Quarterly Review Planner


The ultimate comprehensive, step-by-step planner designed to help you achieve your goals and build your dream life.

Stay focused on what matters most so that you can live your dream reality!

The end of a quarter is the perfect opportunity to reflect on your progress and assess how close you are to achieving your goals. It’s also a great time to review and reflect over your progress and modify your goals and action plans for the better — the key ingredients to self- improvement!

Designed to help you crush your goals this planner will help you stay connected to your priorities and keep yourself motivated, but in a way that is fun and creative.

It provides a more intimate and organized way of tracking your progress than a typical notebook or calendar system. The clear and minimalistic design will make sure you’re motivated throughout the quarter as you look back on your accomplishments and take steps closer to achieving your goals.

  • 90-day goal planning system.
  • Quarterly review and planning sections.
  • Monthly Reflection and Planner Pages to keep yourself focused on your main priorities and goals.
  • 3 undated monthly habit trackers to instill healthy and life-changing habits.
  • Yearly reflection worksheet + self-growth journal prompts.
  • Goal Planner Template to create individual action plans for your objectives.
  • A step-by-step guide on how to set TARGET goals and create an action plan.
  • Different formats available: Digital version, Fillable PDF, Printable version.
  • Ink friendly.
  • Instant download.
  • A4 format.
  • Lifetime supply.

Do you ever find yourself feeling unmotivated, overwhelmed and unfocused? Having a lot of tasks but not sure which ones to prioritize?

It’s hard to stay focused on your goals and priorities when life throws curveballs and gets busy. Without an organized and planned approach and all the distractions and competing commitments, it´s challenging to stay focused on what truly matters to you.

You start missing deadlines, losing opportunities, and failing to keep your own promises. And on top of that, the constant feeling of being overwhelmed can take a toll on your mental health.

You deserve to be successful and achieve your goals, but without a strategy in place, it’s easy to get lost in the hustle and bustle of life. Without a plan, priorities become lost in the shuffle and your dreams of success may never come true.

This quarterly planner is designed to help you stay focused on what matters most – achieving your wildest dreams!

With this planner, you’ll have everything mapped out for each quarter so that you can stay on track with your priorities and achieve all of your goals with ease!

The Quarterly Review Planner is designed to help you crush your goals and keep you laser-focused on them. With it, you will…


⭐️Learn how to confidently set goals you are actually going to achieve.

⭐️ Consistently motivate yourself to follow through with each of your goals.

⭐️ Learn how to create an achievable action plan to achieve your goals with the Goal Planner Template.

⭐️ Review and reflect on your year so that you can crush your next one.

⭐️ Prioritize your most relevant goals and tasks, rather than trying to juggle many. This way you are able to maintain momentum toward your end goal, making sure you succeed.

⭐️ Create a clear vision for your life for the next 90 days.

⭐️ Consistently build healthy habits throughout the quarter.

How will this planner help me achieve my goals?

Quarterly Review and Planner Sections

The very first step to ensuring the next quarter is your best yet is to create a clear vision of your life 90 days from now.

For that we´ll start with a quarter reflection and review, celebrating your wins, listing your top lessons and reflecting over your biggest challenges.

Then we´ll start planning the next quarter, including establishing your biggest goals for the next trimester, your top priorities, key motivations and more.


Goal Planner

 Once you have established your biggest priorities and goals for the quarter, its time for you to create an action plan on how you plan to achieve them.

To help you with the process you will have a step by step guide on how to set T.A.R.G.E.T. goals and how to create an action plan as well as the Goal Planner Template.


Monthly Reflections + habit tracker

Setting clear intentions and objectives for the month will ensure accountability and help you to stay focused on your goals.

With the monthly reflection and habit tracker sections keep track of your progress, and habits, evaluate any stuck points, define your targets for the next month, and keep track of your deadlines and commitments.

Yearly Reflection Section

The Yearly Reflection section is designed to help you review over the past 12 months, with a combination of worksheets and self-growth prompts. These prompts will help you reflect over your year, progress and growth.

In this section we´ll also determine your New Years resolutions, areas to improve, and review your priorities between other things.

Unlock your hidden potential by staying focused on what matters most!

Why have a quarterly review planner?

The simple answer is that prioritizing a few goals, rather than trying to juggle many, is better for you on many levels.

A quarterly review is the perfect opportunity to reflect on your progress and assess how close you are to achieving your goals. It’s also a great time to analyze what action plans have worked and which ones have not.

When we allow ourselves the time and space to focus on a small number of goals at a time, rather than trying to move several tasks and projects forward at once, we dramatically increase our chances of success and in the process also protect our mental well-being.

Having a a quarterly review planner will also allow you to create an individual attack plan for your vision, easily track your goals throughout the year as well as consistently inspire and motivate yourself to follow through with each of your objectives.

The key to a successful quarter lies down in 3 steps:

personal development

Reflect and plan

To make this quarter your most successful one ever, start by thinking ahead 90 days and picturing yourself at where you would like to be in life. Create a roadmap for how to get there – outlining which areas of your life you want to improve and the goals that need to be accomplished.

Once those are identified, it will be easier for you to establish and take the steps to achieving them.

quarterly review planner

Create an action plan

Your next step is to develop your ideas into measurable and attainable, TARGET goals for how you will achieve your vision. Take a look at your notes from the Quarterly Review and learn how to create an achievable action plan with the Goal Planner Template. 

With the help of this goal planner, you will determine things like your action steps, the tools and resources you will need along the way, your milestones, key motivators, and more.

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Review and Improve

Now it’s time to prioritize your goals to give you the time and space to focus on those that are fundamental to reaching your vision. Stay on top of the action plan you developed in Step 2 with the monthly reflection and habit tracker section.

This part of the planner is designed to help you reflect on what you accomplished, your biggest lessons and challenges, what resources you may have missed and how you can improve your progress.

Plan a quarter of SUCCESS now!

Is this a physical product?

Nop. By purchasing this product you are acquiring a digital planner. No physical product will be shipped to you.

How will I receive this product?

Once you buy the planner you will have instant access to it. There are three ways you can use the planner:

  • You can use it on Canva with a free account
  • You can download and print the Quarterly Planner
  • You can use it as a fillable PDF

Whatever you choose the planner was designed to be easy to use no matter the format, so there really is no bad option.

Do I need the Pro version of Canva to use this workbook?

No. You can totally use a free Canva account which will only take you a few minutes to create.

What is your refund policy?

Due to the digital nature of this product, I am unable to offer returns, exchanges, or refunds for your purchase. Please read very carefully through the description of the item to make sure that you have chosen the correct one before purchasing.

Important info.

* This is a DIGITAL PRODUCT which means NO physical product will be shipped to you.

*This planner is for PERSONAL USE ONLY. You may NOT share, sell, alter, or replicate this product or any product of Sofia Success.

Is your question not here?

Email us at sofiasuccess.contact@gmail.com and we’ll answer any questions you may have!

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