So I recently did my quarterly review for the second quarter. I always dread the thought of doing quarterly reviews but feel really great at the end. My experience wasn’t great because my quarter was perfect. In fact, I had a really challenging quarter personally. #life was life-ing in all the ways. My experience with my review was great because it allowed me to step outside of myself and my self-critique and look at data. I found the data in my calendar, emails, and reports. The review was a way to put all the disparate pieces together to create a cohesive picture of all the time and energy I put into the quarter.
I shared my review on LinkedIn and several folks thanked me for reminding them to do theirs. Y’all, it’s not too late. Any day is a good day to look back to bring forward lessons and reflections. Before you talk yourself out of trying, here is a list of things you can do to start your review today. I’ve even created a handout for folks who prefer a template to guide them through the process.
- Revisit your annual work plan, vision board, or quarterly goals. No matter how you structured your goals, annual or quarterly, you can still pause every 90 days to see how things are going.
- Leaders have areas they shine in and areas in which they struggle. It’s important to spend time reflecting on both. You don’t want to self-congratulate yourself out of growing. Nor do you want to criticize yourself so much that you overlook important contributions you’re making.
- Those who have gone before us (living and ancestors) have left footprints for us to follow. Pausing to pay homage each quarter grounds us in our collective leadership journey. As Black women/femmes and women-identifying folx, we don’t walk alone. Our culture values a shared experience as inspiration to keep going during tough times.
- Just because you set a goal doesn’t mean the goal can’t change. Life, organization’s, the freakin world, are changing constantly. We have to be flexible in how we adapt our goals to our lived reality. Rigidity doesn’t serve leaders in the 21st century.
- A leader’s success isn’t only in work. It is also in joy and pleasure. Don’t diminish the importance of prioritizing and experiencing both. Often.
- Leaders have to cultivate the soil where they’ve planted seeds otherwise they will not reap a full harvest. Leaders who don’t tend to the not-fun part of leadership will never fully see the fruit of their labor.
- Self-Leadership. Surround yourself with images, words, and sounds that inspire you to keep working toward what you really want.
- Reach back. As a leader, make sure you create time to invest in others. Whether it is a direct report or a promising intern. Prioritize regular time supporting other leaders in their growth.
- Tell someone. Y’all know I believe strongly in accountability. Let someone know about your quarterly review and find ways to support each other over the next 90 days.
- Need a guide? Grab my ‘Not Your Mama’s Quarterly Review‘ to guide you through the process.
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