Annual Review and Planning

About this template

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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