Annual Review
The most important work of the year. Block 4-6 hours for deep reflection, pattern analysis, and resetting your vision for the year ahead.
Half day (4-6 hours) Late December / Early January
Before You Begin
This review works best when combined with the full framework suite:
Year:
The Year in One Sentence
The Theme
What word or phrase captures the essence of this year?
The Year in Review
Monthly Highlights
For each month, note the most significant moment:
| January | |
| February | |
| March | |
| April | |
| May | |
| June | |
| July | |
| August | |
| September | |
| October | |
| November | |
| December |
The Narrative
Write 3-5 paragraphs telling the story of your year:
Goal Assessment
| Goal | Status |
|---|---|
The Extraction
Biggest Wins
Biggest Failures or Disappointments
What I Would Repeat
What I Would NOT Repeat
Gratitude
10 things you're genuinely grateful for:
Looking Forward
Theme for Next Year
Annual Goals
3-5 goals for the next year:
Start / Stop / Continue
I will START:
I will STOP:
I will CONTINUE:
Letter to Future Self
Write a letter to yourself to be opened next year:
Completion
Overall Year Rating:
Optimism for Next Year:
"The unexamined life is not worth living." — Socrates
The examined life is the foundation of the intentional life.