
A few years ago, I read the book Essentialism,ย which I loved for many reasons. But perhapsย mostlyย so because it introduced me to the idea of the “quarterly personal offsite.” I know, the name sounds ultra-corporate, but the practiceย itself is actually really simple — taking time once every three months to pause, reflect on a list of questions about how life’s going lately, and think intentionally about what’s ahead.
I’ve adopted theย practice andย schedule it my calendar every three-ish months or so, and over time it has turned into one of my all-time favorite self-care rituals. โก
Granted, over the years Iย haveย tweaked it a bit to fit my vibe. Starting with the fact that I nixed the corporate-ese and prefer to refer to this practice my own littleย “seasonal mini-retreat,” which sounds far more enjoyable. And while it’s awesome to get away for an entire day, as the author recommends, most of the time my mini-retreatย is realistically just an hour or two tucked away inย a coffee shop, or soaking up sunshine at the park, or cozied up at home with a candle. Because — let’s be real — I’ve found thatย comfort and convenience are the two keys to making this practice actually happen for me.
I have also adaptedย the long list ofย Essentialismย reflection questions down to two short, simple, printable pages of questions that work for me. They’re nothing fancy — just 12 simple questions that help you move from big-picture values and dreaming down to next-three-monthsย details and planning. And I’m telling you — it’s amazing how helpful, clarifying, grounding, restoring, energizing, and motivatingย a few short hours journaling through them can be.
I’m also convinced that the every-three-months-ness of this ritual is key. The past three monthsย always feel fresh enough to reflect upon clearly, both intellectually and emotionally. And when looking ahead,ย the next monthsย also seem like the perfect amount of time to set some realistic goals and plans, without having theย pressure of sticking with something for the next twelve full months ahead (like, ahem, famously unreliable new year’s resolutions). Plus,ย hey, aย quick solo coffee date every three months isย something I can totally fit into the calendar!
Anyway, Iย shared on Instagram yesterday about my seasonal mini-retreat this fall, which was nothing glamorous by the way — just me, home alone for the morning still in my pjs, mug of hot cinnamon spiceย tea nearby, candle burning, thinking about coming up on the end of our first year in Spain and the beginning of our next. And tonsย of you responded that you loved the idea of a quarterly ritual like this, and would love a copy of the questionnaire. So I thought I’d pop inย briefly this morning to shareย it with you!
Again, if you’re thinking about giving thisย mini-retreat a try, all you really need is an hour or two. Which makes this perfect for a weekend morning, a long lunch break, or whenever in the week might work for you. Feel free to adapt the ritual and the questions to your liking. And who knows, if you’re anything like me,ย these may just turn into some of your favorite hours of the year. โก
Here’s the scoop:
Essentials For A Seasonal Mini-Retreat
Theย Timing:
Asย I said, I’m a big fan of the quarterly schedule that Greg McKeown recommends inย Essentialism.ย I’m a big “seasons” person in general, so I love the idea of intentionally pausing once each winter, spring, summer and fall. But the specific month of the season, day of the week, and time of day are completely up to you. And I highly recommend scheduling them in advance on your calendar so that you don’t space them off!
The Setting:
The location of your retreat is also, of course, entirely up to you. Anywhere from a retreat center, to your favorite coffee shop, to a bench at the park, to the coziest part of your house will work. I just recommend finding a space where:
- you can be alone, andย minimal distractions
- you can write, either by hand or type, whichever you prefer
- you feel cozy and comfortable,ย a space that you really enjoyย and feel like yourself
The Hygge:
On that note, I also highly recommendย adding in someย of your favorite cozy, comforting touches to make this time feel extra-restorative and enjoyable…because I want you toย look forward to this retreat! (And not find an excuse to blow it off!) ;)ย You know what works best for you. But Iย would recommend considering:
- some sort of warm beverage: a hot cup of good-quality coffee or tea always makes my life better
- a healthy snack:ย my healthy pumpkin muffins were on the menu for my mini-retreat this fall
- warm sunlight, or a good candle:ย you know, good lighting :)
- aย chillย playlist on in the background:ย to set the mood

Seasonal Mini-Retreat Questions
And finally, here are the questions I use! They’re nothing fancy —ย justย twelve simple prompts to help reflect on the past three months and begin thinking about what’s ahead. I really recommend taking about 5-10 minutes to journal each one. Because chances are, even if one initial answer comes to mind quickly,ย someย additional new insights may emerge as you continue to write.
As always with journaling…
- don’t worry about perfection
- try to let go of any “shoulds” that may poke their pesky heads into your mind as you write
- just relax and be as honest with yourself as you possibly can, and see what comes up
I feel like I should alsoย mention that every time I do this exercise, some of the questionsย always initially feel super cheesy and clichรฉ to me. But — once I submit myself to them, andย really try to give them an honest answer,ย those questions tend to actually be some of the most helpful/clarifying parts of the retreat. (Especially the “If I just had one week to live” question. I have a bad habit of rolling my eyes each time this one comes up, but man, its answers are always some of the most revealing for me each season!)
If you can, I also recommend hanging onto your questionnaires for the future. Because once you have journaled this current season, it’sย prettyย enlightening to look back afterwards at what you said three (or six, or twelve) months ago and see what has changed and what has not. (The keyword there, though, isย afterwards. I don’t recommend re-reading your previous questionnaire before starting your new one, because it may affect howย honestly you answer the questions from your present moment.)
Feel free toย tweak this list of questions yourself. But to get you started, here are the links to my list, including:
- a free printable version, if you would like to journal by hand
- a (less-cute) Google doc version, if you would prefer to journal by typing
Best wishes!
Anyway, if you decide to have your own seasonal mini-retreat, I’d love to hear how it goes! Feel free to drop me a line here or on Instagram. And of course, feel free to forward on this link and PDF to any of your own family or friends. I hope that theyย will be helpful.
Have a lovely weekend, friends!ย โก
This list of questions originated from a Google doc that was circulated amongst my friends from Kansas City years ago when we read and discussed this book together. Someย questions were probably originally from Greg McKeown (author ofย Essentialism), some were editedย by friends, some I edited and tweaked over the years myself. At this point, I honestly can’t remember who wrote any of them. But thank you, mystery friends! This post also contains Amazon affiliate links.



Love this idea! In fact I bought the book called Essentialism (audio and print) that you recommended, but for some strange reason have not been able to to find the chapter about the retreats. Do you happen to know in which chapter they mention these? Feel like I’m going crazy. Thanks so much!
This what I needed right now in my life. Things have been a little crazy. So you need to know you need to take a small break, and know you can do all this in the present of your own space. I would like to say thank you
I’m so excited to do this! Thanks for sharing!!
Thank You. I love this too ~ WILL DO. But, in general, ALL your entries make my life more interesting and encouraged. Your recipes are THE BEST. Finding your blog reinvigorated my love of cooking. At 68 with still LOTS of kitchen/ home time enjoyed, I just REALY appreciate you. 8) Thanks.
Every year my husband and I do a retreat at New Years. We spend time reflecting and setting our own goals (in 5 key areas: personal (which includes health and fun/recreation); family; business/career; financial;and spiritual). Then we spend time talking about those goals and aligning on the ones that are relevant to us as a family. We also use the time to read inspiring material. This has been incredibly useful for us over the years, and has given us space to navigate big issues and pave the way for our dreams in ways that allow us to still achieve those dreams despite the curveballs that life inevitably throws our way. Your list of reflection questions is wonderful and we’ll incorporate it this upcoming year. We also review our goals at the end of each quarter (we have a simple spreadsheet we use to track them) and refresh them with the action items needed for the current quarter. Thank you for this great blog post! I found out about it thanks to Roger Whitney, The Retirement Answer Man’s “6 Shot Saturday” weekly email.
Iโm headed out the door to my favorite coffee shop right now for my first mini-retreat. Thanks for the inspiration! I already know Iโm going to love this!