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Quarterly Review

March 18, 2020

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.

About Lawrence & Co.
Lawrence & Co. is a growth strategy and leadership advisory firm that helps mid-market companies achieve lasting, reliable growth. Our Growth Management System turns 30 years of experience into practical steps that drive clarity, alignment, and performance—so leaders can grow faster, with less friction, and greater confidence.

About Kevin Lawrence
Kevin Lawrence has spent three decades helping companies scale from tens of millions to hundreds of millions in revenue. He works side-by-side with CEOs and leadership teams across North America, the Middle East, Asia, Australia, and Europe, bringing real-world insights from hands-on experience. Kevin is the author of Your Oxygen Mask First, a book of 17 habits to help high-performing leaders grow sustainably while protecting their mental health and resilience. He also contributed to Scaling Up (Rockefeller Habits 2.0). Based in Vancouver, he leads Lawrence & Co, a boutique firm of growth advisors.