Secret Wizards Adventure
Inventory:
- Student ID
- House Keys
Welcome to Your Quarterly Relationship Manager
I want to help you identify who truly matters this quarter—Let’s take some time to reflect and identify ways in which your relationships can better flourish!
Who do you have a relationship with?
Take some time to make a list of everyone who means something to you—family, friends, co-workers, neighbors, mentors. Anyone you spend time with or feel a connection to should be included. Add names one by one or create a CSV file (spreadsheet) for batch upload if you prefer.
Which relationships rise to the top?
Spend time reflecting on who truly matters in your life. Listen to your gut—which relationships feel most meaningful? Drag names to reorder them with the most important at the top, or use the quick buttons for faster sorting. This is challenging work, so trust your intuition and don’t overthink!
Who on this list surprises you?
Do you see someone highly ranked but rarely speak to them? Or someone you see constantly who ranks lower than expected? Flag any relationship that feels misaligned by clicking the flag icon for special attention in your plan.
First 7
0Second 7
0Third 7
0Fourth 7
0What should change?
Over the next 90 days, how will you change your interactions with these relationships? What specific actions can you take to ‘right-size’ your investment of time and energy?
Flagged Relationships
Add Action Items for Underinvested Relationships
Please review and put in your own words HOW you can invest more in the relationship. Ex. ‘Set up weekly check-in call,’ ‘Schedule monthly coffee meetup,’ or ‘Plan quarterly day trips together.’
Add Action Items for Overinvested Relationships
Ok, now the hard part. How will you make space so the more meaningful relationships can get the attention they deserve?
Congratulations!
You did it! You’re proactively managing relationships better than 99.9% people. Look at you!
Quarterly Relationship Review
Date:
Total Relationships: 0
Next Review Date:
Relationship Distribution
Action Plan for Next Quarter
Relationships Needing More Investment
No action items added.
Relationships Needing Boundaries
No action items added.