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The Power of a Personal Weekly, Monthly and Annual Review

The Power of a Personal Weekly, Monthly and Annual Review

Update: 2021-06-12
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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 ).
  • Wrap up (12:33 )
    • What do you do?
    • Discuss in the community.

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The Power of a Personal Weekly, Monthly and Annual Review

The Power of a Personal Weekly, Monthly and Annual Review

Martine Ellis