Start your annual review
by making a timeline - write down all twelve months of the year and the major moments and milestones from the current year. Review your calendar, photos, and social media to recall what happened and then see what other events, moments, etc. come to mind.
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Think about your year
examine what you experienced this year. Prepare mentally and emotionally to look at your successes, failures, relationships, lessons and themes.
  • What risks did you take and what were the rewards?
  • What were your two or three biggest accomplishments / successes? What contributed to them?
  • What goals didn't you accomplish? What got in the way?
  • Where did you spent too much time or other resources?
  • What single person had the biggest impact (positive or negative) on your life? How?
  • What were the top lessons that you learned this year?
  • What are you most thankful for?
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It's difficult to know where you are going if you don't know where you are.
For this step in the process, you are going to assess your life across ten dimensions. These dimensions, taken together, represent a lens to help you look at your life holistically. This exercise is a slight adaptation to the self-assessment tool known as the 'The Wheel of Life.' This assessment captures your satisfaction in the major areas of your life. It should be a current snapshot. Assess your satisfaction in each dimension by giving it a value from one to ten. A score of one means "Highly unsatisfied." A score of ten means "Couldn't get any better."
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You've made it to the final step!
It's now time to define, visualize and plot where you're heading in the new year. Who do you want to become? What do you want to achieve? What resources do you need? You're going to dive into questions like these and more. At the end of this stage, you will have more clarity and a plan to get the most out of your life in the new year.
  • What three big goals will you accomplish next year? What's important about them?
  • What two or three skills / competencies will you acquire?
  • What is one superpower that you will utilize to achieve your goals?
  • What do you need to walk away from?
  • What are two or three habits or behaviors you will stop?
  • What are two or three habits or behaviors you will start?
  • What obstacles will you face and how will you overcome them to accomplish your goals?
  • Who in your life deserves more attention?
  • Who do you plan to build a new relationship with?
  • Who will you mentor and help?
  • What resources do you need in order to start making progress?
  • Who will you seek help from?
  • How can you evaluate your progress?
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