Annual Review and Planning
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Reflect on the last 12 months' progression, reset and optimize the present then plan out your next 12 months, with ease.
This template is a step-by-step guide broken down into 3 main sections:
Review: Reflect on Past Year
- My 3 Words (or Word of the Year)
- Scorecard Review (Includes scorecard database)
- What Went Well
- What Didn't Go Well
- What Went Off-Course
Reset: Optimize the Present
- Digital Detox
- Skill Building
- Notion Strategy & Systems Update
Renew: Next 12 Month
- Vision Board (with prompts)
- Goal Setting
- Projects & Priorities
- Annual Overview
There's also a space for additional notes and an annual summary.
The template itself is a single page with built-in prompts so you're guided through the entire process from start to finish. I've also included a bonus scorecard database.
