Ep 106 Quarterly Review Process
Join me today as I discuss a process I use for myself, and my clients as a quarterly review process. Taking the time to utilize this can make a tremendous difference not only in your professional life, but your personal life as well.
In this episode:
- The importance of making the time to review
- What worked
- What didn’t work
- What can you do differently next time
- Being curious
- Celebrating yourself
- Pearson’s Law
- Ready to work together? Send an email contact@michellebourquecoaching.com
- Click here for the self paced course and group coaching
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Episode Transcript:
Hello hello hello
Welcome back to the podcast friends
I hope everyone is doing amazing
And you know what
if you are not
That is ok too
It’s ok to not always be ok
We have to own it all
The messiness that sometimes comes along
With being human
And experiencing the full range of human emotions
Let me fill you in on a little secret
Dropping any judgement
Or thinking you shouldn’t be feeling
Any of the ones we
label negative
Is what will help you process them
And keep moving forward
Doing the best we can right?
I mean
Isn’t that we all are trying to do?
Our best
Well – at least In the moment..lol..
Ok
Let’s jump into today’s topic
I want to share a tool I use with both my 1:1 clients
And is actually part of my course and group coaching
Which by the way
If you want to learn more about how you can double your time
To enjoy life outside of work
And do more of what you want
You can get that info at michellebourquecoaching.com/course
It’s totally self paced so you do have time – check it out
Ok – the tool I want to discuss is what I use for my quarterly review
In fact
I like to use it for a monthly review
And sometimes weekly
But today I’m talking quarterly
Because we just closed our quarter for work
I think it as we do this work
To become more aware
And intentional
It is so important to look at
What worked
What didn’t work
And what can we do differently next time
Before learning these tools
I might end a quarter
And if I didn’t hit
Would ruminate for days leading up
Popping multiple excedrins a day
And ruminate after
About how I was doing it all wrong
And by it
I think my brain meant life..lol..
You know what I’m talking about right?
Or
Maybe even go into the blame game
The number was too high
Or
We didn’t have enough inventory
Or
Whatever it is for you
But here is the thing friends
When we are in that mental headspace
What are we not doing?
We are not growing
Learning
Or
Evolving
None of those are useful thoughts
And
If I did make my number
I would just speed through life
Like
Ok – that is what I was supposed to do
No big deal
No recognition for achievement
Now
What I like to do
And ask my clients to do
Is look at
What worked?
List out all of the things
So for me this quarter
I listed things like
Launched It’s Your Time course- which I just mentioned
Finished over plan at work – we actually had a great quarter – love my team
Started new system with Things app
Got all receipts in order for yearly taxes
Freshbooks up to date
Reinvested in MM for Futre MAB
Consistent reading – you guys – each morning I started reading for about 15 minutes and I’m
Totally loving it
Drank More Water
ESLD started and having fun
That is a leadership development program for work and I’m totally digging it
And I also
Started taking a human Design course – super fun to learn
There were some other things as well
but I will spare you
The point is
You need to start
With what worked
You need to put your brain on a mission
To find the good
Remember
Our habit brain or
Monkey brain
It has many different names
But it is pretty lazy
And likes to just look to the negative
So on purpose
You need to search out the good
And you know what?
I too it to the next level this quarter
I actually celebrated the goodness of what worked
I received flowers
As a congrats on all of it
And
It was signed
Future MAB
lol.. you should’ve seen Marcs face
When he heard who they were from
But the truth is
What you do today
Is
for your future self
So of course
She is your biggest advocate right?
Ok
Now the next step in the process
Is to look at
What didn’t work
So for that I had things like
Didn’t hit number of people goal signing up for the course
Sometimes short tempered
Weight up a couple lbs – but not sure if b/c more water
Felt disorganized on some volunteer committees
And thought I could do more if I cleaned that up
So notice
I don’t just include work stuff
We are whole individuals
right?
So I like to look at personal
And professional
When doing this review
And then I like to think on purpose
Ok
What will I do next time
It is a process
And you have to take some time to do this
What I see happen
Is we think we are too busy to do this
And just keep going and going and going
But taking a minute
To reflect
To learn
And to move on
Will give you such a greater benefit
All around
So what will I do next time
And this can be something that was listed under
What worked
Because maybe we can keep doing it if it worked right?
Or maybe it’s something different
So for me
I listed things like
Keep going/embracing ESLD
Clean up process of communication and activities for volunteer group and take next best step
Get Louder to help more people
Enjoy rest time
Keep reading and drinking more water
Keep planning meals
Stay on top of finances like they are my love
You know why this tool is so important?
Have you ever heard of Pearson’s Law?
It states
When performance is measured, performance improves
When performance is measured and reported back, the rate of improvement accelerates
That’s why this tool is so important
So even reporting back to yourself is helpful
Of course I think having a coach and reporting back is the best option
Because honestly
What does a coach do for you?
A Coach gives you space to be you
And can show you how you are creating some results in your life
And if you want new results
Can show you how to do if faster
Sometimes people will say
I’ll just do it on my own
So the question becomes
Ok – why haven’t you already accomplished it?
And usually its because
You can’t see all the angles like
Someone who is objective can
That’s why I keep investing in my coach
She helps me get to my goals faster
She doesn’t believe some of the stories I tell myself
So she can show me new ways
New ideas
And I get new results
So if that’s what you are looking for
We should totally chat about
What it could look like for you
Just send me an email to tell me your are ready
contat@michellebourquecoaching.com
It’s so much fun
Your future self would thank you
Ok
That’s what I have for you today
Friends – Take some moments to breath this week
Stay safe
And make it a great day
Take care!