AS you think back to this past quarter (so the period of January until now):
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 winter months (if you are in the northern hemisphere) or summer (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.
Looking ahead to Quarter 2:
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....
I also need to think about:
Enjoy your reflections, and if you have not had time to undertake any quarterly planning before, I hope that you will grab a new notebook, and start this new practice.
If you did not know, I provide a series of Teams365 Planning tools for leaders I work with. You can download the quarterly planning worksheet as part of this month's download. Click here to access. If you'd like to receive more monthly tools, join our Teams365 planning list which gets a new email every month or two. You can join that list here.