The CEO Collective logo












How My Q1 Quarterly Review is Helping Me Plan for Q2

by | Last updated: Apr 10, 2022 | Podcast

A quarterly review is a crucial part of the process I follow as the CEO of my business.

Every 90 days, I sit down to check in on my business and my goals and make the necessary course corrections.

But Q1 of 2020 was unlike anything I’ve ever seen before.

Which is why now more than ever, my quarterly review is SO important. And I want to share this with you to give you an authentic, behind-the-scenes look at what it is like to be an entrepreneur during a global pandemic.

I love my quarterly review because it helps me to adjust and adapt to unexpected challenges faster than I would if I only did a review at the end of the year. Because of my regular planning and adjusting, I was still able to host two CEO Retreats and support hundreds of clients while figuring out what it looks like to have all three of my kids at home full time.

On this episode of Promote Yourself to CEO:

1:58 A little background on why I do a quarterly review, and how current events have impacted my business.

4:40 The very first thing that I do in my quarterly review and how it relates back to everything in my business.

5:26 My specific Q1 goals going into 2020, whether or not I achieved each of them, and how I will move forward into Q2 with each goal.

10:00 A closer look at my support team and why it has been so worth it to me to financially invest in that support.

14:37 My timely decision to move the in-person CEO Retreat to be virtual, and why I was able to make that pivot so easily.

18:48 How I dealt with the pressure of my first major launch in over 10 years during a global pandemic, and why it actually worked so well for my brand.

22:40 Practical ways to avoid the typical “online marketing” launch and really connect with your clients, and how I utilized this strategy for the CEO Collective.

24:08 Checking in on your marketing strategy using your CEO Planner.

31:04 The final thing that I check in on – numbers – and how I look at trends instead of just audience total.

33:44 An honest look at my revenue and how it compares to Q1 and Q4 2019

36:26 How I track my CEO Score every week and then bring that into my quarterly review to rate my overall performance.

39:54 I close out with my overall insights and what I learned about myself and my business from Q1.

We are facing uncertain times with Coronavirus. It’s not only causing challenges on an external, global level as cities are on lockdown and businesses are forced to close, but it’s causing internal challenges as we are all navigating social distancing, kids being home, all while keeping our businesses running.

When we are hit with a challenge like this – we need strategy and support.

Being the CEO right now is freaking hard – it means being the boss and making the tough decisions. No one is going to care about your business as much as you do. No one is going to step in and run your business for you.

The CEO Collective is here to help you build those CEO muscles. We have the strategy, the systems, and the support to help you not only survive, but thrive during these challenging times.

If you want to learn more about how you can become a member of The CEO Collective, get on the waitlist at