Episode 37
Plan Like a Pro: Notion Annual Planning Guide
Ready to make 2025 your most organized and productive year yet? In this episode, I'm sharing a powerful Notion template that transformed my own annual planning process. Whether you're a Notion newbie or a seasoned pro, you'll discover:
• A step-by-step system for setting meaningful goals that align with your values
• How to leverage AI prompts for deeper self-reflection and creative problem-solving
• Practical strategies for turning big dreams into manageable quarterly milestones
• A unique approach to accountability through "letters to your future self"
• Smart automation tips using ChatGPT to streamline your planning process
Plus, I'll show you exactly how to customize this template for your needs and maintain momentum through strategic check-ins with your manager. If traditional planning methods haven't worked for you, this AI-enhanced approach might be exactly what you need.
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00:00 Introduction to the Notion Template
01:17 Getting Started with the Template
02:52 Navigating the Template and Resources
04:53 Journaling for Annual and Quarterly Reflections
11:00 Using AI for Enhanced Journaling
16:05 Writing Letters to Your Future Self
22:52 Goal Planning and Setting
28:01 Setting Specific Goals
28:11 Customizing Your Goal Template
28:35 Defining Annual and Quarterly Goals
30:36 Breaking Down Goals into Milestones
32:01 Tracking Progress and Adjusting Plans
32:35 Adding Personal Goals
38:48 Weekly Check-ins and Manager Meetings
43:58 Using Notion's Features and Automations
48:33 Final Thoughts and Feedback
