The Best Annual Review

swinging on the beachEvery year I see people, and work teams, do their annual review by looking at all of the goals they didn’t accomplish in the year and dragging those into the new year. It feels so heavy!

What if instead, year end could feel like, “Wheeeee!” I have an annual review that rocks. It makes the current year feel like an accomplishment, and the upcoming year feel exciting. You can do it for you and for your team. Here it is:

Part 1:
What went well this year? In particular, what energized me and made me feel confident? Identify the top 10.
What was the impact of those accomplishments? On you, your team, other key stakeholders, on long-term plans.
How is that impact connected to your strengths and what you or your team do best?
What didn’t go well and when did you lose confidence? What learning or reflection can you glean from it?

Part 2:
What clarity do you have that you didn’t at the start of the year?
How did you, or your team, grow to a higher level?

What challenges did you overcome?

Part 3:

What would next year look like if you could build on the energy and insights from this year?
What goals can you identify each quarter that would get you there?
For tasks that don’t energize you, but you still have to do, how can you make those part of the bigger picture and not beat myself up for not loving them?

Light and fun. I do this exercise every year with clients, and for myself. Just stepping back from the grind to look at all that you’ve done is a wonderful gift to give yourself.

Happy year end to everyone! I hope it was a good one.

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