Hi again. It is Sunday 29th of August 2021. I can’t believe this is the last Sunday in August. September is just two days away. How are you feeling about that? Do you have big plans for September and the rest of the year? Apart from it being the end of August, it is also the end of the financial year. During these last couple of days, it would be a great idea to do a monthly and quarterly review, plan for the last quarter of the year and set goals for this new financial year.
Instead of my usual weekly review, I thought I’d share some prompts with you today to help you review and plan for the future. I’ll also leave you with some gentle reminders and tips to help you make the most of the rest of your year.
Monthly/ Quarterly Review Prompts
Before starting your monthly or quarter year review, I suggest that you pull out your journal, calendar, planner or notebook, whatever you were using to document that last few months. Have those items close at hand. You can either go through your material to get a gist of the year or you can read the prompts first so you know what to look for.
- Did I achieve my goal for the month or last quarter? If not, why not? If you did, reflect on the wins. You want to be able to implement similar actions to help you accomplish future goals.
- What went well in my personal and professional life?
- What could have gone better in my personal and professional?
- Did I stick to the habits that I wanted to instil?
- What was my happiest memory?
- What lesson did I learn?
- What was my biggest concern or worry?
- What did I do for myself?
- What area in my life did I grow most in?
- What do I need to improve on?
- Do I still want to pursue this goal?
- What happened that I didn’t plan or account for?
- Rate your month on a scale of 1 to 10. One being poor and 10 being awesome.
- What are my goals for next month and quarter?
- Based on my review, what action plan do I need to have to achieve my goals?
- What is my intention, how do I want to feel?
- What is my main focus, where do I want to direct most of my energy?
- What are my priorities for the rest of the year and month?
Preparing for the financial year
- Start by reflecting on the past year and highlighting areas where you stuck to your goals and where you didn’t. Basically, audit your year.
- Set new financial goals for yourself.
- What are your saving goals?
- How much do you want to have in your emergency fund by the end of the year?
- How much do you need to put away each month to achieve those goals?
- How much do you need to spend on groceries each month?
- Where can you limit your expenses and where do you need to spend more to get quality for your money?
- How can I track my expenses easier?
Tips for the rest of the year
- Set specific dates and times if possible on your calendar to reflect on your progress.
- Include a habit tracker in your journal, planner or app so that you can stay on top of your habits. Set aside time on your calendar to get those habits done.
- Use gap periods wisely. Instead of standing in line getting frustrated, maybe read something that you have to research or take that moment to practice mindful breathing.
- Write down your top 3 priorities and put them somewhere you can see them every day. Do the same with your goal.
- Include a rest day or hours in your week so that you can recharge and nurture yourself.
- Set healthy boundaries around your time, space and limits with those around you. Make sure and communicate them to the necessary people and stick to them.
- Track your expenses daily or at least weekly to keep on top of your finances.
- Set up realistic rewards for yourself when you achieve your goals. Your reward should match your win. If you accomplish something difficult don’t be afraid to splurge a bit on yourself.
- Make time to spend with your loved ones each week.
- You are the master of your life. Take ownership and go after the life you want.
- It’s okay if you have to reset your goals or start again.
- Give yourself grace and space to make mistakes, learn and grow,
- Your thoughts shape your reality, so remember to guard it well.
- A little each day, add up to big results -Satya Nani
- Whatever Your Mind Can Conceive and Believe, It Can Achieve.” – Napoleon Hill.
- Live a life that aligns with your values so you have no regrets.
- Whether You Think You Can or You Think You Can’t, You Are Right – Henry Ford
- It’s Only Too Late If You Don’t Start Now- Barbara Sher
- Love generously, inspire daily, learn constantly.
You May Also Like
- The First Week of August Has Gone, Making The Most Of Week 2
- The Self-Confidence Formula and Weekly Review
- Sometimes You Have To Do Nothing To Take Care of You- Podcast Newsletter
Thank you for listening.