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My Quarterly Review Tool – Free Template!

Quarterly Review Template Tool Download Simple Leadership

So you know you need to set time away to reconnect with the things that are most important to you. But just getting away won’t cut it!

What are you going to do during your time away?

Earlier I wrote about The Importance of My Quarterly Review. Take a few moments to check out that post – it will add value to this one.

To help me be more productive when I get away for planning and reflection, I developed a template – a Quarterly Review Tool. And, today, I am giving you my template! More about that in a moment…

Many of the concepts included in my Quarterly Review Tool I learned from Michael Hyatt. Others I have added as I have grown as a leader.

A note of caution – if you take my template and use it as it is, it probably won’t be as effective for you – because we’re different. You will want to customize it to fit your needs.

I have made adjustments to mine for years to stay comfortable with it. As with many things of value, you’ll need to exercise some patience with it.

Everything won’t work the first time. And that’s ok! Make changes where they are needed, then test it again.

Whatever you do – don’t do nothing! Decide right now that you are going to take one step toward being more purposeful in your life and work – one step toward being awesome.

I’ll be the first to admit that I’m still learning and adjusting this process to work for me. Yet, I’ve seen dramatic improvements in my life and work – particularly in areas that are top priority for me.

So click here to download the Quarterly Review Guide and Template.

Download it and try it out. The shoot me an email and let me know what you would add to the template? You can also let us know in the comments below.

Reader Interactions

Comments

  1. Gregory Woodard says

    December 25, 2013 at 9:42 am

    Michael could you send me the Word version of this to my email: greg.woodard@outlook.com

    Reply
    • Michael Nichols says

      December 27, 2013 at 11:55 am

      Hey Greg – We modified the post to include my template. So the post now contains all of my template information. Feel free to copy it and customize it to work for you.

      Reply
  2. Segun Bamikole Adebowale says

    August 9, 2013 at 4:33 am

    Micheal,thanks for the outline,God bless you,may your horn be exalted and your feet deep in oil.

    Reply
    • Michael Nichols says

      August 9, 2013 at 1:23 pm

      Thank you!

      Reply
  3. Michael Nichols says

    May 15, 2013 at 6:23 pm

    Thanks David.

    Reply
  4. Chris Patton says

    May 15, 2013 at 8:20 am

    Great post! I would love to see the template…how do I get it?

    Reply
    • Michael Nichols says

      May 15, 2013 at 6:22 pm

      Good question, Chris. I included the items in the post above – numbers 1 through 6. Feel free to copy and customize my items. I can also send it to you in Word format if you send me an email.

      Reply
      • Chris Patton says

        May 16, 2013 at 4:22 am

        Got it! Sorry about that…I was looking for a printable form or something like that – not sure why! What you have here is great. Thanks for sharing!

        Reply
        • Michael Nichols says

          May 16, 2013 at 9:26 am

          Not a problem. Let me know what you end up with as you work through this.

          Reply
      • Kris says

        November 15, 2013 at 12:03 pm

        Could you please send this to me in Word format? krislogsdon@me.com

        Blessings Brother
        Kris

        Reply

Trackbacks

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    November 27, 2018 at 6:32 pm

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