Here’s How to Conduct a Quarterly Performance Review

Melody Wilding, LMSW
4 min readSep 13, 2022

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Sensitive Strivers tend to set big goals for themselves. You may have had many ambitions at the beginning of this quarter or year.

As a sensitive high-achiever, you always want to keep learning and growing, because you expect a lot from yourself. You want to make the most of your time and you don’t want to let yourself down — or let setbacks or doubt get in your way.

That’s why today I wanted to share how to conduct your own personal quarterly review. This process will help you evaluate:

  • The progress you’re making toward your goals
  • What’s holding you back and how you can overcome it
  • How you can make a plan of action for next quarter to make your goals a reality

This process is helpful whether you have a formal performance review coming up at work or if you simply want to reflect on your progress and achievements on your own time.

The steps I’ll take you through today are very flexible, so they can be applied to both professional and personal goals and even expanded out to apply to a mid-year review process, which I discuss in this video.

Quarterly Performance Review Steps

Step 1. Take stock

Write down why each goal is important to you. Don’t be surprised if you discover some of your goals aren’t important anymore. That’s a good thing! It means you’re learning to prioritize and value your time. It’s also possible that your season of life or circumstances have shifted and you need to revisit your goal. Letting go of goals is something I discuss in my book TRUST YOURSELF. It’s important for Sensitive Strivers who tend to take on too much and be people-pleasers. By eliminating…



Melody Wilding, LMSW

Author of TRUST YOURSELF. Executive coach to Sensitive Strivers. Human behavior professor. Featured in NYT, NBC, CNN.