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Yearly Planning

Annual goals, quarterly reviews, and milestones — the plan that survives contact with reality.

About this template

Most yearly plans die in February. This one won't. Break the year into quarters, the quarter into months, and keep a running reflection log so you actually adjust as you learn. Plank acts as a thinking partner for reviews and re-planning.

What's included

  • Quarterly goal templates with key results
  • Monthly plans and checklists
  • Reflections folder for progress and lessons
  • context.md captures your annual vision and values
  • AI partner for quarterly reviews and replanning

What Plank handles

The everyday jobs this workspace hands off to Plank — you review the finished work, not the busywork.

  • Year goal into quarters

    Breaks a big yearly goal into quarterly stages and concrete steps, so “by the end of the year” turns into a clear plan for every week.

    “Break the goal ‘learn English’ into quarters”
  • Quarterly review

    At the end of each quarter it gathers progress across every goal and milestone and shows what moved, what stalled and where to put your focus.

    “How did my Q2 go?”
  • Milestone reminders

    Watches the due dates of key milestones and reminds you ahead of time, so a deadline does not sneak up and derail a goal.

    “Remind me about the half marathon two weeks out”
  • Rolls over open goals

    If a goal did not close on time, it offers to roll it into the next quarter with a realistic new plan rather than drop it.

    “Roll my open goals into Q4”
  • Quarter planning

    Helps you plan a new quarter: set priorities, spread milestones across the months and avoid overloading yourself.

    “Plan my next quarter”
  • Year in review

    In December it wraps up the year: how many goals you hit in each area, which milestones closed, and helps you outline goals for next year.

    “Wrap up my 2026”
  • Log progress by message

    Mark progress with a simple message — “ran another 15 km” — and Plank updates the goal, recalculates the percentage and the milestone.

    “Read 2 more books”
  • New goals and milestones

    Suggests adding a goal or milestone, helps phrase it measurably and SMART, and drops it straight into the year plan.

    “Help me set a savings goal”

See it working

This is what it looks like in Plank — real dashboards with data. Everything is interactive: drag cards, check off tasks. Sample data.

Yearly planning — Year goals, milestones, progress

Demo mode — changes aren't saved and reset on reload.