The night before my last day of work this year, a few questions popped in my head that I thought would help me evaluate my efforts, my results, my wins, my failures, as well as what was incomplete. I took an hour that next day and answered the questions below. I’ve decided to call this my Annual Review. (Thanks are probably due to David Allen of GTD fame, and Brian Buffini).
Wins from this past year – acknowledge what went well?
Losses from this past year – acknowledge it
What’s left open? (major projects or initiatives that are incomplete)
How do I connect my work with core purpose?
What matters for this coming year?
Review roles and responsibilities
As an added bonus, here’s a template for a planning session my wife Jana and I do at the end of every year. I know it’s the 31st, but there’s nothing magical about either doing this today, thru the evenings this coming week, or even next weekend. (I’m going to estimate we put about (8) hours of conversation in our answers and planning related to this year’s version, spread over the course of two days)
Chuck Spicka's Blog 