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

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

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 CA. With over two decades of entrepreneurial experience, he blends creativity and purpose to help clients make an impact. A devoted husband of 24 years and a follower of Jesus for over 34, Eric is deeply rooted in his faith and finds joy in serving his people. He currently leads a hybrid Men's Life Group @ Mariners Church Irvine, and has supported fellow entrepreneurs as a Faith Driven Entrepreneur facilitator, and Songwriters/Artists via Gold Street music workshops & showcases. His daughter Jasmine recently graduated from UCLA with a Bachelor of Science degree (PsychoBiology major) & Latin honors. When he's not working, you’ll find Eric soaking up nature at the beach, hiking scenic trails, enjoying music/arts, or capturing life through his camera lens. #EricMichaelCap #GoldStreet #creative

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