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3 Steps To Your Quarterly Review

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Image Credit: Madhuri Gupta

The end of every quarter is a super time to look back and reflect on how things went and plan for the quarter ahead.

Personal strategy is all about creating an amazing, fulfilled, purposeful and meaningful life yet it is only as good as the reflection you do and the action you take as a result.

Your quarterly review is a deep dive into the progress of your goals which is way more than we see daily, weekly and monthly. As humans we are wired to perform better when we are making progress which is why reflection is so important. You may not think you are making progress yet you are probably making way more progress than you think. 

On reflection, this will become very clear!

First let’s start with why your quarterly review is important. 

Simon Sinek is famous for his brilliant TED Talk ‘How great leaders inspire action’ with over 13 million views on YouTube. In this video, Simon talks about the importance of knowing your ‘why’ in terms of everything you do.

When it comes to everything in your life, your why is the first step to success. 

Here are 3 reasons why your quarterly review deserves to be your priority, 

  1. It slows you down and gives you time to think

We live in an extremely fast paced world where we seem to be so busy all the time. 

Reflection of any kind allows us to be still in the present moment and to give the necessary time and space required to learn from the past. 

Not to dwell on or judge the past, but to take the learnings from it and move forward with more knowledge, focus, intention, purpose, motivation & understanding of what our priorities are.

Do you give yourself the gift of sufficient time & space to reflect regularly and learn from reflection?

  1. It allows you to celebrate your success and take action to create more

We make progress in our lives every day yet we are sometimes so busy getting things done that we don’t see all of our wins and successes.

Reflecting on the past 3 months highlights all the amazing wins and successes you have every single day of which we all have so many.

When we understand what contributes to our success, we can replicate and build on this to bring more success. 

Do you celebrate your wins or do you move through life at the speed of light, not looking back to acknowledge and celebrate your success?

  1. It allows you to acknowledge challenges and transform them into success

Challenges are a normal part of life. 

Sometimes we don’t want to face our challenges yet it is from these challenges that we can grow the most as human beings.

When we reflect on our challenges we can learn from them and take action to avoid them in the future. Avoiding our challenges in the future also gives us space to turn our challenges into opportunities for success. 

Do you acknowledge your challenges, learn from them and take action to turn them into opportunities for success?

  • We spend much time learning from the outside world yet our greatest learnings happen when we take notice of and reflect on our own lives.
  • Nothing will teach you more than your own life, isn’t that worth giving some precious time to?​

​Here are the four steps to carry our your quarterly review,​

​Step 1: Grab a notebook and pen

Henriette Anne Klauser’s book Write it down, Make it Happen outlines the science behind physically writing down your goals, giving them a higher chance of success.

One of the most powerful ways to track your goals and reflect on them is daily journalling. If you have been journaling over the past three months, your journal will be an invaluable source of learning.

​I use ​Moleskine journals ​for writing and reflecting on goals. Moleskine journals are beautiful, hard wearing and in my humble opinion the best journals in the world!

If someone were to ask me where to start with any change in their life I would say buy a nice notebook and write down your goals, it’s so simple yet so effective. 

I also use the following online tools yet pen and paper will always be my favourite.

✅ The ​Asana App​  is super easy to use, is highly organised and is an excellent project management tool.

✅ All of the ​Google Suite​ tools (Docs, Sheets & Slides) are easy to use and all connect seamlessly.

​ Step 2: Categorise the areas of your life​

Life can be very busy and so it’s important that your goals have clear and defined categories in which to sit, this also makes reflection so much easier.

I use the Wheel of Life to categorise my life into Sense of Self, Relationships, Health, Work, Finance, Fun/Experiences, Environment & Contribution, you can use these or create categories of your own.

​Step 3: Reflect and learn

Reflection and learning can go as deep as you want to go, below are a list of simple questions if you are just starting out with reflection.

Reflection question 1: What went well over the past 3 months?

There are so many blessings in our lives each and every day, sometimes it’s just a matter of taking a closer look to find them, you may see that life goes your way more than you may realise.

Below are examples of questions that will reflect on what went well for you over the past 3 months. Take time to think deeply about the answers, document what comes to mind and enjoy the process.

Over the past 3 months, 

  • What did you do that you enjoyed?
  • What worked out how you wanted?
  • What brought you joy and happiness?
  • How did you bring success into your life?
  • Where did you spend your time that brought you joy?
  • When were you at your happiest over the past 3 months?

Reflection question 2: What didn’t go well over the past 3 months?

Happiness and unhappiness go hand in hand, no human life is devoid of either.

There is no such thing as the perfect life that is happy all the time, however there is a level of contentment and inner peace that can be reached by understanding what takes our joy away and working to understand, avoid and eliminate this.

Our challenges can turn into opportunities for success if we take the time to evaluate and learn from them.

Below are examples of questions that reflect on what didn’t go well for you over the past 3 months. Take time to think deeply about the answers, document what comes to mind and enjoy the process.

Over the past 3 months,

  • What didn’t work how you wanted?
  • What happened that you didn’t enjoy?
  • What challenges did you experience?
  • How did you deal with these challenges?
  • Where did you spend your time that didn’t bring you joy?
  • When were you at your unhappiest over the past 3 months?

Reflection question 3: What did you learn in each area of your life?

The only way we evolve as humans is by learning and by using these learnings to take action that propels us forward. 

The below questions on each category in the wheel of life will support you to turn your learnings into action.

Sense of Self: What did you learn about yourself? How did you grow and evolve as a person? Have you dedicated time to personal development? What did you learn about your relationship with yourself, has your relationship with yourself improved or disimproved?

Relationships: What did you learn about your relationship with others, has your relationship with others improved or disimproved? Are there relationships you want but don’t have? Are there relationships you have but don’t want?

Health: What did you learn about your physical, mental, emotional and spiritual health?  Did you give sufficient time to your health? Did your health improve? Did your health disimprove?

Work: What did you learn about your work? Are you growing and developing in your work? Has your work moved forward and improved? Has your work moved backward and disimproved? Is your work bringing you joy and peace or misery and stress?

Finance: What did you learn about personal finance? Did your personal finances improve? Did your personal finances disimprove? Did your mindset around finance and abundance improve? 

Experiences/Fun: Did you have fun and enjoyable experiences over the past 3 months? What experiences did you enjoy? What experiences did you not enjoy? How can you bring more fun island enjoyable experiences into your life?

Environment: What did you learn about your environment? Did your environment improve? For me environment relates to my home and also our planet, both are of immense importance to me and bring me happiness and joy.

Contribution: What did you learn about contribution?  Did you make the world a better place by contributing your time, money or skills? Giving doesn’t have to be grand gestures, giving in the smallest possible way can often be the most impactful.

⭐️ No matter how the past 3 months went for you, know that you are worth celebrating.

⭐️ Even just being here is reason enough to celebrate, everything on top of that is a bonus. 

Wishing you health and happiness as you look back at the past 3 months and look forward to the next 3 months.

I write a weekly newsletter on all things positive change, download your free ebook ‘The A-Z of Effective Change’ below and I’ll see you there 😊

Thanks for reading 🙏

Siobhain

x x

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ANNUAL REVIEW 2017

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It’s that time of year again, time to look back reflecting on what last year brought us and time to look forward and plan for the unknown future. Time to be grateful that we are still here to experience and enjoy life, time to carry out the Annual Review.

In the Lean/Continuous Improvement world we carry out ‘Hansei’ which is Japanese (反射) for ‘Self-Reflection’. Hansei allows us to review goals (personal and professional) and reflect on how they went to see what worked so we can build on the successes and see what didn’t work so we can adjust and change direction.

I have been carrying out a ‘Hansei’ or Annual Review for many years now and find it hard to believe this is the 5th year I have published this review online. Time really does go very fast! See Annual Reviews from past years below,

Annual Review 2013  Annual Review 2014  Annual Review 2015  Annual Review 2016

As always Mike, my family and my friends are my reason for everything. By far the most exciting thing that happened to my family this year was my younger brother Declan and his beautiful wife Aoife welcomed my gorgeous niece Ayla Danaher to the world, a wonderful addition to our ever-growing family.

Here goes, in no particular order, my Annual Review for 2017.

2017 was a big year for me in the world of Lean. I continue to work for and enjoy my role with daa. This year saw us implement Hoshin Kanri (Lean Strategy Deployment) for the first time which brought new learnings every day in terms of our Lean journey.

For my personal goals it was also the first year I used the principles and structures of Hoshin Kanri to set and monitor goals and objectives. In terms of planning, organising and changing direction when required this brought the process of goal setting to a whole new level.

One of my goals was to share information and learnings from the world of Lean. I did this by designing, creating and launching my new website ‘‘The Art Of Positive Change’ in March. This took way longer than I had anticipated but it was worth the wait as I now have somewhere dedicated to sharing information on Lean, Simplicity and Positive Change and the immense benefits they bring to our businesses and personal lives.

Another goal was to write and publish a blog post a week (52 in total). I didn’t reach this, completely underestimating how much time it takes to create blog posts and edit them. I did manage to publish 24 blog posts which is more than I have published in any previous year. So while I didn’t reach my goal I’m definitely improving in this space.

Also in March I started working with the brilliant cartoonist Andy Kefford creating a new character called Pinky, aptly named by my 7 year old niece Miah. Pinky is the star of my 26 part blog post series ‘The A-Z of Effective Change’. You can view all of the published blog posts here.

The Complete A-Z of Effective Change

This year I was reminded how much I love Travel Photography and so I will be working more on this in 2018. If you are new to my work you can view my Travel Photography images here on my website ‘www.siodanphoto.com’ and read my Travel Photography blog posts on my blog ‘The Photographer’s Guide To Travel’.

In terms of travel near and far, Mike and I enjoyed weekends away in Edinburgh, Killarney and Kilkenny, my parents and I spent a few days in London and later in the year my Mom and I spent 10 days in the amazing city of Dubai. Earlier in the year I dusted off my skiing skills and joined one of my best mates Karin Hennessy for a few days skiing in fabulous Pila in the Italian Alps.

Following a trip to Abu Dhabi with Mike in 2016 I created and published my 8th Travel Photography book ‘The Photographer’s Guide To Abu Dhabi’ in September complimenting the blog post I wrote on this beautiful city ‘The Top 5 things To Do in Abu Dhabi’.

I worked with some of my family and friends on photo shoots this year which I enjoyed immensely. It’s always a joy to shoot images of family and friends,

My Travel Photography Fine Art prints and my Fine Art Catalogue are now displayed at my friend Michelle Quilty’s newly opened business, The Tea Cosy in Ardpatrick. This makes me very proud and gives me itchy feet to do more Travel Photography exhibitions – watch this space!

Social media continues to provide a steep learning curve for me that twists and turns at an exponential rate.

I have been using social media for online marketing for many years, however 2017 was the first year I created a social media strategy as part of Hoshin Kanri (Lean Strategy Deployment). This allowed me to focus on clear goals and objectives and ensured I tracked the correct metrics and used these metrics to change direction when required.

Just like the world of Lean and Continuous Improvement, the only way to definitively know if you are improving is to have ‘fact based’ metrics. I currently track 13 metrics across 9 social media platforms. Each one of these metrics increased in 2017 which means I’m moving in the right direction!!! In saying that, growth is slow –  slow but steady!

Tracking and evaluating metrics may sound like a lot of work but just like metrics in business, when you get used to setting, tracking and using valuable information from the metrics, they can become quiet addictive and it really is the only way to measure improvement accurately!

If you’re not using metrics to measure performance in your business maybe 2018 is the year that you start, they really are a game changer!

Throughout most of 2017 I continued to post daily inspirational quotes to various social media platforms which helped me learn more about posting, scheduling and outsourcing on social media.

Like most things in life, the more I learn about social media and online marketing the more I realise I don’t know. Social media changes each and every day and so there is always much to learn.

In terms of health I welcomed 2017 with open arms as 2016 saw my Dad go through his second heart surgery. As I wrote in my annual review last year – there is no greater pain than watching someone you love and adore battling an illness. My Dad’s surgery and subsequent recovery has made me intensely aware of and grateful for every breath I take and every day my family and I spend illness free.

I take both my physical and mental health very seriously as I firmly believe the popular Irish saying ‘your health is your wealth’.

Knowing what nurtures my mental health and knowing what challenges it allows me to make decisions to protect it.

To keep my mind and spirit active and healthy I read as much as I can (see my Top 10 Books of 2017 here), meditate (not as much as I would like) and journal (again not as much as I would like).

I try to eat healthy but do have a rubber arm that can be twisted quiet easily when it comes to biscuits and savoury treats. Exercise has always been part of my life but I find I need to work much harder as the years go by. With this comes an immense respect for what the human body can achieve when we put the work in! This has always been a work in progress area for me and will continue to be a focus for 2018. 

Every year my goals include understanding more about personal finance.  In this quest, I re-read Tony Robbins book ‘Money Master the Game – 7 Simple Steps To Financial Freedom’. Tony is a master when it comes to finance and in this book he not only shares his own wisdom but also leverages the wisdom of many of the world’s finest financial advisors to share their advice, insights and experience. Tony’s book is written in an easy to understand format for all levels of wealth which is why I liked it so much.

I have always known this but 2016 made me more acutely aware that no matter how much you earn or how much is in your bank account it doesn’t make you happy, make you a good person or heal you when you are ill and I continued to be very aware of th throughout 2017.

Just like my social media stats I monitored income, spending and savings much more than I have done in any previous years. Like many people I am not what you would call ‘good with money’ and I need to work much harder on this than I had previously anticipated.

It’s nice to give back. I have been supporting various charities for many years and year on year I try to give more to each charity whether this is monetary support or volunteering my time. I continued to support these charities in 2017 and also found new charities to support. This is something I will continue with and build on in 2018.

That’s it, 2017 was like most years, full of ups and downs, twists and turns.

Thank you to everyone who shares this journey with me, each and every one of you have a made a positive impact on my life. A special and heartfelt thank you to my boyfriend Mike, my family and my friends for making each year better than the last, you are the reason for it all.

May 2018 bring you health, happiness and prosperity,

With love,

Siobhain

x x x

Note: The system I use for my annual review is still a work in progress and evolves year on year as my own life evolves. When I first carried out my annual review I started with a template shared and used by Chris Guillebeau. If you are interested in starting your own annual review, here is Chris Guillebeau’s How To Conduct your own Annual Review. This is a great read and highlights how powerful planning and reviewing can be.

Chris’s updated annual review template can be found here – Annual Review Template, I used this initially then changed and modified it over the years.  Chris is a very inspirational guy which is why I follow him on social media and I travelled all the way to Oslo a few years ago to attend his celebration of visiting every country in the world.

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