# Weekly Review & Planning

## 1️⃣ Dashboard (Weekly Snapshot)

A quick‑glance page that pulls together the most important info for the current week.

| Widget | Description | Example |
|--------|-------------|---------|
| **Current Week** | Calendar view of Mon‑Sun | 2024‑09‑02 – 2024‑09‑08 |
| **Top 3 Goals** | Checklist of the week’s strategic goals | ✅ Launch blog post, ✅ Finish client proposal, ✅ Gym 3× |
| **Focus Metric** | Single KPI you’re tracking this week | 12 new leads |
| **Energy Tracker** | 1‑5 rating per day (quick visual) | 4 · 3 · 5 · 2 · 4 · 5 · 3 |

> 💡 Tip: Pin this Dashboard to your Notion sidebar for instant access each Monday morning.

---

## 2️⃣ Weekly Review Database

Log what happened, what worked, and what to improve. Use the **Table** view for a chronological log and switch to **Board** view (by Status) for a visual pipeline.

| Date | Wins | Challenges | Lessons Learned | Action Items | Status |
|------|------|------------|----------------|--------------|--------|
| 2024‑08‑28 | Closed 2 deals | Missed morning workout | Prep outfits night before | Schedule 30‑min prep tomorrow | ✅ Done |
| 2024‑08‑30 | Published newsletter | Over‑planned meeting agenda | Limit agenda to 3 items | Trim next meeting agenda | ⏳ In‑Progress |
| 2024‑09‑01 | Ran 5 km | Low energy afternoon | Eat protein snack at 2 pm | Prep snack packs on Sunday | ⏳ In‑Progress |

> 💡 Tip: Add a **Rollup** property that pulls the “Action Items” from the linked **Weekly Action Plan** database to see pending tasks at a glance.

---

## 3️⃣ Weekly Action Plan

Turn review insights into concrete actions. This is a **Kanban board** (To‑Do → Doing → Done) linked to the Review database via a Relation.

| Task | Related Review | Priority | Due Date | Owner | Tags |
|------|----------------|----------|----------|-------|------|
| Draft blog post on productivity hacks | 2024‑08‑30 (Lessons Learned) | High | 2024‑09‑04 | Me | #Content |
| Book dentist appointment | 2024‑08‑28 (Wins) | Medium | 2024‑09‑05 | Me | #Health |
| Create weekly meal plan | 2024‑09‑01 (Challenges) | Low | 2024‑09‑03 | Me | #Personal |
| Update CRM with new leads | 2024‑08‑28 (Wins) | High | 2024‑09‑02 | Me | #Work |

> 💡 Tip: Use Notion’s **Reminder** on the Due Date field to get a push notification 30 minutes before the task is due.

---

## 4️⃣ Goal Tracker (Quarterly Alignment)

Ensures weekly work aligns with larger objectives. Each goal has a progress bar and a linked view of related weekly tasks.

| Goal | Quarter | Target | Current Progress | Owner | Linked Tasks |
|------|---------|--------|------------------|-------|--------------|
| Launch new service | Q3 2024 | $25k revenue | 40 % | Me | ✅ Draft blog post, ⏳ Book demo calls |
| Improve fitness | Q3 2024 | Run 20 km total | 55 % | Me | ✅ Run 5 km (9/1), ⏳ Schedule next run |
| Publish 12 newsletters | Q3 2024 | 12 issues | 33 % | Me | ✅ Issue 8 (8/28), ⏳ Draft issue 9 |

> 💡 Tip: Add a **Formula** that calculates “Current Progress” as `round((Completed Tasks / Total Tasks) * 100, 0) %`.

---

## 5️⃣ Weekly Calendar (Embedded)

A **Weekly Calendar** view that pulls events from the Action Plan and any other linked calendars (Google Calendar sync). Shows blocks for:

- Meetings
- Focus work (time‑boxed)
- Personal activities (exercise, meals)

> 💡 Tip: Color‑code events by Tag (e.g., #Work = blue, #Health = green) for instant visual separation.

---

## 6️⃣ Reflection Prompt Template

A reusable page template you duplicate each Sunday night.

```
## Weekly Reflection

**What were my top 3 wins?**  
1.  
2.  
3.  

**What didn’t go as planned?**  
-  

**Key insights / lessons:**  
-  

**Adjustments for next week:**  
-  

**Gratitude (3 things):**  
1.  
2.  
3.  
```

> 💡 Tip: Turn this into a **Template Button** inside the Dashboard so a fresh reflection page is created with one click.

---

## 7️⃣ Resources & Reference Library

A simple **Table** of links, files, and notes you frequently consult during weekly planning.

| Resource | Type | Link / File | Category |
|----------|------|-------------|----------|
| Notion Weekly Review Guide | Doc | https://www.notion.so/... | Process |
| Pomodoro Timer (Chrome) | Tool | https://chrome.google.com/... | Productivity |
| 2024 Q3 OKRs | File | 📄 Q3_OKRs.pdf | Goals |
| Meal Prep Recipes | Page | https://www.notion.so/... | Personal |

> 💡 Tip: Use the **Relation** field to connect resources to specific tasks or goals for quick access.

---

## How to import into Notion

1. **Create a new page** in your Notion workspace where you want the template.  
2. Click **Import** → **Markdown & CSV** and select this `.md` file.  
3. Notion will create the headings and tables automatically.  
4. For each table you want to behave as a database:  
   a. Click the three‑dot menu on the table → **Turn into database** → choose **Table**, **Board**, or **Calendar** as indicated in the section title.  
   b. Adjust property types (e.g., set “Date” as **Date**, “Status” as **Select**, “Related Review” as **Relation**).  
5. Re‑create the **Relations** and **Rollups** manually:  
   - In the *Weekly Action Plan* table, add a **Relation** property linking to *Weekly Review Database*.  
   - Add a **Rollup** in *Weekly Review* to pull “Action Items” from the linked tasks.  
6. Set up **Views** (Table, Board, Calendar) as described in each section.  
7. Add the **Template Button** for the Reflection Prompt (under *Dashboard* → **+ New** → **Template button**).  
8. (Optional) Sync your external Google Calendar via **Settings & Members → Integrations → Google Calendar** to populate the Weekly Calendar view.  

Your Weekly Review & Planning system is now ready to use—review every Sunday, plan every Monday, and stay aligned with quarterly goals!