Templates and videos for doing annual and daily reviews

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 go.

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

It incorporates Alex Vermeer’s questions and few more 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

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

I shared these on my Linkedin for discussion so feel free to comment there or review the other comments for other methods that people use.

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