How to Do an End-of-Year Annual Review

How to Do an End-of-Year Annual Review

We have templates for quarterly, and now annual reviews. Monthly review templates are coming next! Enjoy. Do you do an annual review? I began doing annual reviews in 2010, and it’s been critical for my business and personal growth. Every year, I take the time to...
How to Do a Quarterly Review

How to Do a Quarterly Review

I find monthly reviews and annual reviews both to be great processes for my business growth, but there’s something specific to the quarterly cycle that is the perfect time frame. A month goes by too quickly to gather enough data to make decisions, and a year can be far too long. If a year goes by and you haven’t checked on your goals in a while, you may wake up to find you’re way off track from where you want to be. Here’s the exact system I use in my business planning, the questions I use for reflection, and why a quarterly check-in is so powerful.

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