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Quarterly Life Audit

structure · easy · 3-4 hours per quarter, plus 15 minutes monthly check-in

What is Quarterly Life Audit?

Structured review of all life areas every 12 weeks using the Wheel of Life framework and guided reflection questions. Identifies satisfaction gaps, realigns priorities with values, and sets actionable goals for the next quarter.

Is there evidence for it?

EVIDENCEmoderate

How do you do Quarterly Life Audit?

  1. 1.Rate satisfaction (1-10) across 8-10 life areas: career, finances, health, relationships, family, personal growth, fun/recreation, environment, and contribution
  2. 2.Reflect on the past 12 weeks: 'What moments brought the most joy? What does my behavior indicate I truly value? Where did I feel most alive vs most drained?'
  3. 3.Identify the 2-3 areas with the biggest gap between current score and desired score — these become focus areas
  4. 4.Set 1-2 SMART goals per focus area with weekly action steps and measurable milestones
  5. 5.Schedule a half-day quarterly retreat (solo or with partner) in a different environment to create separation from daily routines

How long does it take?

3-4 hours per quarter, plus 15 minutes monthly check-in.

Is it hard to start?

easy.

Source: Body Brain Alliance, ClearerThinking.org Quarterly Life Review, coaching tradition
life-audit · self-assessment · wheel-of-life · quarterly-review · balance · reflection
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> everything in structure

This is one entry from the library Shift matches against. It is general information, not advice about you, and nothing on this page came from anyone's conversation.