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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
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
Set goals for next year and keep them visible
You might like to set a theme or word for the year - mine is
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.
Diary note for next month.
Weekly review (09:45)
Empty my quick capture inboxes (refer to episode 121).
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