Yearly Reviews | What Are Yearly Goals? - Deepstash

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How to Effortlessly Craft a Powerful 2-Hour Yearly Review with Top Workflows and Tools

How to Effortlessly Craft a Powerful 2-Hour Yearly Review with Top Workflows and Tools

Many members of the Paperless Movement® Membership ask me about my yearly planning strategies.

Despite managing four companies and a busy personal life, I've found a way to make yearly reviews effective and quick.

The outcome?

A crystal-clear roadmap, control, safety, and peace of mind.

But, let's start with the basics: What are yearly goals?


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What Are Yearly Goals?

What Are Yearly Goals?

In today's fast-paced world, traditional yearly goals seem outdated.

Life is unpredictable - a lesson I learned in 2020 when COVID hit my thriving businesses.

Goals should not be rigid targets but flexible directions that guide our efforts.

At the Paperless Movement®, we use the ICOR methodology for goal setting.


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My Yearly Review Explained in Just 2 Easy Steps

My Yearly Review Explained in Just 2 Easy Steps

My yearly review boils down to two simple steps within the "MY LIFE" framework:

  • Key Elements (KEs)
  • Topics
  • Roles

Let's delve into these.

Step 1: Set Goals (the WHAT).

Quickly outline goals for my KEs and roles, and identify up to three primary topics of interest.

Keep it clear but flexible.

Step 2: Create Projects and Habits (the HOW).

Achieve goals through projects or habits.

I prefer habits for their alignment with systems and ease of automation.


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Why Betting on Systems to Achieve Your Goals?

Why Betting on Systems to Achieve Your Goals?

I'm a firm advocate of system-building, recognizing that we, as humans, are systems ourselves.

The more we integrate into these systems, the more efficiently we perform and live. 


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The Set of Tools I Use to Put My Yearly Review into Action

The Set of Tools I Use to Put My Yearly Review into Action

I use a variety of tools to aid in this process, each selected for its strengths.

Tools like Tana for outlining, Goalscape for visualizing goals, and ClickUp, Sunsama, and Todoist for project and task management.


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The Real Meaning of a Yearly Review

The Real Meaning of a Yearly Review

Although I refer to it as my yearly review, that doesn't necessarily define my activities for the entire year.

I prefer to see it as “a moment to pause and reflect about my life”.

My planning is more dynamic, focusing on quarterly and monthly objectives with weekly targets.

This approach keeps me aligned with reality.

In conclusion, flexibility is key in today's world.

Read the full article here.

If you're keen on creating a productivity system that's just right for you, complete with the perfect set of tools to make it all work, I invite you to join our Paperless Movement® Membership.


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