How to do a Weekly Review

  1. Review the week ahead on your calendar
    • Get a handle on what is coming up in the next week or two.
    • Add any tasks or projects to DailyBalance that you may have missed.
  1. Move everything that you hope to accomplish to your This Week folder
    • Review the remaining tasks from last week in your This Week folders.
      • If they are still important for the coming week, keep them. Otherwise, move them to Upcoming.
      • A good practice is to first move everything in This Week to Upcoming. This way you can just go through your Upcoming folders when planning the week. 
    • Review your Upcoming folders and drag anything that is a priority to This Week.
      • If you did a monthly review at the start of the month, the Upcoming folder will already contain your goals for the month.
  1. Break tasks down into sub-tasks
    • DailyBalance allows you to break down each task into sub-tasks to any level of detail.
    • When reviewing tasks, give some thought as to what is the next one or two actions you can take to move that forward.
    • Add these actions as sub-tasks to capture this thinking.
  1. Do a Daily Review and plan your day
    • Now, you have identified what you want to accomplish this week, you are ready to plan your day.

Back to Review Guide

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