Personal End of Year Review 5-Step Guide

Completing a personal end of year review – a quick 5-step guide

An end-of-year personal review can be a helpful way to reflect on the past year and set goals for the future. Here are a few exercises that you might find helpful as you conduct your review:

  1. Reflect on your achievements: Take some time to think about the things you accomplished over the past year. What are you proud of? What goals did you achieve? Write down a list of your accomplishments.
  2. Identify areas for improvement: Think about the things you wish you had done differently over the past year. What areas do you want to improve in the coming year? Write down a list of areas where you would like to make progress.
  3. Set goals for the future: Use the information you’ve gathered from the first two exercises to set specific, measurable, achievable, relevant, and time-bound (SMART) goals for the coming year. These goals should be specific actions you can take to make progress in the areas where you want to improve.
  4. Make a plan: Once you have identified your goals, create a plan for how you will achieve them. This should include specific steps you will take, as well as deadlines for completing each step. Check out the blog ‘How to Create a 90-Day Plan’ for guidance on how to translate your intentions into skills that will help you to execute your ambitions.
  5. Review your progress regularly: Make a plan to review your progress on a regular basis (e.g. monthly or quarterly) to see how you are doing and make any necessary adjustments to your plan.

Remember, the key to a successful end-of-year review is to be honest with yourself and to set realistic goals that you can work towards.


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