Every quarter, before you plan the next one, there's a conversation worth having with yourself — an honest one, alone, before anyone else is in the room. Most founders skip it, or only have it when something's already gone wrong. But the bottom of a rough patch is the worst possible place to make decisions. This is how you check in on purpose, on a schedule, instead of only when the wheels are coming off.

The Quarterly Self-Assessment walks you through four honest questions, each one diagnosed and scored for you. Did you actually run the rhythms, or let them slide? Did you stay in your Catalyst Founder lane, or slip back into operator mode? Did your Exit Readiness move — and which direction? And what's the single constraint to attack over the next 90 days? Score the six pillars and the tool diagnoses that constraint for you: your lowest pillar, named as next quarter's focus. Each of the four quarters lives on its own tab and feeds a year tracker automatically, so the whole year assembles itself as you go — including the sharpest signal in the tool: if the same constraint shows up two quarters running, it tells you plainly that last quarter's plan never actually attacked it.

Sixty minutes, four questions, once a quarter. It's the honest starting point everything else in your planning gets built on — and it feeds directly into your 90-Day Sprint, so the reflection turns straight into the next quarter's focused work.

An interactive spreadsheet with quarterly tabs that feed an automatic year tracker. Part of the toolkit from The Freedom Point.