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AI Weekly Review & Planning Template

The Weekly Review & Planning Template helps you reflect on past achievements, analyze challenges, and set AI-powered priorities for a focused and productive week.

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Weekly Notes
Planning

The Weekly Review & Planning Template in NotePlan is designed to help you analyze the past week’s progress, learn from challenges, and set clear priorities for the coming week—all while leveraging AI-powered insights to ensure that your focus remains on what truly matters.

By integrating NotePlan’s AI Prompts, this template pulls relevant information from your calendar notes (for meetings, events, and completed tasks) and your project notes (to track progress and plan for next steps). This ensures that your weekly planning session is efficient, insightful, and actionable.

How This Template Helps You

This template provides a structured approach to weekly reflection and planning, helping you:

  • Review the past week’s accomplishments and setbacks to assess what worked and what didn’t.
  • Analyze your progress on goals and projects using AI-generated summaries based on your project notes.
  • Identify key lessons learned and areas for improvement, ensuring continuous growth.
  • Get a preview of next week’s important deadlines, events, and meetings from your calendar notes.
  • Prioritize your top goals for the upcoming week, so you start strong with a clear focus.

How It Works

This template utilizes AI prompts to dynamically pull and summarize key details from your existing notes. The AI references:

  • Calendar Notes (to extract completed tasks, meetings, and events for the past week and upcoming week)
  • Project Notes (to track ongoing work and identify areas that need attention)
  • Goal Tracking Notes (to monitor personal and professional milestones)

Instead of manually collecting data from multiple notes, AI does the heavy lifting, summarizing key insights and suggesting priorities based on your recent activities.