Quarterly / Monthly Goals & Reflections Tracker [Notion Template]

Keep track of your personal & professional goals and reflections for the year.

What it includes

• Main dashboard to access all 4 quarters and 12 months
• Quarterly goals database
• Quarterly reflections database
• Monthly goals database
• Monthly reflections database

How to use

At the beginning of every Quarter:

• Identify your top goals, why they're important to you, how you'll know when you've reached them, and action items to help you achieve them.
• List important dates to remember.

At the end of every Quarter:

• Reflect on your goals
  • What went well?
  • What didn't go well?
  • What did you learn?
  • Action items to set you up for success next quarter

At the beginning of every Month:

• Identify your top goals, why they're important to you, how you'll know when you've reached them, and action items to help you achieve them.
• List important dates to remember.

At the end of every Month:

• Reflect on your goals
  • What went well?
  • What didn't go well?
  • What did you learn?
  • Action items to set you up for success next month

Reviews

• "The template does look amazing! It's really well-built. I love how you organized everything inside each month! This is going to be very useful this year! Congratulation on such fantastic work!"
  - Thalita C.
• "So pretty! Love the color combination you used. It’s very calming. Great job!"
  -Stephanie T.
• "Thank you for sharing, Neilda! The design is beautiful and mood-boosting ✨ This will help streamline the annual review process."
  - Rachael T.

FAQs

What is Notion?

Notion offers a unified workspace that includes wikis, docs, and tasks. It serves as an all-in-one workspace for note-taking, task management, and project management.

You can get a deep dive into the company HERE.

Is this template really free?

Yes! All you need is a free personal Notion account, and you're good to go! But feel free to pay what you think it's worth. 😉

How do you duplicate this template?

On the redirected page, sign in to your Notion account and click on the 'Duplicate' button in the top right corner.

Can I share this template with others?

Of course! However, I'd love it if you shared the Gumroad link instead of the Notion link so I can keep track of how many people have downloaded the template.

Where do I go if I have any other questions?

Send me a message on Twitter @NeildaLikeZelda.