolscompany.com/create-a-pause-for-clients-via-quarterly-reviews-or-retreats-by-jennifer-britton/
Start by reviewing the past quarter:
Looking ahead to the next quarter:
My priorities are:
Our team/business priorities are:
My goals are:
Other questions to consider:
Activity: Part 2
Depending on your style you may opt to:
Connection to the Workbook and Planner
Refer to the Quarterly Tools including:
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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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