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A 3-step system to help you reflect on the past year and set goals to make your life better.


One of the most important things I do every year is my annual review and goal-setting for the new year. This exercise always provides new insights and the occasional surprise. It helps me make positive changes that endure and compound, which means it is incredibly valuable if done well. There are three main reasons for carrying out this exercise:


  • It is a powerful way of reminding us of our achievements and things to be grateful for.

  • It gives us the time and space to take a step back to reflect. To ask and answer the big questions.

  • The goals that come out of the exercise help to provide us with guidance and purpose.


"A year from now you may wish you had started today.”

- Karen Lamb


There are three stages to my annual review system.


  1. REFLECT

  2. PLAN

  3. EXECUTE


I have used a version of this with myself for years and have previously written about it:



I wanted to make it easier for you all to use, so I typed it up for you to download here.

Annual Review System - 2023
.pdf
Download PDF • 119KB

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