Q 2 Planning and Q 1 Stock Taking

This time last year I hosted a Q1 reflective stock taking session that became very popular. Given how valuable people found it, I didn’t want to reinvent the wheel. Here is a link to that webinar so you can follow along. 
 
Quarterly reviews are an invaluable tool to see how things are going with your business. It’s an opportunity to take stock of:

• Your accomplishments
• Your learning
• Your focus
• Your relationships
• Your goals
• Your projects

​And also your numbers - - what have you been tracking? What do your Monthly Daily Trackers say?

If you are using the Coaching Business Builder there are 4 quarterly planners built into the guide. You will want to make sure that you review the monthly stock taking pages and carry your major learning over so you have a cumulative summary in one place.

Quarterly reviews are also an opportunity to look ahead. What do you notice about:

• Your annual goals and milestones for this quarter?
• The key activities you have earmarked?
• The one-off activities and tasks you have – i.e. renewals etc?
• Relationships which need attention?

The activities you want to do on a consistent basis (Note: One of my favorite quarterly events which got me into the flow of posting on Instagram was a 90-day commitment around daily posts). What are the tasks and activities you want to focus on, on a daily basis this quarter? Have you got your trackers ready? Now’s the time to pull them out.

I hope that you’ll take 10 – 15 minutes today to get yourself organized for the new quarter. Is there anything you want to keep visible -i.e. writing out your goals and commitments in a place that is visible so you can review it. Perhaps you put it on your phone or on a whiteboard or on a list by your computer. Remember the old project management adage: 15 minutes of planning saves up to 60 minutes of unfocused effort.

Enjoy your reflection and planning!
Jennifer

Jennifer Britton - GroupCoachingEssentials | Potentials Realized 
Instagram @CoachingBizBuilder
Join us for an upcoming ICF-CCE approved program including Group Coaching Essentials (8.75 CCEs), Advanced Group and Team Coaching Practicum (10 CCEs), or the PlanDoTrack Facilitator Training (24 CCEs). 
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Author of Effective Group Coaching (2010), Coaching Business Builder (2018), Effective Virtual Conversations (2017) and From One to Many: Best Practices for Team and Group Coaching (2013). Check out my author page on Amazon for all publications.
Email: [email protected]
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