Templates and videos for doing annual and daily reviews
post by peterslattery · 2019-12-22T00:48:53.832Z · LW · GW · 6 commentsMany 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 use in my opinion.
With that in mind, I am sharing an annual review/planner template that I made in google sheets.
It incorporates Alex Vermeer's questions and a few 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
6 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 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