Quarterly Planning: Are You Achieving Your #1 Goals for Work, Self & Life Halfway Through 2022?

I love check­points. We’re often so busy that we need an exter­nal prompt to con­tem­plate where we are and to re-cal­i­brate what we’re doing.

Like now, as we come into sum­mer in the north­ern hemi­sphere, when I nat­u­ral­ly split my year from full throt­tle — tak­ing care of my clients and work­ing with my team to make sure that they are achiev­ing what they want — and drop­ping into sum­mer vaca­tion mode with friends and family.

With­out a reminder to spend ded­i­cat­ed time (a quar­ter­ly meet­ing for myself and with my team), I might miss this crit­i­cal junc­ture to reflect and reset my plans for the last half of the year.

Quar­ter­ly Plan­ning Process

I encour­age you to think about two sep­a­rate processes:

1. For your­self as a leader: From Your Oxy­gen Mask First, use the two-page per­son­al quar­ter­ly review and reset to:

• See how you’re doing on your #1 goals for Work, Self and Life
• Reflect on the last quar­ter (or even the last six months)
• Set your goals for Q3. Ide­al­ly, have one goal that real­ly mat­ters most – one each for Work, Self, and Life. Make sure that those three are tru­ly the most impor­tant and that you will do what­ev­er it takes to make them hap­pen. Every­thing else pales in comparison.
• You can also lis­ten to this pod­cast on the Quar­ter­ly Reset on The Growth Whis­per­ers: Episode 64 – Why You Need A Quar­ter­ly Reset.

2. For your busi­ness: From Scal­ing Up, use your quar­ter­ly meet­ing, with your team to:

• Reflect on the results from the last quar­ter and year-to-date.
• Do a prop­er review and reset through the per­spec­tive of finan­cials, KPI’s, goals and all the key lead­ers in your company.
• Make sure you and your team are aligned around what to do in the third quar­ter to make sure you accom­plish all the goals, in the last half of 2022.

Some­times things change. Goals need to be dropped, repri­or­i­tized or accel­er­at­ed, based on chang­ing mar­ket con­di­tions or oth­er factors.

Oth­er Resources

• The Quar­ter­ly Strate­gic Plan­ning Meeting
  • Arti­cle:
  • The Growth Whis­per­ers Pod­cast
• Are You Fail­ing to Achieve Your Quar­ter­ly Goals?
  • Arti­cle
  • The Growth Whis­per­ers Pod­cast

This reset is a chance to reflect and make bet­ter changes, now that you’re six months into the year – and are like­ly the most valu­able one or two days that you spend each quar­ter. If they’re not, they should be.

The Chal­lenge

1. What do you need to make the next 90 days bet­ter for your com­pa­ny? For your­self? For your Life?
2. What are your #1 Q3 Goals for Work, Self and Life?

Want more?

The Quar­ter­ly Plan­ning Meeting

Quar­ter­ly or Annu­al Plan­ning Cam­paign Themes

How to Get the Most from Your Strate­gic Plan­ning Process

Stop, Look & Lis­ten: Plan­ning Your Next 90 Days

Lawrence & Co’s work focus­es on sus­tain­able and enhanced growth for you and your busi­ness. Our diverse and expe­ri­enced group of advi­sors can help your lead­ers and exec­u­tive teams stay com­pet­i­tive through the use of var­i­ous learn­ing tools includ­ing work­shops, webi­na­rs, exec­u­tive retreats, or one-to-one coaching.

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