Evaluating the quarter and setting a plan for the next quarter

Evaluate Your Quarter

We are coming to the end of the quarter, and now it is time to evaluate what happened in the last three months. You will reflect on what you would like to happen in the next quarter. Then you will set a plan of action for the next three months.

Evaluate this past quarter.

  • What did you achieve this quarter?
  • How do you feel about what you achieved this quarter?
  • What actions did you take this quarter?
  • What are the consequences of the action you took?
  • What will you do differently?
  • What won’t you do again?
  • What are you carrying over to next quarter?

Reflect on what you would like to achieve in the next three months.

Now you will think about all the things that you would like to accomplish in the next three months. This will help you with your plan for the next quarter.

  • What do you want your holistic life to look like in the next three months: financial, relationships, and well-being life areas?
  • What are your thoughts and feelings about the changes that you want to make?
  • Think of all of the goals that you currently have, including the ones that you have set in the last three weeks when you evaluated your life area pillars. What action steps do you have to take in the next three months?
  • What are the consequences of these new actions?

The plan for the coming quarter

You have now evaluated the last quarter, and you have reflected on what you want. It is time to make a plan for the next quarter. This will help you stay on track and to help with the weekly and monthly tracking and reviews.

  • What is the focus for the quarter?
  • This plan is for the next three months: what quarter are you planning for?
  • What three goals will you be focusing on this quarter?
  • What does success look like?
  • What action steps do you need to take? Give them deadlines.
  • What tools and resources do you already have?
  • What tools and resources do you need?
  • What are your first three action steps?

Remember to add the action steps to your diary or planner, and track your actions in the weekly tracking. And most importantly, start taking action.

Do you need help with navigating your Crossroads Journey? Book in for a Goal Investigation Session or WhatsApp Goal Investigation Support.


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