
2020 has stretched all of us unlike any year in history
COVID-19
Social Distancing
Work From Home
The Election
Unemployment
Black Lives Matter
It's time to turn the page by reflecting on 2020 and setting intentions for 2021
The Ultimate Annual Review is an actionable blueprint to conduct your own self-paced annual life review. You'll explore the challenges you faced, what you learned, and what you desire in the new year.
A Five Step Journey 1. Moments & Milestones 2. Reflections & Learnings 3. Current Life Assessment 4. Intentions for 2021 5. Planning for 2021
Gain a holistic perspective of where you've been and where you want to go
Brought to you by @schlaf

The Ultimate Annual Review was created by Steve Schlafman. He's a Coach, Angel Investor, and Founder of High Output, a leadership development company based in New York. He lives for helping founders and creators bring their visions to life. You can learn more about Steve here.
β οΈ Before You Get Started

Download The Template
Join Our Workshop
**Sold Out** Join Schlaf and a small community of peers for an interactive two-session workshop on December 14th and January 4th. Click here for more details.
Tips & Tricks
Recruit a group of friends or family for accountability
Give yourself ~2 weeks to finish the process
Block out several 1-2 hour slots on your calendar
View this as an investment in yourself and your future
Find a quiet space and a comfortable chair
Turn off your mobile devices and wifi
Play music that energizes and/or inspires you ( π)
Be bold, honest, and genuine (BE YOU)
Move through the exercises at your leisure
Don't forget to have fun and enjoy the process
Feedback & Questions
At any point in the process, feel free to contact me with any questions, comments or feedback.Β I would be delighted to hear from you.
Exercise 1: Moments & Milestones

Create aΒ timeline that plots your major moments, milestones, and memories
Est Time: 30-60 Minutes
Plot monthly or quarterly
Data Sources
Calendar
Journal
Social Media
Photos
Health Apps
What were your major moments, milestones, and memories?
Volunteered
Took a risk
Started a habit
Got Married
Lost weight
Moved cities
Changed jobs
Protested racism
Took a course
Founded a startup
Welcomed a baby
Learned to cook
Complete Your Timeline
January - March
- Moment & Milestone 1
- Moment & Milestone 2
- Moment & Milestone 3
April - June
- Moment & Milestone 1
- Moment & Milestone 2
- Moment & Milestone 3
July - September
- Moment & Milestone 1
- Moment & Milestone 2
- Moment & Milestone 3
October - December
- Moment & Milestone 1
- Moment & Milestone 2
- Moment & Milestone 3
Exercise 2: Reflections & Learnings

Answer the questions to help you reflect on your experience and key learnings
Est Time: 60-75 Minutes
Go inward and be patient
Success & Growth
1οΈβ£ What am I most proud of personally and professionally?
2οΈβ£ What new skills and/or habits did I develop?
3οΈβ£ What were the biggest obstacles I overcame?
4οΈβ£ How am I different?
Falling Short
1οΈβ£ What goals didn't I accomplish? What got in the way?
2οΈβ£ What do I wish I accomplished?
3οΈβ£ What habits or interests held me back?
People & Relationships
1οΈβ£ Which relationships have been the most fulfilling?
2οΈβ£ Which relationships have been the most draining?
3οΈβ£ When did I feel most connected or most alone in relationships?
Health & Wellness
1οΈβ£ What activities supported or degraded my health?
2οΈβ£ When was I at peace, satisfied, or content?
3οΈβ£ When did I feel the most alert and energetic?
4οΈβ£ When did I feel the most tired, or in discomfort or pain?
Lessons & Themes
1οΈβ£ What were my top lessons learned?
2οΈβ£ How do you describe this year in 3-5 keywords?
3οΈβ£ What am I most thankful for?
Exercise 3: Current Life Assessment

Assess your life across 10 dimensions to gain perspective on your present situation
Est Time: 30-60 Minutes
Capture your level of satisfaction
Give each a value from 1-10
1 means βhighly unsatisfiedβ
10 means βcouldn't get any better"
Identify what you want to focus on
Life Assessment Board
Category | Question | Value | Comments |
---|---|---|---|
Health | How does your body and mind feel? | ||
Family & Friends | How do you feel about the quality of relationships in your life? | ||
Love | How do you feel about romance in your life? | ||
Money | How do you feel about your financial situation? | ||
Career | How do you feel about work and your career trajectory? | ||
Spirituality | Are you connected to something bigger and greater than yourself? | ||
Personal Growth | How much time do you invest in self-improvement? | ||
Fun | How much time do you devote to recreation and fun? | ||
Technology | How does technology play a role in your life? | ||
Environment | How do you feel about your physical environment? |
Reflections
1οΈβ£ How do I feel about my life when I look at my board?
2οΈβ£ Which 2-3 dimensions do I want to focus on in 2021?Β
Exercise 4: Intentions For 2021

Define, visualize and plan what you want in 2021
Est Time: 60-90 Minutes
Be bold yet realistic
Intentions
1οΈβ£ What is my purpose for next year?
2οΈβ£ What 2-3 goals do I want accomplish? What's important about them?
3οΈβ£ Who do I want to become?
4οΈβ£ What personal qualities do I want to strengthen?
5οΈβ£ What do I want to learn?
Moving On
1οΈβ£ What do I want or need to shed?
2οΈβ£ What no longer serves me?
3οΈβ£ What do I need to walk away from?
4οΈβ£ What will I say no to?
Habits & Behaviors
1οΈβ£ What habits / behaviors do I want to start?
2οΈβ£ What habits / behaviors do I want to stop?
3οΈβ£ What habits / behaviors will I continue?
Fears & Obstacles
1οΈβ£ How will I step out of my comfort zone?
2οΈβ£ What permission do I need to give myself?
3οΈβ£ What obstacles will I face and how will I overcome them?
Relationships
1οΈβ£ Who in my life deserves more attention?
2οΈβ£ Which existing relationships do I want to focus on?
3οΈβ£ Who do I want to reconnect with?
Exercise 5: Planning For 2021

Determine your action plan to create momentum in early 2021
Est Time: 45-60 Minutes
This is the last step!
Action Plan
1οΈβ£ What are the first steps I can take towards my goals? Be specific!
2οΈβ£ What resources do I need to make progress?
3οΈβ£ Who will I ask for help and support from?
4οΈβ£ How can I create early wins and momentum?
5οΈβ£ What progress will I make in 30, 60, 90 days? How will I know?

