A spreadsheet/​template for doing an annual review

[Sharing this as a forum post because it may be useful for some forum users- particularly those who are also interested in effective living alongside effective altruism—mostly a copy and paste of a social media post]

Are you looking for a way to review your year and plan for the future?

Many people I know do an “annual review”.

When I started in 2018, I couldn’t find a ready-made document to use.

With that in mind, I am sharing this annual review/​planner template that I made in google sheets.

It incorporates Alex Vermeer’s questions. I also a few of my own and some additional sheets to add goals and plans for the future.

Based on feedback, I have also prioritised the sheet so that you can choose how many questions you want it to be.

It might still seem too long. Feel free to start with smaller—anything is better than nothing!

Please feel free to copy, share and modify it.

Annual review template and explainer video

http://​​bit.ly/​​2MhHc0W

https://​​lnkd.in/​​guY8EDW

Over the past few years, I have also used a ‘daily tracker’ sheet to help track the goals and outcomes I plan each year. The feedback on that is that it is a bit complicated, but feel free to check it out and use it to make something simpler!

Daily tracker template and explainer video

http://​​bit.ly/​​3rOscb9

https://​​lnkd.in/​​gi6aEQk

Does anyone else have a similar annual review or tracking process? Or suggestions for improvements? Or arguments against this approach?

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