Templates and videos for doing annual and daily reviews

post by peterslattery · 2019-12-22T00:48:53.832Z · LW · GW · 7 comments

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
http://bit.ly/2MhHc0W
https://lnkd.in/guY8EDW

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
http://bit.ly/3rOscb9
https://lnkd.in/gi6aEQk


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.

7 comments

Comments sorted by top scores.

comment by mingyuan · 2019-12-22T06:51:53.400Z · LW(p) · GW(p)

Awesome, thank you so much for this! I was just gearing up to do Alex Vermeer's annual review and this is super helpful. Note: the last link (to the Google doc) isn't publicly accessible; unless that was intentional, you probably want to change the sharing permissions :)

Replies from: peterslattery
comment by peterslattery · 2019-12-22T19:27:57.607Z · LW(p) · GW(p)

Thanks! Link sharing should be fixed now. Let me know if not!

comment by lolobo · 2020-01-04T06:13:26.431Z · LW(p) · GW(p)

In your Daily Tracker, what's the difference between "life satisfaction" and "Overall"?

Thanks for the Alex Vermeer's rework I'll probably use it :)

Replies from: peterslattery
comment by peterslattery · 2020-01-07T04:37:07.096Z · LW(p) · GW(p)

Glad it is useful! Did you see the comments in the google sheet? Just hover over the cells. Overall is your measure of how the day was overall as a hedonic experience while life satisfaction is satisfaction with life as a whole on that particular day.

comment by eigen · 2019-12-22T23:34:05.666Z · LW(p) · GW(p)

This is a great idea. Thanks a lot for sharing.

comment by peterslattery · 2021-01-06T04:32:01.176Z · LW(p) · GW(p)

I have updated this and made some explainer videos - please see here (will add to post when I get a chance)

https://www.linkedin.com/posts/peterslattery1_annual-reviewplanner-spreadsheet-2020-template-activity-6752440729035005952-iez9