By Sam Matla/advnce.co

Link to Google docs version (if you’re not a Notion user): https://docs.google.com/document/d/18N-jJdAHQTlo2zqyAZp9ZegbG2e_NYZdAkzqQ4a2cdk/edit?usp=sharing

If you’re a Notion user, duplicate this to your space.

Want the annual planning version too? Click here

Video walkthrough:

https://youtu.be/O2PFvaQZV2g

• Setting the environment:
  • Usually I like to go somewhere else entirely for a day or two. I’d book an AirBnB somewhere remote. New environments force creativity and focus. But life is busy at the moment and I didn’t plan ahead far enough.
  • Block out the time. I recommend doing this all in one session. Normally it takes me 3-4 hours. Which may seem like a long time, but when you consider the fact that those 3-4 hours can make your next 3 months much, much better—it’s a tiny commitment.
  • Zero distractions. You want to be in flow for this because you’re engaging in deep introspection and thinking. Anything that takes you out of that mode is the enemy.
  • Tool: if you’re using pen and paper, then use pen and paper. If you’re using a digital tool (I’m using Notion), then use that.
    • If you’re doing the review on your computer, block out distracting websites with an app like SelfControl.
  • Coffee

Step 1: Journal & Brain Dump

Write a general summary of the last quarter, as if you’re describing the last 3 months of your life to a trusted friend. No need to structure it well. Dump all your thoughts.

Step 2: Review Questions

Time to get more specific. Spend time working through these review questions, being as detailed as possible. Go deep into introspection.

• Did I achieve the goals I set out for this quarter?
• What were the biggest wins?