![[USV Workflow Callout]] > [!INFO] Video Example >  To create a new quarterly review, I run the following command: `📆 Create Quarterly Note (ex. 2022-Q3)` ## Recap The first part of your quarterly review is to analyze your monthly reviews and progress from a higher-order perspective 🌌 ### Months This is where you will see a summary of your months, highlighting the important parts like the summary and your biggest personal achievements. ### Key Metrics Where the values you were tracking in your daily notes get visualized and averaged out. In the Ultimate Starter Vault, the defaults are - the four energies (see [[Energy is multi-dimensional]]) - A meditation habit #### Wheel of Life A reminder to see how well we are doing in the areas of the [[Wheel of life]] ### Tasks If using the tasks plugin, see which tasks you completed throughout the week. ## Reflection During the `Reflection` part of your weekly review, you transform your recap into insights for growth and understanding, also summarizing it even more when you look at this review from the quarterly perspective. > [!TIP]+ Keep it actionable! > Whenever you have something you want to remember (tasks, reminders) for your planning session in your next periodic review, turn it into a markdown checkbox to see it in the [[#Action Items]] of your next periodic review > > - [ ] like this ### Goal Reflection For the goals and projects you worked on, head over to the `Productivity` header to reflect upon your progress. For finished goals, follow [[My goal setting workflow#Finishing a goal]] ### Wheel of Life Rate yourself in each [[Wheel of life]] area to gauge whether you are on the right path for your ideal values created in your [[Yearly reviews]] I highly recommend taking the time to reflect on what each rating meant to you during that quarter. When I find myself not reaching a certain rating, I take the time to: - Explicitly mention and write it down under the wheel - ex) Mission 7 instead of 9 - Write why this was the case and how you felt about it - ex) I found myself distracted by other opportunities - Evaluate whether you want to adjust the rating, or troubleshoot and find a way to make it the desired rating for next time - ex) Stick to my quarterly goals, be less flexible with adding any ### Reflection Prompts After your reflection is over, it's time to do the planning process for the week ahead in the next weekly ;) ## Plan Create the review note for the next quarter and gain clarity on what you want to do. [[Revise higher-order goals for alignment]] ### Action Items `### Action items` will look for all the uncompleted tasks `- [ ]` in the last perioidic review note so you remember the actionable things you wanted to work on or reminders to guide your planning ### Goals > [!INFO] Video Example > [57:27](https://www.youtube.com/watch?v=sj8oJeYHTDQ&t=3447s) - Breaking a yearly goal down into quarterly goals If there is any upcoming goal or outcome you are looking to achieve that wasn't clarified enough by your quarterly goals, you can turn to [[My goal setting workflow]] to create monthly goals For quarterly planning specifically, you can take inspiration from [[The 12 Week Year]]