2018 REVIEW & 2019 PLAN


Ever year around New Years Eve, I like to spend a day or so reflecting on the previous year, and thinking ahead to the next.

I start by thinking back over all the significant people, events, milestones, success, and lessons learned from the passing year, and contemplate how I can learn, grow, and improve in the next.

This Annual Review/Planning outline (borrowing inspiration from my friend Austin at www.scale2x.com) focuses on the 4 pillars that I think of as the main areas of a balanced life: health, wealth, relationships, and play.

For each pillar, this outline offers you some sub-categories to rate yourself on from 1-10, and then asks you what you’ve done well, what you could’ve done better, and what your goals are for the year ahead.

Don’t feel limited to sticking to these prompts, pillars, and sub- categories. Some of them may be more or less relevent to you depending on your life and priorities (i.e. “dating” might not be relevent if you’re married, or “business” might not be a factor for you). Modify or adapt these prompts to fit your own life and priorities.

Also, don’t feel limited to the lines available to you in the guide. I like to take these prompts and write free-form in a notebook (somewhere distant and quiet if possible), and then transcribe them into Evernote later. (It’s awesome looking back on previous years notes when I do it too!)

ANNUAL RUNDOWN

List all the major events/milestones/happenings you can remember for 2018.

Think: People, Places/Travel, Events, Milestons, Successes/Wins

.........................................................................................................

1. HEALTH

Rate yourself (from 1 - 10) on the following for 2018:

____ Meditation | ____ Strength | ____ Cardio / Endurance | ____ Flexibility / Mobility

What did I do well with regards to health in 2018?

What could I have done better WRT health in 2018?

What are my top health related goals for 2019?

2. WEALTH & BUSINESS

Rate yourself (from 1 - 10) on the following for 2018:

____ Income | ____ Saving / Investing | ____Tracking & Monitoring | ____ Business

What did I do well with regards to wealth & business in 2018?

What could I have done better WRT wealth & business in 2018?

What are my top wealth & business related goals for 2019?

3. RELATIONSHIPS

Rate yourself (from 1 - 10) on the following for 2018:

____ Family | ____ Friendships | ____Dating | ____ Love

What did I do well with regards to relationships in 2018?

What could I have done better WRT relationships in 2018?

What are my top relationships related goals for 2019?

4. PLAY

Rate yourself (from 1 - 10) on the following for 2018:

____ Fun | ____ Exploration/ Adventure | ____ Relaxation / Personal Time | ____ Balance

What did I do well with regards to play in 2018?

What could I have done better WRT play in 2018?

What are my top play related goals for 2019?

2019 GOALS

What are my top 3 goals for 2019?

1. ....................................................................................................

2. ....................................................................................................

3. .................................................................................................... 

What is it going to take for me to accomplish these goals in 2019?

..........................................................................................................

Happy new year!

Source: Alan VanToai / Alan@ZenHustle.com


Leave a comment


Please note, comments must be approved before they are published