Facilitates structured retrospective and planning cadences (weekly review, monthly check-in, annual reflection) to align daily execution with long-term goals.
Cadence Frameworks
1. Weekly Review (45-60 min)
- Get Clear: Empty physical/digital inboxes, review calendar from past week and next 2 weeks.
- Get Current: Update project task lists, review waiting-for items, check active commitments.
- Get Creative: Identify top 3 high-leverage priorities for the upcoming week.
2. Monthly Retrospective (90 min)
- Review KPI progress against quarterly OKRs.
- Assess energy management, habits, and friction points.
- Prune stalled projects and adjust resource allocation.
3. Annual Reflection & Visioning (Half-day)
- Celebrate wins and analyze key lessons/failures across life domains (Career, Health, Relationships, Finances).
- Define theme for the year and set 3-5 core objectives with leading metrics.
Verification & Quality Checklist
- All open loops identified and either scheduled, delegated, or deleted.
- Top 3 weekly priorities clearly defined and scheduled on calendar.
- Retrospective captures both qualitative sentiment and objective metrics.
Anti-Patterns & Constraints
- NEVER turn reviews into mere task list reading without evaluating strategic direction.
- NEVER set more than 3-5 major quarterly goals at a time.