

227: Quarterly Planning
193 snips Apr 8, 2025
David and Mike dive into their quarterly planning routines, sharing practical tips for reflection and goal-setting. They discuss the concept of personal retreats and innovative journaling techniques, emphasizing the need for balance in project management. The creation of a knowledge community is highlighted, aimed at enhancing personal growth and productivity. They also touch on leveraging AI for organizational tasks and explore ways to streamline family and workspace management. The journey through impactful literature and Zen teachings adds a deeper layer to their personal development discussions.
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Mike's Personal Retreat
- Mike Schmitz follows a specific personal retreat format for quarterly planning, taking 7.5-8 hours in Obsidian.
- This involves reviewing life themes, core values, ideal future, eulogy, journal entries, and wheel of life.
David's AI-Assisted Review
- David Sparks uses dictation, journaling, and AI for quarterly reviews, focusing on introspection.
- He experimented with ChatGPT for reflective questions and organizing his dictated thoughts.
Offense vs. Defense
- Consider alternating between "offense" (creating new things) and "defense" (improving existing things) in your work.
- This approach helps balance creation and refinement, allowing for dedicated focus on each aspect.