March 30

Quarterly Previews

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!

Get a Free Goals Review & Action Plan worksheet

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About the Author

Eric Michael Cap is the Creative Leader & founder of Gold Street - a 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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