March 26

minute read

How to Leverage the Power of a Quarterly Review

As we come to the end of the first quarter, take some time to review, reset, and re-engage. It's important to leverage the power of a quarterly review to revisit our goals and make an assessment of the progress we've made.

Unfortunately most small business owners won't.

Most Small Business Owners Are Lost in the Whirlwind

It's easy to lose sight of our goals.

  • We're busy with the day-to-day.
  • The urgent is blocking out the important.
  • We've drifted from our plan.

That's why it's important to take a pause to review, reset and re-engage.

Here's How to Leverage a Quarterly Review Step-by-Step

Step 1: Review

Review the last 90-days. Make a list of your accomplishments. Next, take an honest assessment. Did you hit your targets? How well did you follow your first-quarter plan?

Step 2: Reset

Next, revisit the goals you created at the beginning of the year. Are they still relevant? Do you need to adjust them?

Make any necessary changes. Then set your Q2 targets and map out your plan for the next 91-days.

Step 3: Re-engage

Now, whether you won or lost in the first quarter, put it behind you. It's time to start a new game. What can you get excited about? What can you do in the next 10-days that will have a big impact on your Q2 results? Where can you find some accountability?

There is still plenty of time to win this year. And, that starts by winning the next quarter.

Join other high-achieving entrepreneurs who read level up Every Sunday.


Clarify your vision, overcome your limiting beliefs and implement a strategic process to scale your business and lead a fulfilling life.