How to Use This Template

Copy the template to your own Notion workspace (option should be in top right corner).
Complete the Annual Review Process steps as you go, filling them in directly below the instructions (Reflect, Brainstorm, Plan).
As you go through the steps, use the Brainstorming Questions as prompts, and use the ones you feel like.
- Note: you can open another tab with the template URL to see the brainstorming questions as you write!
Modify as you like! The process is for you, so take what works and discard what doesn't.

Annual Review Process

1) Reflect: Write down a list of the top positive and negative highlights from the year.

Reduce: From these lists, circle the most impactful ones in each category.
Expand: Write a few sentences or a paragraph about why each one was in the top.
Wild cards: this is where you can go back to a larger list of questions, and journal on the ones that interest you. If any of the questions prompts something significant to pop up, write a paragraph about it and add it to your list. This is one of the sections that can change year-to-year as you feel like it or discover new questions.

2) Brainstorm: Brainstorm possible goals and habits in the following areas:

Healthy: what are activities or goals related to my health that I could potentially (remember, this is brainstorming) do next year?
Wealthy: what are activities or goals I could do to become more wealthy?
Wise: what are activities or goals I could do to become more wise?
Crazy: what are some crazy activities or goals I could pursue?
Wild cards: like the first step, this is where you can incorporate more prompt questions, which you can swap out year-to-year or build a list and choose the ones you like.

3) Plan: This is the step where you make concrete, actionable plans to accomplish the goals and habits you brainstormed in the previous step.

Go back to your brainstorm, and circle up to 5 goals or habits you'd like to build in the next year.
- One note here: it's tempting to pick the full 5, or even more. Don't! If you want to accomplish more, prioritize them, and only tackle the first few. I'd recommend even trying to get it down to 1-3. A good question for this is: What goal, if it was the only one I succeeded at, would still make me happy?
Set out your plan for accomplishing these goals.
- This process is outside the scope of this post, but deserves some attention all on it's own.
- My suggestion: focus on the first month, or the first quarter at maximum. Iterate from there.
- If it's a brand-new goal—it isn't a progression on something you already do—set a process goal (ex: publish 10 YouTube videos). If you already have the process in place, feel free to set a target goal (ex: get 1000 YouTube subscribers).
Find some friends to hold you accountable, and execute! Iterate along the way.

Create two columns: positive and negative
Go through your calendar, and for each week, jot down any people, activities, or commitments that triggered peak positive or negative emotions for that month.
Once you've done the year, ask, What 20% of each column produced the most powerful or reliable peaks?