Quarterly Review Sheet
The Quarterly Review Template creates structured checkpoints to assess long-term progress,
recalibrate routines, evaluate feasibility, and adjust goals where necessary. It ensures the yearly
plan does not drift, providing a macro-level view that complements the tighter weekly reviews.
This is where strategy, learning, and adaptation meet.
It reinforces observability, structure, and
accountability by guiding users through data-based reflection rather than emotional assessment.
From Akin:
“Quarterly review is where execution is judged for direction, not activity.”
GREAT JOB!