Posted by: Cathy | April 1, 2013

Quarterly Review – How-to

An important tool in meeting your goals is to review your progress periodically. For long-term goals or New Year Resolutions, I like to do a quarterly review.

This is easy to do if you wrote down your goals at the beginning of the year or whenever you started your project, and if you set a deadline for yourself. (If you didn’t do it then, take a moment to do it now!)

Here is the step-by-step process to review progress toward your goals:
1. Set aside 10-15 minutes to do this.
2. Get out your written goals for the year; and your last quarterly review, if you have one.
3. For each goal, look at what you want to accomplish and your deadline, then look at what you have completed so far.
4. Write all of your observations down so you can review again after the next quarter.
5. Important: Don’t judge yourself if you are behind schedule. Just figure out what you need to do next and get to it. Look at why you got behind and explore if there is a way to avoid that issue in the future.
6. Do this for all areas of your life where you have things you want to accomplish; work, personal growth, education, long-term savings, volunteer projects, spiritual growth/education, “bucket list” achievement, etc.

Coach Blog 040113 Here are some sample goals/resolutions:
* Learn basic Italian online before my autumn vacation.
* Read 24 books this year.
* Lose 15 pounds before summer.
* Gain 8 new clients for the year.

We’re done with the first 3 months of the year so, for annual goals, you should be one-quarter done. For our samples, that would be having read 6 books or gained 2 new clients. For the other two, losing 15 pounds before summer, you would be half-way done, or 7.5 pounds lost; and for learning Italian before autumn, you should be one-third done with your online class.

This is also good reinforcement for why your goals should be specific and time-sensitive. If you say “I want to read more”, you don’t know what “more” looks like or can tell if you’re doing “more” until you quantify it.

(For more information on setting goals, check out the series I did back in December.)

Take a few minutes this week to do a quarterly review. It will help you stay on track and give you an opportunity to celebrate what you’ve accomplished so far!


  1. […] April 1, I talked about How to do a Quarterly Review. That was three months ago, so it’s time to do your second quarterly […]

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