Reevaluate, Reframe & Reimagine: Year End Insights

In recent years, I've made it a habit to review my year in early December. Waiting until late December is usually hectic with holiday celebrations, leaving little time for reflection let alone goal setting. A mid-December self-assessment allows me to appreciate favorite moments, assess progress on my goals (personal and professional) and set new ones that align with my values. Whether or not you set resolutions, reviewing the year can be a cathartic practice and help ensure your new goals align with your priorities and values.

For my clients, I conduct an annual review process that includes a set of questions and a financial assessment. In the second week of December, I meet with executive teams (or all stakeholders in smaller organizations) to discuss financial results and address the provided questions. This process allows participants to reflect, share perspectives, and collaborate on the plan for the new year. After a thorough audit, we create a strategic roadmap with measurable goals and priorities. Early involvement of key leaders jumpstarts the new year and ensures alignment. It's a win-win, even before the year begins!
 
 
QUESTIONS (can be answered for an organization or an individual)

• How would you summarize 2023? 
• What grade do you give our performance against what we set out to do? 
• What drove our success? 
• What inhibited our success? 
• What is the single achievement we should be most proud of? 
• What should we do more of? 
• What should we do less of? 
• Where did our investments pay off? (human & capital) 
• Where should we invest more? 
• If we are successful again next year, will it be because of what? 

 
Added for personal reflection: 

• What, or who, are you most thankful for? 
• What single achievement are you most proud of? 
• What was your biggest career break-through?
• What had the biggest impact on your life this year? 
• Which of your personal qualities proved to be the most beneficial this year?
• Which new skills did you learn? 
•  What is the most important lesson you learned this year? 
• What 5 people did you most enjoy spending time with? 
• How did your relationship to your family evolve?
• What experience would you love to do all over again? 
• What is your number one goal for next year? 

Working through these questions, both individually and with my clients, has become a cherished practice and a delightful way to conclude the year. I hope you also find it enjoyable and fulfilling.  

Wishing you all a Happy Holiday Season!