My last goals and quarter check-in I shared, I planned to be writing a LOT more for the next book – Mission of Love: Eldercare Nightmare. Nope, that’s not happening to the degree I’d planned. Through reflection and reality check, I’ve pivoted my focus to writing blogs and working to fill my coaching business and working in the business. Plus, some unexpected but really fantastic travel diverted my focus.
How about you?
Are you still working your original January goals and plans? If so, love to hear how it’s going. If not, how have you pivoted and refocused? I'd love to hear how you've pivoted.
I’ve done my quarterly review/plan with my new focus in place. There’s been changed specific actions and goals but the intentions and theme for 2019 still ring true.
I really find quarterly reviews illuminating and revealing. They help keep me on track and provide a reality check as well.
Here are my 5 steps for a quarterly review again. I hope you find them useful.
5 Steps for a Quarterly/Half Year Review
1st – Schedule on your calendar the time for your review.
- I do reviews the first weekend of the month. Typically, Saturday or Sunday afternoon is my planning time.
- Review the yearly goals and intentions I set in January & have revised as the year progressed.
- What went well this past quarter?
For business, I review my expenses vs. revenue as well as client records.
- How do I choose to acknowledge this?
- What will I do to celebrate these wins?
- These are your Wins! Take a moment and acknowledge them! You did it!! Whoo hoo!!
3rd - What didn’t go as planned and/or didn’t get completed?
- What happened that prevented this from getting done or going as planned?
- Is there anything to be learned from this?
- Sometimes, it’s not as important as you thought, life happened, a distraction or habit is not supportive, or maybe you need more help or support to get this done.
4th - What do you want to revive or resume?
- Meditation & prayer quiet time for me.
- Refocus and get coaching - yes I have my own coach to keep me accountable.
5th - Does anything need a fresh start?
- Is there a goal or intention that's been bogged down and needs a new perspective?
- What if you had a fresh start to the last quarter of 2019? What would that look like?
6th - Bonus Step - Set the next quarter's goals & intentions
- What do you want to see at the end of the year?
- What is the first thing/step to do next?
- What needs to get done to complete this?
- What support/help/or information do you need to accomplish this?
Last Quarter Goals and Intention: Bringing in more profit to my business while serving my clients the best that I can. Continuing to live healthy while being the best loving wife, mom and Mimi. Yes, this is the same as last quarter. The focus is working!!
Here’s to your 2019 last quarter review! May you be inspired and go for it!!
My intention in sharing is to inspire you and provide hope. I'd love to hear how this landed with you and how you're 2019 is going! Please comment, like, share.
Need support in setting goals or reaching goals? I'm here to help support you or someone you know.
Let me help you & together make 2019 yours and it it strong!
I love seeing my clients make a plan, set goals, achieve them and then move forward to boldly living.
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Much peace, love and blessings,
Teresa
Teresa Q. Bitner, M.Ed., PMP, ACC - Resiliency, Change and Loss Coach
Partnering with those who have been knocked down my life and want to build resiliency and move forward and live a bold life.
teresa@boldfulfilledlifecoach.com
www.boldfulfilledlifecoach.com
Author of Soul Love: How A Dog Taught Me to Breathe Again
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