Quarterly planning is a key initiative we focus on here at Potentials Realized. Our focus, and belief in the value of taking time to plan, was enshrined in my 2018, PlanDoTrack.
I hope that you will take a few minutes to focus on the following questions as you go about your Q4 planning:
As you think back to this past quarter (so the period of July, August and September):
What were my major achievements this quarter?
What do I want to celebrate?
As I consider my goals (and resolutions) I made at the start of the year, how am I doing with these on a scale of 1-10? Which ones are becoming new habits or something I can check off?
Which ones need to be let go of?
As a leader, what have I noticed about my team this quarter?
As a leader, what notes should I make about performance issues (if I haven't done it already!)
The thing that has helped me be most productive this quarter has been ______
The thing that has helped me be most successful this quarter has been ______
The thing that has helped me be happiest this quarter has been ________
The thing that has helped me be most healthy has been _______
What have I noticed about my work/productivity/results and/or relationships during the summer months (if you are in the northern hemisphere) or winter (if you are in the southern hemisphere)?
Take note of any key metrics which are important for you, and your work. For corporate leaders this may be progress on key KPIs (Key Performance indicators). For small business owners this may be key metrics around social media, sales, customer outreach etc.
Looking ahead to Quarter 4:
My priorities are:
Our team priorities are:
My goals are
My teams goals are:
I want to......
I'll be really happy at the end of this quarter when....
By the end of the year I want to complete:
I also need to think about:
I need to let go of..
Enjoy your reflections!
Jennifer
I hope that you will take a few minutes to focus on the following questions as you go about your Q4 planning:
As you think back to this past quarter (so the period of July, August and September):
What were my major achievements this quarter?
What do I want to celebrate?
As I consider my goals (and resolutions) I made at the start of the year, how am I doing with these on a scale of 1-10? Which ones are becoming new habits or something I can check off?
Which ones need to be let go of?
As a leader, what have I noticed about my team this quarter?
As a leader, what notes should I make about performance issues (if I haven't done it already!)
The thing that has helped me be most productive this quarter has been ______
The thing that has helped me be most successful this quarter has been ______
The thing that has helped me be happiest this quarter has been ________
The thing that has helped me be most healthy has been _______
What have I noticed about my work/productivity/results and/or relationships during the summer months (if you are in the northern hemisphere) or winter (if you are in the southern hemisphere)?
Take note of any key metrics which are important for you, and your work. For corporate leaders this may be progress on key KPIs (Key Performance indicators). For small business owners this may be key metrics around social media, sales, customer outreach etc.
Looking ahead to Quarter 4:
My priorities are:
Our team priorities are:
My goals are
My teams goals are:
I want to......
I'll be really happy at the end of this quarter when....
By the end of the year I want to complete:
I also need to think about:
I need to let go of..
Enjoy your reflections!
Jennifer
Jennifer Britton, MES, ACTC – PCC, CHRL, CPT
CEO, Head Coach and Author
Potentials Realized | Group Coaching Essentials
Leadership | Teamwork | Coaching
Contact: 1-416-996-8326
Email: [email protected]
Instagram:@ReconnectingWorkspaces @CoachingBusinessBuilder
Looking for bite-sized boosts to your work as a coach, leader or during your onboarding process? Check out our Card Decks. Now available on Deckible:
90-Day Guide for Success – Deck 1 – Days 1 – 30 (for new leaders, onboarding or those wanting a sprint) – https://bit.ly/90dayguidedeck1
ACTIVATE Your Group and Team Coaching Superpowers (for coaches) – https://bit.ly/activatedeck
Pick up a copy of Reconnecting Workspaces: Pathways to Thrive in the Virtual, Remote and Hybrid World at Amazon – https://bit.ly/reconnectingworkspaces.
Check out my latest TEDx talk – Coaching Teams Through Chaos at https://www.ted.com/talks/jennifer_britton_coaching_teams_through_chaos
Set up a call with myself or my team to learn more about how we can support you through our card decks, customized team development and leadership training, OR award-winning ICF CCE approved Coach Training programs – https://calendly.com/jennbritton/15-minute-exploration-call
CEO, Head Coach and Author
Potentials Realized | Group Coaching Essentials
Leadership | Teamwork | Coaching
Contact: 1-416-996-8326
Email: [email protected]
Instagram:@ReconnectingWorkspaces @CoachingBusinessBuilder
Looking for bite-sized boosts to your work as a coach, leader or during your onboarding process? Check out our Card Decks. Now available on Deckible:
90-Day Guide for Success – Deck 1 – Days 1 – 30 (for new leaders, onboarding or those wanting a sprint) – https://bit.ly/90dayguidedeck1
ACTIVATE Your Group and Team Coaching Superpowers (for coaches) – https://bit.ly/activatedeck
Pick up a copy of Reconnecting Workspaces: Pathways to Thrive in the Virtual, Remote and Hybrid World at Amazon – https://bit.ly/reconnectingworkspaces.
Check out my latest TEDx talk – Coaching Teams Through Chaos at https://www.ted.com/talks/jennifer_britton_coaching_teams_through_chaos
Set up a call with myself or my team to learn more about how we can support you through our card decks, customized team development and leadership training, OR award-winning ICF CCE approved Coach Training programs – https://calendly.com/jennbritton/15-minute-exploration-call
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