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School of Life & Soft Skills

Yearly Growth Plan: quarterly reviews

Step 6 of 8 in The Commons

Next in your path: 9.6.2 Learning Strategies: memory and practice

What you'll be able to do
  • Look back at your last year in a structured way before you plan the next one.
  • Pick a few goals that are really yours, and check them for conflicts and overload.
  • Plan with the planning fallacy in mind, using milestones and buffers.
  • Run a quarterly review, with an honest view of what the research on progress monitoring and planning does and does not show.
  • Handle setbacks without self-attack, and use fresh starts (such as a new month or a birthday) wisely.
Words in this course 54Open the Vocabulary Hall
01

Before this course, and why a year plan

In simple words

A weekly check is like looking at the road signs. A quarterly check is like stopping at a rest stop to look at the whole map: Did we go the right way? Do we still want to go there? Is the car okay?

Before this course: Personal Growth Plan (course 9.10). You already have a one-page plan with values, goals, WOOP and if-then plans, a tiny habit, deliberate practice and a weekly review. Here we stretch that plan over a full year and add a quarterly review, so the plan stays alive and honest.

Key facts
  • A year is a useful size. It is long enough for real change (a skill, a habit, a project) and short enough to picture. Four quarters (3-month blocks) give you natural checkpoints.
  • Plans fade without checkpoints. A 2002 study of New Year's resolvers (Norcross, Mrykalo and Blagys) is reported to have found that 46% of resolvers were continuously successful at six months, compared with 4% of non-resolvers with similar goals. Those numbers come from secondary reports, from one study with volunteers, so treat them as a rough sign and not a rule. Many popular "only X% keep resolutions" numbers are hard to trace to a source; do not repeat them as fact.
  • The honest limit: no plan guarantees a result. Averages from research do not tell you what will happen to you.
  • Reading effect sizes (from Applying Growth Mindset, course 9.9.2): ask how big, for whom, in what setting, and has it been repeated?
LevelQuestionHow often
YearWhat do I want this year, and why?Once, then once at the end
QuarterAm I on track? What do I change?Every 3 months
WeekWhat will I do next week?Weekly (from course 9.10)
Step by step
  1. Take your course 9.10 one-page plan (or write a short one if you do not have it).
  2. Write today's date and a year end date, such as the same day next year.
  3. Draw four boxes for the four quarters and write the start date of each.
  4. Write one line under each box: "Review day: ___" (pick a real date now).
  5. Put the four review dates in your calendar.
  6. Check: you have four review dates booked.
LESSON 01Before this course, and why a year plan
LESSON 01 / ANIMATED LESSON / AI VOICE00:00 / 01:00
Read the video script
[Host] "A weekly plan keeps you moving. A yearly plan tells you where you are going."
[Text on screen: Year → Quarters → Weeks] "Split the year into four quarters, and check in at the end of each."
[Text on screen: One study, 46% vs 4% at six months (reported)] "In one study of resolvers, many more resolvers than non-resolvers were still on track at six months. But it is one study, and results vary."
[Host] "No plan is a guarantee. A plan you check is better than a plan you forget."
Try it now

Draw the four quarters of your year and book the four review dates in your calendar today.

ClaudeStuck? Copy a ready-made prompt for Claude

Copy this, open Claude, paste it, and Claude will walk you through the lesson step by step.

For a grown-up: Claude is for adults (18+). Copy this, paste it into Claude, and use the answer to explain the lesson to your child.

I'm learning "Yearly Growth Plan: quarterly reviews" on The Future Market. Lesson 1: "Before this course, and why a year plan".

What the lesson teaches:
- A year is a useful size. It is long enough for real change (a skill, a habit, a project) and short enough to picture. Four quarters (3-month blocks) give you natural checkpoints.
- Plans fade without checkpoints. A 2002 study of New Year's resolvers (Norcross, Mrykalo and Blagys) is reported to have found that 46% of resolvers were continuously successful at six months, compared with 4% of non-resolvers with similar goals. Those numbers come from secondary reports, from one study with volunteers, so treat them as a rough sign and not a rule. Many popular "only X% keep resolutions" numbers are hard to trace to a source; do not repeat them as fact.
- The honest limit: no plan guarantees a result. Averages from research do not tell you what will happen to you.
- Reading effect sizes (from Applying Growth Mindset, course 9.9.2): ask how big, for whom, in what setting, and has it been repeated?
- Level - Question - How often
- Year - What do I want this year, and why? - Once, then once at the end
- Quarter - Am I on track? What do I change? - Every 3 months

The exercise I'm working on:
Draw the four quarters of your year and book the four review dates in your calendar today.

I'm stuck. Please:
1. Explain the main idea in plain, simple words with one everyday example.
2. Walk me through the exercise one small step at a time. Ask me what I've done so far before giving the next step.
3. Don't just give me the final answer. Help me do it myself, and check my work when I share it.
I'm a parent helping my child (about 8 years old) with a lesson called "Before this course, and why a year plan" from the course "Yearly Growth Plan: quarterly reviews".

Here's what the lesson says:
A weekly check is like looking at the road signs. A quarterly check is like stopping at a rest stop to look at the whole map: Did we go the right way? Do we still want to go there? Is the car okay?

The activity:
Draw the four quarters of your year and book the four review dates in your calendar today.

Please explain this so an 8-year-old understands: short sentences, a fun everyday example, and no hard words.
Then give me 3 simple questions I can ask my child to check they understood, and a way to do the activity together, one tiny step at a time.
Open Claude
Sources
My notes
02

Look back before you look forward

This lesson is part of full access: every course and every level for one payment.

03

Choose goals that are really yours

This lesson is part of full access: every course and every level for one payment.

04

Plan realistically

This lesson is part of full access: every course and every level for one payment.

05

Build a rhythm of quarters, months and weeks

This lesson is part of full access: every course and every level for one payment.

06

Run a quarterly review

This lesson is part of full access: every course and every level for one payment.

07

Setbacks, fresh starts and the year end

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++

Final project

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??

Quiz

  1. What are the three levels of the plan in this course?

  2. Why do you review the past year first?

  3. What did Sheldon and Elliot (1999) find about self-concordant goals?

  4. How many main goals does the course suggest for a year?

  5. What is the planning fallacy?

  6. What is the outside view?

  7. What did the 138-study review (Harkin et al., 2016) find about monitoring progress?

  8. What did the 2021 MCII meta-analysis find?

  9. What are the three decisions for each goal in a quarterly review?

  10. What did Breines and Chen (2012) find?

  11. What is the fresh-start effect?

  12. What should someone do if they are in crisis or in immediate danger?

EX

Final exam

This lesson is part of full access: every course and every level for one payment.

CE

Certificate

This lesson is part of full access: every course and every level for one payment.