As the seasons change, use the H4K mindtool to create your quarterly-assessment
[ goal management ]

9 Steps to Celebrate and Learn from Your Quarterly-Review. In One Hour.

Use the last Sunday of the month to review what you’ve accomplished, learned, and will do next to stoke the fire powering your dream steam. This post presents the H4K BrainTool: Quarterly-review. Students, if your semesters don’t align to the quarters, use this report at the midterm and end of your semester.

Set your timer for an hour, assemble your tools, and ink it.

Ink Your Quarterly-Review

Review the last quarter to see how you closed in on your goals, what strengths contributed to that movement, how you could make it stronger, and what you learned. Get out your keyboard and mouse, or pen and paper, and ink it!

  1. Make a table with these headings: Goals, Milestones, Progress, Strengths, Opportunities, and Insights.
  2. Review your planned milestones for the quarter, your monthly reviews, master-tasker log sheets, annual goals, and five year goals. Note your accomplishments in the categories of Goals, Milestones, or Progress, and write them down in your table.
  3. Review the table as you go and at the end of the listing of accomplishments. Fill in the 1-3 Strengths you used that led to the accomplishments.
  4. Approach your Opportunities for improvement the same way, identifying 1-3 for each accomplishment.
  5. Discover and record your insights as you reflect during steps 2-4. Come up with 3 insights, at least, for the quarter.
  6. Write a short summary of the accomplishments and a separate summary of the opportunities. Save these to plan your next quarter.
  7. Congratulate Yourself. Don’t give in to evaluating and criticizing yourself. The quarter is over and you’re moving forward to fulfill your dreams. Learn from the experience and prepare for the next opportunity.
  8. Summarize your insights from the quarter.
  9. Share your summary with your stakeholders.

Next Steps

This post is in the Chapter on Goal Management. The chapter covers the steps from discovering your dreams, to celebrating their reality. In this chapter we cover a system that integrates five year, one year, quarterly, monthly, and daily planning, execution, assessment, and adjustment so that your dreams become your reality.

Delve the posts below in the given order to transform your dreams into accomplishments!

  1. Direct Your Life
  2. Discover Your Dreams in 5 Steps
  3. Ready for Your Future? How to Commit to Your Dreams
  4. Five Steps Turn Dreams Into Goals in One Hour
  5. Ten Challenges to Goal Setting (and how to resolve)
  6. Set Your Quarterly Milestones
  7. Create Your Agile Monthly Plan
  8. Master Taskers Prioritize and Execute
  9. Nine Steps Adjust Your Plans and Improve Your Progress with Your Monthly-Assessment in One Hour
  10. You are here => Nine Steps to Celebrate and Learn from Your Quarterly-Assessment in One Hour
  11. Reflect Annually to Celebrate with Loved Ones and Continue Directing Your Future

Image Credit

As we wrote this post, we reached the end of the summer and started fall. We took some time to reflect on the changing of the seasons and celebrate being here, being loved, and always moving forward! The picture was taken near Robert Redford‘s Sundance Resort in Utah. (c) 2017 by David Leasure.





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About Author


An innovator in online higher education, David Leasure has led online university programs, problem-based approaches to online learning, and competency-based education. He has served as provost at Western Governors University, Colorado Technical University, and Jones International University. Leasure earned bachelor’s, master’s, and doctoral degrees in computer science and was associate professor of computer science at Texas A&M University-Corpus Christi, where he turned his interests from artificial intelligence to teaching and learning with technology. Leasure led the creation of CTU Online, served as CTU’s doctoral chancellor, and also as president of Jones International University.

His core belief is that all students can learn and his passion is helping them and their institutions succeed.

His current mission is to promote self-growth to empower 10M learners and 1M mentors and faculty by 2028.

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