Plan Your Year Ahead

Get free access to my yearly, quarterly, and monthly review templates


These are the annual review, quarterly review, and monthly review templates I use with my masterminds, for my own personal planning, and for my business. Sign up below to get immediate access to all of my templates in both Google Doc and PDF form. I’ll send you a copy to your email address, as well.

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Here’s what’s included: 

  • The annual review template (10 questions).
  • My quarterly review template, to use every 90 days.
  • My monthly review template.
  • A guided audio to do your annual review (a podcast episode I put together)
  • An alternative short, mini-review you can use anywhere, anytime.

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