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Rediscover You: Refreshing Your Focus Every Quarter

J.P. Montalvan • April 21, 2024
Rediscover You: Refreshing Your Focus Every Quarter

As a leadership coach, I get to work with a diverse range of entrepreneurs and intrapreneurs – quite a few real estate agents, fitness professionals, mortgage lenders, government contractors and others. Come April, it's like clockwork – we all start realizing how easy it is to lose sight of our yearly goals by the end of the first quarter. Life gets busy, we get caught up in the whirlwind of reactivity, and suddenly, those big dreams we had at the start of the year feel miles away.

I know firsthand. I'm not just a coach – I’m a player-coach. I lead a real estate team and a few other ventures, and like you, I juggle those and a lot of other things – from nurturing my relationship with Veronica and embracing the joys of parenthood with our new baby girl, to spending time with friends, helping Hope for Henry with its philanthropic mission, and exploring the world.

But amidst all the “chaos,” it's super important to remember our goals. Because if we don't, we risk waking up one day and wondering, "What do I have to show for all this hustle?"

So, how do we stay focused and assess our progress as we near the end of the first quarter of 2024? Are we closer to our 2024 goals, or have we veered off track?

Here's a quick look into a few exercises my Leadership Circle and I just wrapped up during our early April retreat – you might find some review and focused questions helpful…

· Goal Review. We kicked things off by revisiting our goals for the first quarter of 2024 and giving each one a thorough once-over. If a goal fell short, we asked ourselves. Did fear, indecision, negative thinking, or inconsistency hold us back? If so, why?

What other commitments or priorities pulled us away from our goals? Did we need better prioritization, or are we okay with the compromises we made?

Did burnout sneak up on us? How did we manage our energy, and how can we avoid hitting that wall next time?

Do we still want to chase this goal, and if so, how can we make it happen in the second quarter of 2024?

The key here? No beating ourselves up. It's about learning and growing. And if we did hit a goal, did we celebrate?! Then, we asked ourselves what strengths got us there and how we can use those strengths to keep that momentum going.

· Calendar Review: Next up, we dove into our quarterly calendars.

We looked at where our time went – planning, executing, and evaluating.

Did our recurring meetings move the needle, or were they just time suckers? Which engagements fueled us, and how can we dial up more of that energy next quarter? And those energy drains? Yeah, they need to get the boot.

What did we miss on our calendars that should've been there? More time for revenue-generating gigs? More space for self-care and fun? It's all about finding that balance.

· Sphere of Life Review: We also took stock of what I call our “4 Spheres of Life” – People, Profit, Passion, and Play – and rated them on a 1-10 scale.

We then thought about the one or two spheres where we need the most work: "Have we invested enough time and energy in this sphere? Do we understand our needs and goals? Who can help us in this sphere?

We homed in on where we need to level up. Are we investing enough in each sphere? Do we know our needs and goals, and who can help us get there?

Real growth? Sure, you know all about journaling, goal setting, reviewing, and ongoing improvement. And do you have tools that help you stay focused? Ultimately, where your focus goes is where your life leads.

I hope you’ll continue to join us here each week for more on growth and (hopefully) some inspiration to keep your momentum up through 2024.

And if there’s anything I can do to help you, don’t hesitate to reach out.
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