During the week between Christmas and New Year’s, I spend time doing my Annual Review. I’ve been doing the review for several years to help me prioritize my activities during the year as a mom, wife, person, and blogger.
When I first started the Annual Review process, I used the Annual Review template created by The Art of Nonconformity. I had a hard time writing my goals and action steps out in extensive detail. I still do. While I’m an organized person, I am not a detailed planner. This may be a drawback for other people, however, this approach works for me.
Don’t forget to grab my free printable for the review or the Google doc if you prefer to do your writing on the computer.
Starting the Annual Review process – The first step for my yearly Annual Review is to write down successes and failures for the year. Failure means I didn’t achieve a goal like running 13 races in 2013. Failure can also mean that I completed something that had a negative impact on my life like becoming a Girl Scout leader.
Weekly/Monthly Review – This is where the rubber meets the road. Setting goals and creating a plan are meaningless until you monitor your plan and goals and work on them daily and weekly.
Free Printable for Your Annual Review
I put together a free printable to help you do an annual review for yourself. You can write out your plan in extensive detail or not, depending on your style of planning. You can print the category page as needed for the categories you choose.
Keep this set of worksheets with your weekly review items (which I’m assuming you’re doing). You need to make sure this big picture and plan show up on your weekly review as tasks.
(save to your Google drive before typing in the document)
One Quick Tip: Smart Goals
SMART stands for Specific, Measurable, Applicable, Realistic, and Time-bound. This is what your goals need to be.
For example, don’t say “I want to read more books this year.” Write down “I am going to read 12 books this year.” Each month you will read one book, and by the end of the year, you will have read 12. Boom!