Annual Review and Planning

Reflect on the last 12 months progression, reset and optimise the present then plan out your next 12 months, with ease. Prompts included!
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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.

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