Coaching practices for How to Review Your Year Quarterly
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Does this sound like the set of challenges you might be facing?
- I only ever take stock of my life around New Year’s, and by then the year I’m grading is already gone
- Every year I pile new goals on top of an already-overloaded life and wonder why none of them stick
- When I try to look back on the whole year, all I can really summon is the last few weeks and the couple of dramatic moments
- I never actually stop to look back at how the week went before barreling into the next, so the same drift quietly compounds week after week
- When I do this alone in my head it’s too easy to let myself off the hook and skate past the uncomfortable parts
Practices that may help
- Run a quarterly life audit, not just an annual one
Review all four quadrants of your life every 90 days while the feedback loop is still tight enough to correct.
The Eisenhower Life Audit - The Annual Review (Tim Ferriss Method)
Tim Ferriss’s annual review is built on two questions — "What went well this year?" and "What did not go well this year?" — applied systematically across major life domains and answered with enough specificity to produce different decisions next year. It is a practitioner tool without clinical evidence, but its mechanisms (structured reflection, explicit failure review, behavioral specificity) are consistent with goal-review and learning research. - Generate a stop-doing list, not just a to-do list for next year
What you stop doing next year is as important as what you start.
The Annual Review (Tim Ferriss Method) - Gather raw material before reflecting
Pull the data — calendar, photos, notes, emails — before you begin reflecting, so memory does not do all the work.
The Annual Review (Tim Ferriss Method) - Hold a weekly accountability review
Spend a short, fixed weekly session reviewing scores and planning the next week.
The 12 Week Year, Made Practical - Share the review with someone who will ask honest questions
A review held privately is easier to fudge; one shared with an honest questioner is harder to rationalize.
The Annual Review (Tim Ferriss Method) - Begin with gratitude
Start the review by recalling specific gifts and good moments of the day.
The Daily Examen: Reviewing the Day - Hold a monthly budget date
Dedicate one session each month to reviewing last month and funding next month.
YNAB Budgeting, Made Practical - Review and adjust themes quarterly
Revisit the theme-day assignment every quarter — life and work change, and the structure should follow.
Theme Days, Made Practical - Run an annual values-spending alignment review
Review your spending against your values once a year — values shift, and so should the allocation.
Values-Based Spending, Made Practical
Related concerns
- Calendar Year Review
Pull the data — calendar, photos, notes, emails — before you begin reflecting, so memory does not do all the work.
Gather raw material before reflecting
- How To Do An Annual Review
Tim Ferriss’s annual review is built on two questions — "What went well this year?" and "What did not go well this year?" — applied systematically across major life domains and answered with enough specificity to produce different decisions next year. It is a practitioner tool without clinical evidence, but its mechanisms (structured reflection, explicit failure review, behavioral specificity) are consistent with goal-review and learning research.
- The Annual Review Tim Ferriss Method During A Big Change
Tim Ferriss’s annual review is built on two questions — "What went well this year?" and "What did not go well this year?" — applied systematically across major life domains and answered with enough specificity to produce different decisions next year. It is a practitioner tool without clinical evidence, but its mechanisms (structured reflection, explicit failure review, behavioral specificity) are consistent with goal-review and learning research.
- Honest Year Review Partner
A review held privately is easier to fudge; one shared with an honest questioner is harder to rationalize.
Share the review with someone who will ask honest questions
- Share Annual Review
Tim Ferriss’s annual review is built on two questions — "What went well this year?" and "What did not go well this year?" — applied systematically across major life domains and answered with enough specificity to produce different decisions next year. It is a practitioner tool without clinical evidence, but its mechanisms (structured reflection, explicit failure review, behavioral specificity) are consistent with goal-review and learning research.
- The Annual Review Tim Ferriss Method At Work
Tim Ferriss’s annual review is built on two questions — "What went well this year?" and "What did not go well this year?" — applied systematically across major life domains and answered with enough specificity to produce different decisions next year. It is a practitioner tool without clinical evidence, but its mechanisms (structured reflection, explicit failure review, behavioral specificity) are consistent with goal-review and learning research.
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