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Home Startups

Your Solo Business Quarterly Check-In: A Simple Checklist

Your Solo Business Quarterly Check-In: A Simple Checklist
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Tips for reviewing your business health.

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Illustration of a calendar, clock, post-it notes and floating charts over a tidy desk
Image created via Midjourney

Think of all the maintenance-type items on your to-do list. Haircuts. Going to the dentist. Spring cleaning. Tasks designed to keep things in order or keep your life running smoothly.

Your one-person business also needs regular maintenance, which includes a quarterly check-in. You need to spend some time evaluating what’s working and what isn’t. The way to do that is to look at actual data — something many solopreneurs put on the back burner.

Your quarterly check-in doesn’t need to be complicated. You can create a checklist of things to review and spend a few hours gathering information and reflecting. But the check-in is a way to make sure you’re moving toward your business goals on (instead of just staying busy).

I have my quarterly check-in blocked off on my calendar, so that I don’t skip it or schedule something else during that time. It’s planned for a few days after the end of a quarter. I spend about half a day on my check-in, but you could spend more or less, depending on the complexity of your business.

I’m a big fan of 90-day goals. Ninety days gives me enough time to try something new or experiment, while…



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