Annual Review and Planning: A Streamlined Notion Template for 12-Month Reflection and Goal Setting
by Chloe Forbes-Kindlen
The Annual Review and Planning template from Chloe Forbes-Kindlen offers a streamlined approach to the year-end transition. It's designed to help you reflect on the past 12 months, reset and optimize the present, and plan out your next year with clarity.
What makes this template effective is its balanced focus on both looking back and looking forward. Rather than dwelling exclusively on the past or rushing to set new goals, it guides you through a complete transition process.
What is Annual Review and Planning?
Annual Review and Planning is a Notion template that structures your year-end reflection and planning into a coherent flow. It covers three phases: reviewing the past 12 months, resetting your current state, and planning the next 12 months.
Chloe Forbes-Kindlen created this template to address a common problem: reviews that are all reflection with no action, or goal-setting that ignores lessons from the past. This template bridges both.
How to Use Annual Review and Planning
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Duplicate the template to your Notion workspace
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Phase 1: Review — Reflect on the past 12 months' progression
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Phase 2: Reset — Optimize your current state and clear the decks
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Phase 3: Plan — Map out your next 12 months with intention
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Set quarterly milestones to break annual goals into actionable chunks
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Establish check-in rhythms to stay on track throughout the year
Who is Annual Review and Planning Best For?
- Balanced planners who value both reflection and forward planning
- 12-month thinkers who plan in annual cycles
- Notion users looking for a streamlined template
- Action-oriented reflectors who want review to lead to plans
- Those seeking structure without overwhelming complexity
Key Features
Three-Phase Structure
Review, Reset, Plan—a complete transition process.
12-Month Focus
Designed around the annual planning cycle.
Free Template
No cost to duplicate and use.
Streamlined Design
Efficient without sacrificing depth.
Action-Oriented
Review leads directly to planning.
Quarterly Integration
Break annual goals into manageable chunks.
Frequently Asked Questions
How long does this template take?
1-2 hours is typical. The streamlined design keeps you focused and moving forward.
What's the 'Reset' phase about?
Reset is about clearing mental and practical clutter before planning. It helps you start the new year from a clean slate.
Can I use this at times other than year-end?
Yes. The 12-month framework works for any annual cycle—fiscal year, birthday, or any significant anniversary.
Who is Chloe Forbes-Kindlen?
Chloe Forbes-Kindlen is a Notion template creator focused on productivity and intentional planning.
How is this different from other planning templates?
The three-phase structure (Review, Reset, Plan) and the emphasis on the transition process distinguish this template.
Does this integrate with other Notion systems?
Yes, it's designed to work alongside your existing Notion workspace and can connect to other databases and pages.
Ready to Start Your Reflection?
Download Annual Review and Planning for free and begin your year-end reflection journey today.