A quarterly life plan will give You the Most Breath-Taking Next 90 days!

How many times have you wanted this year to be fantastic! Your body having that chiseled shape. You eating those raw greens. Hitting off your goals and revenue! Drinking that iced coconut in a sunny tropical cafe with pancakes! Most likely, this is a recurring inspiration at the start of the year. However, a quarterly life plan and review will keep you accountable and feeling inspired for the most part of the year.

A quarterly life plan is like a mid-sleep wake-up jolt!

The reason you lose track of your wildest dreams and desires is your motivation. It starts to fade away, usually in the first or second week in the month of February (at least that’s how we are conditioned to believe). With a quarterly life plan, you can consider yourself feeling motivated in breaks. And it’s not even too frequent for a one-month life plan as there is only so much you can achieve!

But wait… let’s first try and understand what a quarterly life plan actually is.

A quarterly life plan is a holistic approach that you are willing to implement for the next 90 days in your current life to achieve self-growth, personal transformation, and a greater work impact. It is not necessary to start your quarterly life plan at the start of a quarter, or at the start of any specific month. You can start your quarterly plan today and implement it for the next 90 days.
  • You can pivot your life plans according to your mood
  • It usually takes you 90 days to build a lifestyle
  • Your brilliant ideas now have your time to devote
  • You don’t lose hope even if you have had a bad quarter
  • Your momentum is positive for the rest of the year

How to plan your next Quarter in 5 Steps:

  1. Determine your quality of life
  2. Identify what’s most important to you
  3. Review what happened last quarter
  4. Develop your metrics
  5. Build your next quarter

Let’s break them down and go deeper.

1. Determine your quality of life

Quality of life index is a simple self-review assessment of your current life.

This is broadly under 4 key areas:

  • Body
  • Mind
  • Relationships
  • World Around you

Each of the above 4 key areas has 5 sub-areas:

  • Body: Sleep, Food, Water, Exercise, Self Care
  • Mind: General Mood, Mindfulness, Daily Learning, Hobbies, Stress Management
  • Relationships: Significant Other, Family, Friends and Relatives, Work Team, Social Acquaintances
  • World Around you: Meeting New People, Professional Networking, Neighbours, Volunteering, Environment

Each sub-area has a rating scale of 1-10 for evaluation on how satisfied you are with that area of your life. Add your rating scale for each broad area, and add each broad area to arrive at your quality life index.

quarterly life plan: quality of life index
quarterly life plan worksheet: quality of life index

Your quality of life index will give you a great start to look at your current state of life, today. At this very moment.

2. Identify what’s most important to you

What are the most important things in your life?

Usually, for most creators, the most important things in life are:

  • Health
  • Family
  • Businesses
  • Finances
  • Personal Growth
  • Travel

List down what’s a priority for you in your life.

It may be things different than what’s there in the list. No matter what, write 4-5 things that are the most important for you.

Once you put your thinking hats on and conclude on things that are important to you, break them down into various categories.

For example, I have written down Health, Family, Work, and Personal Growth that are the most important for me. Under each category, I will list down ways that I would like to work on myself.

quarterly life plan: What's most important to you?
My quarterly life plan
  • Health: Physical health, mental health, nutrition
  • Family: Significant Other,  Parents, Siblings, Friends, Relatives, Myself
  • Work: Full-Time Work, Side Hustle, Passion project, Personal Finances
  • Personal Development: Spend time in nature, Art, Reading, Journaling

Once you have your priorities set on what you would like to focus on in the next 90 days, you can confidently move to the next step.

3. What happened last quarter?

This is the step of some serious reflection. Now that you are focused on what you want to focus on, find out what happened last quarter.

The most helpful technique here is to have 2 columns. The first column will list down everything that was good. The second column would list everything that can be improved. Note that nothing is bad, it can always be improved and worked upon.

quarterly life plan: Reflect what happened last quarter?
My evolving quarterly life planner

Once you list down all the things that you did good for each sub-category, ask yourself the following questions:

  • What are the things that supported you?
  • Why did you do these things well
  • What is good to me in this sub-category?

Once you list down all the things that you can improve for each subcategory, ask yourself the following questions:

  • Why is there a scope for improvement here?
  • What are the things that have stopped me from working on this
  • How can I improve in this sub-category?

4. Develop your metrics

You cannot improve what you do not measure.

This is a perfect stage for you to develop your Key Performance Indicators (KPIs).

A key performance indicator defines an action item for a sub-category that helps you note your progress. It is important to keep a track of your KPIs to build a solid momentum in creating the life/ year you desire. Note that a KPI may start slow for one quarter but slowly build up in intensity in the coming quarters.

Since we are on an assumption that you are life planning for your quarter today, it might be impossible for you to track the data of your KPIs from the last quarter. However, for habit indicators like the number of miles you have run or the number of quality sleep hours taken, take a guesstimate.

For more concrete KPIs, especially for your work, it might be easy to track them. For example, it is easy for me to track the number of visitors who have come to read this blog page in the last 3 months or my Monthly Recurring Revenue (MRR). Keep a note of all these KPIs and fill them in with as much data as possible with maximum accuracy!

List all the KPIs for each sub-category that you would like to track.

5. Build your next quarter

It’s finally time, after all the hard work and preparation to build your next quarter. Here is how to do it:

  • Divide all the major priorities into a section
  • Divide a section into sub-sections for each sub-category
  • List three priority S.M.A.R.T Goals for each sub-category

For example: In my template and quarterly review worksheet, I would create sections for Health, Family, Work, and Personal Development.

Within Health, I would create sub-sections for physical health, mental health, and nutrition as my sub-categories.

quarterly life plan tracker
My next quarter plan

Within physical health, I would list down three S.M.A.R.T. goals:

  • Perform yoga 4 times a week
  • Go for a run and hike every weekend
  • Sleep for 7 hours every night

Similarly, I would list down all my goals within each sub-category and I would have my action plan ready for the next quarter.

Make sure to align the S.M.A.R.T. goals with metrics and numbers to keep you active!

Bonus Step 1: Schedule this to your quarterly life plan calendar

To make your smart goals actionable, add them to your quarterly calendar. Define when each of the above smart goals would be performed. This would have your entire calendar ready for you to take on with full velocity!

quarterly life plan: Quarterly calendar

Many of my smart goals are weekly. For example, in personal development, I create art once a week. So that is something that is very easy for me to schedule.

Bonus Step 2: Package many of the smart goals in one timeframe

You exercise and then eat well. You perform yoga and can right after performing meditation. Feel free to package your smart goals from multiple sub-sections and perform them together.

There you have it.

A quarterly life plan will take you around 2 hours to create. But it will ensure you speed up all forms of life by giving you the most important – a sense of direction.

Thank you for reading.

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