Quarterly Review

Quarterly Preview Template

Make a personal quarterly review with the help of this template and see how you have been tracking your goals and intentions. Increase awareness of your goals, on where your resources (i.e. time, energy, money) have been going, and identify your behavioral patterns.

How to use:

• List your top accomplishments from the past quarter
• Refer to your goals for this past quarter
• If you have a life plan, read through it. Is there anything you need to revise, remove, or replace?
• Rewrite your goals, along with any adjustments, on the Annual Goals page of your next planner
• Schedule next quarter's "big rocks
• Tweak your Ideal Week based on your experience
• Tweak your Daily Rituals based on your experience
• Enter the dates on the Daily Pages in your new planner for the first week or two of the new quarter