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Annual Review & Planning Steps:

• Important Note
• 1. Reflect & Journal
• 2. Planning For The Year Ahead
• 3. Goal Setting
• 4. Review: Measure Your Progress

Image Representing the Year:

Annual Review & Planning by August Bradley & YearCompass

Upcoming Year Planning

• The Ideal Year
• Next 12 Months Design
• Six Sentences For The Year Ahead
• Magic Triplets For The Year Ahead

End of Year Reflection

• The Past Year In 3 Words
• Past Year Gratitude
• Past Year Reflections & Insights
• Understanding Myself
• Mission & Purpose
• Negatives, Failures, and Regrets
• Seven Sentences About My Past Year

Win Your Year by Dan Silverstre

Health & Fitness

Mental wellness, physical exercise, nutrition, sleep

Reflect

• Questions to think about / answer
• What went well?
• What didn't go so well? What could have been improved?
• What will you focus on next year?

Goal Setting

• Write your goals for the coming year here
• Narrow Down: Select the top 1-3 goals
• Make Your Goals Actionable and Add Deadlines

Work & Business

Work performance, Career growth, Relationships with coworkers

Reflect

• Questions to think about / answer
• What went well?
• What didn't go so well? What could have been improved?
• What will you focus on next year?

Goal Setting

• Write your goals for the coming year here
• Narrow Down: Select the top 1-3 goals
• Make Your Goals Actionable and Add Deadlines

Family, Friends, & Community

Creating new friendships, deepening old friendships, joining nurturing communities, relationship with parents/partner

Reflect

• Questions to think about / answer
• What went well?
• What didn't go so well? What could have been improved?
• What will you focus on next year?

Goal Setting

• Write your goals for the coming year here
• Narrow Down: Select the top 1-3 goals
• Make Your Goals Actionable and Add Deadlines

Learning & Knowledge

Online courses & books, getting mentorship and/or coaching, making space for learning, new areas of knowledge

Reflect

• Questions to think about / answer
• What went well?
• What didn't go so well? What could have been improved?
• What will you focus on next year?

Goal Setting

• Write your goals for the coming year here
• Narrow Down: Select the top 1-3 goals
• Make Your Goals Actionable and Add Deadlines

Past Year Review by Tim Ferriss

1. Go through your calendar from the last year, looking at every week. You can also look at other records, such as email, note-taking apps or notebooks, and photos. This will help you remember last year with more detail.
2. For each week, jot down on the pad any people or activities or commitments that triggered peak positive or negative emotions for that month. Put them in their respective columns. If you see an important event, family gathering, friendly get-together or a significant project, write it down here.
3. Once you’ve gone through the past year, look at your notepad list and ask, “What 20% of each column produced the most reliable or powerful peaks?”