For the past few years, I’ve done an Annual Review during the last week of December/first week of January to set goals and make a plan for the New Year. While I don’t refer back to the Annual Review during the year, I find the process affecting my weekly review and now my goals for my blog. The discipline of doing an Annual Review has led to the discipline of the daily and weekly tasks.
How I First Started Doing an Annual Review
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 don’t need or want finite detail in my plans. This may be a drawback for other people, however, this approach works for me.
Last year, I decided to pick words to focus on for the year. I wrote out 4 words, Compassion, Release, Dedication, and Discipline, and displayed them by my desk. Here I could see them every day and absorb them into my unconscious. The words took time to affect me and my approach to my plans.
2013 Annual Review: Overview
This year, I decided to simplify my Annual Review. I’ve learned that if I focus on doing a few things well, I am more successful. As a busy mom of 5, I can’t do it all. When I try, I get sick, I get post partum depression. My family suffers. I can’t spread myself out too much.
Last week, I sat down and worked my way through the process I share below. If you follow my process, give yourself about a week to go through the steps. I like to work for about an hour and then set everything aside to percolate in my brain.
1. Write down what worked and what didn’t work for me this year.
I try to write everything down, even if it’s something small like making sure I drink enough water each day. As I jot down items, themes will begin to emerge that will shape my goals for the following year.
2. Decide on Themes for 2014 and pick out words to remind me and inspire me for those themes.
As I mentioned above, I started choosing words as reminders at the beginning of this year. I like having the words in front of me daily even though I have a vision board in my office that I also see daily.
3. Decide on 4 Goals for the year based on the themes.
I like to stick to 3 to 5 goals. As I write down my goals, I write out my plan to get to those goals. My plan usually includes small daily steps that build momentum over time.
Tomorrow, I’ll share what worked and didn’t work for me in 2013, along with a free printable for you to jot notes down about your year.
Other Posts in the Annual Review Series