Quarterly Review

A quarterly review is a structured pause — with yourself and optionally key advisors — to assess progress on goals, board composition, and open decisions. It mirrors business quarterly planning applied to your career.

A solid personal quarterly review includes: wins and misses, metric or evidence check on commitments, one primary challenge for outside input, and reciprocity actions (thank-yous, intros owed). You may run it solo first, then share a summary with advisors.

Quarterly rhythm keeps boards aligned with current goals, not outdated ones. It also makes annual reviews lighter because you've captured data throughout the year. Pair reviews with your calendar: same week each quarter reduces drift.