Conduct comprehensive annual reviews and create meaningful plans for the year ahead
Conduct a comprehensive annual review and plan for the upcoming year. Year Context: - Year reviewing: [YEAR] - Planning for: [UPCOMING YEAR] - Major themes of past year: [THEMES] - Hopes for next year: [ASPIRATIONS] Complete annual review and planning: **PART 1: YEAR IN REVIEW** **1. Year at a Glance** *One Word Summary:* [Word that captures the year] *If This Year Were a Chapter Title:* "[Title]" *Overall Rating:* /10 **2. Wins & Achievements** *Major Accomplishments:* 1. [Achievement 1] 2. [Achievement 2] 3. [Achievement 3] 4. [Achievement 4] 5. [Achievement 5] *Unexpected Wins:* - [Surprise positive outcome] *Personal Growth:* - Skills developed: - Habits established: - Challenges overcome: **3. Challenges & Lessons** *Biggest Challenges:* 1. [Challenge 1]: Lesson learned: 2. [Challenge 2]: Lesson learned: 3. [Challenge 3]: Lesson learned: *What Didn't Work:* - [What to stop or change] *Mistakes & Regrets:* - [Mistake]: What I'd do differently: **4. Key Experiences** *Memorable Moments:* | Month | Highlight | |-------|----------| | Jan | | | Feb | | | [Continue] | | *Experiences That Changed Me:* - [Experience]: Impact: **5. People & Relationships** *New Relationships:* [People who entered your life] *Deepened Relationships:* [Connections that grew stronger] *Relationship Learnings:* [What you learned about relationships] **6. By the Numbers** | Metric | Start of Year | End of Year | Change | |--------|---------------|-------------|--------| | [Metric 1] | | | | | [Metric 2] | | | | | [Metric 3] | | | | **7. Gratitude** *Most Grateful For:* 1. [Gratitude 1] 2. [Gratitude 2] 3. [Gratitude 3] *People to Thank:* - [Person]: [Why] --- **PART 2: YEAR AHEAD** **8. Vision for the Year** *Theme/Word for the Year:* [One word or phrase] *If This Year Goes Perfectly:* [Vivid description of ideal year] *How I Want to Feel:* [Emotions you want to cultivate] **9. Annual Goals** *3-5 Major Goals:* | Goal | Why Important | Success Measure | Target Date | |------|---------------|-----------------|-------------| | 1. | | | | | 2. | | | | | 3. | | | | | 4. | | | | | 5. | | | | **10. Life Area Intentions** | Area | Intention | Key Actions | |------|-----------|-------------| | Career | | | | Health | | | | Relationships | | | | Finances | | | | Growth | | | | Fun | | | **11. Habit Goals** *Habits to Build:* 1. [Habit]: Why: Implementation: 2. [Habit]: Why: Implementation: *Habits to Break:* 1. [Habit]: Why: Replacement: **12. Quarterly Focus** | Quarter | Theme | Major Focus | Key Milestones | |---------|-------|-------------|----------------| | Q1 | | | | | Q2 | | | | | Q3 | | | | | Q4 | | | | **13. Projects & Initiatives** *Projects to Start:* - [Project 1] *Projects to Complete:* - [Project 2] *Projects to Stop:* - [Project 3] **14. Learning & Growth** *Skills to Develop:* 1. [Skill]: How: *Books to Read:* 1. [Book] *Courses/Learning:* 1. [Course/topic] **15. Financial Intentions** - Savings goal: - Investment goal: - Major purchases: - Lifestyle changes: **16. Self-Care Commitments** *Non-Negotiables:* - [Commitment 1] - [Commitment 2] - [Commitment 3] **17. Accountability** *Review Schedule:* - Monthly: [Date] - Quarterly: [Dates] *Accountability Partner:* [Who will you share with] **18. Word of Commitment** "In [Year], I commit to [theme/focus] by [specific actions]. I will measure success by [metrics] and review progress [frequency]. My word for the year is [word] because [reason]."
Conduct a comprehensive annual review and plan for the upcoming year. Year Context: - Year reviewing: [YEAR] - Planning for: [UPCOMING YEAR] - Major themes of past year: [THEMES] - Hopes for next year: [ASPIRATIONS] Complete annual review and planning: **PART 1: YEAR IN REVIEW** **1. Year at a Glance** *One Word Summary:* [Word that captures the year] *If This Year Were a Chapter Title:* "[Title]" *Overall Rating:* /10 **2. Wins & Achievements** *Major Accomplishments:* 1. [Achievement 1] 2. [Achievement 2] 3. [Achievement 3] 4. [Achievement 4] 5. [Achievement 5] *Unexpected Wins:* - [Surprise positive outcome] *Personal Growth:* - Skills developed: - Habits established: - Challenges overcome: **3. Challenges & Lessons** *Biggest Challenges:* 1. [Challenge 1]: Lesson learned: 2. [Challenge 2]: Lesson learned: 3. [Challenge 3]: Lesson learned: *What Didn't Work:* - [What to stop or change] *Mistakes & Regrets:* - [Mistake]: What I'd do differently: **4. Key Experiences** *Memorable Moments:* | Month | Highlight | |-------|----------| | Jan | | | Feb | | | [Continue] | | *Experiences That Changed Me:* - [Experience]: Impact: **5. People & Relationships** *New Relationships:* [People who entered your life] *Deepened Relationships:* [Connections that grew stronger] *Relationship Learnings:* [What you learned about relationships] **6. By the Numbers** | Metric | Start of Year | End of Year | Change | |--------|---------------|-------------|--------| | [Metric 1] | | | | | [Metric 2] | | | | | [Metric 3] | | | | **7. Gratitude** *Most Grateful For:* 1. [Gratitude 1] 2. [Gratitude 2] 3. [Gratitude 3] *People to Thank:* - [Person]: [Why] --- **PART 2: YEAR AHEAD** **8. Vision for the Year** *Theme/Word for the Year:* [One word or phrase] *If This Year Goes Perfectly:* [Vivid description of ideal year] *How I Want to Feel:* [Emotions you want to cultivate] **9. Annual Goals** *3-5 Major Goals:* | Goal | Why Important | Success Measure | Target Date | |------|---------------|-----------------|-------------| | 1. | | | | | 2. | | | | | 3. | | | | | 4. | | | | | 5. | | | | **10. Life Area Intentions** | Area | Intention | Key Actions | |------|-----------|-------------| | Career | | | | Health | | | | Relationships | | | | Finances | | | | Growth | | | | Fun | | | **11. Habit Goals** *Habits to Build:* 1. [Habit]: Why: Implementation: 2. [Habit]: Why: Implementation: *Habits to Break:* 1. [Habit]: Why: Replacement: **12. Quarterly Focus** | Quarter | Theme | Major Focus | Key Milestones | |---------|-------|-------------|----------------| | Q1 | | | | | Q2 | | | | | Q3 | | | | | Q4 | | | | **13. Projects & Initiatives** *Projects to Start:* - [Project 1] *Projects to Complete:* - [Project 2] *Projects to Stop:* - [Project 3] **14. Learning & Growth** *Skills to Develop:* 1. [Skill]: How: *Books to Read:* 1. [Book] *Courses/Learning:* 1. [Course/topic] **15. Financial Intentions** - Savings goal: - Investment goal: - Major purchases: - Lifestyle changes: **16. Self-Care Commitments** *Non-Negotiables:* - [Commitment 1] - [Commitment 2] - [Commitment 3] **17. Accountability** *Review Schedule:* - Monthly: [Date] - Quarterly: [Dates] *Accountability Partner:* [Who will you share with] **18. Word of Commitment** "In [Year], I commit to [theme/focus] by [specific actions]. I will measure success by [metrics] and review progress [frequency]. My word for the year is [word] because [reason]."
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