Wrap Up Your Year With An Annual Review

goals, holistic organizer, priorities, professional organizer6 Comments

Home » Blog » Wrap Up Your Year With An Annual Review

With the end of this year and the beginning of the next quickly approaching, many people find themselves thinking about what goals they want to set for the New Year.

Creating new goals can be much easier when you take a moment to review and acknowledge what you’ve accomplished during the current year.

I first started an Annual Review process, both for my business and my personal life, in December 2010. It has been an incredible process for me to work through, and I’ve found that the clarity the review provides propels me forward into the next year.

Here’s the basic format I use, based largely from a post by Chris Gilbeau entitled “How To Conduct Your Own Annual Review.”:

  • What Went Well Last Year?
  • What Didn’t Go So Well?
  • Results Based on Last Year’s Goals
  • Goals for This Year
  • Action Steps to Reach Goals

My Goals section is broken down into several categories. I divide them into business and personal sections. Areas included in my business section include:

  • Writing
  • Learning
  • Teaching/Coaching/Presenting
  • Marketing
  • Financial

My personal goal sections include:

  • Friends and Family
  • Service
  • Travel
  • Health
  • Learning
  • Financial
  • Spiritual

Your sections may be different. Pick what’s important to you.

Many people don’t have time to address this process in December when the holiday season and festivities are in full swing. In my experience, January is a great month to work on this project. If you’re in an area where it’s cold and nasty outside, this is a great time to hunker down in a warm spot and think about where you want to go this next year.

In many cultures, the cold, dark months are thought to be times of quiet reflection and introspection. Perhaps January is the perfect time for some refocusing after a busy holiday season.

Another process to consider working through is writing what your ideal day and/or week would be like. Don’t worry if it seems far off and ridiculous at this time, allow yourself to dream the impossible dream.

The team at Finer Minds puts it this way:

“What would your ideal day look like if you had no limitations?

That’s it.

Write it down, no limitations–financial, geographical, …relationships. What do you want?

Just imagine yourself living this ideal day from morning to evening–what would you be thinking after waking up? What would you have for the breakfast? How would your house look…? What would your business be? Who would your clients be? What would you talk with your kids about? How would you feel with your spouse? What would you do in the evening? With whom would you spend it? What would you discuss? What would you be thinking before falling asleep?”

What does this all boil down to?

Professional Organizer Sara Pedersen puts it eloquently:

“Let your involvement in activities be aligned with your goals, not by the open slots of your schedule.”  

 

About the author:

  • Pingback: Wrap Up Your Year With An Annual Review - | Hol...()

  • I really appreciate the way you suggest that January may be a better time to engage in this process than December when there’s already a lot going on. I’m probably not alone in thinking those goals have to be lined up before the new year starts.

    I also love the “ideal day” exercise. I did something like that around 1995 or 1996, then filed it away and forgot about until I came across it about 10 years later. I was delighted to discover that I was basically living the life I’d envisioned all those years ago, even though I hadn’t consciously set out to make it happen. Just imagine what I could have accomplished if I’d actually made an effort!

  • TracyKPierce

    Janet, yes I think the only year I did it in December was the first year – January actually works MUCH better for me, and I tend to use the Chinese New Year (end of Jan, beginning of Feb) as a goal for me having it completed instead of Jan 1.

    It really is amazing how things can shift when we put our focus on how we want to be living rather than just trying to “get by with the hand we’re dealt”. I’m looking forward to revisiting my ideal day here very soon!

    Thanks for sharing!

  • TracyKPierce

    Janet, yes I think the only year I did it in December was the first year – January actually works MUCH better for me, and I tend to use the Chinese New Year (end of Jan, beginning of Feb) as a goal for me having it completed instead of Jan 1.

    It really is amazing how things can shift when we put our focus on how we want to be living rather than just trying to “get by with the hand we’re dealt”. I’m looking forward to revisiting my ideal day here very soon!

    Thanks for sharing!

  • What is your deadline for achieving the goals? Is it December 31 or January 31?

  • TracyKPierce

    For me it depends on the goal – some of my goals are more short term and some are longer term. The deadline is not always the same which I find helps me be more “in the flow” of things.

Top