Conducting an Annual Review

I posted this article last year on a different blog. It’s still pretty useful and worth sharing here for those of you interested in doing an annual review or learning about the process I follow. Some things have adapted or changed for me in the past year but this is still generally what I am following.

Since taking Tiago Forte’s exceptional course on personal knowledge management, Building a Second Brain, this past summer, I have not only seen and put into practice the morning, weekly and monthly reviews, I have tried to use them to build new habits into my life.

Daily, Weekly, Monthly Reviews

Besides learning and putting into practice things such as, Progressive Summarization, P.A.R.A. and “Just in Time Project Management,” that are core to Tiago’s Personal Knowledge Management’s curriculum, the practice of “reviewing” my work, specifically the morning review , where I put into practices the principles noted in Forte’s Zero Inbox Post, has had a greater impact on my work life more than anything else I’ve done, maybe ever.

Here is an example of my Morning Review, based largely off of Tiago’s system with a few tweaks of my own.

I take Tiago’s advice and use the sticky app on my mac. I like it because I don’t use stickies for anything but my different reviews. When I wake up in the morning all I need to remember to do is open stickies, and then I just go step by step. This works well for me because when I wake up in the morning I need as low a threshold as possible to help me get started. “Open Stickies” and “Go step by step through the list” is a pretty low threshold.

Continue reading Conducting an Annual Review