Tiago’s 2019 Mid-Year Review

The following are the results of my Mid-Year Review, which I do every year around the beginning of July. It is a simple process of reflection and journaling I did over two evenings about a week apart, in about 2 hours for each half. I hope you find it valuable for any review process you do for yourself. For each section, I free-journaled whatever came to mind in response to the prompt, and then recorded a concise summary of my conclusions in a Google Doc, which is copied here:

What is my intention for this mid-year review?

To reorient and check in with myself, to step back from the headlong rush and reflect on my true priorities, to listen to my heart and intuition, to feel into the future that is calling me, to love and forgive myself for what I have done and not done

How do I want to feel at the end?

On track, with purpose, with pleasure, and learning to love myself and others

Free journaling on [redacted]:

What I’m feeling
What’s not working

How do I want to spend my days?

In focus, working through difficult ideas, exploring frontiers, creating new things, building new capabilities
In play, trying and testing things with no purpose in mind, just for its own sake
In community, being a contribution to others, giving and receiving, being known and accepted

What do I want to take out?

Phone calls
- Make them shorter, 30m by default
- Limit to 3 days per week (Mon, Wed, Fri)
- Take them while walking
- Say no unless it resonates
Admin stuff
- Hire an assistant for Forte Labs work
Travel
- Say no to non-essential travel (crypto conference in Oct.)

What do I want to add in?

Focus
- 2 weekdays dedicated to writing (Tues. and Thurs.)
- New filter for what to take on: is this essential to making BASB reach its full potential?
- Create revenue and profit goals
- Weekly check-in with David on Mondays 10-10:30am
Balance
- Evening and morning meditation
- Call family more
- Hobby time (documentary, cooking class)
Excitement
- Weekend trips in Mexico
Clarity
- Try intermittent fasting for 30 days

Make a Gratitude list [redacted]

Goals

COMPLETED

Get married
Complete 40 personal training sessions
Partner with another creator and launch a new course
Pay off all debt
Move to Mexico
Finish Mailchimp course
Deliver live workshop in NYC
Publish OneNote resource guide
Deliver talk at Refactor Camp
Work with editor on book proposal
Palm Beach training delivered

NOT COMPLETED (WHY?)

Video coaching: no urgency, no deadline
Wedding followup: no deadline
Second Brain Summit: waiting to hire PA
Daily yoga: bought blocks and roller
Morning meditation: started scheduling calls between 10-11am
Maintain YNAB: conflicting transactions with Lauren’s card

What are my intentions for the rest of 2019?

To resolve the tension between focus and community, ambition and ease, sacrifice and pleasure in my life
Focus, Play, and Community as top priorities
To become someone my children will be proud of
To focus on BASB as my destiny and calling
To cement a true partnership with David
To immerse myself in Mexico and its culture
To feel deeply into pleasure as an organizing principle
To intentionally design a life that we love living
To be able to show my family the full depth and breadth of my love for them
To have deep and true friendships with men and women who care for me deeply and are working on excellence
To build a financial future for my family