My template for a quarterly review + plan

It's a new year and that often calls for some sort of annual planning.

But in my opinion, doing annual planning is going over too long of a timescale. Annual planning and goal setting is too infrequent and it's thus too easy to lose track. You don't get fast enough feedback and you risk derailing.

Instead, I suggest adopting a quarterly planning cadence (e.g., set goals for 2024 Jan-Mar).

Here's my template for doing that: click here.

How is this different? High level meta-principles for the template

There's a lot of different templates out there to try and I don't know if this one is better. It works well for me, but I'm not you. But here's some principles I was interested in, and maybe that resonates with you:

• Optimized for something quarterly – rather than something monthly (too frequent, too time consuming) or something annual (too infrequent, easy to lose track, not fast enough feedback).
  
• Forces you into relentless focus on the most important things (three major rocks and two optional minor pebbles) and encourages you (via anti-rocks) to not do too much.
  
• Designed to be very achievable. The template is somewhat minimal and lots of it focuses on  building systems and making sure your goals will happen.
  
• Designed to be very customizable. You can make the template your own!

Here's my template for doing that: click here.