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Browse our curated collection of annual reflection frameworks

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Showing 17 of 17 resources

2024 Planner: Crafting Your Best Self

by Zestsy

Notion Template2-3 hoursComprehensive

A year of self-discovery and accomplishment. Set clear, ambitious goals across various life dimensions with daily and monthly reflections. Track personal development, career goals, health objectives, and relationships.

Life dimensionsDaily reflectionsGoal tracking
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3-Question Annual Review

by James Clear

Article/Method30 minutesLight

A simple and effective 3-question framework: What went well? What didn't go well? What am I working toward? Elegant simplicity from the author of Atomic Habits.

Minimalist3 questionsFrom Atomic Habits author
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Annual Performance Self-Review

by Notion

Notion Template30-60 minutesLight

Self reviews made easier with useful prompts to get you started. Reflect, take note, and make a plan for the future with this official Notion template.

Official Notion templateGuided promptsQuick
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Annual Performance Self-Tracker

by Jarod Wilder

Notion TemplateOngoingModerate

Track your performance in real time throughout the fiscal year. Monitor key accomplishments, leadership strength, growth opportunities, and progress on business objectives.

Real-time trackingLeadership focusBusiness objectives
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Staff Pick

Annual Reflection Guide

by Steve Schlafman

Notion Template3-4 hoursVery Deep

An in-depth 8-step journey to an intentional year, including exercises, guided meditations, visualizations, AI prompts, and a curated playlist. Downloaded over 50,000 times.

MeditationsAI promptsPlaylist+1 more
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Annual Review - Yearly Review

by Creative Koala

Notion Template2-3 hoursComprehensive

A comprehensive Notion Yearly Review Template covering personal and professional life. Fosters introspection and growth with a holistic approach to yearly reflections, celebrating successes and learning valuable lessons.

Holistic approachPersonal & professionalFree
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Annual Review and Planning

by Chloe Forbes-Kindlen

Notion Template1-2 hoursModerate

Reflect on the last 12 months' progression, reset and optimize the present, then plan out your next 12 months with ease. A streamlined approach to annual reflection and planning.

12-month planningReset frameworkFree
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Annual Review Collection

by Tiago Forte

Articles1-2 hoursModerate

A collection of annual reviews and writings on long-term vision and goals from the Building a Second Brain author. Includes methodology articles and personal examples.

Systems thinkingLong-term visionBASB methodology
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Annual Review Guide

by Chris Guillebeau

Article + Spreadsheet2-3 hoursDeep

A step-by-step guide with a downloadable spreadsheet template to track your goals across various life categories. Great for systematic goal-setters.

Spreadsheet templateCategory-basedGoal tracking
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Annual Review Template

by Ness Labs (Anne-Laure Le Cunff)

PDF Template1-2 hoursModerate

A 15-page annual review template covering all key areas of personal and professional life. Clean design with structured prompts.

15 pagesLife areas frameworkClean design
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Annual Review Workbook

by reMarkable × Shane Parrish

PDF Workbook1-2 hoursModerate

A free workbook created in collaboration with Shane Parrish, author of Clear Thinking, to help you find clarity and purpose.

Clear Thinking inspiredFreePrintable
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Staff Pick

Build an Intentional Life

by Sean Johnson

Notion Course6 weeks (ongoing)Transformative

A comprehensive 6-week course covering 10-year vision, values, goals, personal operating systems, habit formation, and operating cadence. Created by a Kellogg professor and CEO who has helped 150+ executives design intentional lives.

6-week programLife design frameworkValues-based+1 more
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Minimalist Annual Review & Reset

by The Present Writer

Notion Template1-2 hoursLight

A clean, minimalist template for reflecting on the past year and setting goals. Includes sections for summarizing accomplishments, analyzing what worked and what didn't, and brainstorming goals for a fresh start.

Minimalist designFreeGoal brainstorming
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Past Year Review (PYR)

by Tim Ferriss

Article/Method30-60 minutesLight

A 5-step process that focuses on identifying positive and negative peaks from the past year using your calendar as a guide. Simple, actionable, and time-efficient.

QuickCalendar-basedActionable+1 more
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Personal Annual Review

by Sahil Bloom

Article + PDF1-2 hoursModerate

A 7-question framework designed to help you reflect on changes, energy levels, fears, and learnings from the past year. Includes energy tracking and fear analysis.

7 questionsEnergy trackingFear analysis
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YearCompass

by YearCompass Team

PDF Booklet2-3 hoursComprehensive

A beautifully designed, free booklet with guided questions for reflection and planning. Available in 50+ languages and used by over a million people since 2012.

FreePrintableMulti-language+1 more
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Yearly Planner

by Severin Schuetz

Notion Template2-3 hoursComprehensive

Experience intentional planning with monthly, quarterly, and yearly reviews. Includes quarterly planning with goal setting and action plans. Define goals across focus areas like personal development, career growth, relationships, and health.

Quarterly planningMonthly reviewsAction plans
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