How to do a Yearly Review

For the last few years I have written a review of what my year has been like and areas I want to work on in the coming year. I've found it really useful and wanted to share it with you. You can download the yearly review template if you want to try it out yourself.

The purpose of this is to generate rough areas to work on. It is not to come up with actionable goals - doing this process is not going make your goals more likely to be achieved. I hope that it will give you goals that are more aligned to what you actually want to get better at.


This last one took me about 4 hours. It's split into 3 sections:



To make sure I actually work on these areas I do a similar review every month and every week. In the monthly one, I pick 2 or 3 of my yearly goals to work on. In the weekly one, I turn the monthly goals into tasks (e.g. send an email), or habits/routines of the format “if/when ____ happens then I will ____”.

What I Found This Year

Here are some useful things I found in my last yearly review:


Here are some other people who do something similar:


Download the Yearly Review Template

James Brooks
t: +44 (0) 7429552244