52 Weeks of Plan, Do, Track - Week 36: Weave it Together: Quarterly Check In

​Week 36 Focus – Weave it Together: Quarterly Check In
Focus Question: What have you achieved? What’s needed in this next quarter?

Description
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?
 
Activity
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:

• What were your major achievements this quarter?
• What do you want to celebrate?
• As you consider the goals (and resolutions) you made at the start of the quarter, how are you doing with these on a scale of 1-10?
• Which activities are becoming new habits?
• What is something you can check off?
• Which goals need to be adjusted or let go of?
• As a leader/coach/business owner, what have you noticed about your team this quarter?

Answer the following:

• The thing that has helped me be most productive this quarter has been __________.
• The thing that helped me be most successful this quarter has been __________.
• The thing that has helped me be happiest this quarter has been __________.
• What has helped me be most healthy has been __________.
• What I have noticed about my work/productivity/results and/or relationships this quarter is __________.

Also take note of any key metrics which are important for you, and your work. For corporate leaders, metrics may be progress on key KPIs (Key Performance Indicators). For small business owners, key metrics may include revenue, items in the pipeline and social media targets.
 
Looking ahead to the next quarter:
 
My priorities are:
1. __________
2. __________
3. __________
Our team/business priorities are:
1. __________
2. __________
3. __________
 
My goals are:
1. __________
2. __________
3. __________
 
Other questions to consider:

• This quarter, I want to __________.
• I'll be really happy at the end of this quarter when __________.
• I also need to think about __________.

 
Activity: Part 2
Depending on your style you may opt to:

• Complete these questions and undertake your own quarterly review process
• Participate in a quarterly review session with Jennifer (these run for one hour)
• Join Jennifer for the four-hour PlanDoTrack Virtual Retreats. More information and registration at https://www.coachingbusinessbuilder.com/plandotrack-virtual-retreats.html
• Complete the Quarterly Worksheet and Video (https://www.youtube.com/watch?v=9f4ESiJN8ko)

Connection to the Workbook and Planner
Refer to the Quarterly Tools including:

• The Quarterly To-Do list
• The Quarter in Review
• If you are interested, explore the supplementary supports listed above

Download a one-page copy of this week's 52 Weeks of Plan, Do and Track here.

Best wishes, 
Jennifer

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