Quarterly Review

The Sec­ond Quar­ter – Time to Review and Plan

“Every quar­ter, take stock of new infor­ma­tion, learn­ing and ideas. Set next quarter’s goals from a present-time per­spec­tive. This is your chance to course cor­rect. It’s your chance to be strate­gic. And it’s your chance to bring your long-term vision into the con­text of your every­day life.” — Plan, Plan and Plan Again, Chap­ter 17 Your Oxy­gen Mask First

We’re almost a quar­ter of the way through the year, already, and are fac­ing unprece­dent­ed times deal­ing with the Coronavirus.

And now, more than ever, it’s crit­i­cal to main­tain your dis­ci­plines relat­ed to strate­gic plan­ning – reflect to gath­er data and to re-set your plans for the next quarter.

And, my hope is that take what­ev­er steps you need to main­tain your men­tal health, and to incor­po­rate those goals into your plan. A great way to find out how you’re doing is to do the Self-Assess­ment on the 17 habits that help you to sur­vive and thrive the rigours of lead­er­ship, and see your Wheel of Resilience.

From there:

• Down­load the Quar­ter­ly review
• Fig­ure out where you allo­cate your best ener­gy and goals for your Work, your Self and your Life
• Make sure you include your Resilience Rituals
• Talk to your team and fam­i­ly to reflect and focus together.

If you need help to nav­i­gate this extra­or­di­nary time and to be strate­gic about what to do next, don’t hes­i­tate to reach out.

Quar­ter­ly Plan­ning Webinar:

Clean Slate: A Fresh Look At Your Q2 Goals for Work, Self and Life

Tues­day March 24 from 9:00am to 9:45am PST

Take just 45 min­utes to do your quar­ter­ly reset and re-eval­u­ate your goals – and ask your team at work, or part­ner in life to join you.

If you want help with your review and quar­ter­ly plan­ning – one-on-one or in a facil­i­tat­ed ses­sion for your team — let us know.