At the end of every year, one of my favorite things to do is an assessment of the year that has passed.
It’s a phenomenal way to powerfully prepare yourself for the year that is ahead and to lay down the foundation for amazing things to come.
By assessing the year that is ending, you can get an important grasp on where you’ve been and use that as a resource for where you’re going. It will also help you be more effective and more efficient in the year to come.
Plus, it’s super fun to do assessments, right?!?
Each year I tweak and improve my Year in Review, and after doing it myself, I share it with my clients. We go deep as I lead them through this sacred process, and the learning and transformation is pretty amazing.
I want to share part of this year’s Year in Review with you so that you can end 2014 powerfully and start 2015 with all of the resources necessary to fulfill your heart’s desires.
I recommend giving yourself 45-60 minutes alone, with a cup of tea, a nice amount of time to dive deep into your review and assessment. Answer the questions below.
All of these are journaling questions, to be done in order:
- Review your year month by month, beginning with January 2014:
Take yourself back to that month, to that moment in time. Really visualize it and what was happening for you and your business. For each month, write down the notable events, the really amazing celebrations and forward movement, the new things you did and experimented with, the frustrations and flops, and anything else noteworthy.
- Choose your top three celebrations for the year:
Review your month-by-month analysis and choose your three favorite, most meaningful celebrations for the year. I highly recommend you choose celebrations that feel the best to you, without regard to which celebrations you “should” choose. The celebrations you choose can be inner (feelings or experience related) or outer (concrete results) celebrations.
- Why are each of your three top celebrations meaningful to you and vital to the upcoming year?
For each of your top three celebrations, first write out why each one is meaningful to you. Take the time to really honor yourself and their meaning. Don’t skip this part (way too often we skip being happy & in gratitude for what we’ve accomplished). Really let it sink in.
Then get clear on how each one has actually helped you set the foundation for your 2015 goals. In other words, how do each of your top three celebrations directly relate to what you want to create in 2015?
- Choose your “top flop” from the year:
Your “top flop” is an experience that didn’t quite go as planned in your business. Examples: A launch that didn’t really sell much, an enrollment conversation that sucked, a team member who went AWOL, a joint venture partnership that left you in tears.
I know, I know. It’s not always so much fun to look at what didn’t quite work well. But this is a vital part of the process. If you don’t do it, you’ll be stuck in feeling icky about the experience and you won’t have the opportunity to learn from it. So take a deep breath and give yourself permission to take an objective look at your top flop from 2014.
- Identify the learning from your “top flop”:
No matter how much of a bomb the top flop was, there is a ton of gold in it. There’s lots of stuff to learn so that you can do much, much better next time.
For example, if a prospect campaign went sideways, what exactly about it didn’t work? Was it the subject headings of your emails? Was it the timing? Did you learn that you need to write your copy at least two weeks in advance and then edit? Did you learn that you needed a pre-qualifier for people to fill out? Did you learn something about what doesn’t work when speaking to your community?
Write down anything and everything you learned from your top flop, and then see how you can apply the learnings to whatever you want to create in 2015.
- Looking back, what was the growth theme of 2014?
No matter what did or didn’t happen in 2014, no matter how many frustrations, it WAS a growth year. That’s because every year is a growth year. We’re always growing, developing, blossoming, and moving forward in some way or another.
So, as you look at all that happened and unfolded in 2014, what was the theme of the year?
- Looking forward, what is your growth theme for 2015 going to be?
You get to decide! Based on where you’ve been in 2014, and based on what you want to accomplish in the coming year, what is the theme of growth coming up?
- How did your 2014 growth theme set you up for 2015?
Whatever happened in 2014, it is the EXACT, PERFECT setup for the year to come.
My growth theme for 2014 was “Stripping Down.” It was a year of stripping down to my authentic self and my authentic message, a year of stripping down my work hours, and a year of stripping down programs and types of clients that were no longer a match.
And that is the perfect setup for my 2015 growth theme, which is “Expanding my Reach.” I wouldn’t be able to do this if I was still weighed down by all that I let go of this past year.