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

Helpful links

• Plus, Minus, Next.
• Now page Notion template.
• Episode 121 Personal Knowledge Management for Teachers and Trainers.
• Notion Mastery course.
• Notion dashboard video.
• The Teaching Space Community.