The Power of a Personal Weekly, Monthly and Annual Review
Highlights
Notion has enabled me to conduct a yearly and monthly review consistently for the first time ever. I am also refining my weekly review process. This is the first time I have managed this behaviour consistently, and it is game changing. This is a personal review - but could easily apply to work and there is always some cross over. Undertaking personal reviews is enabling me to meet my goals. (01:13).
On the subject of goals, that’s where it all starts, so I am going to walk you through my process.
Annual review (03:09)
Review the year (screenshot).
Consider your life buckets (e.g. health, work, business, personal life, travel, money etc) and use the plus, minus, next method to reflect.
Identify your proudest achievement/s and biggest challenges.
Set goals for next year and keep them visible (screenshot).
You might like to set a theme or word for the year - mine is ONE.
Monthly review (07:50)
Now page - currently in Notion and template available.
Now page template includes goals.
Review: progress on my goals, achievements, what next, theme for the year update and currently reading.
Share!
Diary note for next month.
Weekly review (09:45)
Empty my quick capture inboxes (refer to episode 121).
Inbox Zero.
Plan for next week - calendar, tasks, exercise etc.
Clear down tasks.
Also an opportunity to plan meals.
Don’t refer back to goals but perhaps I should.
Everything comes together in my Notion dashboard which works as well as it does thanks to Notion Mastery. Template available (11:13).