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Conducting a Quarterly Check-In
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In this episode, Kat shares a powerful practice called the Quarterly Check-In, a reflective exercise designed to help you pause, celebrate your progress, and intentionally chart the next steps on your journey. This process is perfect perfect for anyone seeking personal growth, clarity, and purpose.
Key Highlights of the Episode:
- Why Conduct a Quarterly Review? Taking time every three months to reflect and refocus gives you the opportunity to gain clarity, celebrate wins, identify what you've learned, and prepare for the next quarter.
- The Reflection Process: Use thoughtful questions to reflect on your accomplishments, actions, and emotions over the past quarter.
- Celebrating Wins: Learn why celebrating your achievements, big or small, is crucial for building confidence and maintaining motivation.
- Reframing for What’s Next: Let go of regrets, adjust expectations, and focus on possibilities as you shape the next chapter of your life.
Resources for Your Quarterly Check-In Below you will find a complete list of all the reflection questions shared in this episode. Use them to guide your journaling or simply as prompts for thoughtful meditation.
🪞REFLECTION
1. Reflect on Your Goals
- What Goals Did You Set?
Look back at the goals you set at the beginning of the quarter.
- What Did You Achieve?
Whether you hit your targets or made progress, acknowledge the effort you’ve put in.
- What Fell Short?
What kept you from meeting your goals? Was it lack of time, focus, or motivation?
2. Reflect on Your Actions
- What Worked Well? How can you build on these strengths?
- What Could Be Improved?
-Were there moments of procrastination or distractions that pulled you off track? (If so, what steps can you take to minimize them?)
3. Reflect on Your Emotions
- How Did You Feel Overall? Were you stressed, energized, or somewhere in between?
- What Brought You Joy?
- What Drained You?
🥳CELEBRATE Take a moment to look back at where you’ve been and recognize the progress you’ve made.
-List three things you’re proud of achieving this quarter. It could be an accomplishment at work, a new skill you’ve learned, or even prioritizing rest. Remember—big or small, progress is worth celebrating.
📝REFRAME The next quarter is a blank slate, and you have the power to shape it intentionally.
Reframe Your Mindset
- Let Go of Regrets:
Release any lingering frustrations about what didn’t go according to plan.
- Adjust Expectations:
What needs to shift in your approach for the next quarter?
- Focus on Possibilities:
What’s possible when you stay committed to your goals?
Plan Actionable Steps: A good plan starts with clear intentions
1. What Are Your Top 3 Goals for the Next Quarter?
2. What Actions Will You Take?
3. What Support Do You Need?
By setting aside this dedicated time every few months for reflection and planning, you are making an invaluable investment in yourself—your personal growth, mental clarity, and overall happiness. With each Quarterly Check-In, you’re nurturing a deeper connection to your goals and ensuring your life aligns with what truly matters to you. It’s a gift to yourself and a step toward living with intention and fulfillment.
Chapters
1. Conducting a Quarterly Check-In (00:00:00)
2. Why You Should Conduct a Quarterly Check-In (00:02:04)
3. The Reflection Process (00:03:48)
4. Celebrating Your Wins (00:06:12)
5. Reframe for What's Next (00:07:20)
6. Closing Thoughts (00:10:02)
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