Turn a year-end review into four goals and a seasonal plan
At a glance
Olivia Wickstrom used a Claude interview to connect her business numbers, desired daily life and next year's workload. This workflow is listed under annual-planning, work-life, Life-Admin.
- Agents / tools
- Claude
SourceBuilding a tool for these workflows? See weekly rates.
What they did
1) Gather this year's business numbers, journal and calendar, and reserve a 90-minute session. Keep every stage in one Claude conversation. 2) Ask Claude to interview you as a business strategist, one question at a time, about the year's activities and results. Answer with actual figures and examine which activities paid off relative to their effort. 3) Describe an ideal ordinary Tuesday one year ahead, including how you want to spend your time. Ask Claude to derive four annual goals from that description and the review. 4) Assign the goals to seasons and ask it to stress-test the combined workload for burnout. Revise overloaded periods. 5) Finish with a one-page annual plan and a reusable monthly check-in request.
How it went
The author reports completing the session in 90 minutes and replacing planned paid workshops with free Substack Live workshops after reviewing returns.
