Year End ReviewTag Archive -

My Year End Review (Part 3)

“Experience isn’t the best teacher, Evaluated Experience is.” -John Maxwell

My 2009 Calendar Planning

After I go through all the documents I’ve mentioned – I start planning my 2009 Calendar. We all need to schedule what our “ideal” year would look like. I really evaluate how I spent my year the year before and then I prioritize my year based on my findings. Here are some thing I make sure I plan:

  • My 2.5% - I heard about this on a lesson I listened to by Bob Biehl. You schedule 2.5% of your time to make sure the other 98.5% of your time is focused on the right things. I do this through:
    • Quarterly Reviews – I schedule 1 day a quarter to evaluate how I’m doing, where I’m going, etc.
  • Family Time – This is where I’ve really struggled to be honest with you… but my goal is to schedule a breakfast/coffee/hangout time with each family member once a month
  • Mentor Time - I figure out how many days a month I’m spending on purpose getting mentored – I talk to my mentors about going out for breakfast each month then schedule it.
  • Vacation Time – I have to get away at some point in the year….if you don’t take a vacation – you need to!
  • My Required Time – Things that I need to do – Rev – I need to make sure I put in all of our events on my calendar so I know how much free time I have

One suggestion I would make to you would be: Go to the people that mean most to you in order of priority and ask them this question:

How much time do you need from me next year?


I.e.: Your spouse may need a date night a week, a mini-honeymoon every six months, and a vacation. Book it . . . then move on to your children – same thing, then clients, etc. and go all the way down the line.


What do you do when you schedule your upcoming year? Any thoughts or suggestions?

My Year End Review (Part 2)

“Experience isn’t the best teacher, Evaluated Experience is.” -John Maxwell

My Bucket List, My Life Plan, Quarterly Goals, and Intentional Focus

The Second thing I do during my year end review is review these documents, evaluate where I am according to them, what I’ve accomplished, and what I need too change. What are they you ask? Here you go:

(If you’d like – leave me your e-mail address and I can send you my copies of these documents so you have a basic framework to work from)

Bucket List – This is a list of things I want to do to do before I die. Outrageous things like running a marathon, eating with the President of the US, specific places I want to visit, flying in an air force jet, etc.. I originally got this idea from this story about Lou Holtz. If you don’t have one of these – I highly recommend you make one – dream as big as you can!

My Life Plan – So i just started this a few months ago after reading this post from Michael Hyatt. It is where you take the 7 major areas of your life, prioritize them, get a scripture you’re going to stand on for each of them, write out a legacy statement of what you want to be remembered for in that area, write out where you are realistically right now on your way to accomplishing that goal, then write action steps you’re going to take to get to the goal.

Quarterly Goals: This one is pretty obvious – I set the majority of my goals in 90 day increments. I review them – see how I did – and rewrite them for the next quarter. (Note: A lot of my goals are mini-steps I need to take for the goals of my Life-Plan)

My Life’s Intentional Focus – This is basically an overview of my life… in it I include the following:

  • My Vision Statement for My Life
  • My Priorities
  • My Values
  • Principles I live my life By
  • My Strengths
  • My Weaknesses
  • Mentors that I serve and how often I meet with them
  • Potential Mentors
  • My Current Growth Plan
  • My Future Growth Plan - areas I need to study and get mentored in, in the future. (i.e. in 2009 I want to be mentored and study more on communication and writing – so I’m going to find books and hopefully some people that can mentor me on the subject)

More to come tomorrow – hope you’re able to take some of these things and implement them in your life!

My Year End Review (Part 1)

“Experience isn’t the best teacher, Evaluated Experience is.” -John Maxwell

One of my favorite things to do at the end of the year is my year end review. I’ll take a lot of time over the course of the last week in December to review and evaluate my year. From that review I plan out the upcoming year.

This week, I want to share with you the process I go through. I hope you’ll be able to take some of it, adapt it to your life, and implement it. First up:

“My Journal Review”

I split my journal into several categories:
  • Daily Highlights – what I did that day
  • Funnies/Memories – any memories I don’t want to forget
  • God - anything God spoke to me
  • General - this is when I just want to write out my thoughts
  • Scriptures – Any scriptures that really spoke to my heart
  • Blessings – anything that God really blessed me with
  • Prayer - things I’m praying about/for/ believing for/ etc.

I’ll read my entire journal from that year and make a “Year End Report” of Several Things:

  • How I Spent my Time - how much time did I spend with mentors, friends, family,etc.
  • Highlights: What were the biggest highlights from that year
  • Lowlights: What bummers were there over the year
  • Themes throughout the year – Usually God puts one or two themes on my heart for my life throughout a given year (I’ll explain this later)
  • Biggest Nuggets Learned: What were the greatest lessons I’ve learned?
  • Memories – I always type out ALL of the memories from that year so I have them
  • Scriptures - I make note cards out of the scriptures and stack them and go through them on a consistent basis

How do you journal? Do you have any suggestions for me? Did this help you?

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