Personal Annual Review Template

Year-end goal scorecard, year in facts by life area, what worked and what did not, stop start continue, next year's theme and draft goals for the goal tracker

Cá nhân & PKMGọnannual reviewCập nhật 29 thg 10, 2026

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Cách dùng: Use it in the last weeks of the year, with last year's goal tracker and weekly reviews open. Score the goals first, then reflect, then draft at most three to five goals for next year. The main pitfall is reviewing from memory, which over-weights the last two months.

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Annual Review: YYYY

A year-end reflection in one sitting: score last year's goals, list what happened in each area of life, what worked and what did not, what to stop, start and continue, and the short list of themes and goals that you carry into next year's Goal Tracker. Based on common personal review practice. Replace every [bracketed] value and every row marked Example.

Field	Value
Year reviewed	[YYYY]
Written on	YYYY-MM-DD
Goal tracker reviewed	[Link to last year's tracker]
Next year's tracker	[Link, filled in section 5]

1. Goal scorecard

Goal	Final target	Result	Score	Why
GOAL-01 (Example)	10 km under 60 min	58 min 40 s in the September race	Met	Three runs a week held from April
GOAL-02 (Example)	30 weekly active users (rescoped from 50 in Q1)	34	Met (rescoped)	Dropping the mobile app freed evenings
[GOAL-NN]	[Target]	[Result]	[Met / partly met / not met / killed]	[Reason]

2. The year in facts

Area	What happened
Work and learning	Example: Changed team in May, finished an online statistics course
Health	[Facts]
Relationships and family	[Facts]
Money	[Facts; details stay in the finance templates]
Home and life admin	[Facts]
Fun, rest and travel	[Facts]

Three moments I want to remember: [one], [two], [three].

3. What worked and what did not

Worked	Did not work
Example: Running with a fixed Tuesday and Thursday slot	Example: Saying yes to every weekend event, no rest in autumn
[Item]	[Item]

4. Stop, start, continue

Stop	Start	Continue
Example: Checking email after 21:00	Example: One weekend a month with no plans	Example: Weekly review on Sunday
[Item]	[Item]	[Item]

5. Next year: themes and goals

Theme for next year: [one word or phrase]

Draft goal	Why it matters	First milestone	Moves to tracker as
Example: Run a half marathon	Builds on GOAL-01	15 km long run by YYYY-04	GOAL-01 next year
[Goal]	[Reason]	[Milestone]	[GOAL-NN]

One sentence to my future self, to read at the next annual review: [Sentence]

Standard and licence note

Based on common personal review practice; the layout and examples are original, and the goals continue the fictional example in the Goal Tracker template. Template licence: MIT.

Template liên quan

Cá nhân & PKM