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Weekly Review Template for Notes and Tasks

Checklist Has example

Keep your system trustworthy in 30 minutes a week.

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Create a weekly review process and template. Tool(s): [TOOLS]. Areas of responsibility (work, home, learning, health, finances, relationships): [AREAS]. Time I can spend: [TIME_AVAILABLE]. What usually falls through the cracks: [DROPPED_BALLS].

Provide a checklist with times:
CLEAR (10 minutes): [ ] empty the inbox(es): notes, email, messages, paper [ ] process each item (do if under 2 minutes, schedule, delegate, file, or delete)
REVIEW (10 minutes): [ ] check last week's calendar for follow-ups [ ] review the task list and move or drop stale items [ ] review waiting-for items and send reminders [ ] check project list: does each project have a next action? [ ] review upcoming week's calendar and deadlines
REFLECT (5 minutes): [ ] what went well, what drained me, one lesson
PLAN (5 minutes): [ ] choose the top three outcomes for the next week [ ] block time for them [ ] note risks

Include a template page (headings and prompts) that I can paste into my tool, a version for a 15-minute rush week, a monthly extension (review goals, archive finished projects, check the budget of time), and a short list of rules (do it at the same time each week, finish before starting new tasks). Add a habit stacking suggestion and a way to track completion of the review for 8 weeks.

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Replace each bracketed placeholder with your own details, then paste into Any AI or another assistant.

See an example result (fictional data)
CLEAR (10 min): inbox emptied: 14 notes, 31 emails, 6 paper items processed.
REVIEW (10 min): calendar checked for follow-ups: 2 sent. Tasks: 9 stale items dropped; waiting-for list: 3 reminders sent. Projects without a next action: 1 (website) - next action: "draft homepage headline".
REFLECT (5 min): went well - finished the report; drained - back-to-back calls; lesson - block mornings.
PLAN (5 min): top three outcomes next week: publish article, close Q3 books, book dentist. Time blocks set: Tue 9-11, Thu 9-11.
Rule: finish before starting new tasks.

Illustrative only, made-up data. Your results will differ and must be reviewed.

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