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Plan Like a Pro: Notion Annual Planning Guide
Episode 3725th January 2025 • Biotech Career Coach • Carina Clingman
00:00:00 00:51:10

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Ready to make 2025 your most organized and productive year yet? In this episode, I'm sharing a powerful Notion template that transformed my own annual planning process. Whether you're a Notion newbie or a seasoned pro, you'll discover:

• A step-by-step system for setting meaningful goals that align with your values

• How to leverage AI prompts for deeper self-reflection and creative problem-solving

• Practical strategies for turning big dreams into manageable quarterly milestones

• A unique approach to accountability through "letters to your future self"

• Smart automation tips using ChatGPT to streamline your planning process

Plus, I'll show you exactly how to customize this template for your needs and maintain momentum through strategic check-ins with your manager. If traditional planning methods haven't worked for you, this AI-enhanced approach might be exactly what you need.

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00:00 Introduction to the Notion Template

01:17 Getting Started with the Template

02:52 Navigating the Template and Resources

04:53 Journaling for Annual and Quarterly Reflections

11:00 Using AI for Enhanced Journaling

16:05 Writing Letters to Your Future Self

22:52 Goal Planning and Setting

28:01 Setting Specific Goals

28:11 Customizing Your Goal Template

28:35 Defining Annual and Quarterly Goals

30:36 Breaking Down Goals into Milestones

32:01 Tracking Progress and Adjusting Plans

32:35 Adding Personal Goals

38:48 Weekly Check-ins and Manager Meetings

43:58 Using Notion's Features and Automations

48:33 Final Thoughts and Feedback

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