flâneur

My template for a quarterly review + plan

substack.com · 831 words · saved by 1 readers

A free Google doc template for the system I actually use

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 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…

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