annual review template

2020-07-23

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~2 min read

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401 words

Each year, I aim to complete an annual review. I’ve published the last several on this site.

The template for these reviews continues to evolve, but currently blends Rohan Rajiv’s ten question annual review from 2018 and 2019, with James Clear’s Annual Review.

This template is designed to make it easier for others to complete their own Annual Review (as well as serve as a repository for me to quickly bootstrap a new review).

Past Reviews can be found here:


Part I - Look Back

1. Peak Moments

1a. What was the theme or peak moment of the year? (One word or line description)

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1b. Were there runner up theme or peak moment(s)?

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2. What were my three greatest successes / memories from the year?

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3. What were my three biggest lessons learned from the year?

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4. How did the year fit into the big picture or contribute to the dreams in my life?

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Part II - Look Ahead

1. What is the theme for the coming year?

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1. What are three themes I am thinking about for the coming year? Are there any “process goals” to which I want to commit?

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2. What skills do I want to develop in the coming year? What actions will I take to develop them?

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3. Who / what were my biggest sources of inspiration, learning, and energy this past year? Are they high on my priority list to engage with (if people) or do (if actions) in the coming year?

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4. Who were my personal or professional board of directors, advisors, or sponsors this year? How do I plan to engage with them in the coming year?

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5. What do I have planned for the coming year to prioritize rest and renewal (e.g., holidays, leisure activities, hobbies, etc.)?

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6. What are my three most important core beliefs or principles? Are my goals for the coming year aligned with these core beliefs?

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Hi there and thanks for reading! My name's Stephen. I live in Chicago with my wife, Kate, and dog, Finn. Want more? See about and get in touch!