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Navigating the Transition: From Q1 Review to Q2 Strategy

As we close the chapter on the year’s first quarter, engaging in a reflective yet forward-thinking exercise is imperative. Reviewing Q1 not only offers insights into our achievements and areas for improvement but also sets the stage for strategic planning in Q2. This transition period is a golden opportunity to recalibrate, realign, and reinvigorate your team/s toward upcoming objectives.

Strategic Review of Q1:

 

1. Data-Driven Insights: Begin by comprehensively analyzing the key performance indicators and metrics set at the start of the year. Evaluate which goals were met, exceeded, or fell short, and understand the underlying factors contributing to each outcome.

2. Team Feedback Loop: Engage with your team to gather their insights and perspectives on the past quarter. This inclusive approach not only aids in pinpointing challenges and opportunities but also fosters a culture of ownership and collaboration.

3. Celebrate Successes: Recognize and celebrate the achievements and progress made, no matter how small. This boosts morale and reinforces a positive outlook towards

upcoming challenges.

 

Previewing and Planning for Q2:

 

1. Goal Adjustment: Based on the insights gained from the Q1 review, adjust your strategies and objectives for Q2 as necessary. This may involve setting new targets, scaling successful initiatives, or pivoting away from less effective strategies.

2. Resource Allocation: Assess and realign resources—be it budget, personnel, or technology—to ensure they are optimized to support the revised goals for Q2.

3. Communication and Alignment: Clearly communicate the revised goals and strategies to your team, ensuring everyone is aligned and understands their role in achieving the new objectives.

 

Tactical Takeaways:

Prioritize and Focus: Identify the top priorities for Q2 and ensure that your team’s efforts are concentrated on these areas. Avoid spreading resources too thinly across multiple fronts.

Mitigate Risks: Anticipate potential challenges or risks that could impede progress in Q2 and develop contingency plans to address these proactively.

Continuous Learning: Foster an environment of continuous learning and adaptation, encouraging your team to apply insights from Q1 to enhance performance in Q2.

As leaders, the transition from Q1 to Q2 is an opportunity to refine our leadership approach, deepen our engagement with our teams, and steer our collective efforts toward shared success. Embrace Q2 with a strategic mindset, a clear vision, and a commitment to excellence.

 

The Power of Persistence: Strengthening Leadership with Tenacity

 

Persistence is the heartbeat of leadership—the silent yet powerful force that turns visions into reality. As a leader, your commitment to your goals is what transforms the ordinary into the extraordinary. It is the bridge between setbacks and success and a testament to the strength of your leadership.

By embracing these tactical takeaways, you will inspire your team to embody the same

relentless drive.

 

Tactical Takeaways:

1. Lead by Example: Your team looks to you for cues on how to navigate challenges. Exhibit persistence in your actions, and your team will mirror this perseverance in their tasks. Share personal stories of overcoming obstacles; these narratives will resonate profoundly and bolster your team’s drive to persist.

2. Cultivate a Growth Mindset: Frame challenges as opportunities for growth rather than insurmountable problems. Encourage your team to approach each setback with curiosity and learning orientation, transforming every hurdle into a stepping stone toward mastery.

3. Sustain the Momentum: Persistence is not a one-time effort; it’s a continuous endeavour. Keep the energy alive by setting a series of linked objectives that lead to the ultimate goal. This creates a ‘chain reaction’ of motivation, propelling you and your team forward.

4. Empower Through Autonomy: Trust your team with the autonomy to approach tasks in their own way. This trust conveys confidence in their abilities, empowering them to persevere through challenges with creativity and determination.

5. Create a Supportive Atmosphere: Foster an environment where team members can rely on each other. When the going gets tough, a supportive network within the team can make all the difference, providing the encouragement needed to continue pressing forward.

6. Recognize Resilient Efforts: Acknowledge not just the achievements but also the effort and resilience required to get there. This recognition validates the journey and the persistence applied, reinforcing the value of steadfastness in pursuing excellence.

 

Cultivating Relationships

 

Authentic leadership is rooted in the genuine connections and relationships you develop in your career. It’s about the trust you inspire in your direct reports and colleagues and the rapport you build with partners beyond the office walls. Such bonds are strengthened through consistent, authentic interactions—listening intently, empathizing sincerely, and engaging with a commitment that goes beyond the transactional.

The relationships you cultivate become the lifeblood of a thriving team and the hallmark of exceptional leadership. Prioritize them, invest in them, and watch as they transform your collaborative endeavours.

 

Tactical Takeaways:

1. Active Listening: Invest time in truly listening to your team and stakeholders, showing genuine interest in their perspectives.

2. Trust Building: Consistently demonstrate reliability and integrity to build a solid

foundation of trust.

3. Personalized Engagement: Tailor your interaction style to suit your team members and stakeholders’ needs and preferences, recognizing their unique contributions to the organization.

 

The Art of One-on-Ones

 

In the whirlwind of deadlines, back-to-back meetings, and the relentless ping of digital notifications, it can be tempting to let one-on-one meetings with your team slide down the priority list. Yet, it’s precisely these personal touchpoints that can mean the most. Giving your direct reports your full, undivided attention is more than a meeting; it’s a clear signal of their value to you and the organization. These one-on-one dialogues are critical—you’ll gain invaluable insights, steer development, and energize your team members to surpass their potential. Prioritize, protect, and use them as your strategic tool for cultivating a culture of achievement and mutual growth.

 

Tactical Takeaways:

1. Questions: Review of the last week: What have you been working on since we last met? What were your wins? Did you have any challenges we should discuss? If so, tell me about the situation, the action you have taken, and potential solutions you are considering.

Preview of the following week: What are your top three priorities this week? Are there any roadblocks that you are encountering that you need assistance with? Are there any other items that you would like to discuss today? Let’s review the action items we discussed and your timeline for action and then put them in priority order.

2. Structured Flexibility: Establish a regular schedule for one-on-ones while remaining flexible to the evolving needs of your team members.

3. Goal-Oriented Discussions: Focus on setting clear, achievable goals and discussing actionable steps to reach them.

4. Open and Honest Feedback: Foster an environment where constructive feedback is shared openly, paving the way for continuous improvement and personal growth.

 

Ready to tackle Q2 with confidence? Contact Jenny Reilly Consulting today to discover how our expertise can guide your planning process. Book your complimentary 30-minute consultation now or email us at askme@jennyreilly.com to schedule a convenient time.

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Quarter 4 Goals | Your Playbook for Success

For many, at the beginning of the year, you may define business, professional and personal goals and have the best intentions; however, life happened, and you may not be on track to accomplish all you had originally set out to do at the beginning of the year. It is now time to refocus and end the year well.

What will you professionally focus on in Q4?

I discuss Q4 business priorities with many of my Executive Coaching clients. For those of you that do not have a clear plan for Q4, and to assist you in thinking about how you can approach this activity, I have outlined some areas below that I am working on with clients that may help you formulate your areas of focus for Q4. 

What are your key business areas of focus in Q4?  

When conducting a deep dive on my business quarterly, I focus on the following areas:

  1. Client Base + Customer Acquisition
  2. Financial + Revenue Generation
  3. Operational + Execution
  4. IT + Digital
  5. Human Resources + Attracting & Retaining
  6. Sales + Marketing
  7. Administrative + Process
  8. Process Mapping + Improvements

What are your professional and personal goals for Q4?

I set my annual professional and personal goals; however, I also conduct quarterly reviews, and where goals need to change, I pivot and update this list as the year progresses. If you have not done this in 2021 yet, it is time to look back at your original goals. Cross off what you have achieved to date, review what is still outstanding and analyze if those goals still stand as important or need to be completed in Q4. 

As we are in the year’s home stretch with only three months remaining in the calendar year, it is a great time to redefine focus areas for the remainder of the year. Are the goals you initially indicated that you would be working on this quarter still relevant? Due to your current circumstances, do they need to be updated, abandoned, or a new pivot introduced?

The following are eight areas that I think about during my quarterly review. You may include more or less and should base the categories on your situation. When I focus on areas of priority moving forward, I initially rank myself on each item below. We are only as strong as our weakest link, so that is why it is important to look at your whole life canvas and evaluate where you rate yourself, pivot and correct direction if necessary and be confident in the direction you decide to take. 

  1. Career – where do I want to be in my position by December 31st, 2021
  2. Financial – quarterly financial goals
  3. Intellectual – technical or interpersonal professional development focus for the quarter
  4. Parental – areas of focus with each child
  5. Physical – body health and exercise goals
  6. Psychological – attitudinal and emotional focus
  7. Relationship – areas to focus on with significant other
  8. Social – extended family, social and collegial relationship focus

Recognize what is and what is out of your focus of control.  ~ Jenny Reilly

Momentum - jenny Reilly Consulting

Keep the momentum going:

  • Once you start on your goal, connect with your motivators (your ‘why’ for working on the goal) and set a habit frequency to work on your goal daily.
  • When possible, it is best to work on a goal on a specific day/s weekly, to enable consistency in pushing the goal forward.
  • A final note on motivation, when you are working towards something, start with the easiest task first just to get started.
  • Attaining a quick win will help your momentum. 

Focus on what will provide you with the biggest impact professionally and personally in Q4. Once you have reclarified your goals for Q4, break them down into manageable steps, map out your milestone dates, and notate them in your calendar. We need to understand that obstacles may arise in the quarter to slow down progress on our goals; however, if you proactively plan what and how you will complete each step, you will have a greater likelihood of not being derailed and attaining your goals on, or before schedule. 

Take decisive action on your goals. I think of quarters as sprint runs. I have the energy and focus to work on complex projects over three months. A quarter is long enough to make a real impact and short enough not to get bored with the actions required for completion. 

Objectives are not just achieved magically, and work has to be intentional, focused, and planned to make things happen. 

Define your Q4 focus

  1. CLARIFY: When you detail your focus for Q4, it will help you clarify what action you need to take and provide you with the right mindset to move forward.
  2. DESCRIBE each area of focus into a specific goal statement when you detail what needs to be done, how you will do it, and when it provides you with a framework to work within.
  3. ACTION: Taking the first step on a goal is always a motivator to help you take the next. For each action item required, ensure you assign due dates for the activity, so you can map out what can be done by December 31st, 2021.
  4. PRIORITIZE: Having defined goals for the quarter will enable you to prioritize your work to ensure you stay on track and will assist you from falling into a procrastination rabbit hole.
  5. VISION: You can’t go anywhere unless you know where you are going – having your goals to focus on, daily reviewing your list and scheduling the next best step for each will help you formulate a path moving forward.

Your Q4 goals should be thoughtfully formulated. They should motivate action, have clearly defined tactics and an implementation timeline. 

  1. What do you believe you can accomplish in Q4? 
  2. What are your top five priorities over the next 90 days?
  3. What metrics will you track?
  4. How do you see the next three months rolling out in your schedule?
  5. What is your intention, what steps are required, and when will you do it?

Q4 with your team

With each of your teammates at your next team meeting:

  • Evaluate what worked well (in Q3 or over the last three quarters), what did not, and learnings/take-aways from both
  • Determine what action will be continued
  • Provide kudos to those who accomplished goals in the last quarter

If you encountered any wins, setbacks or failures, acknowledge them, learn from them, analyze what went wrong, what went right, and how you could have done things differently to improve the outcome. Reflection on January – September will enable you to facilitate greater progress in Q4. 

 

Achieve your Quarter 4 goals by answering some of these questions and focusing on your key professional and personal areas. If you need support with your strategy and priorities to hit your end of year targets, my executive coaching and business consulting support can help you, your team, and your business excel, please reach out to askme@jennyreilly.com or schedule a convenient time for a complimentary strategy session via Jenny Reilly Consulting Calendly.

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