How to do a self-led quarterly self-evaluation!


Sometimes, life is moving so fast that we don’t get the opportunity to stop and really look at where we are and where we want to be.

I dare you to do just that by doing your own self-led self-evaluation this March, as we near the end of the first quarter of the year (and I know you can do it!). Below, I’ll give you some practical steps to lead you through one way of doing your own self-evaluation, and then, I’ll let you know about a few promotions (in highlighted sections below) that only members of this list will hear about until the end of this week when I share them with the world via social media! Meanwhile, you can feel free to share this email with friends and family if you’d like!


  1. Find a quiet place for you to do this activity alone or with a trusted group of friends. You can also play music that helps you to reflect while doing the activity.
  2. Get 3 – 5 sheets of notebook paper.
  3. At the top of each notebook sheet, write 1 of your top priorities in life and/or business (examples are 1) forming healthy friendships, 2) establishing a stronger spiritual relationship, 3) eating healthy, and 4) Increasing clientele).
  4. Write “Current” as a heading underneath your first priority.
  5. Underneath that heading, write 3 – 5 short statements that describe where you are in this priority area.
  6. Underneath those statements, rank yourself in this priority area on a scale of 1 to 10 with 10 being exactly where you want to be.
  7. Underneath that, write the heading, “3 months from now.”
  8. Underneath that heading, write 3 – 5 short statements that describe where you would like to be in this priority area 3 months from now.
  9. Underneath those statements, write the heading, “Action Plan.”
  10. Underneath that heading, write 3 – 5 very feasible things you can do to move towards where you want to be in that area.
  11. Repeat steps 3 – 10 on each notebook sheet for each priority (feel free to use a journal, Google Document, or whatever works for you)
  12. If you are with a group of friends, you can eachshare one goal at a time, give listeners an opportunity to ask questions at the end of each goal, and clap it up for the presenter after each goal.
  13. Schedule your self-led quarterly evaluations for the remainder of the year using Google Calendar or whatever planning mechanisms you use including reminders to help you prepare to reflect leading up to your next evaluation.

If you really focus on the areas of your life that mean the most to you and take steps like the ones above to reflect, analyze, then strategize on how to take your goals to the next level (and how to hold yourself accountable to these action steps), you WILL see much more progress than if you allow yourself to get used to operating at levels below what you know you are capable of! Try it for yourself, and tell me how it works for you!

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