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:
Download a one-page copy of this week's 52 Weeks of Plan, Do and Track here.
Read and download the initial weeks of the 52 weeks of Plan, Do and Track
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
Book Jennifer for a coaching session to explore productivity, teamwork and business issues.
Contact her by phone at (416)996-8326
Check out the new 19 Productivity Tips on-demand program. Explore this video based program at your own pace, and join Jennifer for bi-weekly calls as part of your course.
Follow the #90DaysPlanDoTrack series on Instagram
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.
Pick Up a Copy
Stand Out Virtually - 1 Day
Masterclass. Take your virtual presentations to the next level, and leave the day with your next program sketched out! Thursday September 17th - 930 - 330pm Eastern/New York. Reserve your spot today.
Virtual Facilitation Essentials (8.5 CCEs)- Expand your toolkit for better remote and virtual conversations. This is a virtual train-the-trainer - Wednesday September 9 10 - 9 - 430 pm ET or Mondays 1230 - 145 pm ET September 14. 21, 28, October 5 and 19. $475 US Learn more and register.
Coaches! Register for the 60 Day Coaching Business Builder Accelerator. Join us for 60 Days support and ACTION for coaches wanting to grow their businesses. On-Demand Course.
PlanDoTrack Facilitator Training Program (24 CCEs) - Starts again in September. Contact Jennifer to discuss.
Next PlanDoTrack Quarterly Virtual Retreat: Monday September 28th - 5 - 9 pm Eastern
Month-End Planning Session: Wednesday September 30 - 12-1 pm ET