In this episode of the Building Bigger Lives podcast, Michael and Kathryn discuss the importance and process of conducting quarterly business reviews. They recommend scheduling reviews 7-10 days after the end of each quarter, blocking out a half-day for the review, though it typically takes about 90 minutes. The review process involves gathering relevant data, scorecarding the previous quarter's focus plan, and applying the KISS filter (Keep, Improve, Start, Stop) to determine what to continue, adjust, begin, or cease in the upcoming quarter.

They emphasize the importance of aligning quarterly plans with annual objectives and sharing the new plan with stakeholders. Furthermore, they stress the importance of reviewing and adjusting one's quarterly plan, identifying ingrained habits to make room for new habits and daily disciplines, and the value of teaching others as a way to improve oneself. Finally, they stress the need to reflect any changes in the calendar to ensure proper prioritization.

Building Bigger Lives Podcast-

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Contact Kathryn Pedersen-

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