Your First Quarter is a free planning template. It helps you set one objective for the next twelve weeks and check in on it for twenty minutes every Sunday.

If you've never used Notion before, this guide walks you through everything you need, one section at a time. The copy-and-paste AI prompts for each step are at the bottom of this page.

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What you need

Notion is a free app for notes and planning. It works in any web browser, and there are apps for computers and phones. You don't need to learn all of Notion to use this template. This guide covers the handful of things you'll do each week, and nothing else.

• A free Notion account. The next section shows you how to make one.
• A computer for your first session. Once you're set up, the weekly check-in works on a phone.
• Ninety minutes on a Sunday for your first plan, then twenty minutes each Sunday after that.
• An AI tool, if you want one. The prompts at the bottom of this page are optional, and the free version of any popular AI tool will run them.

1. Get your own copy

The template link opens a read-only version. You can look around, but Notion won't keep anything you type until you copy the template into your own Notion account. Copying it takes about two minutes.

Do this on a computer if you can. The buttons are larger and easier to find than on a phone.

Step 1: Click Duplicate

Look in the top right corner of the template page for a button labelled Duplicate, and click it.

Step 2: Sign up or log in

If you don't have a Notion account yet, Notion will ask you to create one. You can sign up with your email address, or with a Google or Apple account. The free plan covers everything in this template, so you can skip any offer to upgrade.

Notion may ask a few questions about how you plan to use it. Answer them however you like. They don't change the template.

If you already have a Notion account, log in instead.