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Self Quarterly Review / Check In


Performing a quarterly review for yourself is a great way to assess your progress and make adjustments to your goals and plans. Here are some steps you can take to do a quarterly review for yourself:


  1. Set aside some time: Choose a date and time when you can focus solely on your review without distractions. Ideally, you should set aside at least an hour or two.

  2. Review your goals: Look at the goals you set for yourself at the beginning of the year, and assess your progress towards achieving them. Ask yourself questions such as: Have I achieved my goals? What progress have I made towards my goals? Are my goals still relevant and achievable?

  3. Evaluate your performance: Evaluate your performance over the past quarter. Identify areas where you excelled and areas where you struggled. What worked well, and what didn't? What can you improve on going forward?

  4. Revisit your plans: Based on your review, adjust your plans for the next quarter. Set new goals or adjust existing ones as needed. Create a plan of action for achieving these goals.

  5. Celebrate your successes: Don't forget to celebrate your successes! Take time to acknowledge your accomplishments and the progress you've made towards your goals.

  6. Rinse and repeat: Make a habit of doing a quarterly review for yourself. This will help you stay on track and make adjustments as needed throughout the year.


By following these steps, you can perform a thorough quarterly review for yourself and set yourself up for success in the upcoming months.

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