1. Review Your Annual Goals

Revisit the goals you set at the start of the year. Are they still relevant? Have any of these goals changed because of what has happened during the past three months? This is your chance to reconnect with your vision and ensure you're still heading in the right direction.

2. Assess Your Q1 Progress

Take an honest look at what you’ve accomplished so far:

• What were your biggest wins? Celebrate them!
• What challenges showed up? Identify them without judgment.
• What strategies and habits worked well?
• What didn’t work—and why?
• What have you learned about yourself? Pay attention to strengths you’ve leaned on and areas that might need more support or development.
• What new opportunities or risks have emerged? Stay alert to shifts in your market or personal circumstances that might shape your next moves.

3. Plan Your Goals for Q2

With your Q1 insights in hand, determine your priorities for Q2. Think strategically about the following questions:

• What do you want to accomplish by June 30?
• What actions will move you closer to your annual goals?
• Where do you need to focus your time, energy, and resources?

Break your Q2 goals into smaller monthly and weekly action steps to maintain consistent momentum towards your annual goals.

4. Use Simple Tools to Keep You Focused

To make this process easier—and more effective—use tools that nurture and challenge your strategic thinking. Here are two I offer:

• Baseline Worksheet – Get clear about your current status so you can measure your progress against it and select your next set of priorities.
• RISK and REWARD Worksheets – Thinking of trying something new or assessing a new opportunity? This packet of three worksheets will help you assess your level of risk and reward and make better strategic decisions as you determine your next steps.

5. Stay Accountable and Motivated

Momentum doesn’t happen by accident. Schedule regular check-ins with yourself (or your coach or accountability partner) and remember consistent action—even if it’s small—adds up.