Tag Archives: quarterly review

Regularly Scheduled Reviews

How do you know you’re making progress towards your goals?

Here’s one idea for keeping track: regularly scheduled reviews.

Earlier this year, I did an Annual Review, reflecting on what went well (or didn’t) in 2020. It asked three basic questions:

  1. What went well this year?
  2. What didn’t go so well this year?
  3. What am I working toward?

There’s lots of other questions you can add to an annual review, but these are important ones for reflecting on your progress over the year.

Now take that idea of an annual review, with it’s three basic questions, and do it more often.

  • Annual review, done at the end of the year where you complete and establish yearly goals.
  • Quarterly Review at the end of Winter, Spring, Summer, and Fall, with yearly goals dividing into quarterly goals.
  • Monthly Review at the end of the month, with quarterly goals dividing into monthly goals.
  • Weekly Review at the end of the week, with monthly goals dividing into weekly goals.
  • Daily Review at the end of the day, with weekly goals dividing into daily goals.

Doing these five reviews on a regular basis gives you an idea of how much progress you’re (actually) making towards your goals. Rather than assume you’ve made progress, you have to reflect on how close you are to your goals, and what steps you should take (and when) to reach those goals. Accountability. Measurement. Planning. Iteration.

Obviously there are a couple ways to do something like this, and this is just one. But you should be doing something like this, regularly reflecting on your actions and planning your future (near and long-term).

When is your next review coming up?