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Subtitle: A free Google doc template for the system I actually use

This template was made by Peter Wildeford and Caroline Jeanmaire.

It's almost a new year and that often calls for some sort of annual planning.

But in my opinion, annual planning operates on too long a timescale. Annual planning and goal setting is too infrequent, so it's easy to lose track. You don’t get fast enough feedback and you risk derailing.

Instead, I suggest adopting a quarterly planning cadence (e.g., set goals for 2026 Jan-Mar). I wanted to provide a template that I’ve used many times before and that many people seem to like.

Here's my template in a Google Doc:

There are a lot of different templates out there to try and I don’t know if this one is better. It works well for me, but I’m not you. But here's some principles I was interested in, and maybe that resonates with you:

• Optimized for something quarterly – rather [...]

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Outline:

(02:08) What's actually in this thing?

(04:27) Tips Before You Start

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Narrated by TYPE III AUDIO.

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