Names the real cause behind this year's wins and misses, then links next year's priorities directly to those causes.
Connecting this year's specific wins and misses to next year's priorities means the reflection actually changes what you plan, instead of just being a nice exercise.
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Year-end reflection usually happens informally or not at all, so the actual lessons from the year never make it into next year's plan. This workbook forces a structured review: rate each life area honestly, then dig past the surface reason for what worked and what didn't.
Section 1 has you rate each life area (career, health, relationships, money) and name your single biggest win and biggest miss in each. Section 2 pushes past the obvious explanation to find the real cause behind each win and miss, the actual decision or habit behind it. Section 3 sets 3-5 priorities for next year that each explicitly address a specific cause identified in Section 2, so the plan is built from real evidence, not a fresh wish list.
We built this because most year-end reviews stop at 'this was a good year' or 'this was a hard year' without asking why. A resolution list written without that why tends to repeat the same misses; linking next year's priorities directly to this year's causes is the part most annual reviews skip.
— DaveWays
Section 2 pushes past 'I was busy' to the actual decision or habit behind each win and miss.
Career, health, relationships, and money all get a clear-eyed win and miss, not just the good parts.
Each priority explicitly addresses a specific cause from this year, not a generic fresh-start list.
How long does the review take to complete?
Most people spend 45-90 minutes working through all three sections in one sitting, though it works fine split across a couple of days.
Does this cover business or career goals specifically?
Career is one of the four life areas covered alongside health, relationships, and money; it's a personal review, not a dedicated business planning tool.
Can I use this without doing a deep dive on every life area?
Yes, focus on the one or two areas most relevant to you this year; the structure works even if you skip an area that doesn't apply.
Personal Annual Review & Planning Workbook (Free Preview) — download a condensed version free, no purchase required, to see if it's a fit before you buy.
Personal Annual Review & Planning Workbook is $16.99 USD, one-time payment, instant delivery, no subscription. Covered by our 30-day money-back guarantee. See our refund policy and terms.
