My annual process for achieving my goals.

Every year for the past decade I've followed the same annual review and planning process.

It's helped me build my ideal life while achieving my most important dreams.

I set aside 2-3 hours during the holidays in December to review, reflect, and plan ahead.

I use a short list of questions that provide clarity on what matters most.

Part 1: Reflection to learn from my experience.
→ Remember the highlights and lessons of the year.

Part 2: Goal Setting to decide where I want to go next.
→ Define how I want to grow and change.

Part 3: Action Planning to make the goals a reality.
→ Break the goals into consistent actions to make them easy.

It's a simple but powerful process that I look forward to each year.

It's worked so well for me that I've turned it into a guide to help you achieve your goals in 2024.

Make a copy of this template to use it for yourself.

Annual Reflection and Planning Template

I hope it helps you achieve your personal and professional goals this year!