How I Use Reviews and Planning Routines to Make Progress
At first glance, my approach to reviews and planning might look a bit intense.
Annual, quarterly, monthly, weekly… even daily routines?
But actually, my plan and review processes take far less time than you’d think and give me so much in return. Each layer of review and planning is short, simple, and energising—and collectively, they keep me moving forward with purpose and balance.
I cover all areas of my life—personal, business, and (employed) work—because I’m just one person (one person, three life zones). Everything connects, so reviewing and planning holistically makes sense to me.
Each December, I reflect on the year and plan for the next. This used to be traditional goal setting, but for my next annual review, I’ll be shifting away from fixed, linear goals and running more experiments. Learning and flexibility matter more to me right now than ticking boxes.
The smaller reviews—quarterly, monthly, and weekly—are lightweight. I’ve got reminders set up in Todoist, so I don’t have to think about when or how. These reviews are a quick check-in followed by a short plan. This helps me course-correct, spot patterns, and keep learning.
Daily start-up and shut-down routines are the foundation underneath it all. They aren’t about goals—they’re about grounding. They help me show up mindfully and close the day with intention.
Yes, it looks like a lot on paper, but it’s not. It takes less time than you’d think, and these processes work. I’ve made massive progress on annual goals, year on year, without sacrificing my wellbeing.
This approach works for me, but it’s not one size fits all. Feel free to ask if you’re curious about any part of it. And if you’re looking to bring more reflection and intention into your days, you can start any time. Pick one thing that feels helpful—a weekly review, a daily routine—and try it. You don’t have to do it all.
