Free template

Weekly review template

A weekly review is 30 minutes, once a week, where you close loose ends and decide what next week is for. This template is the checklist: clear, look back, look ahead, choose three outcomes — with time limits so it never turns into an afternoon.

Weekly review · Oct 16Doc · 30 min

Weekly review · Fri Oct 16

Clear (10m) — Gmail 0 flagged · notes app emptied · 3 new tasks added

Look back (5m)

  • Won: homepage copy approved
  • Won: invoices to Lumen and Northwind sent
  • Won: Spanish unit 4 finished
  • Slipped twice: update shop listings → 5 best-sellers, 45m, Mon

Look ahead (10m)

  • Oct 22 shoot → props + shot list
  • Oct 27 Lumen review → wireframe by Oct 23

Next week’s outcomes

  • 1. Wireframe sent to Lumen
  • 2. Shoot prep done
  • 3. October newsletter drafted

Not doing: shop logo redesign.

What’s inside

  • Clear (10 min) — inboxes, notes, desktop, photos of whiteboards. Everything into one list.
  • Look back (5 min) — what got done, what slipped, how your estimates compared.
  • Look ahead (10 min) — calendar for the next two weeks, deadlines, prep you need.
  • Decide (5 min) — three outcomes for next week, and what you are saying no to.

The review is a ritual borrowed from David Allen’s Getting Things Done; this version is trimmed to fit 30 minutes. For the why, read the weekly review guide.

When to use it (and when not)

Use it at the same time each week. Friday afternoon works well because the week is fresh; Sunday evening works if you prefer to start clean. Book it as a recurring event.

If your work runs on two-week sprints with a team retro, keep this as your personal review and keep it short. Do not use it to plan every task — that is the weekly planner’s job, and it takes less time once the review is done.

How to use it

  1. Set a 30-minute timer. Stopping on time matters more than finishing every box.
  2. Clear: process each inbox to zero flags. Turn anything actionable into a task with an estimate.
  3. Look back: list three wins and anything that slipped twice. Slipped twice means: drop it, shrink it, or book it.
  4. Look ahead: scan the next 14 days. Add prep tasks for big events — a presentation needs slides, a trip needs packing.
  5. Decide: write three outcomes for next week and one thing you will not do.
  6. Close: note one change to how you work, and stop.

How Needt fills it in

Needt shortens the first three steps. The agent can give you the look-back in one answer:

What did I finish this week, what’s overdue, and what moved more than once?

Email you flagged can become tasks directly. Your connected calendars show the next 14 days next to scheduled tasks, so prep gaps are visible. When you add prep tasks with estimates and deadlines, auto-scheduling places them before the events they serve. Keep the review itself as a Doc you copy each week, and the three outcomes in its first lines.

A worked example

Alex, Friday Oct 16, 16:00–16:30.

  • Wins: homepage copy approved; both invoices sent; Spanish unit 4 done.
  • Slipped twice: “update shop listings” — shrunk to the five best-sellers, 45 minutes, Monday.
  • Next 14 days: Lumen review call Oct 27 needs a wireframe; shoot Oct 22 needs props.
  • Next week’s outcomes: wireframe sent to Lumen; shoot prep done; October newsletter drafted.
  • Not doing: redesigning the shop logo.

Questions, answered.

How long should a weekly review take?

About 30 minutes. If it takes longer, inboxes are the usual reason; process them during the week and the review stays short.

What is the difference between a weekly review and weekly planning?

The review closes the past week and picks outcomes. Planning places tasks on days. Do the review first; planning then takes ten minutes.

What if I skip a week?

Do a shorter one next time: clear and decide only. Two missed weeks in a row is a sign the slot is in the wrong place.

Is this the GTD weekly review?

It is inspired by the weekly review in David Allen’s Getting Things Done, shortened to four timed steps.

Should I review personal life too?

If one calendar holds both, yes. A dentist appointment or a birthday gift needs prep time like any work task.

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