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
Potentials Realized |Reconnecting Workspaces | Group Coaching Essentials
Team and Leadership Development | Coaching | Retreats
Follow us on Instagram @ReconnectingWorkspaces
Phone: (416)996-8326
Check out my TEDx talk
Looking to bring your workplaces back together, whether you are remote, hybrid, or face-to-face? Pick up a copy of my new book, Reconnecting Workspaces, at Amazon.
Potentials Realized |Reconnecting Workspaces | Group Coaching Essentials
Team and Leadership Development | Coaching | Retreats
Follow us on Instagram @ReconnectingWorkspaces
Phone: (416)996-8326
Check out my TEDx talk
Looking to bring your workplaces back together, whether you are remote, hybrid, or face-to-face? Pick up a copy of my new book, Reconnecting Workspaces, at Amazon.
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