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Periodic Notes 📓 - Quarterly Review - Template.md

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Temporal Information
  • #log/🧭 %% [[end dates of Fiscal Quarters.png]] %%
  • Months:: [[<%tp.date.now("YYYY-MM", -1, tp.file.title, "YYYY-[Q]Q")%>]], [[<%tp.date.now("YYYY-MM", -2, tp.file.title, "YYYY-[Q]Q")%>]], [[<%tp.date.now("YYYY-MM", -3, tp.file.title, "YYYY-[Q]Q")%>]]
  • Year:: [[<% tp.date.now("YYYY", +0, tp.file.title, "YYYY-MM") %>]]
linked items

Accomplishments↗:: What Worked?🔗:: Other Highs:: Disappointments↗:: Lessons Learned🔗:: Other Lows:: Active Project Count🔗:: Goal Outcomes↗:: Projects↗:: Year↗::

1. Reflection

  • Review Accomplishments and Disappointments %% [[Pasted image 20210829215523.png]] [[Pasted image 20210829215554.png]] [[Pasted image 20210829215603.png]] %%

What's Working?

What's Not Working?

Changes to Plan or Approach?

2. Process & Update

  • Review Quarters - On track?
    • View Quarters %% see tables on notion for all columns [[Pasted image 20210829220034.png]] %%
  • Review/Update Quarter Assignments for Outcome Goals and Projects
    • View Goal Outcomes & Projects %% see tables on notion for all columns [[Pasted image 20210829220440.png]] %%

3. Someday/Maybe Items

  • Review. Any ready to activate?
    • View Someday/Maybe Projects