My Quarterly Review

Can you believe a quarter of 2018 has already passed?! This year I want to carry out a Quarterly Review every 3 months to see how I am progressing with my goals, my word of the year and Finding the Good Everyday.

For years I worked in Finance and I got used to quarterly reviews and reporting. With that type of work I realised how quickly the quarters roll around and how important it is to look forward as well as reviewing what’s passed. It doesn’t help to look solely at what’s not been working – you need a plan for how to fix it too!

2018 1st Quarterly Review

I will be reviewing January to March and looking forward for April to June.

My Quarterly Review

These are the questions I will be thinking about for my Quarterly Review.

Looking Back on Quarter 1:


  1. goals did I achieve and/or what progress have I made towards my goals?
  2. am I most proud of?
  3. was my biggest challenge?
  4. was unexpected? (did I have any unplanned successes)
  5. was time and/or money well spent or wasted?
  6. helped me Find the Good?
  7. discoveries did I make about OPEN (my word of the year)
Looking Forward to Quarter 2:
  1. Are my goals still relevant? If not, set some new ones (it’s okay to let things go that no longer serve me)
  2. Where do I want to be at the end of June?
  3. What can I do in the next 3 months to work towards my goals?
  4. How am I going to Find The Good over the next 3 months?
  5. How can I embrace OPEN (my word of the year) this quarter?
  6. What am I MOST excited about right now?

Sometimes I might just read these questions and think about them for a while. This time I will do some journalling for each one. I find answers inside me that I don’t know are there when I journal!

Why Review?

Perhaps this quarterly review would feel like a chore to some people? I think the importance here is making it fun and relevant to yourself. I know that thinking about and journalling the answers to these questions will help me establish if my goals are still relevant and if I’m heading in the right direction.

I’ve read somewhere that only a small percentage of the population set goals, even less write them down and fewer again review them. I want to be in the minority of setting goals, documenting them and reviewing them as I hope this will help me succeed!

Using my Bullet Journal to Achieve Goals

Quarterly Review Bujo

Each month in my Bullet Journal I set goals for the month ahead. I’ve got 3 major goals I’ve set this year and I try to set smaller, manageable goals each month that will help me achieve the overall goal.
I also create a page each month for my Ta Da List or Highlights for the month. If I’ve made progress towards my goals I will mention that on this page. I also include other highlights as it’s always great to recognise all the positives!

Do you set goals for yourself? And do you review them? How do you make goal setting and review fun and relevant for you?