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Cluster 1: The 90-Day & Quarterly Execution System 7 min read• 2025-02-18

Quarterly Planning for High Performers: How to Run an End-of-Quarter Life Audit

Sa

Sarah Chen

Executive Performance Strategist

Key Article Takeaways
  • Never start a new sprint without reviewing the previous quarter's quantitative score.
  • Audit 5 core dimensions: Health, Wealth, Career, Relationships, and Mindset.
  • Identify the 20% of inputs that drove 80% of your progress and eliminate the rest.

The Importance of the Quarterly Calibration

Most people jump frantically from one project to another without stopping to evaluate what worked and what drained their energy. A 90-day sprint is incomplete without an intentional **Quarterly Life Audit**.

This 2-hour exercise gives you the perspective of a CEO reviewing their quarterly corporate earnings, applied directly to your personal existence.

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The 4-Step Life Audit Protocol

Step 1: The Quantitative Scorecard Pull up your 90 Day Goal Planner dashboard and record the hard data: - How many total tasks were planned vs. completed? - What was your final streak count? - What percentage of Phase 3 milestones were achieved?

Numbers do not lie. They strip away emotional rationalizations and show your true operational capacity.

Step 2: The Energy Audit (Keep, Stop, Start) Answer three simple questions: 1. **What generated maximum energy and return on effort?** (Keep doing and double down) 2. **What created unnecessary friction, stress, or zero output?** (Stop immediately) 3. **What opportunities emerged that demand exploration next quarter?** (Start testing)

Step 3: Recalibrating the Life Wheel Score your satisfaction from 1–10 across the foundational pillars: - Physical Vitality & Sleep - Financial Position & Savings - Professional Impact & Mastery - Relationships & Deep Connection - Mental Clarity & Peace

Identify the single pillar holding back the other four. That pillar becomes the focal point of your upcoming 90-day sprint.

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