BOnus session
Summer, 2023 Quarterly Goals Review
The second quarter of 2023 is coming to a close, and this is a great time to check in on the goals you set for the year. Are they still serving you? Anything you want to adjust or rekindle?
Sonia walks you through a step-by-step process to set your priorities, then sharpen them into goals and milestones. She also takes a few minutes to walk through a self-gratitude exercise. The session wraps up with a few questions.
Notes
Use these definitions to sharpen your priorities into defined goals. Watch the video for a full description on how to fill these out!
- Accomplishments: A “yes/no” task or item associated with your priority — this will be the next concrete goal you’ll work toward
- Habits: A habit that will move you in the direction of your priority
- State: An emotional state that you believe will result from your focusing on this priority
Checklist for your quarterly plan:
- Write a freeform list of everything you want. Try not to critique or self-censor at this point — just get a big list of what you want to make happen.
- Use your list to choose three priorities for the upcoming quarter
- Recommended: Add one more priority related to happiness or self-care
- Expand each priority to an accomplishment, a habit, and a state
- Define the next milestone for each priority
- Identify the first/next steps toward each milestone
- Assign dates and times to those steps
- Keep your focus on your next milestone
- Come back this summer for another review!
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