How To Start Your Year End Review

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Here we are in no man’s land… the week between Christmas and New Year’s Eve. This week doesn’t belong in 2018 anymore and it certainly doesn’t belong in 2019 yet.

But… it’s the most valuable week of the year to me. 

This is the week where I give myself permission to stop creating, stop striving, stop doing, and take a zoomed out look on my life and business.  You might do the same thing.

Surprisingly, I’m never eager to travel this road (I’m a little hard on myself) and it takes some self-coaxing for me to sit down to perform my year-end review. But in the end, it’s a liberating journey to see where I started and how far I’ve come.

My practice is simple. There are four steps I follow…  the first two are here.

Step 1: Facts and Figures

Where I’m trying to ‘be’ more than I ‘do’, the GSD (Get Sh*t Done) girl in me gets a bit giddy for this part. I grab my calendar and write down everything I accomplished in the year. 

Speaking engagements. Coaching clients. Programs launched. Vacations taken. Milestones made. Income earned. Books read. Number of people served. Conferences attended. Family activities.

Think about the facts and figures that measure success in your world.

It might be sales volume, number of people on your team, units produced, money saved, clients served, words written, new customers secured.

You could even venture into your personal life and capture how many half marathons you ran, pounds lost, friendships started, new people met, kids’ activities attended… you get the idea.

Write them down. Write them all down. 

As I look at my list of accomplishments, one thing crosses my mind… “I did all THAT?!? Wow!” I give myself a fist pump, tell myself that I’m badass, and bask in the glory of all my hard work.

How often do we hit a goal and move on without having this moment? Too many times!

You did it! Take the time to give yourself a big pat on the back! You deserve to celebrate what you accomplished.

Might I add you deserve to take credit for your amazing year without poo-pooing it? If you’re like me, one of the first things you’ll want to do is make excuses for your success… give credit somewhere else or otherwise diminish it. Don’t do it!  Don’t ‘yeah… but’ this thing to death.

You did this. YOU made it happen. Take the credit, for pete’s sake! You worked hard! You’re friggin’ awesome!

Enough with the celebration… we’re moving on to step 2…

Step 2: Insights

John Maxwell says that “experience isn’t the best teacher, evaluated experience is.”

It’s not enough to look at what we accomplished and set new goals based upon this information. This only sets us up for a year of ‘doing’ without ‘being’ where, in my experience, we end up hustling for our worth. (I don’t mind hustling but it’s not going to be for my worth.)

Step two will demand that you spend time mining the data and filling in the rest of the story. I like to call it harnessing the power of the pause.

It's hard to know where to start so I’ve created a resource with 10 questions I ask (and answer) as I reflect on the past. You can download it right here.

What lessons did you learn?

Where did you get in your own way?

What goal did you not achieve? Why?

This is the part that always challenges me. Some years it’s raw with regret and disappointment. Some years it’s confirmation of clarity and inspired action.  

But every year, I learn something about myself that moves me closer to the woman I strive to be. 

By doing this, my hope is that you see things with a new perspective, become more aware of how you made decisions, why you did what you did, and where you got in your own way (if you meant to or not). You’ll be able to better understand the broad strokes that got you to this point in time and identify patterns in your progress and/or setbacks.

We then take these insights into steps 3 and 4… I’ll share those with you next week. 

Until then, I’d encourage you to carve at least four hours into your schedule to gather information about 2018 and courageously answer the hard, yet liberating, questions of reflection.

To me, there’s power in understanding how I got to where I am so that I can confidently set my course for the coming year.

Want some help? Email me at (I answer all emails) and we'll jump on a call to explore the lessons you learned in the last year and how they'll propel you forward in the next year.