Every year, I try to reflect on the previous year’s successes, failures, biggest risks taken, and biggest lessons learned. My annual review process has become quite extensive and is presented here in its entirety.
Every year, I try to reflect on the previous year’s successes, failures, biggest risks taken, and biggest lessons learned. My annual review process has become quite extensive, but the major questions I try to address are:
Past: How did my previous year go?
Present: How is my overall life satisfaction now?
Future: Where do I want to go in the next year?
This Annual Review process is quite comprehensive and is broken into 5 days and 13 sections. It is best to not attempt to cram all of this into a single review session, but space it out over a number of days (as outlined) or multiple 1-2 hour sessions with a break in between.
A template to create your own annual review will be made available here later. And a more detailed description of much of this list can be found at my Korean language learning blog.
Day 1
1. Start with WHY
WHY do you do what you do?
WHY do you want what you want?
WHY do you set the goals you set?
2. Overview your previous Year
10 Great things that happened last year
5 Lessons learned (or repeated themes)
Any regrets? (something you wish you did, or did more of)
(Optional) Review your statistics
List all books you read – and length
List any courses you studied – and length
List any new projects completed (and skills / things you learned)
List any exercise you can track
List any money you can track
List any contributions you made (money, code, service, etc)
3. Detail your previous Year
Smartest decision last year
Most loving service
Most happy with finishing
3 people who impacted my life the most
Biggest risk taken
Most improved important relationship
Compliment (or opportunity) I wish to have received
Gratitude list: What are you most thankful for in your life now?
ONE word summary of the year
Day 2
4. Rate your Life Satisfaction NOW
Give yourself a rating 1-10 for your satisfaction with each of the following. Then, write down at least one goal for each.
Physical life / health
Mental life / personal development / learning / growth
Spiritual life
Lifestyle
Career / job
Financial satisfaction / health
Family
Social (friend) relationships
5. Look Forward
What 3 things must STOP in the next year?
What 3 things must START?
Where are 3 places you must STAY (though hard)?
Where are 3 places you must LEAVE (though hard)?
Where are 3 places you must SERVE (though hard)?
How are 3 ways you need to CONNECT with others more?
How are 3 ways you need to TRUST others more?
6. Look far Forward (beyond next Year)
Consider your ultimate destination(s) in life – beyond next year.
Where do you want to be in life in 2 years?
In 5 years?
In 10 years?
In 20 years?
Before the end?
Create a BHAG (Big, Hairy, Audacious Goal) that seems out of reach now, but could be accomplished with enough focused effort.
Day 3
7. Define Success
Define your Level 50. What does Success or Greatness look like for you?
What are all the things you want to HAVE in life?
What are all the things you want to DO in life?
What are all the things you want to BE in life?
8. Design your next Year (Set Goals)
From your list of goals in Part 5, reduce that to only 3 Major Goals to focus on for the next year (or quarter).
Decide upon 3 Action Steps for each Major Goal to take immediately to make progress toward that goal
Decide upon a Deadline for (at least Phase One of) each goal
Consider if anyone can keep you accountable and write that person’s name next to your Major Goal
For each Major Goal, create a Habit (see Part 9) to help get there
9. Become the Change you Seek
What kind of person can achieve what you’ve written down? Brainstorm for a while and write a short paragraph for each.
What kind of person would achieve my Physical goals?
What kind of person would achieve my Mental goals?
What kind of person would achieve my Spiritual goals?
What kind of person would achieve my Lifestyle goals?
What kind of person would achieve my Career goals?
What kind of person would achieve my Financial goals?
What kind of person would achieve my Family goals?
What kind of person would achieve my Social goals?
Can you find any recurring patterns or themes? Write these out as a series of Affirmations to repeat for the next year.
Day 4
10. Schedule it
Start with the Big rocks on your calendar.
The Year: What major events or commitments for the next Year can you immediately mark on the calendar?
The next Quarter: More specifically, is there anything coming up in the next 3 months you need to make a note of?
This month: What specifically would you like to accomplish this month – particularly as it relates to Major Goals and Action Steps?
Ideal week: In a Spreadsheet or paper grid, block off your weekly commitments and anywhere you’d like to include your new Habits.
When blocking out your Ideal schedule, also consider the following Time Blocks:
Buffer Block (30 min x 2 / day) : to take care of unplanned interruptions
Strategic Block (3 hrs / week) : focused time, where you make progress toward your goals
Breakout Block (3 hrs / month) : to get out and rejuvenate yourself physically, mentally, and emotionally
11. Create the Habits to get you there
For (at least) each of your Major Goals in Part 8, determine how you can create a Habit for it. (You may also consider making or breaking Habits for some of the things you listed in Part 5.)
Make a Good Habit
Cue: Make it obvious
Craving: Make it attractive
Routine: Make it easy
Reward: Make it satisfying
Break a Bad Habit
Cue: Make it invisible
Craving: Make it ugly
Routine: Make it difficult
Reward: Make it empty
12. Track your progress
That which gets measured gets accomplished.
Proverb
Determine how you will Track your progress daily, weekly, or monthly. There are apps that can help you by keeping track of certain things automatically. For other things, use paper.
How will I track Physical progress / goals?
How will I track Mental progress / goals?
How will I track Spiritual progress / goals?
How will I track Lifestyle progress / goals?
How will I track Career progress / goals?
How will I track Financial progress / goals?
How will I track Family progress / goals?
How will I track Social progress / goals?
At what time of day will I sit down to track one or more of these?
Which day of the week will I track and review my weekly progress and preview or prepare myself for the week to come.
After how many weeks or months will I sit down to do a comprehensive review of my progress and redirect my steps toward the next span of time. (Personally, I prefer Quarters – about four times per year, with three months between each.)
Day 5
13. Prepare yourself
At the end of a long week of reflection and planning, the final step is to prepare for the next burst of energy. You want to make everything as streamlined and smooth as possible so that you can hit the ground running with your new Habits and Goals.
What NEW things do you need? (Tracking apps, new clothes, etc)
What OLD things need to be thrown away? (Distractions, etc)
What MILESTONES do you need to prepare for along the way?
Well, there you have it. A very intense and comprehensive Annual Review process to help you prepare for the next step in life. For me, the times I’ve taken to be alone and reflect and plan like this have been literally life-changing. It is a long process, but if you do it well and stick to your plan, it’ll make a big difference in the upcoming weeks and months.
Plan your work. But don’t forget to work your plan.
Proverb
Resources
Some books I’ve read that helped me learn and incorporate some of these principles into my Annual Review are as follows (affiliate links).
Drawing on numerous resources, this presentation investigates what habits are, how they work, and how building the right ones into your life will turn you into a literal superhero. We’ll take a look at triggers, cravings, and rewards; the formation of good habits and the destruction of bad habits; and the top 6 High Performance Habits developed by Brendon Burchard and the High Performance Institute after over a decade of research and coaching.
Have you ever felt too busy? Overwhelmed? Stretched too thin? Your work doesn’t have to be like that. Your life in particular, shouldn’t be like that.
Drawing on numerous resources, this presentation investigates what habits are, how they work, and how building the right ones into your life will turn you into a literal superhero. We’ll take a look at triggers, cravings, and rewards; the formation of good habits and the destruction of bad habits; and the top 6 High Performance Habits developed by Brendon Burchard and the High Performance Institute after over a decade of research and coaching.
If you’ve ever wondered such things as “How long does it take to develop a new habit?” or “What if I fail in maintaining my habits?” or even “Which habits will move the needle the most in my professional and personal life?” then this talk is for you. The talk also ends with a discussion on good and bad teaching habits and how to improve yourself in your classroom and office.
Overview
What’s the difference between superheroes and us “normal” people?
Could it be living a life of purpose? Purpose leads to fulfillment. Fulfillment equals happiness.
Some people die at 25 and aren’t buried until 75.
Ben Franklin
A basic framework for happiness:
Engagement: Time spent daily, hopefully in a job that challenges us, but also in our after-hours hobbies. (see Power of Full Engagement)
Mastery: An ability to show ourselves that we are making consistent progress and improvements toward a specified goal. (see Drive)
Flow: Energy and attention dedicated each day to an activity that puts us in the zone. (see Flow)
Happiness is a consequence of the things you do daily, not a reward.
Advice: Be incredibly disciplined about parts of your day so that you have the freedom to enjoy the rest of your day.
Steve Jobs (& Mark Zuckerberg): often wear the same thing every day
Advice: Make decisions in advance, be as habitual as possible about certain things, to reduce cognitive load and allow yourself more brain power for the things that truly matter.
Introduction to “Neuro-pathways”
Neuro-pathways are connections formed in the brain between neurons in different areas of the brain. The more you perform a certain habit, the more deeply ingrained it becomes. But, we can change our neuro-pathways.
Your life moves in the direction of your strongest thoughts. Don’t like where your life is moving? Change your thoughts!
Craig Groeschel (paraphrase)
Every thought or action is a “vote” for who you are or want to become. Over time, will “Future You” thank you for the decisions “Current You” is making to shape his/her identity?
1.3 Crossing the Threshold
Charles Duhigg wrote an excellent book called The Power of Habit that clearly lays out how habits work, how to change bad habits into good ones, and how to create new habits.
How Habits work
Cue: Something triggers your habit or a Craving
Routine: You do something to satisfy this
Reward: The cycle has a clear ending
Often, you cannot fully control the Cue nor the Reward. Therefore, Duhigg argues that to change a habit, you should focus on the Routine. In truth, all people have control over the choices they make about their habit routines. But many people feel controlled by their habits, not in control of them.
Why do I do what I don’t want to do?
Why don’t I do what I want to do?
Additionally, many people express difficulty in creating new habits or breaking old, deeply ingrained ones.
Immediate Consequences
In the book Atomic Habits, James Clear points out that “immediate” rewards or consequences are the key.
That which is immediately rewarded = repeated
That which is immediately punished = prevented
Returning to our discussion of “Future You” vs. “Current You,” we can understand how “Current You” is more in favor of Netflix and ice cream after a long day at work than in helping “Future You” become fit. The craving for immediate, visible gratification often outweighs our desire for long-term positive outcomes precisely because we cannot immediately perceive that our efforts have had any effect.
Netflix + ice cream = immediate stress relief and relaxation
Exercise at the gym = muscular pain for…. what? long-term health? No thanks, I’ll take the immediate hit of sugar and comedy~
Rising Action
2.1 Meeting the Mentor(s)
Much of this next section includes notes from James Clear’s Atomic Habits. Check out his blog for more great articles.
Humans tend to be weak in the moments of Craving or HATS (Hunger, Anger, Tiredness, Stress). But there are a few things we can do about it:
During the pauses between activities, mentally release what was, and decide on what you will make of what is to come.
After work, in front of my door, take 10 deep breaths, release my work stress, determine to smile at my wife and greet my children with hugs first upon entering the house
Visualize the outcome you want
Michael Phelps: famously played “mental videotapes” in his head every night before bed during training and before every meet in which he “performed” at his peak – when the race came, he did
Arnold Schwarzenegger: when interviewed after his first movie “Hercules in New York” flopped, claimed he’d “be the biggest name in Hollywood”
Research indicates that writing down your intention to do a certain thing at a certain time and place raises the likelihood you’ll stick with your intention to 91% (compared with 35-38% success if you rely on motivation or self-control alone)
Reframing practices
Your Cue can be deceptive and you can change how you interpret it
You don’t crave chips, you crave something sweet and crunchy
You don’t crave alcohol, but you are thirsty, need to relax, and want some flavor
You don’t crave a cigarette, you crave conversation (or alone time) outside the office in the cool fall air
You don’t crave sex with a stranger, you crave physical release (exercise) or human contact (snuggling)
Your heart rate and breathing increasing, palms getting sweaty before a competition or presentation isn’t you being afraid of that, it’s your body preparing you to perform at the highest level
Accountability practices
Find someone who’s already doing what you want, and ask to join them (training at the gym)
Sign a “Habit Contract” with a partner that lays out immediate consequences (like giving a set amount of money to something or someone you hate) if you fail to live up to your end of the bargain
2.2 First Challenge
Time to put what you’ve learned about Habits to work. Let’s create a NEW one! Advise: start small. The “Path of Least Resistance” teaches us that the easiest thing to do is the thing you will do. So, setting a goal of ONE pull-up per day is a much easier (and better) way to get started exercising than trying to begin going to the gym everyday.
(Note: I literally remade my life in 2013 in a similar fashion after I first listened to The Power of Habit.)
Make Good Habits inevitable
Cue: Make it obvious
An alarm, a time of day, after a certain activity, in a certain place
Temptation bundling = give yourself something you want (chocolate) for doing something you need to do (exercise)
Routine: Make it easy
Use the “Path of Least Resistance” to determine the smallest step you need to take to begin a new habit.
Want to run? Set out your clothes the night before.
Read more? Set a book on your bed after you make it.
Wake up early? Get home by 10pm.
Additionally, the “Goldilocks Rule” says that if something is too easy or too hard, you won’t stay motivated. Things within 4% of a “stretch” are “just right” and allow us to continually progress.
Reward: Make it satisfying
Satisfy your Craving – eat the chocolate, watch the Netflix show, drink your special coffee, etc
Here’s a practical example of something I should start doing a better job of.
My example: Grading student work:
Cue: Every Friday at 3pm
Craving: need a mid-afternoon energy boost
Routine: sit down at the computer, open the Gradebook on the left and assignments on the right, begin grading
Reward: buy a latte (I don’t buy them often), or eat my favorite chocolate
Keystone habits & Habit Stacking
Keystone habits are habits that set the foundation for and naturally lead in to other habits
Good ones:
I wake up early so
I eat breakfast and go to the gym so
I shower so
I shave so
I brush my teeth so
I feel healthy so
I’m energized so
I arrive at work energized so
I do my best work so
I get promoted…
Bad ones:
I wake up late so
I’m rushed so
I don’t eat breakfast so
I’m angry on the road to work so
I get in an accident so
I arrive late so
I snap at my coworkers so
I under-perform so
I get fired…
Habit stacking is where you look through your current habits and determine a place (with a Cue that is the completion of one habit) where you can insert a new habit
For example, in the “Good” list above, how about inserting “read for 15 minutes” after “I brush my teeth”? Then, you list will read:
… I brush my teeth so
<I read for 15 minutes so>
I feel healthy <and smart>so…
2.3 Temptation
Reverse the habit loop above to flip bad habits upside down and destroy them!
Make Bad Habits impossible
Cue: Make it invisible
Put the TV in the closet, keep your phone in another room, keep junk food out of the house, drive down a different road at lunch
Craving: Make it ugly
Picture yourself with 20 extra kg, visualize the fat and calories seeping into your blood stream and clogging your arteries, enable black & white mode on your phone
Routine: Make it difficult
Remove batteries from the remote, delete the app altogether, change your environment (more on this in the next section)
Reward: Make it empty
Chide yourself whenever you engage in that behavior, remove one good thing you enjoy from your life as a consequence, pay the dues of your “Habit Contract” (above)
My example: Checking Facebook:
Cue: I’m bored, need entertained, or want some connection
Craving: I visualize it as a slot machine that delivers politically-charged negativity more than it delivers real satisfaction
Routine: Deleted the Facebook app in June
Reward: (also with YouTube) I only give it one page scroll when I’m in a “bored” state of mind
2.4 Dark Moment
But what if you fail? Obviously we cannot succeed 100% of the time.
When you FAIL at Good Habits
Never Miss Twice: Get back on the horse as quickly as possible. Anyone (everyone) can have a bad day. It’s not a single mistake that changes the direction of your life. But a series of many missteps over many years, a repeated pattern of “bad” behavior will. Correct yourself as quickly as possible and get back at it.
Don’t Break the Chain: Use a calendar and put a green circle around any day you perform your good habit. After a while, you will start a series of green circles (indicating success), and you will find yourself mentally looking for ways to NOT break your cycle.
When you FAIL at controlling Bad Habits
Environment: Understand that your environment has a HUGE impact on your habits
In the Vietnam War, up to 20% of soldiers became addicted to heroin (35% reported having tried it). After returning home (to a new environment), only 5% of them were re-addicted in one year (12% in three years)
The opposite statistics are often true for domestic heroin addicts who go to rehab, get clean, and then return to the same old environment that led to their addiction
Upgrade your Bat Cave (from Level Up Your Life): If your environment is causing you to stumble, change it! You have control over the many of the things you see, listen to, do, and eat every day.
Identity: Remind yourself of who you ARE deep down (like Simba in the Lion King). Are you really the kind of person who does these things? No! Remind yourself who you ARE and that each vote (action) FOR or AGAINST that identity will make it stronger or weaker.
Anecdote on Identity:
There was a young boy who loved to play baseball. He would go out to the field all the time, throw the ball up in the air, and try to hit it.
On the first throw, he said, “Here comes Johnny, the greatest hitter who has ever lived!” He threw it up. A swing, and a miss.
On the second throw, “I’m still the greatest hitter who has ever lived!” A throw, a swing, and a miss.
On the third throw, “I’m still the greatest hitter who has ever lived!” Again, throw, swing, miss.
Finally, he exclaimed: “WOW! I can’t believe it! I’m also the greatest pitcher who has ever lived! Because I just struck out the greatest hitter who has ever lived!”
Climax
The habits outlined in this next section come from Brendon Burchard’s High Performance Habits. Check out his blog for more great articles.
3.1 Final Conflict
So, what are THE best habits you can cultivate in your own life? Here are notes about 6 that have been compiled by Brendon Burchard at the High Performance Institute after over a decade of hands-on research and coaching with world-class performers.
I’ve mapped these habits to many of the spokes on Dan Miller’s Wheel of Life from his book 48 Days to the Work You Love:
High Performance Habits
Personal Habits
Seek Clarity (Mind)
What’s your Identity? Are you who you want to be? What kinds of things would that person do / not do? Am I living into that Identity?
What are your Habits? Be mindful of this. Perform a self-inventory and determine where there’s room for improvement.
Set up Quarterly reviews. I’ve personally found it very helpful to quarterly take a FULL day away to brainstorm and become VERY clear about myself, my habits, environment, and vision for the future. It makes the next quarter much smoother. Two good resources:
Physically, do you have enough energy? Exercise has been shown to help increase energy levels (as has proper nutrition)
Can you bring energy to what you do? Are you passionate and alive about it?
Personally: I go to the gym every morning before 7am and commute by bike. The mental and physical benefits are immeasurable.
Raise Necessity (Spirit)
People with a greater sense of “necessity” are more likely to follow-through with their tasks. Raise your “necessity”, raise your follow-though.
How important is it that you get a certain thing done?
Personally: When I find myself slacking, I have to constantly go back to my “Why” (Start with Why) to remind myself why I’m pushing and hustling and working hard.
Social Habits
Increase Productivity (Career)
How can you do more with less? How can you be more efficient with what you have? How can you accomplish tasks more quickly with the same level of quality?
Personally: This means getting up every single morning (even Sundays) well before the sun is up. I try to set aside a minimum of 3 hours every morning before work to accomplishing my personal (non-work related) most important tasks.
Prioritize Education over Entertainment: I’ve also not had a TV for 10 years. I spend the majority of my “down” time engaged in some kind of “active” relaxation that is stimulating my brain and helping me learn new skills. Increase the output that matters and get insanely good at new skills.
Develop Influence (Social)
Get out there and meet people. You can’t accomplish much alone. Build a team before trying to change the world.
Lead by Example: Be a leader. Stand up and role model the way. Encourage others to follow your example.
Personally: I’m involved in a few organizations where, if something needs done, I just do it. This has led to others being more open about stepping up and helping out as well.
Demonstrate Courage (Legacy)
Find someone to fight for. Who needs your “A game”? Play big or go home. Take bold action. Dream big dreams.
Personally: After my wife gave birth to our first child (son), I had a sudden, sinking realization that my life was no longer my own, and that my base income was no longer sufficient to sustain a growing family. I raised my “A game” and courageously stepped out into every opportunity that presented itself.
3.2 Return Home (changed)
Continue playing for love of the Game (or why Systems trump Goals)
Winners and losers have the same goals, but winners create superior systems to accomplish those goals
Achieving a goal is momentary, but systems last a lifetime
Goals actually restrict your happiness by telling you “once I reach XYZ goal, then I’ll be happy”, but systems enable happiness in the moment
Goals create a “yo-yo” effect – once you pass the finish line, you stop working hard for a while until the next goal is looming, but systems enable continual, long-term, sustained effort “for love of the game“
Hicham El Guerrouj: Moroccan 2-time gold medalist and world-record holder in middle-distance running
Michael Phelps: #1 most decorated Olympian in history (swimming); 7 inches taller & 40 percent heavier than Hicham
These two appear to be very different. But there is one thing they have in common: the wear the same length inseam on their pants.
But would either of them, if they switched places, under the same training and circumstances, have been the same caliber athlete as the other? Not a chance. Phelps’ body is built for swimming; Hicham’s is built for running.
Create a new game
Do you find you’re not succeeding at the game you’re playing? Create and play a new game altogether.
A good player works hard to win the game everyone else is playing. A great player creates a new game that favors their strengths and avoids their weaknesses…
Specialization is a powerful way to overcome the “accident” of bad genetics. The more you master a specific skill, the harder it becomes for others to compete with you.
Everyone has at least a few areas in which they could be in the top 25% with some effort. In my case, I can draw better than most people, but I’m hardly an artist. And I’m not any funnier than the average standup comedian who never makes it big, but I’m funnier than most people. The magic is that few people can draw well and write jokes. It’s the combination of the two that makes what I do so rare. And when you add in my business background, suddenly I had a topic that few cartoonists could hope to understand without living it.
What are you skilled at? What are you fascinated by? What do you enjoy doing most that many people would argue is painful or hard to do?
Perhaps you’ve found a new game to begin developing.
Resources
The following authors, their blogs, and books have had an enormous impact on my life. The book links are Amazon Affiliate links, but I’ve also linked to their “Academies” where applicable:
The following collection of books are those that I’ve referenced in this talk. Each has had a significant impact on my life. Many I’ve read more than once, and some I’ve desired to read again immediately upon finishing.
