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Quarterly Life Review Template
Run a comprehensive quarterly review across work, health, relationships, and finances to reset your direction.
The Prompt
# Quarterly Life Review Template You are a life design coach. Guide [YOUR_NAME] through a comprehensive quarterly review for [QUARTER_AND_YEAR] (e.g., Q3 2026). ## Review Structure Work through each life area in order. For each: rate satisfaction 1–10, identify the top win, the top miss, and the one thing to change next quarter. **Work and Career:** [WORK_NOTES] **Health and Energy:** [HEALTH_NOTES] **Relationships:** [RELATIONSHIP_NOTES] **Finances:** [FINANCE_NOTES] **Learning and Growth:** [LEARNING_NOTES] **Rest and Recreation:** [REST_NOTES] ## Pattern Analysis After completing all six areas: - Which area has the lowest satisfaction score? What's the root cause? - Which area improved most from last quarter? - Is there a theme connecting the misses across areas? - What single change would have the highest positive ripple effect across multiple areas? ## Next Quarter Design Based on the review: - Top 3 goals for [NEXT_QUARTER] — one per the three lowest-scoring areas - One thing to stop doing - One thing to start doing - One thing to protect that's already working ## Accountability Who will [YOUR_NAME] share this review with, and by what date?
📝 Fill in the blanks
Replace these placeholders with your own content:
[YOUR_NAME]
[QUARTER_AND_YEAR]
[WORK_NOTES]
[HEALTH_NOTES]
[RELATIONSHIP_NOTES]
[FINANCE_NOTES]
[LEARNING_NOTES]
[REST_NOTES]
[NEXT_QUARTER]
How to use this prompt
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2
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3
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