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Quarterly Review & Planning Notion Template

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Description

Let's take a look back at the past few months, see how things went, figure out what worked and what didn't, make any necessary tweaks, and then set some new goals for the next three months to keep us moving forward.

This template is laid out in a simple, easy-to-follow format with four main sections:

  1. Looking back at the last quarter
  2. Dealing with any important issues that came up
  3. Getting ready for the next quarter
  4. Taking some time for personal reflection

The template is all on one page and has helpful prompts to guide you through each step of the process. And as a bonus, there's a scorecard database included to help track your progress. 

This template is called the Quarterly Review & Planning Notion Template.