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Templates and videos for doing annual and daily reviews

by peterslattery
22nd Dec 2019
1 min read
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16

Postmortems & RetrospectivesPractical
Frontpage

16

Templates and videos for doing annual and daily reviews
4mingyuan
1peterslattery
2lolobo
1peterslattery
2eigen
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[-]mingyuan6y40

Awesome, thank you so much for this! I was just gearing up to do Alex Vermeer's annual review and this is super helpful. Note: the last link (to the Google doc) isn't publicly accessible; unless that was intentional, you probably want to change the sharing permissions :)

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[-]peterslattery6y10

Thanks! Link sharing should be fixed now. Let me know if not!

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[-]lolobo6y20

In your Daily Tracker, what's the difference between "life satisfaction" and "Overall"?

Thanks for the Alex Vermeer's rework I'll probably use it :)

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[-]peterslattery6y10

Glad it is useful! Did you see the comments in the google sheet? Just hover over the cells. Overall is your measure of how the day was overall as a hedonic experience while life satisfaction is satisfaction with life as a whole on that particular day.

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[-]eigen6y20

This is a great idea. Thanks a lot for sharing.

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[-]peterslattery5y10

I have updated this and made some explainer videos - please see here (will add to post when I get a chance)

https://www.linkedin.com/posts/peterslattery1_annual-reviewplanner-spreadsheet-2020-template-activity-6752440729035005952-iez9

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Many individuals and organisations in the rationality community do an "annual review" (a review of the past year and update of future plans).

In the past I couldn't find a ready made document to complete to undertake my own annual review. Alex Vermeer's stuff was good but not quite ready to use in my opinion.

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

It incorporates Alex Vermeer's questions and a few of my own. I also added some sheets to add goals and track ‘bugs’.

Please feel free to copy, share and modify it.

Annual review template
http://bit.ly/2MhHc0W
https://lnkd.in/guY8EDW

Over the past year I have also used a 'daily tracker' sheet to help identify and understand patterns of mood and behaviour and to help me to implement and track my goals

Daily tracker template and video
http://bit.ly/3rOscb9
https://lnkd.in/gi6aEQk