Here’s an example of a **Quarterly Plan** built on **Covey’s principles**, showing how you might structure your goals around your **roles and values**, keeping the focus on **what matters most**: ## Quarterly Plan Example (Next 90 Days) **Guided by Covey’s Principles: Values, Roles, & Big Rocks** ### 1. Quarterly Theme (Optional but helpful) **Theme:** “Strengthening What Matters Most” (_Covey often encouraged focusing on renewal and balance._) ### 2. Key Roles & Goals for the Quarter _(Covey emphasizes defining your roles and setting goals in alignment with your values and long-term vision.)_ | **Role** | **Quarterly Goal (Big Rock)** | **Value Supported** | | ------------------------ | ------------------------------------------------------------------- | ----------------------- | | **Husband** | Plan and enjoy 3 intentional date nights with Spouse. | Love, Family | | **Father/Grandfather** | Call or visit each child & grandchild once per month. | Family, Connection | | **Christian/Disciple** | Memorize 3 new Bible passages; deepen prayer habits. | Faith, Spiritual Growth | | **Leader (Ruth Harbor)** | Implement a “Weekly Team Focus” check-in; clarify 2 core processes. | Service, Excellence | | **Writer/Teacher** | Draft 2 blog articles on leadership & faith topics. | Growth, Contribution | | **Health & Renewal** | Walk 3x per week; schedule annual physical. | Stewardship, Balance | ### 3. Supporting Weekly Actions (Examples) _(These feed into your weekly planning—Covey calls them “Big Rocks” in Habit 3: Put First Things First.)_ - **Plan Weekly:** Every Sunday evening, review this plan and schedule time for these priorities. - **Big Rocks into Calendar:** Block time for date nights, writing sessions, walks, and team check-ins. - **Adjust as Needed:** Life happens—be flexible, but keep values first. ### 4. Quarterly Checkpoints **Every Month:** Quick check-in—Am I making progress in each role? **End of Quarter:** Reflect: What worked? What needs adjusting? ### 5. Covey Alignment in This Plan | **Covey Principle** | **How It Shows Up in the Plan** | | --------------------------------------- | ------------------------------------------------------------------------------- | | **Habit 1: Be Proactive** | Choosing values-driven goals, not reacting to urgencies. | | **Habit 2: Begin with the End in Mind** | Aligning roles and actions with personal mission and vision. | | **Habit 3: Put First Things First** | Blocking time for **Big Rocks**—not letting the urgent crowd out the important. | | **Roles & Relationships** | Defining goals by key roles: Husband, Father, Leader, etc. | | **Balance & Renewal** | Addressing faith, relationships, work, health—whole-person planning. | ### 6. Key Reflection Questions (Covey-Style) - Are these goals **aligned with my deepest values**? - Am I **balancing all my key roles**—not letting work crowd out family or health? - Is my calendar reflecting these priorities, or just filling with the **urgent**?