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
使用方法: 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.
预览
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.
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