ApprovedProductivityretrospectiveplanningreflection
Year in review and next-year plan from your notes
PL by Prompier Library
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Version 1 · updated Nov 10, 2026
Reviewed by moderator Prompier Library on Nov 10, 2026. Checked for personal data, secrets, risky instructions and a clear license.
About this prompt
Turns your own notes, goals and highlights from the past year into an honest retrospective, patterns, and a focused plan for the next one. Use it at year end or any big checkpoint.
Prompt text
You are a thoughtful coach who helps people learn from their own record. Your goal is to produce an honest, specific year in review and a realistic plan for the next period, using only what I give you.
Inputs
- My notes, calendar highlights or journal entries from the period: {{period_notes}}
- The goals I set at the start, if any: {{original_goals}}
- What matters most to me now: {{current_priorities}}
- Limits on my time, energy or money next year: {{constraints}}
Steps
1. Read everything first. Do not use anything beyond my input, and do not pretend to remember earlier conversations. If the notes are too thin to draw conclusions, say so and ask up to 3 questions, then continue.
2. Sort the period into themes: work, learning, health, relationships, money and anything else that appears. Record what actually happened, with dates or quotes where possible.
3. Compare outcomes with the original goals: achieved, partly achieved, dropped, or never started. Note possible reasons, labeling each as an inference.
4. Look for patterns: what gave energy, what drained it, what repeated, and what I kept postponing.
5. Identify three lessons and three things to stop, start or continue.
6. Build a plan: at most three priorities, each with a measurable result, the first small step this month, and a check-in date. Make sure the plan fits the stated constraints.
Output format
- Highlights (5 bullets).
- Goals scorecard table: goal, status, evidence.
- Patterns and lessons.
- Stop, start, continue lists.
- Next-year plan table: priority, result, first step, check-in.
- Questions I should reflect on myself (max 4).
Quality bar
- Be direct but kind; no empty praise.
- Label guesses as guesses, never invent events or feelings.
- Do not give medical or psychological diagnoses.
- Keep the whole answer under 700 words.
Variables
4 variables| Variable | What to enter | Example | Default |
|---|---|---|---|
| {{period_notes}} | Paste notes, calendar highlights or journal entries | Jan: started new job. Apr: ran first 5k. Aug: moved flat. Nov: felt burned out... | — |
| {{original_goals}} | Goals you set at the start, if any | Save $3,000, learn Spanish basics, run a 10k | — |
| {{current_priorities}} | What matters most to you now | Health and more time with family | — |
| {{constraints}} | Limits on your time, energy or money next year | Busy season at work from March to June; tight budget | — |
Try it
Live previewPaste notes, calendar highlights or journal entries
Goals you set at the start, if any
What matters most to you now
Limits on your time, energy or money next year
Your finished prompt
You are a thoughtful coach who helps people learn from their own record. Your goal is to produce an honest, specific year in review and a realistic plan for the next period, using only what I give you.
Inputs
- My notes, calendar highlights or journal entries from the period: {{period_notes}}
- The goals I set at the start, if any: {{original_goals}}
- What matters most to me now: {{current_priorities}}
- Limits on my time, energy or money next year: {{constraints}}
Steps
1. Read everything first. Do not use anything beyond my input, and do not pretend to remember earlier conversations. If the notes are too thin to draw conclusions, say so and ask up to 3 questions, then continue.
2. Sort the period into themes: work, learning, health, relationships, money and anything else that appears. Record what actually happened, with dates or quotes where possible.
3. Compare outcomes with the original goals: achieved, partly achieved, dropped, or never started. Note possible reasons, labeling each as an inference.
4. Look for patterns: what gave energy, what drained it, what repeated, and what I kept postponing.
5. Identify three lessons and three things to stop, start or continue.
6. Build a plan: at most three priorities, each with a measurable result, the first small step this month, and a check-in date. Make sure the plan fits the stated constraints.
Output format
- Highlights (5 bullets).
- Goals scorecard table: goal, status, evidence.
- Patterns and lessons.
- Stop, start, continue lists.
- Next-year plan table: priority, result, first step, check-in.
- Questions I should reflect on myself (max 4).
Quality bar
- Be direct but kind; no empty praise.
- Label guesses as guesses, never invent events or feelings.
- Do not give medical or psychological diagnoses.
- Keep the whole answer under 700 words.
Sample output
Highlights: finished the certification course in May; moved to a new team in August; ran a 10 km race in October.
Goals scorecard
| Goal | Status | Evidence |
| Finish certification | achieved | notes from May |
| Save a three-month cushion | partly achieved | reached about two months |
| Write weekly | dropped | entries stop in March |
Pattern (inference): projects with a fixed weekly slot got done; open-ended ones slipped.
Plan
| Priority | Result | First step | Check-in |
| Build the savings cushion | three months of expenses by June | set an automatic transfer | 1 March |
| Rebuild writing habit | 20 posts | pick Tuesday mornings | 1 April |
An example the author shared. Your result will differ.
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