grace@grace-clarke.com
If this is your first time: start with this 1-minute how-to video
2025 PERSONAL ANNUAL PLANNER
DO NOT REQUEST EDIT ACCESS :)
I am getting more emails requesting edit access than I can handle! Good sign, but: when this happens, it makes my inbox unmanageable. Also, this is my work, so I do not give editing access to anyone.
So with love, I say this: I want this to stay publicly viewable, but will not if this keeps happening. So please:
File → Make a copy → Entire presentation
What’s new this year?
And if this is your first time here, get ready. I think you’ll really like what you learn and achieve.
Love,
Grace
WELCOME BACK :)
Hello! Here’s how to use this
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What you need: Nothing. I made you templates for everything, so all you have to do is create a copy of this and type into it, or print it out. If you print this out, like I do —and really, really recommend you do too — you’ll need something to write with. If you’ll be doing the mood board pages, which I recommend as well, you’ll need a scissors and tape or glue stick.
How do do it: This planner has three sections — reflection, visualizing, and practical planning. You’ll do one section a day. Each should take an hour. By the end, you’ll have a specific vision for your year, and a detailed plan for the next 90 days. Every quarter, you’ll do a quick review and make the next three-month plan.
Big caveat: This is what works for me. It’s lengthy, and it’s not easy. There are over 8,000 hours in a year. What is a better use of just 3 of them than actually making a plan to get what you want?
Here’s why this works — and what other methods get wrong
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Same as always. If you were here last year using the 2024 version, you already know.
1. Others jump straight to your goals. Instead: You need a vision of who you want to be, to anchor this in.
Science repeatedly proves this works. On days your motivation flags, you need to have a why. Plus, we don’t rely on “feeling” motivated.
2. They don’t teach you how to change your beliefs. Instead: here, you’ll learn how language and thoughts shape your reality.
If we don’t catch negative self talk and replace it with more encouraging language, those negative thoughts get reinforced.
Then, we start to believe it and behave as if it’s true — as if we’re weak, unconfident, unreliable.
Imagine how you’d behave if you believed you were able, trustworthy, smart, appealing, that you could figure anything out?
New for this year: you wanted clear instruction on how to do this, so I added my list of thought shifts.
3. Others only focus on big milestones. Instead: you need to acknowledge small daily progress that compounds.
You’ll get an iPhone notes template and instructions on how to do this. It’s much easier and helpful than long-form journaling.
4. Others assume you can choose today what you want months from now. Instead: we plan in quarters, not a one-time thing.
You’re going to achieve some of your goals early. You’re going to find new things that matter. You don’t need a set-it-and-forget it plan. You need a system for reviewing and planning in smaller times.
A note about AI, because enough of you asked.
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This planner is designed to guide you through a reflective, intentional journey to plan your best year yet.
But if you're looking for a shortcut or want to use AI, I built that for you. In the back, you’ll get:
Last, my (updated) list of principles for this (and mostly everything)
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Huge thanks to my coach Ben Easter - our work has changed my life, Ben. Grateful every single second.
2025 PERSONAL ANNUAL PLAN
Created:
Q2 plan:
Q3 plan:
Q4 plan:
2026 plan:
Date:
DAY 1: REFLECTION
Gratitude: Put yourself in a positive headspace before reflecting.
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What traits or skills have you’ve been cultivating?
What are four amazing things that happened so far this year?
What are four times you felt “lucky”?
Who are four people have positively influenced you the most, whether you know each other personally or not?
What habits, routines, and boundaries helped you?
What are times you responded in a new and better way and noticed and thought, “wow, I really am growing”?
What are you most proud of?
What gave you energy, made you feel like yourself?
What are times you figured out something difficult or uncertain?
Done on: ___ / ___ / ________ Location: ______________________________
It’s helpful to note when and where you were, in case you revisit this
Life areas assessment
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Think about each area of your life currently. Jot down your thoughts on each without overthinking. You can write words, names, sentences, or lists — just get it out.
Relationship with myself (qualities, who I am)
Leisure, knowledge, and creativity
Career
Personal life and family
Physical health and fitness
Friends and community
Mental health
Romantic relationship(s)
Done on: ___ / ___ / ________ Location: ______________________________
Farewell and wrap-up
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Choose three words to define your last year.
What are three lessons that you’re done learning?
Is there anyone or anything you’d like to say goodbye to?
What feeling do you want to end this section with? Write it very big.
What drained your energy?
What behaviors kept popping up that you want to let go of?
What now feels unimportant that previously felt important?
Done on: ___ / ___ / ________ Location: ______________________________
Date:
DAY 2: VISUALIZE
HOW IT WILL BE
HOW WE WANT IT TO BE
Set the tone for your year
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If you could instantly have more of one quality, it would be…
What feeling do you want to start visualizing section section with? What type of energy or mood should you be in?
What era will you be in? It can be a word, a mantra, a prase, a sentence, an idea, a feeling.
Give your year three themes. They’ll change as the year goes on and you grow, achieve things, and move onto goals you didn’t even have before. But start now - This will be the year of….
What is your secret wish for the next year? “By the end of the year, I will….” Write it small.
What do you think the world could use more of?
What now feels unimportant that previously felt important?
Done on: ___ / ___ / ________ Location: ______________________________
If you were the main character of the movie in your life, and you had an audience, what would the audience be screaming at you to do? (via Sahil Bloom)
Life areas assessment: Describing a life you can’t believe is yours
Next: let’s make you an alter ego.
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Describe your dream life area by area. Go beyond generalizations and add details, like experiences you want to have, who you want involved, habits, behaviors, new skills. It can be hard to imagine or know what you want, so don’t feel weird if things aren’t coming to mind. Write at least one word in each box.
Relationship with myself (qualities, who I am)
Leisure, knowledge, and creativity
Career
Personal life and family
Physical health and fitness
Friends and community
Mental health
Romantic relationship(s)
Done on: ___ / ___ / ________ Location: ______________________________
Construct Your Alter Ego: “Behave to become.”
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1. How do people describe them? What words do others use to describe their energy, personality, or work ethic? How do their closest friends describe their presence in a room? What do people admire most about them professionally or personally? How do their friends describe them? Colleagues? Partner? | 2. How do they present themselves? What’s one thing they do, wear, or listen to that boosts their confidence? How do they want to be perceived when they walk into a room? What does this say about their confidence, values, and personality? What’s one thing they could add to their routine or appearance to feel more aligned with this identity? | 3. Who are they professionally? If they got their dream job, what would be the reason why - what qualities make them stand out? What’s their biggest dream or goal right now, and why does it matter to them? What will their future coworkers LOVE about them? What’s one fear or insecurity they’ve conquered to get where they are? |
4. What does their morning routine look like? What’s the one habit that ensures they have a great start to their day? Do they use mornings for productivity, reflection, or self-care? How do they create intention before diving into work or responsibilities? | 5. What is their evening routine like? How do they reset or unwind after a challenging day? What’s a small joy or ritual they look forward to at night? How do they set themselves up for success tomorrow? | 6. How do they handle challenges, how do they solve conflict? (Do they even view it as conflict?) How do they reframe conflict as an opportunity to grow? What strategies help them stay calm and clear-headed under pressure? Do they view challenges as obstacles or stepping stones? |
7. How do they take care of the relationships that matter? Who are the people they most want to show up for, and how do they prioritize them? What small actions make others feel valued and appreciated? What boundaries do they set to protect their energy in relationships? | 8. What causes or values do they care about most deeply? What’s one thing they’ve stopped worrying about because it no longer matters? What’s one piece of advice they’d give their past self to become who they are now? What’s one action they’ll take this year to make an impact on the world? What global or local causes light them up? How do they take action to align with their beliefs?" | 9. What advice would they give you right now? What would they remind you of? How would they comfort you? How would they inspire you? |
Use this to define the best version of you. Alter egos are powerful and surprisingly common — I read that 66% of leaders, athletes, and creatives use this type of visioning. Call on this version of yourself when needed and let them lead. With time, this becomes second nature. Delete the prompts in the boxes and replace with your answers.
Beyoncé and Sasha Fierce
David Bowie and Ziggy Stardust
Cassius Clay and Muhammad Ali
Done on: ___ / ___ / ________ Location: ______________________________
Build Your Personal Board of Directors: Your Dream Group Chat
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ChatGPT prompt:
“This thread will be used to simulate a group chat with my personal Board of Directors. It includes the following people: [List their names]. I have chosen them for their perspectives, expertise, values, and because I believe they will help make my life better and provide thoughtful counsel through specific challenges.
For each question or challenge I present, please provide a detailed reply from each person's perspective. Use all available knowledge of their expertise, how they think, and specific quotes or principles they are known for. Each response should include their advice, action items based on their perspective, an explanation of why they are suggesting this approach.”
Name
Why:
Name
Why:
Charlie Munger
Why: decision-making skills, clarity of thought, long-term vision. I need his rationality, discipline, understanding of complex systems.
Name
Why:
Michelle Obama
Why: leadership with grace, focus on community impact, Represents resilience, authenticity, strong moral compass, realistic parenting.
Just an example. Even one or two people on your “board” is meaningful.
Why: All great leaders have a Board of Directors—formal or informal. It’s a group that inspires, guides, and expands thier perspective, that they can go to. Think of it as your dream group chat: the people you’d ask for advice or a fresh approach. With ChatGPT, you can actually "talk" to them using the prompt below, and get real advice for your specific situations.
How: Choose people whose values or expertise you trust, real or imagined, alive or dead. Write their names and what they bring to the table—skills, inspiration, or guidance. Even two people make an impact. I suggest adding their photos because it’s easier to imagine engaging with them.
Done on: ___ / ___ / ________ Location: ______________________________
Gifts you’ll need and mindset shifts
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Old gift
Holding back my enthusiasm out of fear it’s "uncool" to care deeply or try. Being afraid of seeming cringe, so I choose to NOT do something I genuinely want to do and instead choose to stay stagnant but “safe.”
Fully owning my excitement and eagerness, recognizing they are strengths, not weaknesses. Being READY for the uncomfortability.
New gift
Old gift
Focusing on what I don’t want or what’s going wrong.
Interrupting negative thoughts and consciously “overriding” them with positive thoughts — a more positive interpretation of the same thing. It’s not gaslighting yourself or lying; it’s just choosing what detail to focus on.
New gift
Old gift
Saying “I have to” to motivate action, often feeling resentment or overwhelm.
Reframing with resourceful language, like “Doing this gets me closer to X outcome” or “This matters because.”
New gift
Old gift
New gift
“What got you here won’t get you there.” To grow and get through things in your past, you had certain ways to cope and relied on certain skills. As you grow, you may not need those anymore. In fact, you may need to consciously let them go to reach new heights. What will you put down, and what will you pick up instead? Read the examples, then replace them. This is a great place to reference the list of principles / truths / mantras.
Done on: ___ / ___ / ________ Location: ______________________________
Moodboard for life area ________________________
Ex: relationship, career, hobbies
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You can use these pages as a visual snapshot for your life areas — it can be easier to work toward something, or more motivating, when you can envision it. I do this by taking the main themes from the “dream life areas” page and then using Pinterest to make moodboards.
Imagine it’s a year from now — what words do you want to be able to use to describe this area? What milestones or moments do you want? What habits will help you achieve it?
Photos that illustrate how it feels and looks:
Make as many copies of this page as you need; I do it for every life area.
Done on: ___ / ___ / ________ Location: ______________________________
Date:
DAY 3: PLAN
Your next year’s bingo card
Run a half-marathon | Book a 5-figure brand deal | Do a 30 day tiktok posting challenge | Create non-profit LLC | Do all four quarterly reviews in this plan |
Go on a solo retreat for personal development | Volunteer to mentor someone with an org | Get engaged | Invest $40k toward a long-term goal | Buy a car |
Read 1 book a month | Reach 50 solidcore classes | FREE | Speak at a national conference | Take photography class |
Plan Thanksgiving or a family vacation | Travel to Europe 3x | Spend 1 full day a month without my phone | Reach 50 hours of facetime with mom | Raise $10k for half marathon |
Start dating | Go surfing | Hit 2K watch hours on YouTube | Move to SF | Join my first board |
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Fill in each square with something that would be incredible to happen in the coming year - no specific order, do not “be realistic”. Just write them all out.
These are not mine, this is an example
Done on: ___ / ___ / ________ Location: ______________________________
Big goal sheet for the year — it’s nice to see it all on one page.
This page helps you make sense of all you’ve written so far. Chances are it feels like you have too many goals, it’s too broad, and you don’t know where to start. That’s what this is for. Go area by area, and list the goals that stand out most. And: it is okay and normal if it changes over the next few months.
Life area | Goal 1 | Goal 2 | Goal 3 |
Relationship with yourself | | | |
Family | | | |
Friends and community | | | |
Leisure, creativity, personal growth | | | |
Physical health and fitness | | | |
Mental health | | | |
Career | | | |
Finances | | | |
Romantic life / relationship if applicable | | | |
Living situation | | | |
Done on: ___ / ___ / ________ Location: ______________________________
Big goal sheet for the year — another version if you like this format.
This page helps you make sense of all you’ve written so far. Chances are it feels like you have too many goals, it’s too broad, and you don’t know where to start. That’s what this is for. Go area by area, and list the goals that stand out most. And: it is okay and normal if it changes over the next few months.
Relationship with yourself
Family
Friends and community
Leisure, creativity, personal growth
Physical health and fitness
Career
Finances
Romantic life / relationships
Mental health
Living situation
Done on: ___ / ___ / ________ Location: ______________________________
Quarterly Plan and Review: Q1
This is where you’ll plan the next 90 days. You need to decide what’s most important to do next. Ask what’s doable, and what’s enough to create a 'win' so you feel motivated the next 90 days. Use the prompts, and delete the examples I included. Then, at the end of the quarter, do your review in the bottom section.
Planning | Goal 1: Learn more about AI and integrate it into my work | Goal 2: Run a half-marathon | Goal 3: |
What will this add to your life? | Build career resilience and become a leader in using cutting-edge tools. | Instead of “What will achieving this add to your life or how you’ll feel about yourself?” Prove to myself I can commit to a big challenge; feel physically stronger. | |
How will your daily life improve? | Make tasks faster and more efficient; feel more confident in tech discussions. | easier, more joyful, or more exciting Better energy, discipline, and stress relief from regular running. | |
Challenges might arise, and how will you handle them? | Time constraints → Dedicate 20 minutes daily to learning; test tools weekly. | What challenges might arise, and how will you handle them? Risk of injury → Follow a structured training plan and include rest days. | |
Key actions you’ll take | - Enroll in a free online AI course. - Experiment with one AI tool weekly. - Share insights with my team. | - Download marathon training app. - Run 3 times per week. - Schedule a half-marathon mid-way. | |
Review (I will review this on ______ / ______ / _________) | |||
What did you achieve or improve by working toward this? Wins? | Completed 2 AI courses; implemented one AI tool in team workflows. | Ran a 10K and completed 8 weeks of training. | |
What challenges arose? What did you learn? | Balancing learning with deadlines; needed to block calendar time. | Struggled with motivation on busy workdays; joined a running group for support. | |
What’s next? Continue, adjust, or move on? | Start a monthly “AI insights” session with colleagues; test advanced AI features. | Continue training, register for the marathon, and prioritize morning runs. | |
Done on: ___ / ___ / ________ Location: ______________________________
A more normal way to habit stack: add one daily habit each month
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The idea of adding a bunch of new habits at once is not just overwhelming — it’s not realistic. Especially if you’re going to be working toward new goals. Instead, just brainstorm 12 habits you want to build. Plan left to right, January to December, adding one new habit each month. Start with one that feels most urgent or impactful. Review this monthly.
January | February | March | April | May | June | July | August | September | October | November | December |
Dream life visualization every morning | Dream life visualization every morning | Dream life visualization every morning | Dream life visualization every morning | Dream life visualization every morning | Dream life visualization every morning | Dream life visualization every morning | Dream life visualization every morning | | | | |
| Make bed each morning | Make bed each morning | Make bed each morning | Make bed each morning | Make bed each morning | Make bed each morning | Make bed each morning | | | | |
| | Phone out of bedroom | Phone out of bedroom | Phone out of bedroom | Phone out of bedroom | Phone out of bedroom | Phone out of bedroom | | | | |
| | | Read 1 book a month | Read 1 book a month | Read 1 book a month | Read 1 book a month | Read 1 book a month | | | | |
| | | | 1 thinking of you text a day | 1 thinking of you text a day | 1 thinking of you text a day | 1 thinking of you text a day | | | | |
| | | | | 10 push-ups each morning | 10 push-ups each morning | 10 push-ups each morning | | | | |
| | | | | | Sneak spinach into 1+ meal | Sneak spinach into 1+ meal | | | | |
| | | | | | | Evening breathwork | | | | |
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Done on: ___ / ___ / ________ Location: ______________________________
If you want reminders each quarter:
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The easy way to check in, and the most important daily habit I’ve ever adopted
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What to do every day:
Start an iPhone note titled “Wins and acknowledgements [ month ]”.
Each evening, make a quick list of the things you accomplished, decisions you made, behaviors you changed, anything that reinforces who you want to be - and is proof of your growth.
Ideally you type into it any time during the day you notice something you did. Any time you think, I should put that in the note, DO IT. Build the habit. (I am SO nice to myself in this list - nothing is too small to celebrate, because everything compounds.)
Start a new note the next month, with the same naming convention.
Small reinforcement is much easier for our brains to believe in and build on.
This has had the largest and most outsized impact. “Every action you take is a vote for the type of person you wish to become.”
What to do every quarter:
Did you accomplish your goals?
Why or why not?
What worked really well?
What was challenging? Surprising?
What did you love about how you spent your time?
Watch this quick how-to video
HOW TO DO Q2 PLANNING
Q2 Review - March 2025
WELCOME BACK! Here’s how to do your first quarterly review.
This follows the same three steps you already know — reflection, visualizing, and practical planning. People say this takes an hour, and most like spacing it out across a few days or one sitting. All worksheet style as usual.
1. Reflect. Some mindset anchoring questions, revisiting your bingo card, and goal list.
2. Visualize. You’ll stay connected to your absolute dream life, and consult your alter ego and Board of Directors.
3. Planning. You’ll end with a very practical, tactical plan.
You requested some changes, and here they are:
As always, always: I think you’ll really like what you learn, feel, make happen.
Love,
Grace
Done on: ___ / ___ / ________ Location: ______________________________
Q2 Review
First, I’ve come across some new philosophies lately, and I wanted to share them with you. (My original list is HERE)
And my current favorite ChatGPT use: Having AI coach you like someone you admire.
Get transcripts of three podcasts or interviews (better than blog posts). Use this prompt: “Act as a coach trained in the communication style, mindset, and decision-making approach of [Name]. I’ve uploaded interviews/podcasts so you can learn their voice, frameworks, and approaches. Ask me questions, challenge my thinking, and help me plan like they would — tone, priorities, and mindset included. When I ask you questions, respond like them, explaining what I did well and what they’d tell me to do. Also explain what they would not do.”
Okay, let’s go.
Done on: ___ / ___ / ________ Location: ______________________________
Q2 Review Part 1: Reflect
Is anything on your goal list no longer important?
What didn’t go as planned, what got in the way?
What went exactly the way you hoped, or better?
First, put your mind in a grateful place and reflect. (If you did the nightly iPhone note journal, now is a great time to scroll through it.)
What’s something amazing that happened so far this year?
I launched GraceAI and people are actually using it and giving me exceptionally honest feedback.
Peace
My mother
That project with a team that was completely unprepared — the strategy had to change a thousand times, and I led through it with concise leadership.
“Not everything that’s hard is bad.”
Feeling afraid and doing it anyway!
Done on: ___ / ___ / ________ Location: ______________________________
What new positive language or mantra did you use?
What did you handle better than you would’ve last year?
What’s a skill or trait you’re taking with you into Q2?
What’s one word to summarize the last 3 months?
Who’s someone you’d say thank you to?
Next: we’ll visualize your dream scenario. It’ll take 15 minutes ☾ ⋆*・ﾟ:⋆*・ﾟ
Now, look back at your Q1 plan (short-term goals), and your bingo card and big yearly goal sheet (longer-term goals). Then answer these questions:
Think about your “system” — what tools helped?
Blocking time for deep work. Putting my phone in the other room.
Planning out too many action steps for each month. Progress wasn’t linear, so I revised a lot.
I need more mantras to stay connected to them—checkboxes aren’t enough.
I stayed committed to my theme for this quarter and journaled 80% of days.
Not sleeping is truly the biggest problem. Instant derailer of progress, motivation, momentum. The half marathon got almost physically impossible by the end.
Weight training. I worked so late so many nights because I resented my projects (aka my choices) and avoided certain things during normal work hours. So the gym suffered.
What did you avoid or delay doing and why?
What tools or processes did not click for you, and why?
What do you now know about how you plan your goals?
Yes. I won’t write it here, but yes.
Also won’t write it here, but thematically: I will never be done growing or learning in leadership.
Friendships outside of work.
What did you learn about yourself?
What life area feels like it didn’t get the support it wants?
Q2 Review Part 1: Reflect
Last: Jot down notes in your previous goal sheet, in the bottom section. It’ll give you a really nice sense of “that’s finished now. On we go.”
Done on: ___ / ___ / ________ Location: ______________________________
Next: we’ll visualize your dream scenario. It’ll take 15 minutes ☾ ⋆*・ﾟ:⋆*・ﾟ
Planning | Goal 1: Learn more about AI and integrate it into my work | Goal 2: Run a half-marathon | Goal 3: |
What will this add to your life? | Build career resilience and become a leader in using cutting-edge tools. | Instead of “What will achieving this add to your life or how you’ll feel about yourself?” Prove to myself I can commit to a big challenge; feel physically stronger. | |
How will your daily life improve? | Make tasks faster and more efficient; feel more confident in tech discussions. | easier, more joyful, or more exciting Better energy, discipline, and stress relief from regular running. | |
Challenges might arise, and how will you handle them? | Time constraints → Dedicate 20 minutes daily to learning; test tools weekly. | What challenges might arise, and how will you handle them? Risk of injury → Follow a structured training plan and include rest days. | |
Key actions you’ll take | - Enroll in a free online AI course. - Experiment with one AI tool weekly. - Share insights with my team. | - Download marathon training app. - Run 3 times per week. - Schedule a half-marathon mid-way. | |
Review (I will review this on ______ / ______ / _________) | |||
What did you achieve or improve by working toward this? Wins? | Completed 2 AI courses; implemented one AI tool in team workflows. | Ran a 10K and completed 8 weeks of training. | |
What challenges arose? What did you learn? | Balancing learning with deadlines; needed to block calendar time. | Struggled with motivation on busy workdays; joined a running group for support. | |
What’s next? Continue, adjust, or move on? | Start a monthly “AI insights” session with colleagues; test advanced AI features. | Continue training, register for the marathon, and prioritize morning runs. | |
Q2 Review Part 2: Visualize
What would have an amazing impact on your life this year?
What do you feel envy of lately? What does that tell you?
Give your next quarter a theme: “the season of…..”
How do you wish you could be describing life right now?
More certainty about the future. A lot I can influence. A lot I cannot.
Leadership.
More alone time. More time to be allowed to focus.
People without jobs 😂 No, I’m admiring of people who have the balance they want, whether that’s more efficiency to work faster, or a smarter experienced team in place.
Knocking the roadshow project out of the park.
Getting all my doctors’ appointments done and doing all the follow-ups
Done on: ___ / ___ / ________ Location: ______________________________
…and what have the biggest impact on your life long term?
What are you craving more of in your day-to-day life?
Next: we’ll get specific about life areas જ⁀➴
Go look at moodboards and your alter ego. These are not your goals but your compass or your filter. Really spend a minute with them! Then answer these:
If you were the main character of the movie in your life, and you had an audience, what would the audience be screaming at you to do?
Say yes to the scary thing already. You’re ready, there is no perfect feeling of preparedness. You need more action, not preparation. GO.
Ask your alter ego: “what do you want for me next?”
To stop calling that thing scary and replace the word with new or unfamiliar.
What’s something you’d do if you knew you couldn’t fail?
What would you do if you felt zero cringe?
Pick a mindset shift you commit to making. Write down something you’re no longer saying to yourself. Then write the new thing you’ll imprint itstead. Cast a magic spell, not a curse.
Q2 Review Part 2: Update your bingo card if needed
Run a half-marathon | Book a 5-figure brand deal | Do a 30 day tiktok posting challenge | Create non-profit LLC | Do all four quarterly reviews in this plan |
Go on a solo retreat for personal development | Volunteer to mentor someone with an org | Get engaged | Invest $40k toward a long-term goal | Buy a car |
Read 1 book a month | Reach 50 solidcore classes | FREE | Speak at a national conference | Take photography class |
Plan Thanksgiving or a family vacation | Travel to Europe 3x | Spend 1 full day a month without my phone | Reach 50 hours of facetime with mom | Raise $10k for half marathon |
Start dating | Go surfing | Hit 2K watch hours on YouTube | Move to SF | Join my first board |
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Add in what you’ve already accomplished. Then add what’s still relevant. Fill the remaining empty squares with what would be incredible to happen the rest of the year - no specific order, do not “be realistic”. Just write them all out.
Paste your previous bingo card here.
Done on: ___ / ___ / ________ Location: ______________________________
Q2 Review Part 3: Plan
Start by revisiting your big yearly goal sheet. If you need to revise it, here’s a fresh one. Go area by area, and list goals for the rest of the year that will have the best impact on your life. (You won’t do all of them this year — that is the point! It’s nice to see a preview of our future 😊)
Done on: ___ / ___ / ________ Location: ______________________________
Next is the final step: your practical, tactical plan. ☼ 𖤓 ☀︎ 𖤓°⋆.ೃ࿔*:
Family
Friends and community
Leisure, creativity, personal growth
Physical health and fitness
Career
Finances
Romantic life / relationships
Mental health
Living situation
Relationship with yourself
Q2 Review Part 3: Plan
This is where you’ll plan the next 90 days. You need to decide what’s most important to do next. Ask what’s doable, and what’s enough to create a 'win' so you feel motivated the next 90 days. Use the prompts, and delete the examples I included. Then, at the end of the quarter, do your review in the bottom section.
Planning | Goal 1: SVP Promotion | Goal 2: Hit 15 miles in marathon training. | Goal 3: Try to feel more in love (?) |
What will this add to your life? | Greater influence, bigger challenges. Mostly the ability to shape what comes next and make a shift outside the industry with exec credibility. | Better stamina, sharper focus, and fewer days feeling depleted. Forcing function for prioritizing. Inspire my son. Camaraderie among peers. | Less risk of family drama and trauma long-term |
How will your daily life improve? | Less busywork. More money. Home for bedtime every night? | Better sleep, better nutrition. | |
Challenges might arise, and how will you handle them? | Feeling overwhelmeda and doubting. | Increased work travel and late nights. Run no matter what, can stop after 30 minutes if needed. Consistency > completion. | |
Key actions you’ll take | Restart weeklies my coach. Schedule 1-1s with Robin next week. Reread Duckworth. Draft first-90-day plan. | No caffeine after 2. Switch one yoga for stretch class. | |
Review (I will review this on ______ / ______ / _________) | |||
What did you achieve or improve by working toward this? Wins? | | | |
What challenges arose? What did you learn? | | | |
What’s next? Continue, adjust, or move on? | | | |
If you want a reminder when it’s time to flill this out in June, click HERE and type “Q3” in the subject line.
Done on: ___ / ___ / ________ Location: ______________________________
IF YOU WANT QUARTERLY REMINDERS:
See you in 2026.
grace@grace-clarke.com
My (updated) longer list of principles and mantras
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These are some of the personal philosophies I’ve collected over the last five or so years. Some people say they’re cringey or too hardcore. They work for me, and I’m sharing them in case they work for others. My advice is to select 3 that stand out to you.
ChatGPT prompts to stay locked in
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Tips:
The AI Option
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This is an alternative to using the planner — it streamlines the process, so doing both may feel repetitive. I really recommend doing the analog version yourself, but enough people asked me how I’d use AI to do this that I created it.
How to use this: Copy the full prompt and paste it into ChatGPT. These prompts work as a sequence, so follow them step-by-step:
“Help me reflect on 2024 and plan my dream year for 2025. Here’s the process I’d like to follow:
Frameworks and methods I tried, studied, and learned from to create mine. Thank you to:
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Credit where credit is due :)
https://mailchi.mp/micaelaenglish/litfromwithin-10349350?e=62d4a403fe
My (updated) longer list of principles and mantras
43
These are some of the personal philosophies I’ve collected over the last five or so years. Some people say they’re cringey or too hardcore. They work for me, and I’m sharing them in case they work for others. My advice is to select 3 that stand out to you.