Episode 90: Planning to Plan: Creating Your Year-End Review

Today we're starting a two-part series on how to plan and prepare for your best year yet. I’m sharing the two-part approach I use in my own planning, starting today with a step-by-step look at how I reflect on and evaluate the last year.

90: Planning to Plan: Creating Your Year-End Review

When I take the time to do an annual review - even if it's uncomfortable and even if there are some data points in there that I don't want to remember - it always sets me up so beautifully to create a clear plan for the year to come.

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Show Notes

When I take the time to do an annual review – even if it's uncomfortable and even if there are some data points in there that I don't want to remember – it always sets me up so beautifully to create a clear plan for the year to come.

That’s why I’m sharing this two-part series on how to plan and prepare for your best year yet.

In part one today, we’re diving into the annual review process and I’m sharing exactly what I do to assess everything that happened in the last year. That review will prepare us for part two next week, where we’ll get into the actual planning for the year to come.

If you tend to prefer to dive right in and be completely future-focused with your annual planning, I'm inviting you to try something a little different and kick things off with an annual review.

To help you to apply the things we’re talking about, I'm also sharing some tips and tricks along the way to make it easier for you both this year, and next year when you repeat the process.

Topics covered

  • Why it’s important to do an annual review
  • Gathering everything you'll need to complete a full review of the last year
  • Being intentional about your physical and internal environments
  • Questions for reflection
  • Reviewing your data through an objective lens
  • The benefits of the CEO report
  • Deciding what you want to bring with you into next year

Resources mentioned

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TRANSCRIPT

 

Well, hello, my friend. Welcome to the Coach with Clarity Podcast. My name is Lee Chaix McDonough, and I want to thank you for joining me for today's episode. As I record this, it is a beautiful autumn day in New Bern, North Carolina. It's actually a Sunday, which is one of my favorite times to record. I come to my beautiful office space in downtown New Bern, I'm the only one in the building. So it's super quiet. You might even hear some church bells chiming in the background during this recording. And everything about this feels cozy, and filled with love. And I really hope that that energy comes through in every podcast episode, but especially today. Because today we're starting a two part series on how to plan and prepare for your best year yet. 

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