My simplified weekly review checklist

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Do you ever find yourself avoiding your weekly review because it takes too long? You’re busy, tired, or have too many other things to finish? 

Me too. 

Which is why I keep a simplified weekly review list to use when I’m pressed for time or otherwise not up to doing a full review.  

I quickly review 4 things: 

  1. Calendar
  2. Email
  3. Projects and Tasks
  4. Notes

Here’s what I look at: 

  1. Calendar:
    • Review upcoming week to 10 days (appointments, events, scheduled tasks) and note anything I need to re-schedule or prepare. 
  2. Email:
    • Respond to short, important messages; flag longer messages and actionable items, or add them to my task app
    • Add reference material, content ideas, to my notes app
    • Delete (almost) everything else
  3. Projects and Tasks:
    • Review current/most important projects (not all projects)
    • Make sure each project has Next Action(s) and add these to my task app. 
    • Review upcoming tasks: Delete? Defer? Delegate? Change priority? Add additional tasks?
  4. Notes
    • Improve title, clarify key points
    • Add tags and/or links
    • Add links to relevant notes to upcoming tasks
    • File or re-file (in Area of Focus, Project, or Resources)

I give myself 15 minutes and that’s often enough to keep things organized. If I run out of time, I’ll postpone reviewing my notes so I can focus on action items.

How about you? 

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