How to Do a Quarterly Review

How to Do a Quarterly Review

I find monthly reviews and annual reviews both to be great processes for my business growth, but there’s something specific to the quarterly cycle that is the perfect time frame. A month goes by too quickly to gather enough data to make decisions, and a year can be far too long. If a year goes by and you haven’t checked on your goals in a while, you may wake up to find you’re way off track from where you want to be. Here’s the exact system I use in my business planning, the questions I use for reflection, and why a quarterly check-in is so powerful.