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My template for a quarterly review + plan

peterwildeford.substack.com · 899 words · saved by 1 readers

But in my opinion, annual planning operates on too long a timescale. Annual planning and goal setting is too infrequent, so it’s easy to lose track. You don’t get fast enough feedback and you risk derailing. Instead, I suggest adopting a quarterly planning cadence (e.g., set goals for 2026 Jan-Mar). I wanted to provide a template that I’ve used many times before and that many people seem to like. Here’s my template in a Google Doc => click here and make a copy. Share There are a lot of different templates out there to try and I don’t know if this one is better. It works well for me, but I’m not you. But here’s some principles I was interested in, and maybe that resonates with you: Optimized for something quarterly – rather than something monthly (too frequent, too time consuming) or something annual (too infrequent, easy to lose track, not fast enough feedback). Forces you into relentless focus on the most important things (three major rocks and two optional minor pebbles) and encourag

My template for a quarterly review + plan A free Google doc template for the system I actually use Peter Wildeford Dec 22, 2025 39 11 2 Share This template was made by Peter Wildeford and Caroline Jeanmaire. It’s almost a new year and that often calls for some sort of annual planning. But in my opinion, annual planning operates on too long a timescale. Annual planning and goal setting is too infrequent, so it’s easy to lose track. You don’t get fast enough feedback and you risk derailing. Instead, I suggest adopting a quarterly planning cadence (e.g., set goals for 2026 Jan-Mar). I wanted to p

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