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.
Before this course, and why a year plan
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?
- 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 |
| Week | What will I do next week? | Weekly (from course 9.10) |
- Take your course 9.10 one-page plan (or write a short one if you do not have it).
- Write today's date and a year end date, such as the same day next year.
- Draw four boxes for the four quarters and write the start date of each.
- Write one line under each box: "Review day: ___" (pick a real date now).
- Put the four review dates in your calendar.
- Check: you have four review dates booked.
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."
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.
Sources
- American Psychological Association, Monitor on Psychology, "Solutions" (cites Norcross et al., 2002): www.apa.org/monitor/jan04/solutions
Look back before you look forward
This lesson is part of full access: every course and every level for one payment.
Choose goals that are really yours
This lesson is part of full access: every course and every level for one payment.
Plan realistically
This lesson is part of full access: every course and every level for one payment.
Build a rhythm of quarters, months and weeks
This lesson is part of full access: every course and every level for one payment.
Run a quarterly review
This lesson is part of full access: every course and every level for one payment.
Setbacks, fresh starts and the year end
This lesson is part of full access: every course and every level for one payment.
Final project
This lesson is part of full access: every course and every level for one payment.
Quiz
What are the three levels of the plan in this course?
Year, quarter and week.
Why do you review the past year first?
To get a factual baseline and learn from it before planning.
What did Sheldon and Elliot (1999) find about self-concordant goals?
People put in more sustained effort and reached them more often; this is a pattern from survey-type research, not a guarantee.
How many main goals does the course suggest for a year?
One to three.
What is the planning fallacy?
Underestimating how long our own tasks will take.
What is the outside view?
Using how long similar tasks took before, instead of imagining everything goes well.
What did the 138-study review (Harkin et al., 2016) find about monitoring progress?
It promoted goal attainment (about d = 0.40), more when progress was recorded or reported, mostly in health studies.
What did the 2021 MCII meta-analysis find?
A small to moderate effect (g = 0.336), possibly smaller because of publication bias.
What are the three decisions for each goal in a quarterly review?
Continue, change or drop.
What did Breines and Chen (2012) find?
Self-compassion after failure raised motivation to improve in short experiments.
What is the fresh-start effect?
People start aspirational behaviours more after landmarks like a new week, month or birthday.
What should someone do if they are in crisis or in immediate danger?
Call or text their country's crisis line or local emergency number (for example Canada 9-8-8, Philippines NCMH 1553).
Final exam
This lesson is part of full access: every course and every level for one payment.
Certificate
This lesson is part of full access: every course and every level for one payment.