Periodic Life Review Ideas

Weekly Review

Clean Slate

• Email: Clear your inbox and move tasks and follow-ups into next week’s list
• Calendar: Review your meeting schedule for next week and schedule time for important work (if you use a strategy like time blocking). You can also look a few weeks back as well to find follow-up opportunities you might have forgotten about.
• Desktop: Get rid of digital clutter by clearing out your desktop and downloads folder
• Notes: Go through all your notes–both digital and physical–and either file them away or turn them into action items
• Tasks: Clear your to-do list out and then set your priorities for next week

Journaling

1. What went well?
2. Where did you get stuck?
3. What did you learn?

Vision

• Are you still on the right course?
• Do your goals still fit?
• If so, are you actually making progress toward them?

Monthly Review

Reflection

• list anything significant from the last month
• Reflect on:
  • Biggest personal milestone
  • Biggest professional accomplishment
  • Most valuable lesson learned
• Do a time audit. See if how you actually spent your time lines up with your intention when you started the month. How much time was spent working on your long-term goals?

Planning

• What are key projects for the next month?
• What is my number one priority at work?
• What is my number one priority in my personal life?
• Any projects weighing on me that should be delegated or discarded?

Annual Review

What should an annual review be?

1. Data- driven - gather data wherever possible
2. Theme - Set up a them for the upcoming year(s) that is tied to your personal values and goals
3. Have a realistic plan - Have SMART Goals so you can track your progress

High-Level Reflection

6 - 8 responses per prompt

1. What went well this year?
2. What didn't go well this year?

Goals Reflection

• Are the same goals still relevant?
• Do I have new goals?

Dig deeper into personal data to uncover trends and insights

• Calendar
• Obsidian
• Mint
• ???

Set Actionable Goals for Categories of Life

Ideas:

• Work
• Health
• Friends and family
• Travel
• Learning
• Financial

Map Out the Immediate Next Steps for Each Goal and Schedule Them

What can you do right now to make progress on your goals?

Action often precedes motivation

Zoom Out and Create a Theme for the Year

• Purpose - Where do you want to focus your time and energy most?
• Outcomes - What are 2-3 accomplishments to make this year a success?
• Theme - What is this the "year of"? What one word or phrase encapsulates my biggest goal(s)?

These ideas were primarily pulled from here