7 Steps on How To Conduct Your Quarterly Review



If you are the lucky owner of the Success Planner, download your FREE quarterly Planning Review Workbook & get started! You can also use the Check-IN prompts in the monthly review section of the Planner as well. Don’t have a Success Planner? (*gasp*) No worries, just grab some paper and get started using the prompts below.

Step 1: Acknowledge your current reality

Acknowledge your current reality. Reflect & write your personal truth as it is today. No judgment. No analyzing. Just write.  Think of it a clarity cleanse – the set-up for an ultimate epic & effective review. Acknowledging your personal truth – what I call your reality factor sets you up for ultimate success in life & love. Most importantly awareness of your truth leads to the right actions and results.


Step 2: Review your BOLD Goals – your vision for the year

Let’s start off by reviewing your BOLD goals for the year with a specific focus on your Q1 deliverables. What did you set out to accomplish for this upcoming year? What was your theme word? Your core desired feelings? What was your vision for the year? Reviewing your overall goals for the year with a special focus on Q1 will provide the benchmark or starting point for your review. For Success Planner users – review your WHY in your Monthly Sections, along with your Theme Word & Vision Statement at the beginning of your planner.


Step 3:  Acknowledge your key accomplishments – what went really well

Did your know that acknowledging what went well is good for the brain? Research shows that when we pause & acknowledge the positive experiences in our lives, we change the shape of our brain & most importantly we deposit more positive experiences in our subconscious – it’s like depositing a million dollars in the bank! Neuroplasticity is the brain’s ability to change & grow through experiences.  There is always a bright spot. There are some things that you did really, really well. This is your moment to pause for applause. This step is crucial – why? Because it’s important to disrupt your negativity bias which will immediately jump into a “all the things you haven’t done” blame/failure mode – which leaves you demotivated even before your begin. Starting with what went well – fuels your growth mindset enabling you to successfully bridge any gaps identified in Steps 5. For Success Planner users – this is included in your Monthly Review section in your planner. Review each month & assess the quarter overall using your entries for the last 3 months. You are ahead of the game! Congratulations!


Step 4:  Your FFPPH Building Blocks Review : acknowledge what went really well & what didn’t

Start with your personal truth on where you are in each of the following quadrants. Write your personal truth in the following 5 areas of your life  – what I call the 5 Building Blocks of life. These building blocks speaks to the standards you hold yourself to and who you are becoming as the  person you aspire to be. On a scale of 1 to 5 – rate each of the building blocks below and write what you’re happy with and what you’re not. These 5 quadrants are also a part of  the Success Planner – a day planner designed for the ambitious woman who would like to play bigger in life. (Please note we’re currently sold out)  

  • Family & Friends
  • Financial
  • Personal
  • Professional
  • Health & Wellness


Step 5:  Identify your gaps and integrate it into your next quarter Action Plan

Based on what went really well and what didn’t – assess these points with your BOLD Goals (your overall vision) identified in Step 1 and adjust accordingly. Using the Continue-Stop-Start methodology, create your Continue-Start-Stop List, identify your new tasks and  update your weekly action plan  for the next quarter (e.g -May-June) – if you are a lucky owner of the  Success Planner – simply start plotting away:) On your Continue-Start-Stop list:

  • Identify what you will Continue – note the habits/rituals that are giving you energy & are  keeping you on track with your goals and do more of that.
  • Identify the habits/rituals that are  getting in the way of your success and note the things you need to Stop doing.
  • Identify any new habits/rituals you need to Start doing that will get  you closer to your goals.


Step 6: Note what you are grateful for the past quarter 

Write it. Reflect on the day/time you noted this thing/person/experience you are grateful for.Acknowledging this is another great way to build new positive experiences in your sub-conscious. Research also shows that gratitude reduces stress, increases our capacity for creating more abundance in our lives & helps with manifestation of our boldest dreams. A great gratitude practice from Tony Robbins is to re-live your gratitude moments every single day.


Step 7: Review your BOLD Ask, Networking Section  & Who you are of service to

Truth is we cannot accomplish our goals alone. Having a BOLD ask ensures that you reach out to someone else – creating a from of accountability on your bold goals for the year. Every  month/quarter – there should be a conscious effort to network, ask and be of intentional service to someone who needs it the most. Doing this might push you out of your comfort zone but will also ensure that you create new mental & emotional models – ones that will serve you immensely as you take bigger risks, & set bolder goals for your brilliant & beautiful life.

You deserve a life you love because you are worthy of love, happiness & joy. Use the steps above to conduct your quarterly review & I will guarantee that you will move forward in the next quarter with more clarity, confidence and purpose.


Conducting your quarterly review – will ensure that you make the most of your life. Getting clarity will guarantee you living a more fulfilled life.

This will provide your success blueprint for the next 90 days. If you do nothing else and you do only this review – this will set you up for 80% of your success in life. The pareto principle states – that in most cases 80% of outcomes comes from only 20% of our activities. Make your quarterly review part of your 20%.

Don’t spend the next 90 days majoring in things that don’t really matter to you. Get clear on where you stand, so that you can be intentional and purposeful with your next steps.

“If you don’t set a baseline standard for what you’ll accept in life, you’ll find it’s easy to slip into behaviors and attitudes or a quality of life that’s far below what you deserve.” – Tony Robbins


If you have any questions or need further guidance and support on conducting your Quarterly review – feel free to reach out! I would love to support you on this journey. If you believe a  Quarterly Review Workbook would help you with your review, go ahead and download your copy today!

You get the life you plan for, so plan boldly Beautiful Warriors, because the Universe conspires to give you all that you ask & act on.xoxo

Rooting for you always, in all ways,


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