This year, my PLANS for performing an annual review incorporate new things that I have learned organized in an efficient outline view. (The information at An Annual Review is also still helpful and relevant. You can download a free Keep It Super Simple Annual Review form pdf there)
PLANS for an Annual Review
• Purpose Planning
• Look at priorities
↳ Assess VIP AIMS- are they still:
➸ relevant, productive, meaningful, significant?
• Note effectiveness of productivity elements
• Set new goals
1. Perform Purpose Planning [purpose planning]
• Mission
• Vision [create a vision board] find Very Important Pursuits that are Active, Inspiring, & Meaningful Solutions
• Values
• Goals↴
2. Look at priorities [priority flowchart]
↳ Assess VIP AIMS [how to choose VIP AIMS] are they:
• Relevant
• Actually advancing progress
• Making a major difference
• Producing real change
• Significant
3. Note effectiveness of productivity [perform a time audit]
• System [Choosing a Time Management System]
• Plan & Review [Planner Checklist]
• Routine [A Daily Routine] & workspace [Design Your Ideal Workspace]
• Focus [Four Fantastic Tools for Focus]
4. Set new goals [How to Set Goals]
• Personal [Choosing Goals] & purposeful [contribute to VIP AIMS]
• Lead to desired outcomes
• Outline measurable objectives
• Produce Key results
Download a free one page Annual Review PLANS pdf


[…] 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. Download the free Keep It Super SImple Annual Review form pdf. See also PLANS for an Annual Review. […]
[…] always like to take stock of my life in an annual review. To keep it super simple, see Plans for an Annual Review. During the year I add notes on a monthly calendar printed from Google during my weekly review, I […]