Printable sheet

The year in review

Five questions, answered against the record rather than from memory.

To print or save as a PDF. Use your browser's print command and choose Save as PDF. The page below is already sized for one sheet of A4 or Letter, and everything except the sheet is left out of the print.

How to use it

Do this before you build a board for a new year. Answer it with your calendar, your photos, your bank statements and your messages open, because memory over-weights the last six weeks and reconstructs a story that fits how you feel in December. It takes about forty minutes and it is the step almost nobody does.

MyDirection

The year in review

Have the record in front of you. Not memory.

Not what you meant to do. What is different now that was not there twelve months ago. Include the small things.
The thing that appeared on a list in February and again in June. The reason is usually ambiguity or an unadmitted cost, not laziness.
Something you wanted at the start of the year and no longer want. This is a success and will not feel like one.
Often the best part of a year, and usually a pointer at something worth doing deliberately.
Sleep, a relationship, a practice you dropped, a friendship that went quiet. A new board built without this is another list of demands.
Every goal from the year ending goes in exactly one column.
Carry forwardChange the routePut down
One. Built from the sorting above rather than from a blank page.

mydirectionapp.com

Common questions

What is a year in review worksheet?

A structured look back at the year ending, answered against your own record, used as the raw material for the year ahead rather than starting from a blank page.

When should I do a year in review?

Any time from mid December to the end of January, and any time a direction has gone quiet. It works whenever, though the turn of the year is when most people will actually sit down for it.

Why answer it from records rather than memory?

Memory heavily over-weights the last six weeks and builds a story that fits how you feel today. Your calendar, photos and statements do not.