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A free seven-page workbook to review weekly records, test a recurring pattern and choose your next action. Print it or annotate it in a PDF app.
Download workbook (PDF) Read the manual it comes from
Download the quarterly workbook (PDF)
See the question sets below. Start with the records you actually have. Print the seven pages or annotate them in a PDF app; the writing areas are not interactive form fields.
Why you need it
The Quarterly Review Pack is the structured re-review of a full volume of self-coaching entries. It walks you through reviewing twelve weeks across instead of down, so the recurring shape surfaces: the kind of decision you always stall on, the move you keep writing and never making, the question that stopped doing any work.
Then it hands you the next rotation of questions, when a different question would better fit the work. Repetition can still be useful when it lets you compare answers over time.
Each weekly entry is honest but narrow. You are inside the situation, so you see the trees. The quarter is where the forest shows up, and the forest is usually the same three trees, planted again under different names. Compare the entries before concluding that the same cause explains every week.
What you do with it
01
The pack gives you the prompts to scan your own entries for repetition: the decision type you stall on, the hardest answer that keeps reappearing, the move you set most and made least. You name the pattern in writing.
02
When a core question stops producing anything new, you retire it and load a sharper one. The pack carries the rotation set, so your weekly review keeps cutting instead of going through the motions.
03
The review names the repeated situations that mean self-coaching has hit its limit: the move that failed all quarter, the answer you keep writing and never acting on. Those go to someone outside your head, and now you know exactly what to bring.
Who it is for
If you have run the weekly notebook for a quarter and started to suspect you keep landing in the same place, this is the review that confirms it and shows you the shape. Twelve weeks gives a fuller record. With fewer entries, review what you have and record the gaps rather than pretending you have a full quarter. If you have not started yet, begin with the notebook. Come back at the end of your first volume, when there is a quarter of you on paper to review.
Download the quarterly workbook (PDF)
Seven printable pages cover the weekly record, a pattern and its counterexample, twelve optional questions, one next action and a worked illustration. This is a self-guided worksheet, not a booked session.
Where it stops
Naming the pattern is most of the battle for the ones you can fix yourself. But the pattern that survives a full quarter of you seeing it clearly is the one that needs someone outside your story. The review tells you which loop that is. Business owner coaching is where it gets looked at by someone with no stake in keeping you comfortable.
Back to the manual →Use this with
Weekly record
Run the fixed weekly protocol before trying to review the quarter.
Escalation
Build the short list for the pattern that will not move alone.
Manual
See where the quarter review belongs in the full self-coaching cadence.
If the pattern will not move
Business owner coaching applies this review to the live pattern. The session determines whether the issue can be fixed alone and what the next move is.
Find the next business moveTired of guessing what to fix? Too close to see the pattern? See how the Review works.
Work with Stan
Start with Work with me for monthly 1:1 business work, or request scope when the issue involves board, ownership, partner, leadership, or larger collaboration.
