
This is a one-off entry about taking the time to do a quarterly review in business in life. This is inspired by a blog I wrote last year around this time.
I don’t know about you, but I feel my meetings this week have all went like this, “Let’s talk about how X went in Q1. Here is the performance. Let’s take a moment to celebrate some of our wins. Now, what gaps do we still see? We need to start addressing those gaps now, while we still have time. What plan can we put in place and what actions do we need to take to gain/keep momentum?” It didn’t matter if the topic was brand performance, tactic creation, finances, or executing on the plan for the rest of the year. For whatever reason, now seems like a perfect time to take a moment to pause, evaluate, and figure out what we need to do next.
What does this have to do anything? While this is great for work, we could apply this same thinking to our personal lives as well. What are some of your goals for 2023? How did you do with them in Q1? Have you stopped to CELEBRATE your progress? SERIOUSLY, I hope you are celebrating something. If you are reading this, I know you’re doing something cool. Whether you are doing something small or large, you’re definitely doing something worth celebrating. After you get done celebrating, what gaps do you see? How can you address them NOW, so you can see the payoff later this year?
The challenge: Will you take the time to do a quarterly check-in? What changes will you make to set yourself up for the rest of the year?
Bonus: Here is my review based on the dimensions in my life I set goals for. Hopefully, it sparks a thought or two for you.
- Protecting my Peace (B)- This is my overall goal for the year. This is about ensuring I’m making the time to take care of me and putting the right boundaries in place. Things did get busy at times in Q1. However, I’m proud of myself for prioritizing sleep, saying no to certain things at work, and taking steps to release the stress of day-to-day life. I just need to focus on taking care of myself.
- Career (A)- The goal is to feel like I’m delivering magic. I feel proud of my start in Q1, and I feel valued right now. I delivered on some great projects and partnered with some amazing folks to deliver an awesome National meeting, strategy, and IVA. For me, it’s all about keeping up this momentum. I can do this by being crystal clear on my priorities and carving out some time to whiteboard and think through a few things before shifting hard into execution mode.
- Physical Health (B-)- The goal is to make sure I’m taking good care of myself, so I can do the things I want to be able to do. I did good on the sleeping, and I’m proud of myself for completing my race in January. I have two gaps. One is better fueling my body in a healthy way on a more consistent basis. I probably stress ate more than I should. Good news is that I’ve kicked my Diet Pepsi habit, and now am starting to find a groove. The other gap is I need more upper body strength, so I can complete more obstacles. I need to do more pull-ups and work in grip training. I have a plan for that, just need to execute.
- Financial (C)- The goal is to hit our financial savings goals. We haven’t fully established what those are, so will need to do that before I can take action.
- Family (B)- The goal is to feel like an amazing husband and dad. Parenting has just been hard for a wide variety of reasons with a slew of challenges my wife and I are still trying to figure out how to navigate. If you’re a parent, you’ve probably been here. Also, over the past month, I’ve put in a lot more hours at work (especially on the weekends), which has upset a little bit of the work/life integration. I’m hoping to better balance that out, so I can focus more on connecting with my family.
- Fun/Social (A)- The goal here is to plan out vacation days. Everything is booked for the year, and I’m looking forward to family trips, a fishing trip, and some “race”cations.
Have a jolly good day,
Andrew Embry








