I’ve shared the 10 questions I used to do my annual review for the year below. A couple of quick notes before we dive in.
First, I used to share these in a PDF for folks who like to print it. But, I’m not sure how many of you print things anymore. So, I decided to simplify the process and just share the list. (Updated: Link to PDF on request :))
Second, I set out, every year, with plans to make wholesale changes to these 10 questions. And, while that happened once, the changes have largely been evolutionary, not revolutionary. So, it is nice to settle on these questions given my self-imposed 10 question constraint.
Finally, I’ve been keeping my annual reviews from past years on my OneNote. It is a real treat to be able to take a quick look at these notes from the past 6 years. It is a wonderful reminder that there is so much to be grateful for. So, if you decide to use these questions (or make your own), I hope you’ll consider keeping a record.
10 Questions – Annual Review
Part I – Look back
1. One word/line descriptions:
The Theme or peak moment
a) 2016 was the year of
b) 2017 will be the year of
Runners Up Theme or peak moment
a) 2016 was also the year of
b) 2017 will also be the year of
2. What were my 3 greatest successes/memories from 2016?
3. What were my 3 biggest learnings from 2016?
4. How did 2016 fit in to the big picture/contribute to the big dreams in my life? (i.e. did any dots connect?)
Part II – Look forward
5. What are the themes I am thinking about for 2017? Are there any “process goals” I want to commit to?
6. What skills I want to develop in 2017 (professional and personal)? What action am I going to take to develop them?
7. Who/what were my biggest sources of inspiration this year? Are they high on my priority list to engage with (if they are people) or to do (if they were actions) for 2017?
8. If I am the CEO of “Me Inc”, who were my board of directors/advisors/sponsors this year? How do I plan to engage with them in 2017?
9. What are other thoughts for 2017? (miscellaneous – dreams, thoughts, planned breaks I am looking forward to, etc.)
10. What are my 3 most important core beliefs or principles? And, are my goals aligned with these core beliefs?