Quarterly Check-In
Quarterly Check-In
At the end of each quarter, I personally do a simple self-reflection to check in on where I am and where I go. I’d like to invite you to do the same for your personal life.
I will keep constant watch over myself and‚ most usefully‚ will put each day up for review. — Seneca
Why we self-reflect
There’s a concept in aviation called the 1-in-60 Rule.
It says that a 1 degree error in heading will cause a plane to miss its target by 1 mile for every 60 miles flown.
Small miss now, large miss later.
This highlights the need for real-time course correction and adjustment.
This is how I do it
I do this because it helps me to keep myself in check and aligned. Here, I look at 3 segments. See my quarterly template ➡️
Personal check in
General quarterly questions
A paragraph of general reflections
Objectives
Figure out the principles, beliefs and values that keep working and do not work anymore.
Identify areas that I am avoiding.
Find reasons and practice gratitude in the current moment. There is always something to be grateful for.
Check in on my personal learning growth and trajectory.
Personal kindness mental health check-in.
This is how you can do it
RAA: Reflect, Assess, Adjust
Reflect: 2 questions to reflect on prior quarter
Assess: 3 questions to assess heading
Adjust: 5 questions to act on adjustments
AAA: Awareness, Acceptance, Action
Aware: 3 questions on the values, principles and beliefs that don’t work anymore
Accept: 3 questions on what is needed to be done to accept that
Action: 3 baby step to take, to adjust the values, principles and beliefs
Question Prompts
What created energy?
What drained energy?
What is my "most important thing" right now? This is the big, long-term goal you’re focused on.
Are my current systems aligned with my long-term goals?
What is creating a drag on my progress right now?
How can I make time for energy-creating activities and reduce time on energy-draining activities?
How can I focus more energy on my most important thing?
How can I better align my systems with my big goals?
How can I reduce drag and accelerate my progress?
What is going well?
What is not going well?
What is 1 thing you did that you are most proud of?
What would you like to learn about yourself?
What are my core values and beliefs, and how do they guide my decisions and actions in life?
What are my passions and interests, and am I pursuing them in my personal life?
What brings me joy and fulfilment, and how can I incorporate more of it into my daily life?
How do I handle stress and challenges, and what coping mechanisms can I develop to better manage them?
What routines do I want to create for myself, to celebrate success?
How do I prioritise self-care and personal well-being in my daily life?
What do I really want?
What am I avoiding?
What am I the most grateful for in my life?
What am I afraid of?
What are my biggest strengths and flaws?
What are the greatest takeaways/life lesson of the quarter?
Favourite thing that I bought
What new things did I discover about myself
Who are the people that I appreciate most?
Did you accomplish everything set out in the start of the quarter? (Work)
Did I enjoy learning? What did you learn?
How could you have made the quarter better?
What makes me valuable? How do I add more value? Who can I help and understand better?
What is the 1 goal I want to achieve next quarter?
Keep growing. Keep learning. Become a better you next quarter.
Love,
L