AuthorAZ

Annual Strategic Assessment

Quarterly Reviews & The Annual Decision

Lesson 3 of 4 · 1 min · Updated 2 September 2026

Quarterly Review — Every 3 Months

Every quarter, conduct an honest assessment of these five factors. Do not skip a quarter — decisions made without data are emotional, not strategic.

  • Sales trends and trajectory — is the line going up, flat, or down?
  • Marketing effectiveness and ROI — which activities drove actual sales?
  • Personal satisfaction and energy levels — is this work energising or draining you?
  • Opportunity costs — what else could you accomplish with this time and money?
  • Market feedback — are readers responding to your work, and how?

Annual Strategic Assessment

  • Total revenue vs total investment over the full year — is this a sustainable business?
  • Progress toward long-term career goals — are you closer than a year ago?
  • Lessons learned and skills developed — what do you now know that you didn't?
  • Platform growth and audience building — is your reach expanding?
  • Next project opportunities — what should you write next and why?

Decision Criteria

  • Financial Sustainability — Can you continue investing in this project without financial hardship? If the answer becomes no, adjust scope before stopping entirely.
  • Emotional Sustainability — Does this work energise or drain you? Burnout produces worse decisions than stopping. A rested author is more productive than an exhausted one.
  • Growth Trajectory — Are key metrics improving over time — even slowly? Slow improvement is a signal to persist. Flat or declining after sustained effort is a signal to pivot.
  • Making the Decision — Set specific criteria in advance — not emotional decisions made in a bad week. Consult other authors or a mentor. Consider partial pivots (new genre, different approach) before complete stops. Stopping one project does not mean stopping writing.

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