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Quarterly Check-In
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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.

Mar 17, 2024
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I will keep constant watch over myself and‚ most usefully‚ will put each day up for review. — Seneca

Why we self-reflect

white notebook on white textile
Photo by Sixteen Miles Out on Unsplash

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 ➡️

  1. Personal check in

  2. General quarterly questions

  3. 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

  1. 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

  2. AAA: Awareness, Acceptance, Action

    1. Aware: 3 questions on the values, principles and beliefs that don’t work anymore

    2. Accept: 3 questions on what is needed to be done to accept that

    3. 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


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By Lisa JY Tan
Thoughts, rambles and principles of my life
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