Once a year, it’s good to take a look at how things are going in different areas of your life. This big picture view let’s you evaluate how things are going and plan for what’s next.
Steps for an Annual Review
1. Review the past year. What went well, and what have you learned? What obstacles have you encountered and how have you handled them?
What’s that? You haven’t been doing regular reviews? Below are two free printable tools to stay on track with weekly and monthly reviews for the next year. Use the Annual Planner and Annual Review Metrics Chart for a years worth of information that will be invaluable for the next annual review. Choose a day and time for a weekly review that works well for you, and commit to following through.
3. Choose the life areas you want to focus on in the upcoming year. The Life Area Energy Gauge is a tool to see which areas of your life need more attention. This is similar to the Wheel of Life, but the Life Area Energy Gauge is quicker and easier and gives a better overview.
5. Plan for the coming year. Set time frames and target dates for long range and shorter range goals. Plan the action steps that you need to take. Look for meaningful metrics to track in the life areas you have chosen to focus on. Attempting to track too much can be overwhelming, so choose carefully. Some ideas for metrics and tools for tracking them are below.
6. Review your value statement: does it still pinpoint what you do and why, or does it need to be updated? If you update it, how does that impact your goals?
7. Review your work space and task management system. Do they still work well for you, or are there changes you could make to increase your efficiency? See Time Management 101.
8. Print calendars and any updated lists if desired.
Ideas for metrics to track for an annual review:
- Physical: weight, body mass index, blood pressure
- Financial: Income, savings, investments, net worth
- Career: Work projects completed, time audit of productivity
- Mental: goals achieved, books read
- Emotional: Acts of kindness, emotional intelligence score
- Relationships: activities with family and friends, loving actions for closer relationships
- Character: volunteer activities, creative work
- Social: group activities
- Organizational: Home projects completed
- Spiritual: frequency of prayer, meditation, gratitude
- Purpose: time spent in flow or contributing w/talents, Work/Life balance score
- Recreational: trips taken, new activities tried
Tools for Tracking Metrics
- The Weekly & Monthly Review Tracker (see above) is one page with two forms for tracking reviews. Pair the tracker with a free one page printable pdf: Review & Plan has steps for daily, weekly, monthly & annual reviews plus ideas for metrics to track.
- The Annual Planner from the Daily PlanIt is also still available. It is a free 9 page pdf booklet with forms to capture the results of weekly and monthly reviews for a year. It includes weekly and monthly review action steps & review questions, ideas for metrics, and an annual chart to record progress.
- The Annual Review Metrics Chart is a free pdf from the Daily PlanIt.
- A time audit chart from the Daily PlanIt.
- The Annual Calendar from Vertex42 is great for planning and tracking progress.
- My Reading List from Money Saving Mom. (pdf)
- Financial metrics can be tracked with an app like Mint.
- There are many habit tracker apps to track a variety of metrics: see Apps for Happiness and Personal Development.
- Wearable fitness trackers automate metrics on sleep and activity.
- “How to Conduct Your Own Annual Review” at The Art of Non-Conformity.
- 8,760 Hours from alexvermeer.com
- The Annual Review: Setting Yourself Up For Success at whyileftgoogle.com
- “Conducting an Annual Self Review” at quintcareers.
- Your Year in Review: 50 Questions to Help You Reflect…at into-mind.com
- 50+ Better Questions to Ask Than How to be More Productive at Productive Flourishing.
- Level 10 Life: 100 Goals in 10 Areas of Focus from Boho Berry
- Think About It at franksonnenbergonline.com
- Live Your Legend Goal Workbook