Free Quarterly Life Audit Workbook
Review your recent goals, assess key areas of your life, and plan the next quarter with a free 14-page printable PDF.
Download Your Free Workbook
Use guided reflection and planning activities to review your previous quarter and prepare for the next one.
14-page printable PDF · No email or account required
Want More Quarterly Planning Guidance?
Life in Focus: A Quarterly Guide to Goal Setting and Achievement is a 51-page companion ebook with expanded guidance on quarterly reviews, SMART goals, action planning, progress tracking, overcoming challenges, celebrating achievements, preparing for the next quarter, and developing a longer-term vision.
$5 one-time purchase
Account required so your purchase can be saved to My Library
- Review achievements and challenges from the previous quarter
- Assess goals across important areas of your life
- Plan practical steps and milestones for the next quarter
Choose the Resource That Fits Your Needs
Life in Focus Workbook
14 pages · Printable PDF
Five guided sections with reflection questions and activities covering quarterly goals, recent achievements and challenges, current-state assessment, key areas of focus, and progress tracking.
No login required
Life in Focus: A Quarterly Guide to Goal Setting and Achievement
51 pages · $5 one-time purchase
Expanded educational guidance on quarterly reviews, SMART goals, action planning, timelines, progress monitoring, common challenges, achievements, future quarters, case examples, and long-term vision.
Account required so your purchase can be saved to My Library
Prefer an Online Life-Area Reflection?
Use the private Life Wheel Reflection to review eight areas of life before continuing with the quarterly workbook.
Start the Life Wheel Reflection →What's Inside the Free Workbook
Quarterly Goals and First Steps
Write three goals for the coming quarter and identify one small, actionable step you can take toward each one.
Life-Area Audit
Review areas such as career, health, and relationships, then record one recent success and one challenge in each area.
Current-State Snapshot
Assess your current career, health, relationships, and personal growth, identifying one strength and one challenge in each area.
Focus Areas and Progress Plan
Choose important areas of focus, set specific goals, create stages and deadlines for one goal, and plan how you will acknowledge completed milestones.
About Quarterly Life Audit
A quarterly life audit is a periodic reflection on your recent goals, achievements, challenges, priorities, and important areas of life. It is a personal-development exercise you can use to review the past several months and plan for the next ones. It is not a scientifically validated assessment.
The workbook's activities cover goals, the previous quarter, career, health, relationships, personal growth, key focus areas, and progress tracking. Each section includes reflection questions and planning prompts to help you organize your review.
This workbook is for people who want a structured way to reflect on recent progress and plan goals for the next quarter. It may be useful if you are reviewing a recent period, considering new priorities, or preparing for the coming months.
You may also find our Goal Setting Workbook helpful for setting specific goals after your review.
Frequently Asked Questions
A quarterly life audit is a structured reflection on your recent goals, achievements, challenges, and priorities across important areas of your life, followed by planning for the next several months. It is a personal-development practice, not a clinical or scientific assessment.
The 14-page workbook includes five guided sections: Understanding Goal Setting, Quarterly Life Audit, Defining Your Current State, Identifying Key Areas of Focus, and Tracking Progress and Celebrating Wins. Each section includes reflection questions and planning activities.
No. You can use this workbook whenever you want to review a recent period and plan the next several months. There is no scientifically optimal schedule for doing so.
The companion ebook, 'Life in Focus: A Quarterly Guide to Goal Setting and Achievement' (51 pages), covers conducting a quarterly life audit, setting effective goals, creating an action plan, tracking progress, overcoming challenges, celebrating achievements, preparing for the next quarter, case studies, and developing a longer-term vision.
Yes. The 14-page workbook is free to download, with no email signup or account required.
No. This workbook and ebook are personal-development and educational resources. They are not financial, medical, mental-health, or other professional advice.