As we round out the end of 2019 and the last of this decade, there’s no better time than now to reflect on the past and think about goals and priorities you want to have for the coming year(s). When I think about the connection between work and productivity and my spiritual practice, setting time aside for recalibration, deeper reflection, and prayer are really important to me. I have time set aside for my own reflection coming up. As I get into the mindset and consider how I can take some time to look back not only at the last year but also at the last decade, I’ve begun looking for materials and resources to draw on when I do this work.
Here’s a round-up of resources and ideas that you can use as you create your own plan.
1. Step-by-Step Process for Conducting An Annual Review
First and foremost, here is my post from two years ago on “Conducting an Annual Review.” In this post, I walk you through how to structure the annual review, tools you’ll need, some key questions, and more. This is the basic process I will be using this year, though I always adapt it some.
Here’s an excerpt: This was my first time doing an annual review after really designing a system of project management like we did in Building a Second Brain. I wasn’t quite sure what to do, and I did it before reading “The Annual Review is a Rearchitecture,” but I knew I wanted three components:
- Enough time away to get into a reflective and prayerful space
- Time to reflect back over all the projects, accomplishments, failures, learnings that took place.
- Time to build out my goals and vision for the coming year
📝 See: Conducting an Annual Review
2. New Year’s Eve Review Activities – Fun for a Crowd!
If you want to get super nerdy – because why not – we came up with seven New Year’s activities we put out for our NYE party last year and we had a great time.
Here’s an excerpt:
- Pick a word for the year
- Create a personal vision board for 2019
- Get rid of something – write something down from 2018 that you want to get rid of, tear it up, and throw it away. This was an idea from E.M., our 9-year-old, and I thought it was pretty fantastic.
- Create a deck of cards
3. Books That Can Help With an Annual Review
How to Not Always Be Working by Marlee Grace – An amazing book about taking care of yourself, complete with reviews, and other exercises for you to use in your own reflections.
Keep Going 10 Ways to Stay Creative in Good Times and Bad by Austin Kleon – A great book about self-care and how to remain creative, especially when you’re not feeling creative.
Essentials of the Enneagram by Dr. David Daniels – As a part of my review, I like to look back and review my number on the Ennegram and review the growing edges and gifts of that number.
4. Some Key Resources for Helping Practice An Annual Review
Praxis Blog from Tiago Forte: The Annual Review is a Rearchitecture and Tiago’s Annual Review Course if you’re looking to spend a little money but go deeper into all of this. As a graduate of two of Tiago’s courses, I can vouche for the quality of these courses, though I haven’t taken this new one.
Shawn Blanc’s Plan Your Year is another good looking and less expensive option that comes with some cool tools you can use for planning. Shawn’s work is also high quality and takes into account mindfulness and intention behind all we do. I’ve taken a couple of Blanc’s courses as well and feel good about recommending this one (I’m seriously considering joining this course).
Jason Shen of Better Humans: How to Run Your Own Annual Review
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