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Today I’m sharing my 5 questions that I use during my monthly, quarterly and annual reviews. These questions help me to check in with my goal progress to see if I’m on track or if I need to pivot.

  1. What victories or accomplishments did I achieve in the previous month? These can be goals or projects successfully completed, life events or milestones, and of course happy memories.
  2. What was planned that I failed to start or were left incomplete? Think goals, projects, scheduled events, habits or routines.
  3. What roadblocks to productivity did I face last month? For my Franklin Planner peeps think quadrants 3 and 4. Things like external interruptions or other people’s priorities, lack of self-accountability, or fire drills. Stephen Covey goes in to detail about this in his book The 7 Habits of Highly Effective People.
  4. What insight can I take away from these roadblocks to learn how to plan better for the future? Refer to what was written in question 3.
  5. What in progress or new projects do I want to work on this month? For me this includes house projects, annual chores, birthdays, holidays and our anniversary. Anything that requires multiple steps becomes a project. David Allen goes in to detail about this in his book Getting Things Done.

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