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Business

How I Close Out Each Quarter: 5 Questions To Guide Quarterly Reflection & Planning

podcast March 28, 2023


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When it comes to leading or growing an institution, a habit of reflection, assessment, and planning is really important.  It’s an opportunity to take stock and make sense of the previous quarter, and to use that insight to make plans  – or reset existing plans – for the coming quarter. 

In today's episode, I'm sharing the quarterly check-in process that I've used for 15 years to help me stay on track, and reset when necessary. 


Links Mentioned In The Show
How To Create A 2022 Vision Map For Your Organization  
Strategic Planning Mini-Series: Goal Setting
Strategic Planning Mini-Series: Set Your Strategic Priorities
Strategic Planning Mini-Series: The Power of A Clear & Compelling Vision

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