Want to keep your goals on track this year? Let’s dive into everything you can do each quarter to re-evaluate, reposition and realign yourself to reach your goals.
Welcome to the roadmap to goal mastery! In the hustle and bustle of daily life, it’s easy to lose sight of your aspirations.
That’s why we’re diving into the art of the quarterly goals check in – a powerful tool to keep you on track and aligned with your ambitions.
In this blog post, we’ll explore how to set goals the right way, why quarterly check ins are essential for goal achievement and everything you should do for a successful quarterly goals check in.
Whether you’re a seasoned goal-setter or just starting your journey, this guide is tailored to empower you with actionable insights to reach your goals in a constantly moving world.
So, if you’re ready to supercharge your goal-setting journey and turn your dreams into reality, let’s dive into the transformative power of quarterly goals check in.
Get ready to unlock your full potential and embark on a journey of growth, achievement, and fulfillment.
Let’s make every quarter count!
This blog post is about the how to do a quarterly goals check in to reach your goals.
Set Goals the Right Way
When you think of your goals, ideally you will have a couple big overarching goals that you set for yourself. Within those goals, there will be a bunch of smaller goals to keep you accountable and keep you heading in the right direction.
You don’t want to set a super big goal without also building steps and mini goals along the way to reach that goal.
Having a clear path to guide you will be monumental in actually achieving your goals.
The type of goals you set is also important in giving you clarity and motivation.
You want to set goals that are super clear. Think SMART goals. They should be challenging, but not unrealistic.
You need to actually want to achieve these goals. It sounds like common sense but oftentimes, we feel like our goals are chosen for us or it is something you think you need to achieve because of society.
Your goals should be 100% for you.
This will help give you the dedication to keep working when it gets hard.
Sometimes figuring out what goals you want to set is a challenge in itself. If you are having trouble, spend some time thinking about where you want to be in a year or two. Think about what you want to achieve.
You have the power to create whatever life you want to live.
Recommended Read: 3 Simple Steps to Create and Finally Achieve Your Fitness Goals
Everything You Should Do For a Quarterly Goals Check In
Now that you have your eye on the prize and your goals locked down.
You need to be tracking your progress and re-evaluating your goals periodically.
Four times a year, you should sit down and carve out time that is specifically dedicated to reviewing your goals.
Life often times gets in the way of our goals and we need to make adjustments and realign to continue to see progress. You may have to pivot a little bit as life also pivots. And that’s okay!
A quarterly goals check in is time to re-evaluate where you are, if what you are doing is enough or too much, and to see what changes needs to be made in order to move forward.
It is also the time to stop and see all the progress you have made. When you are in the thick of it each day and each week, it is hard to see the growth over time. But when you take a step back, you can see your hard work paying off. This will help drive your motivation and dedication.
So with that said, let’s get into step number one.
1. Review your Goals
Before you start thinking about what needs to change or your plan for the next quarter, review your goals.
Make sure they are still relevant.
Is this something you still want to pursue? Does this make sense for your life path and the direction you want to go?
You also want to make sure your goals are clear. Do you understand what you are reaching for and why you want to achieve this?
Having a really clear goal with help your progress.
2. Reflect on the Last Quarter
Goal Achievement
To start, you want to reflect on your goal achievements:
- Assess Progress: Compare the current progress against the goals. Identify which goals have been met, which are on track, and which are behind. As I mentioned earlier, when setting big goals, it’s also important to set small targets and progress points as well so each month you can check your progress.
- Identify Obstacles: Determine any challenges or obstacles that have hindered progress. This could be lack of motivation, a busy schedule, unseen life event, etc. Remember, your journey to reaching your goals is most likely NOT going to be linear. However, the first step in getting past the difficulties is acknowledging them and asking yourself, is this something that I can work on going forward?
Return on Investment
You also want to reflect on how much progress you made based on how much effort, time, and resources you put into achieving your goal.
Essentially, you just want to make sure you are getting the desired outcomes for all the hard work you put into achieving your goals.
Nobody likes to look back and after a ton of hard work and see that it hasn’t been paying off.
Therefore, reflecting on your ROI is will super beneficial at determining if this goal is worth it and if you need to reprioritize resources.
And I will tell you first hand, if you love what you do and have your eye set on a certain goal, KEEP GOING!
The most rewarding goals won’t happen over night. You may not see any positive results from all the hard work you’ve done until months or years into your journey. If you truly want something, keep fighting for it.
- Determine how much time you putting in each week for this goal.
- How much money have you spent for this goal?
- Mentally and emotionally, have you been stressed? Overworked? Exhausted?
- On the flip side, maybe you feel happier? Motivated?
Once you have answered these questions, determine if you want to spend more or less time work for this goal, if you have enough energy in the week without feeling drained, if you can financially support this goal.
Basically dive into understanding everything you have put in and where you might want or need to change.
3. Adjust your goals, priorities and strategies
Now that you have spent some time reflecting on your goals from a task and achievement perspective as well as an overall return on investment, you can start adjusting your priorities and strategies.
- Success Replication: Identify strategies that have been successful. Continue to carry those strategies into the next quarter.
- Modify or Eliminate: Adjust or eliminate strategies that are not quite hitting the ball. This might involve changing tactics, reallocating resources, or just trying something new.
- Revise Goals: Ensure that new or revised goals are Specific, Measurable, Achievable, Relevant, and Time-bound. Make sure that this new goals will have a specific action plan.
- Short-term Focus: Given the quarterly timeframe, set short-term goals that contribute to long-term objectives.
4. Align with an action plan for next quarter
Now it’s game time. What are you going to do these next 3 months to make more forward progress on your goals?
Be specific.
What are you doing do each week and each month?
I recommend writing your action plan out on a piece of paper and maybe even hang it up so you can see if each day.
I am being super serious when I say that physically seeing your goals each day WILL have a positive effect on your dedicated, motivation and likeliness to stick with them. There was been countless studies proving that writing your goals down and seeing them increase your success rate by 30-40%!
And there you have it!
Use this simple, but super effective 4 steps process for your goals check in!
By integrating these regular assessments into your routine, you’re not just setting goals – you’re actively pursuing them with purpose and determination.
Remember that your goals aren’t always linear and each check in won’t as ways be linear.
Don’t get discouraged if you not where you think you would be. Keep fighting!
Use these quarterly goals check ins to take the time to reflect on your progress, celebrate your wins, and recalibrate your strategies as needed.
Keep striving, keep thriving, and remember: your goals are within reach – one quarter at a time
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