March 30

Quarterly Previews

Coaching, Blogpost

Quarterly Previews

by Eric Michael Cap | GOLD STREET

12 Steps to a Successful Quarterly Preview

How to Review, Re-set & Plan your Goals each Quarter

  • Schedule 1/2-Full Day to make a Fresh Start on your Goals
  • Review & Celebrate your big Wins & Accomplishments.
  • Review your Annual/Qtrly. Goals Progress - what % complete?
  • What did you Learn? What Worked? What Didn't?
  • K.I.S.S. Adjustments - Keep? Improve? Start? Stop?
  • Review Annual Goals & List your Qtrly. Big#3 Goal Priorities
  • Select #1 Qtrly. Goal (WIG) & complete Goal Action Planning sheet
  • Create Digital G.P.S. in Task/Project Mgr. with Next Action Steps
  • Fill Monthly Calendar & Time-block Qtrly Goal "Big Rocks" (milestones)
  • Review/Tweak your Ideal Week & Daily Rituals/Routines
  • Choose #1-Thing/Habit I Can Do (differently) 2 Achieve my #1 Goal?
  • Review/Pray over Eulogy-Values, Life Plan, Vision Script,-Board, & Affirmations
  • Bonus step: Digital Declutter! Unsubscribe from all non-Goal-related Emails etc
quarterly preview

Here is a real-life Quarterly Review done in my Full Focus Planner. Download our Qtrly. Preview worksheets to help you through yours!

Quarterly Preview PP1
Quarterly Preview Goals
Quarterly Preview worksheet
Vision Board wallpaper
Quarterly Review Templates

Get a Free Goals Review & Action Plan worksheet

Sign up to get our FREE Goals Review & Action Plan worksheets, and Subscribe to GOLD STREET for related content + special offers.

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About the Author

Eric Michael Cap is the Creative Leader & founder of Gold Street - a Music & Media Content + Marketing Agency based in Burbank, (Los Angeles County), CA. He's run a successful purpose-driven business for over 2 decades, has been married for 22 years, and a committed Jesus-follower for 3 decades. He attends Mariners Church in Irvine (Orange County) where he leads a Men's Life Group, and is a Faith Driven Entrepreneur facilitator. His daughter is a Biology major @ UCLA. Eric enjoys the beach, hiking, music, photography & people. #EricMichaelCap #GoldStreet #entrepreneur

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