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Conduct Your Annual Year Review

This document provides guidance for conducting an annual review and setting measurable goals for the upcoming year. It emphasizes the importance of flexibility in personal planning and offers a structured approach to evaluate past accomplishments while planning future actions. Key recommendations include defining specific goals, determining necessary actions for each goal, and reviewing progress regularly throughout the year.

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CONDUCT YOUR ANNUAL YEAR REVIEW A N O R G A N I Z E D P L A N F O R A H E A L T H Y Y E A R
D E C E M B E R , A N D T H E E N D O F T H E Y E A R I S U P O N U S . I T I S T I M E T O S T A R T T H I N K I N G A B O U T Y O U R H E A L T H , L I F E P L A N , A N D W E L L - B E I N G . I ’ M T A L K I N G A B O U T A Y E A R - L O N G L I S T F O R M E A S U R A B L E G O A L S A N D P L A N O F A C T I O N F O R P R O C E S S E S T H R O U G H O U T T H E Y E A R . N O V A G U E G O A L S , N O R E S O L U T I O N S . B U T A L S O R E M E M B E R T O B E F L E X I B L E . Y O U H A V E T O L I V E T H I S P L A N A L L Y E A R , A N D Y O U D O N ’ T W A N T T O H A V E T O L I V E W I T H A D E C I S I O N Y O U H A T E . I T ’ S Y O U R P L A N , Y O U C A N A D A P T I T A S Y O U G O .
T H I S I S M U C H L I K E A Y E A R E N D R E V I E W A T W O R K , ( A N D A C T U A L L Y T H I S C A N B E U S E D F O R B U S I N E S S G O A L S A S W E L L A S P E R S O N A L G O A L S ) B U T I T I S M O R E P R O D U C T I V E A N D M O R E F U N . F O C U S O N A M I X T U R E O F A F F I R M A T I O N O F W H A T Y O U A R E D O I N G W E L L I N Y O U R L I F E A N D W H A T Y O U C A N C O N S T R U C T I V E L Y I M P R O V E O N . T H E I D E A I S T O W A L K A W A Y E X C I T E D , W I T H A M A N A G E A B L E W A Y T O A C H I E V E A L L T H E G O A L S Y O U S E T .
T A K E Y O U R T I M E , J O T O U T N O T E S , F I G U R E O U T W H A T Y O U R E A L L Y W A N T T O S E E C O M I N G I N T H E N E X T T W E L V E M O N T H S A N D B E Y O N D . I R E C O M M E N D S T A R T I N G W I T H P E N A N D P A P E R A N D T H E N M O V I N G T O A N E X C E L S P R E A D S H E E T T H A T C A N B E A C C E S S E D F R O M A N Y W H E R E .
T O B E G I N , A S K Y O U R S E L F T W O Q U E S T I O N S : W H A T W E N T W E L L T H I S Y E A R ? W H A T D I D N O T G O W E L L T H I S Y E A R ? F O C U S O N E V E N T S T H A T Y O U H A D C O N T R O L O V E R . D I D Y O U L O S E W E I G H T ? G R E A T . D I D Y O U W I S H Y O U H A D P U T A W A Y Y O U R L A P T O P A N D R E A D A N O T H E R B O O K ? W R I T E T H A T D O W N . L O O K I N G O V E R T H E Y E A R I N R E V I E W A N D W R I T I N G D O W N S O M E A C C O M P L I S H M E N T S C A N R E A L L Y S U R P R I S E Y O U A T H O W M A N Y T H I N G S Y O U A C T U A L L Y D I D W E L L .
T H E F I R S T C O L U M N : P L A N F O R Y O U R U P C O M I N G Y E A R . L O O K A T T H E F U T U R E B A S E D O N G O A L S Y O U A R E G O I N G T O S E T B Y C A T E G O R Y . W H A T I S O U R T H E M E F O R T H E Y E A R ? A R E Y O U F O C U S I N G O N P H Y S I C A L H E A L T H , A N D R E V O L V I N G Y O U R G O A L S I N A L L A R E A S O F L I F E A R O U N D T H A T ? T H A T C O U L D B E A D I F F E R E N T J O B T H A T H E L P W I T H S T R E S S , F I N A N C I A L G O A L S T O W A R D R O C K - C L I M B I N G G E A R , A N D T R A V E L T O A W H I T E W A T E R R A F T I N G V A C A T I O N . B U S I N E S S H E A L T H F I N A N C I A L ( E A R N I N G ) F I N A N C I A L ( G I V I N G ) F I N A N C I A L ( S A V I N G ) F R I E N D S & F A M I L Y T R A V E L S P I R I T U A L S O M E E X A M P L E S A R E : H E A L T H - R U N A M A R A T H O N . T R A V E L - P L A N A N D T A K E A V A C A T I O N T O S P A I N . H E A L T H - R E A D 1 2 N E W B O O K S T H I S Y E A R . B U S I N E S S - D E V E L O P N E W H I R E T R A I N I N G P A C K E T A N D I M P L E M E N T B Y E N D O F Y E A R . F R I E N D S & F A M I L Y - C O O K D I N N E R F O R A T L E A S T O N E N E W P E R S O N E V E R Y M O N T H .
T H E S E C O N D C O L U M N : T H E S E C O N D C O L U M N C O U L D B E L A B E L E D “ A C T I O N S R E Q U I R E D F O R E A C H G O A L . ” I N O T H E R W O R D S , W H A T D O I N E E D T O D O ( N E X T ) T O A C H I E V E E A C H G O A L ? T H I S S E C T I O N I S I M P O R T A N T I N M A K I N G Y O U R M E A S U R A B L E G O A L S A C H I E V A B L E . R E M E M B E R I N G T H A T T H E G O A L S N E E D T O B E M E A S U R A B L E I S O N E O F T H E M O S T I M P O R T A N T P R E D I C T O R S O F S U C C E S S I N T H E C O M I N G Y E A R . T O F I G U R E O U T T H E A C T I O N S , T H I N K , “ W H A T D O I N E E D T O D O T O A C H I E V E T H I S ? ” - T O R U N A M A R A T H O N , I N E E D T O S T A R T R U N N I N G 3 M I L E S A T A T I M E , 3 T I M E S A W E E K . - T O T R A V E L T O S P A I N , I N E E D T O S A V E $ 4 A D A Y F O R 9 M O N T H S . - T O G R A D U A T E C O L L E G E , I N E E D T O F U L F I L L X R E Q U I R E M E N T S . A N E X A M P L E O F H O W T H I S C O U L D L O O K : G O A L : S U B M I T P A P E R T O X Y Z J O U R N A L F O R P U B L I C A T I O N R E Q U I R E D A C T I O N S : D E C I D E O N T O P I C , C O N D U C T L I T E R A T U R E R E V I E W , W R I T E F I R S T D R A F T , G E T F E E D B A C K , W R I T E A D D I T I O N A L D R A F T S , A N D S U B M I T F O R A P P R O V A L .
M E T R I C S : O N A S E P A R A T E T A B O F T H E S P R E A D S H E E T , I R E C O M M E N D K E E P I N G A R U N N I N G T A L L Y O F C E R T A I N M E T R I C S O F Y O U R L I F E . T H I S C O U L D B E R U N S C O M P L E T E D , B O O K S R E A D , C H A R I T I E S D O N A T E D T O , A N D $ S A V E D . W H A T E V E R I S A N I M P O R T A N T F O C U S I N Y O U R G O A L S F O R T H E Y E A R . T H I S D O E S N ’ T I M P A C T Y O U A C H I E V I N G Y O U R G O A L S , B U T I T I S N I C E A T T H E E N D O F T H E Y E A R T O B E A B L E T O R E F L E C T I N G O N H O W M A N Y C O F F E E S Y O U D R A N K W I T H F R I E N D S O R H O W M A N Y A R T I C L E S Y O U H A D P U B L I S H E D .
T H E F I N I S H E D P R O D U C T : O N C E Y O U H A V E T H E G O A L S A N D A L L T H E N E X T A C T I O N S O R G A N I Z E D A N D D O C U M E N T E D , N O W T H E T I M E H A S C O M E T O G O F O R T H A N D A C H I E V E T H E M O V E R T H E N E X T Y E A R . C O M P L E T E T H E N E X T A C T I O N S F O R E A C H G O A L , O R A T L E A S T A S M A N Y A S P O S S I B L E . O C C A S I O N A L L Y , A S Y O U C O M P L E T E I T E M S , N E W A C T I O N S M A T E R I A L I Z E , O R S T E P S Y O U H A D N ’ T F O R E S E E N M A K E T H E M S E L V E S K N O W N . F E E L F R E E T O A D D T H E M I N A N D K E E P T H E L I S T F L U I D .
S O M E A D D I T I O N A L T I P S : L E A V E S O M E S P A C E A T T H E B O T T O M F O R T H I N G S T H A T Y O U W O U L D L I K E T O H A P P E N B U T A R E D E P E N D E N T O N O U T S I D E F A C T O R S . ( I . E . H O S T O U T O F T O W N F A M I L Y F O R C H R I S T M A S ) S E T A T I M E F O R R E V I E W I N G Y O U R G O A L S L I S T , B E I T M O N T H L Y , Q U A R T E R L Y , O R W E E K L Y , F I G U R E O U T W H A T W O R K S B E S T F O R Y O U R S C H E D U L E A N D G O T H R O U G H Y O U R L I S T T H O R O U G H L Y T O S E E W H E R E Y O U S T A N D A N D T R A C K Y O U R P R O G R E S S O R R E V I S E Y O U R G O A L S .
S O M E A D D I T I O N A L T I P S : L E A V E S O M E S P A C E A T T H E B O T T O M F O R T H I N G S T H A T Y O U W O U L D L I K E T O H A P P E N B U T A R E D E P E N D E N T O N O U T S I D E F A C T O R S . ( I . E . H O S T O U T O F T O W N F A M I L Y F O R C H R I S T M A S ) S E T A T I M E F O R R E V I E W I N G Y O U R G O A L S L I S T , B E I T M O N T H L Y , Q U A R T E R L Y , O R W E E K L Y , F I G U R E O U T W H A T W O R K S B E S T F O R Y O U R S C H E D U L E A N D G O T H R O U G H Y O U R L I S T T H O R O U G H L Y T O S E E W H E R E Y O U S T A N D A N D T R A C K Y O U R P R O G R E S S O R R E V I S E Y O U R G O A L S .

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Conduct Your Annual Year Review

  • 1.
    CONDUCT YOUR ANNUAL YEAR REVIEW AN O R G A N I Z E D P L A N F O R A H E A L T H Y Y E A R
  • 2.
    D E CE M B E R , A N D T H E E N D O F T H E Y E A R I S U P O N U S . I T I S T I M E T O S T A R T T H I N K I N G A B O U T Y O U R H E A L T H , L I F E P L A N , A N D W E L L - B E I N G . I ’ M T A L K I N G A B O U T A Y E A R - L O N G L I S T F O R M E A S U R A B L E G O A L S A N D P L A N O F A C T I O N F O R P R O C E S S E S T H R O U G H O U T T H E Y E A R . N O V A G U E G O A L S , N O R E S O L U T I O N S . B U T A L S O R E M E M B E R T O B E F L E X I B L E . Y O U H A V E T O L I V E T H I S P L A N A L L Y E A R , A N D Y O U D O N ’ T W A N T T O H A V E T O L I V E W I T H A D E C I S I O N Y O U H A T E . I T ’ S Y O U R P L A N , Y O U C A N A D A P T I T A S Y O U G O .
  • 3.
    T H IS I S M U C H L I K E A Y E A R E N D R E V I E W A T W O R K , ( A N D A C T U A L L Y T H I S C A N B E U S E D F O R B U S I N E S S G O A L S A S W E L L A S P E R S O N A L G O A L S ) B U T I T I S M O R E P R O D U C T I V E A N D M O R E F U N . F O C U S O N A M I X T U R E O F A F F I R M A T I O N O F W H A T Y O U A R E D O I N G W E L L I N Y O U R L I F E A N D W H A T Y O U C A N C O N S T R U C T I V E L Y I M P R O V E O N . T H E I D E A I S T O W A L K A W A Y E X C I T E D , W I T H A M A N A G E A B L E W A Y T O A C H I E V E A L L T H E G O A L S Y O U S E T .
  • 4.
    T A KE Y O U R T I M E , J O T O U T N O T E S , F I G U R E O U T W H A T Y O U R E A L L Y W A N T T O S E E C O M I N G I N T H E N E X T T W E L V E M O N T H S A N D B E Y O N D . I R E C O M M E N D S T A R T I N G W I T H P E N A N D P A P E R A N D T H E N M O V I N G T O A N E X C E L S P R E A D S H E E T T H A T C A N B E A C C E S S E D F R O M A N Y W H E R E .
  • 5.
    T O BE G I N , A S K Y O U R S E L F T W O Q U E S T I O N S : W H A T W E N T W E L L T H I S Y E A R ? W H A T D I D N O T G O W E L L T H I S Y E A R ? F O C U S O N E V E N T S T H A T Y O U H A D C O N T R O L O V E R . D I D Y O U L O S E W E I G H T ? G R E A T . D I D Y O U W I S H Y O U H A D P U T A W A Y Y O U R L A P T O P A N D R E A D A N O T H E R B O O K ? W R I T E T H A T D O W N . L O O K I N G O V E R T H E Y E A R I N R E V I E W A N D W R I T I N G D O W N S O M E A C C O M P L I S H M E N T S C A N R E A L L Y S U R P R I S E Y O U A T H O W M A N Y T H I N G S Y O U A C T U A L L Y D I D W E L L .
  • 6.
    T H EF I R S T C O L U M N : P L A N F O R Y O U R U P C O M I N G Y E A R . L O O K A T T H E F U T U R E B A S E D O N G O A L S Y O U A R E G O I N G T O S E T B Y C A T E G O R Y . W H A T I S O U R T H E M E F O R T H E Y E A R ? A R E Y O U F O C U S I N G O N P H Y S I C A L H E A L T H , A N D R E V O L V I N G Y O U R G O A L S I N A L L A R E A S O F L I F E A R O U N D T H A T ? T H A T C O U L D B E A D I F F E R E N T J O B T H A T H E L P W I T H S T R E S S , F I N A N C I A L G O A L S T O W A R D R O C K - C L I M B I N G G E A R , A N D T R A V E L T O A W H I T E W A T E R R A F T I N G V A C A T I O N . B U S I N E S S H E A L T H F I N A N C I A L ( E A R N I N G ) F I N A N C I A L ( G I V I N G ) F I N A N C I A L ( S A V I N G ) F R I E N D S & F A M I L Y T R A V E L S P I R I T U A L S O M E E X A M P L E S A R E : H E A L T H - R U N A M A R A T H O N . T R A V E L - P L A N A N D T A K E A V A C A T I O N T O S P A I N . H E A L T H - R E A D 1 2 N E W B O O K S T H I S Y E A R . B U S I N E S S - D E V E L O P N E W H I R E T R A I N I N G P A C K E T A N D I M P L E M E N T B Y E N D O F Y E A R . F R I E N D S & F A M I L Y - C O O K D I N N E R F O R A T L E A S T O N E N E W P E R S O N E V E R Y M O N T H .
  • 7.
    T H ES E C O N D C O L U M N : T H E S E C O N D C O L U M N C O U L D B E L A B E L E D “ A C T I O N S R E Q U I R E D F O R E A C H G O A L . ” I N O T H E R W O R D S , W H A T D O I N E E D T O D O ( N E X T ) T O A C H I E V E E A C H G O A L ? T H I S S E C T I O N I S I M P O R T A N T I N M A K I N G Y O U R M E A S U R A B L E G O A L S A C H I E V A B L E . R E M E M B E R I N G T H A T T H E G O A L S N E E D T O B E M E A S U R A B L E I S O N E O F T H E M O S T I M P O R T A N T P R E D I C T O R S O F S U C C E S S I N T H E C O M I N G Y E A R . T O F I G U R E O U T T H E A C T I O N S , T H I N K , “ W H A T D O I N E E D T O D O T O A C H I E V E T H I S ? ” - T O R U N A M A R A T H O N , I N E E D T O S T A R T R U N N I N G 3 M I L E S A T A T I M E , 3 T I M E S A W E E K . - T O T R A V E L T O S P A I N , I N E E D T O S A V E $ 4 A D A Y F O R 9 M O N T H S . - T O G R A D U A T E C O L L E G E , I N E E D T O F U L F I L L X R E Q U I R E M E N T S . A N E X A M P L E O F H O W T H I S C O U L D L O O K : G O A L : S U B M I T P A P E R T O X Y Z J O U R N A L F O R P U B L I C A T I O N R E Q U I R E D A C T I O N S : D E C I D E O N T O P I C , C O N D U C T L I T E R A T U R E R E V I E W , W R I T E F I R S T D R A F T , G E T F E E D B A C K , W R I T E A D D I T I O N A L D R A F T S , A N D S U B M I T F O R A P P R O V A L .
  • 8.
    M E TR I C S : O N A S E P A R A T E T A B O F T H E S P R E A D S H E E T , I R E C O M M E N D K E E P I N G A R U N N I N G T A L L Y O F C E R T A I N M E T R I C S O F Y O U R L I F E . T H I S C O U L D B E R U N S C O M P L E T E D , B O O K S R E A D , C H A R I T I E S D O N A T E D T O , A N D $ S A V E D . W H A T E V E R I S A N I M P O R T A N T F O C U S I N Y O U R G O A L S F O R T H E Y E A R . T H I S D O E S N ’ T I M P A C T Y O U A C H I E V I N G Y O U R G O A L S , B U T I T I S N I C E A T T H E E N D O F T H E Y E A R T O B E A B L E T O R E F L E C T I N G O N H O W M A N Y C O F F E E S Y O U D R A N K W I T H F R I E N D S O R H O W M A N Y A R T I C L E S Y O U H A D P U B L I S H E D .
  • 9.
    T H EF I N I S H E D P R O D U C T : O N C E Y O U H A V E T H E G O A L S A N D A L L T H E N E X T A C T I O N S O R G A N I Z E D A N D D O C U M E N T E D , N O W T H E T I M E H A S C O M E T O G O F O R T H A N D A C H I E V E T H E M O V E R T H E N E X T Y E A R . C O M P L E T E T H E N E X T A C T I O N S F O R E A C H G O A L , O R A T L E A S T A S M A N Y A S P O S S I B L E . O C C A S I O N A L L Y , A S Y O U C O M P L E T E I T E M S , N E W A C T I O N S M A T E R I A L I Z E , O R S T E P S Y O U H A D N ’ T F O R E S E E N M A K E T H E M S E L V E S K N O W N . F E E L F R E E T O A D D T H E M I N A N D K E E P T H E L I S T F L U I D .
  • 10.
    S O ME A D D I T I O N A L T I P S : L E A V E S O M E S P A C E A T T H E B O T T O M F O R T H I N G S T H A T Y O U W O U L D L I K E T O H A P P E N B U T A R E D E P E N D E N T O N O U T S I D E F A C T O R S . ( I . E . H O S T O U T O F T O W N F A M I L Y F O R C H R I S T M A S ) S E T A T I M E F O R R E V I E W I N G Y O U R G O A L S L I S T , B E I T M O N T H L Y , Q U A R T E R L Y , O R W E E K L Y , F I G U R E O U T W H A T W O R K S B E S T F O R Y O U R S C H E D U L E A N D G O T H R O U G H Y O U R L I S T T H O R O U G H L Y T O S E E W H E R E Y O U S T A N D A N D T R A C K Y O U R P R O G R E S S O R R E V I S E Y O U R G O A L S .
  • 11.
    S O ME A D D I T I O N A L T I P S : L E A V E S O M E S P A C E A T T H E B O T T O M F O R T H I N G S T H A T Y O U W O U L D L I K E T O H A P P E N B U T A R E D E P E N D E N T O N O U T S I D E F A C T O R S . ( I . E . H O S T O U T O F T O W N F A M I L Y F O R C H R I S T M A S ) S E T A T I M E F O R R E V I E W I N G Y O U R G O A L S L I S T , B E I T M O N T H L Y , Q U A R T E R L Y , O R W E E K L Y , F I G U R E O U T W H A T W O R K S B E S T F O R Y O U R S C H E D U L E A N D G O T H R O U G H Y O U R L I S T T H O R O U G H L Y T O S E E W H E R E Y O U S T A N D A N D T R A C K Y O U R P R O G R E S S O R R E V I S E Y O U R G O A L S .