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

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.

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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

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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

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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