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Annual Personal Review Template

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THE

PERSONAL
ANNUAL
REVIEW
2023 - 2024

“An unexamined life is not


worth living.” – Socrates
WHY DO IT?

For various reasons.


You might want to know if
you have traveled far
enough on the path you
have chosen, or you might
need to check if you are on
the right one.
Use this review as an
opportunity to reassess what
matters and what doesn't.

Some qualifiers: This is an amalgamation of many models & and


learnings, and truly nothing here is mine. If you find something
that resonates, use it. Ignore everything else. - Prabhjot Bedi
The simplest
review template
is from
James Clear

What went well this year?


What didn’t go so well this year?
What am I working toward?

^ if this works for you, you can safely ignore the rest of this document
gratitude

Make a list of everything you are grateful for in 2023


(you can even make this into a collage using pics & photos, or a
drawing of things etc. Do not restrict yourself to just words)
gratitude
Some more ideas for Gratitude

Health: Physical well-being, Mental health

Relationships: Family, Friends, Romantic


relationships, Colleagues.

Personal Achievements: Professional


accomplishments, Personal goals achieved,
Learning experiences

Experiences: Travel opportunities, Memorable


events, Challenges overcome

Nature: Outdoor activities, Natural wonders

Material Possessions: Home, Tools

Learning Opportunities: Educational


experiences, Mentors or teachers, Skills
acquired

Creativity: Artistic endeavors, Inspirations,


Creative outlets

Personal Growth: Lessons learned from


challenges, Self-discovery, Inner strengths
developed

Hobbies: Enjoyable pastimes, Leisure


activities, Pursuits that bring joy

Community: Supportive community,


Opportunities for giving back, Shared values
and connections

Technology: Tools that simplify life,


Connectivity

Freedom and Opportunities: Personal


freedoms, Opportunities for growth, personal
passions

Food. Nutritious meals, Culinary delights,

Cultural Experiences: Diversity, Exposure to


different cultures, Cultural events

Emotional Support: Emotional connections,


Compassionate individuals, Supportive
networks

Mindfulness and Peace: Moments of


tranquility, Practices that bring inner peace,
Mindful living

Achievable Goals: Progress made towards


goals, Opportunities for growth, Small
victories

Technology and Innovation: Tools that


enhance productivity, Innovations that
improve life, Access to information and
knowledge

Acts of Kindness: Kind gestures received,


Opportunities to be kind, Positive interactions
wheel of
life

Step 1 - Rate your current satisfaction with each part of your life on a scale
of 1-10. Don't overthink this. The first answer is usually closer to the truth.

Step 2 - Set what score you want against each when you do the same
exercise at the end of 2024.

Step 3 - Write down 3 reasons for each part of your life where you are not
happy with your current score. Why were you unable to score higher?
Use the next page >

Step 4 - Write down 3 things you can do in each category to get to your
desired goal. Use the next page >

PRO TIP! - Use colour to fill in the chart. You can then put it up somewhere
you can see it every day.
Write down 3 reasons for each part of your life where you are not happy with your
current score. Why were you unable to score higher?

Career & Work *


Desired Score *
*

*
Health & Fitness
*
Desired Score
*

*
Fun & Recreation
*
Desired Score
*

Environment *
*
Desired Score
*

*
Community *
Desired Score
*

*
Family & Friends
*
Desired Score
*

*
Partner & Love
*
Desired Score
*

Personal Growth *
& Learning *
Desired Score *
Wheel Of Life

*
Spirituality *
Desired Score
*

*
Money & Finances
Desired Score *
*
Write down 3 things you can do in each category to get to your desired goal.

Career & Work *


Desired Score *
*

*
Health & Fitness
*
Desired Score
*

*
Fun & Recreation
*
Desired Score
*

Environment *
*
Desired Score
*

*
Community *
Desired Score
*

*
Family & Friends
*
Desired Score
*

*
Partner & Love
*
Desired Score
*

Personal Growth *
& Learning *
Desired Score *
Wheel Of Life

*
Spirituality *
Desired Score
*

*
Money & Finances
Desired Score *
*
Things, Energy & Me

Make a list of activities, projects, Make a list of activities, projects,


tasks, people, and ideas, that tasks, people, and ideas, that
energized you this year depleted you this year
Pain + Reflection
= Progress
Make a list of all your painful experiences this year. ALL OF THEM!
Then spend time understanding:
Was there something you could have done differently? If yes, make a
note of what you could have done. Ask yourself what it would take
for you to do that in the new year.
Is there something you can learn from that experience?
Was there something you could do to avoid that experience
altogether?
Do you have a new way to look at yourself or your world because of
what happened? Did you uncover a hidden strength? Did you fight
any internal demons?

HTTPS://WWW.YOUTUBE.COM
/WATCH?V=I4WXCV4GLU0
Pain + Reflection = Progress
WHAT INSIGHTS DID YOU
HAVE THIS YEAR?
‘A moment’s insight is often worth a life’s experience.” Oliver Wendell Holmes

“We do not learn from experience…we learn from reflecting on experience.” –John Dewey
THE
WORRY
PAGE
“Don’t tell me that
worry doesn’t do any
good. I know better. The
things I worry about
don’t happen,”
Anonymous

I loved the quote. I like


the cause and effect that
is alluded to here. The
things I worry about do
not happen. I know it is
also poking fun at the
concept of worry. The fact
that most things we worry
about do not come to
pass, seems to suggest
that maybe we should not
worry at all. But then,
what if the statement is
true?

I invite you to use this


page to list all the things
you worry about. Make
them real, list them in
detail, if required use
BOLD lettering, underline
stuff. Worry as much as
you want, but only on this
page.
DeClutter Your Life
Before you step into the new year, declutter your life.
A good list is here - https://theminimalistvegan.com/decluttering-checklist/

You can use this page:


1. As a checklist - keep striking off the area you declutter,
2. As a running list of everything you will be throwing out. Making an inventory
of all the stuff you got rid of, can be very therapeutic,
3. Take a photo of the messiest part of your home/office. Clean it up, de-clutter
it, set it right, and then take a photo. Place them side by side. If ever you need
to remind yourself that you can clean up any mess in your life, come back to
this page!
Pen A Kind Letter To Your 2023 Self
List all the little things you would like to grow in the new year. This could be both personal & professional

for 2024
Seedlings
your 1 thing for 2024
STEP 2
STEP 1 Choose the three that will
Make a list of 10 things that will make you make you the happiest. Add
very, very happy if they happen in 2024 why

1 1

2
3

3
5

7
Step 3: Choose one that you
will make happen!

10

The three most powerful motives are curiosity, delight, and the
desire to do something impressive. - Paul Graham
your 1 thing for 2024
If you have enough reasons, you can do incredible things. Write your 1 thing in the circle.
Then around it write as many reasons as you can for why this simply must come true in 2024.
your 1 thing for 2024
now that you are committed to your 1 thing,
let's create the habits you need to make it happen.

Build identity-based habits


To make this 1 thing happen, who do you need to become?

Forget about setting goals. Focus on your system instead.


What NEW system do you need to build to make the 1 thing happen?

Small habits make a big difference


What are the smallest habits you can start towards this thing?

core from
https://jamesclear.com/atomic-habits-summary
your 1 thing for 2024
This is mine. Testing another concept, make a public commitment!

Build identity-based habits


To make this thing happen, who do you need to become?

I need to be a writer. The identity I need to have to make this 1 thing happen is 'Writer'
I also need to read, learn, to understand concepts, models, and frameworks. I need to
be a 'Curious Reader'
The two identities I need are 'Writer' & 'Curious Reader'

Forget about setting goals. Focus on your system instead.

My system will be to collect interesting ideas, thoughts, frameworks, and knowledge in


my knowledge management system.
I will browse it regularly.
Once I identify a topic, I will research it in depth.
I will write about how it can be useful for a hospitality leader.

Small habits make a big difference


What are the smallest habits you can start towards this thing?

1. I will write a 2000-word blog post every week.


2. I will publish every Wednesday.
3. I will read for min 2 hours every week.
4. I will tag everything I find interesting for this project as
#insightsbook, so that I can find it easily later.
Publish My
Book ‘Insights
for Hospitality
Leaders’
core from
https://jamesclear.com/atomic-habits-summary
I N 2 0 2 4

I will

I won't

I may

I may not

I want to

I could

I should

“What you think, you become. What you feel, you attract. What you imagine, you create.” – Buddha
A hemoglobin A1C (HbA1C) test is a blood test that shows
what your average blood sugar (glucose) level was over the

YOUR
past two to three months. The test is a pretty good measure
of everything that you are doing to maintain your sugar
levels. Imp if you are diabetic. If not, then it is the wrong
measure for you.

NORTH
What is that one thing, that if you measure, you will be that
much closer to living the life you want to live.
A North Star metric is a measure that becomes both a goal
and a direction.

STAR
It should help you take decisions, chart your course and stay
on course.
Some examples:
- Number of words written (for writers)
- Number of clients served (for solopreneurs)
- Number of team members trained (for leaders)
- Number of revenue producing assets (for wealth creators)

your north star


rite
w
DAILY

Affirmations “People often say that motivation doesn’t


last. Well, neither does bathing – that’s
why we recommend it daily.” Zig Ziglar

use this space to create your affirmations

“I AM ONE WITH THE UNIVERSAL ENERGY.


EVERYTHING I NEED COMES TO ME WITH EASE AND JOY.
EVERYTHING I WANT, DESIRE, COMES TO ME DEVOID OF
ANY MALICE.
I AM MORE THAN WHAT I POSSESS”

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