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How I Perform My “End of Year” Review

Achieving greatness and reaching your goals can be both fulfilling and difficult. It’s crucial to have support and resources to turn to during difficult times to help us stay motivated, remember how far we’ve come, and get back on track. I have been doing this for the last 4 years and it is extremely useful. Enjoy!

Copy this article into your favorite note-taking app and complete the prompts.


  1. Accountability Partners (People who hold me accountable for achieving my goals)
  2. Dream Team (People who can help me turn my dreams into reality)
  3. Things That Make Me Happy
  4. Songs That Make Me Feel Alive (this could be a song that reminds me of a good memory)
  5. Places That Make Me Happy
  6. Things That I Am Good At

Reflections on Successes and Lessons Learned in the Previous Year

As we move into the new year, it’s essential to reflect on the past and consider what we achieved and what we can learn from it. Taking stock of our successes and challenges can help us set ourselves up for a productive and successful year ahead.

  1. Amazing Things I Achieved Last Year
  2. (3) Important Lessons I Learned Last Year
  3. What Am I Focusing On This Year?
  4. (3) Things I Can’t Wait For This Year
  • Rate Last Year (1-10)

Rate Your Life
To live well, it is important to keep balance in all areas of your life. Take a moment to consider each of the following categories and select the number that best reflects where you are currently. This exercise is best done at the start of the year, so you can identify any areas you need to focus on in the coming months. Later on, you can reevaluate these categories and see how much progress you have made.

Rate Yourself on the Following:

  • Relationships (1-10)
  • Health & Fitness (1-10)
  • Career / Business (1-10)
  • Finances (1-10)
  • Travel / Adventure (1-10)
  • Spirituality (1-10)

In 3 Months’ Time…

  • I Will Be…
  • I Will Have…
  • I Will See…

In 12 Months’ Time...

  • I Will Be…
  • I Will Have…
  • I Will See…

In 3 Years’ Time...

  • I Will Be…
  • I Will Have…
  • I Will See…

In 5 Years’ Time...

  • I Will Be…
  • I Will Have…
  • I Will See…

Create Your Yearly Vision Board
To create a vision board:

  1. Consider the things you want to include, such as:
    • Places you want to visit
    • People and quotes that inspire you
    • Health and wellness goals
    • Career and business aspirations
  2. Find images and words that reflect your vision
  3. Arrange the images and words in a Word doc, or photoshop (use Photopea.com!)
  4. Review the vision board daily to manifest your future.

For the upcoming year, let’s focus on getting clear about what we want to achieve.

What do I want to feel this year?

(3) Things I Am Looking Forward To

  1. ?
  2. ?
  3. ?

(3) Things I am grateful for

  1. ?
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(3) Habits I want to Kick

  1. ?
  2. ?
  3. ?

(3) Habits I want to Adopt

  1. ?
  2. ?
  3. ?

(3) Fears I want to Face

  1. ?
  2. ?
  3. ?

Top 5 Goals of The Year

  1. ?
  2. ?
  3. ?
  4. ?
  5. ?

Top 5 Places to Visit

  1. ?
  2. ?
  3. ?
  4. ?
  5. ?

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