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)
Added for personal reflection:
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!