Annual Review and Planning
![Reflect on the last 12 months progression, reset and optimise the present then plan out your next 12 months, with ease. Prompts included!](/cdn-cgi/image/format=webp,width=3840/https://s3.us-west-2.amazonaws.com/public.notion-static.com/template/454e89f9-3248-45e2-b6be-305e1c754d5a/desktop.png)
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.