End-of-Year Review
and New Year Planning

REFLECTION & JOURNALING TOOLS

A structured look back at the year closing - and a clear-eyed look forward
at the one beginning.

Where This Tool Helps

The transition between years gets lost in noise. Obligations, rituals, and social pressure fill the space where real reflection could happen. Most leaders arrive in January having processed very little of what the previous twelve months actually produced - the wins that were earned, the costs that were paid, and the patterns that are still running.

This tool creates a container for that processing. It is structured enough to complete in a single sitting but open enough to capture what matters specifically to you - not a generic goals list, but an honest account of one specific year.

The review section comes before the planning section intentionally. Leaders who skip straight to next year's goals tend to carry forward the same patterns, the same blind spots, and sometimes the same goals, unchanged. The backward look earns the forward one.

Complete the review in full before turning to next year. Give the past year its due accounting before declaring what comes next.

How to Use This Worksheet

  1. Find 45-60 uninterrupted minutes. This is not a quick exercise.
  2. Complete the This Year section first - do not skip to planning.
  3. For each prompt, write what is actually true - not what sounds good.
  4. Bring completed pages to your first coaching session of the new year as a conversation foundation.
  5. File this document. The year-over-year pattern is more valuable than any single year's review.

This Year's Review

Top 3 Wins This Year

Include at least one that surprised you.

1.
2.
3.
Biggest Surprise (positive or difficult - something you did not anticipate)
Hardest Lesson (what did this year teach you that cost something to learn?)
What I Would Do Differently (one decision, response, or pattern you would change)

Review & Planning (continued)

Goals I Achieved
Goals I Did Not Achieve - and What Got in the Way
Relationships That Grew (a connection that deepened - professional, personal, or both)
One Word for This Year:
Next Year Planning
Top 3 Priorities for Next Year

Not a wish list - what will actually get your focused attention.

1.
2.
3.
One Thing I Will Stop:
One Thing I Will Start:
One Thing I Will Continue:
One Word for Next Year:

Before Your Next Session

Look at "What I Would Do Differently" and "One Thing I Will Stop Doing." Are they related? If the same pattern is showing up in both, that is the thing to bring to your coach first.

Tandem Coaching Partners

Credentialed coaches with real-world leadership experience,
partnering with executives and organizations
to unlock sustainable growth.

Consultation

tandemcoach.co/
contact-us

Email

info@tandemcoach.co

Phone

855 51 COACH

Challenge your thinking.
Discover your capabilities.
Act on them.

Dallas, TX  |  Houston, TX  |  Worldwide Virtual