• NOTES / INSTRUCTIONS

Next actions

Previous reviews

• < link to prev years if applicable>

Related / reference

• [link to any goal and/or key planning documents]
• Loren B’s review process (shared by DJ DiDonna)
  • Playlist for review (from Loren B)
• Mark Manson - my better life
• HBR: Use strategic thinking to create the life you want
• Tim Ferriss’ calendar review exercise
• <other relevant links here>

0) PREPARE

Consider beginning with silence.

Take at least 1-2 hours of quiet before you begin this. Ideally, you can carve out a chunk of time to reflect quietly. This is a time to go inward.

1) REMEMBER

Snapshot assessment