Quarterly Review
This is where you catch drift before it becomes regret. Evaluate goal progress, detect misalignment, analyze energy versus output, and guide course correction.
2 hours End of quarter
Quarter:
Part 1: The Overview
How would you describe this quarter in one sentence?
What were the 3 most significant things that happened?
Not just work — consider all areas of life.
What was the dominant emotion or energy of this quarter?
Expansion? Contraction? Chaos? Focus? Building? Recovering?
Part 2: Goal Progress
Review each goal from your 1-Year Goals. Assess honestly.
Goal 1:
Status:
- On track — solid progress
- Behind — less progress than expected
- At risk — unlikely at current pace
- Achieved
- Abandoned — no longer relevant
Progress this quarter:
Obstacles:
Adjustments needed:
Goal 2:
Status:
- On track
- Behind
- At risk
- Achieved
- Abandoned
Progress this quarter:
Adjustments needed:
Goal 3:
Status:
- On track
- Behind
- At risk
- Achieved
- Abandoned
Progress this quarter:
Part 3: Life Map Check-In
Rate your satisfaction in each domain (1-10):
| Domain | Score | Change |
|---|---|---|
| Career | /10 | |
| Relationships | /10 | |
| Health | /10 | |
| Meaning | /10 | |
| Finances | /10 | |
| Fun | /10 |
Which domain improved most?
Which domain declined most?
Part 4: Energy Audit
What was the biggest energy drain this quarter?
What gave you the most energy this quarter?
Energy effectiveness score:
(High = energy spent on what matters. Low = energy scattered or wasted.)
Part 5: The Misalignment Check
Where was effort misaligned with priorities?
Where did you say "yes" when you should have said "no"?
Are your goals still the right goals?
Should any be modified, paused, abandoned, or added?
Part 6: The Wins & Lessons
What are you most proud of?
What worked really well?
What mistakes did you make?
Part 7: Course Correction
I need to START:
I need to STOP:
I need to CONTINUE:
Part 8: Next Quarter
What is the ONE big focus for next quarter?
If you could only accomplish one significant thing in the next 90 days:
Why this matters:
90-Day Outcomes
3-5 outcomes you're committed to: