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How to Complete Your Year in Review — Bright Space Coaching | Leadership Development for Women in STEM

(Last Updated On: January 7, 2022)

Last Updated on January 7, 2022 by Admin

It’s that time of year again!

You know, that end-of-the-year bustle where in between holiday shopping, too many desserts, and in person or virtual family gatherings, you realize you haven’t achieved half of what you set out to do.

You look at your vision board or planner and sigh, wondering if you’ll ever reach your ideal weight, ideal income, or ideal relationship goals. 

After another challenging year, it’s easy to jump to the negatives – the things you haven’t completed, forgot to do, or messed up.

Luckily, this is the time of year where any day can be a fresh start.

Where you can dream big and think about who you’re becoming in the new year.

One of my favorite activities at the end of December is to complete a Year in Review.

A Year in Review allows you to look back on your year with gratitude, and based on where you are, set goals for the year ahead.

It’s different from setting New Year’s Resolutions, which are often just a statement of what you hope to accomplish – or what society expects you to want.

Instead, you’ll learn how to set goals that feel good to you, and commit to actions that show your progress each week or each month.

It’s time to stop wishing and start doing!


Here’s how to do a year in review that actually helps you reach your goals:

Step 1: Look Back

The first part of a Year in Review activity is to look back on your year and all you’ve accomplished. For many women, this is challenging, because we’re so quick to judge ourselves on everything we haven’t done yet or the things that went wrong.

One of the best ways to combat impostor syndrome and build confidence is acknowledging all of the things we did right. When you recognize the things that you do well or that you’ve accomplished, you start to build trust in yourself. When you trust yourself, you can rely on yourself to achieve bigger and bigger goals over time.

That’s why it’s so important to start with a celebration and gratitude for the past year. I know there’s a long list of things you’ve achieved this year – so start there! Here are a few questions to get the celebratory juices flowing (with or without a little bubbly):

  • What went well for you this year?

  • What were your biggest accomplishments?

  • What made you feel proud of yourself?

  • When did you have the most fun?

  • What compliments did you receive most often?

This is also a great point to reflect on and celebrate your strengths. You have a unique blueprint of talents, skills, and experiences that no one else has. No one can do what you do the way you do it. And that’s something to celebrate!

Once you have your list of accomplishments, it’s time to look at the numbers. This can also be an uncomfortable exercise, especially if you have shame or fear around money or math in general. And, looking at numbers is critical to achieving any goal. “You can’t manage what you don’t measure.” 

In my recent Year in Review Workshop, I provided a workbook with a template to track your salary, savings, debt, and other important numbers from this past year. You can click here to sign up for the replay and get a copy of that workbook to help you do this.

What numbers are important to your goals? Is it a revenue goal? Weight or inches? The number of steps you take or ounces of water you drink? Whatever is important to you, think about how you would measure it. We’ll come back to that in a later step, but for now, think about your current numbers and how you feel about them. 

Finally, it’s time to transition to the new year! A great place to start is to think about everything you’re grateful for from the prior year, or what you’re most grateful for. Then, consider the following questions:

  • What do you want to stop doing?

  • How are you sabotaging your success?

  • How are you holding yourself back?

  • What thoughts or behaviors do you want to leave behind?

  • What people, roles, jobs, habits, or tasks no longer serve you?

Remember: you are the average of the five people you spend the most time with. Have you taken inventory of that lately? Are you surrounding yourself with people who think money is the root of all evil, or who do nothing but complain about their lives?

Or, are you surrounding yourself with people who have a positive and abundant outlook on their money, career, business, and life in general?

One of the reasons I created Confident on Purpose was to bring together women from different backgrounds who have common goals and worldviews. Those weekly coaching sessions were one of my favorite parts of 2021.


Step 2: Look Ahead

Now that you closed out your year with gratitude and appreciation, it’s time to bring the new year into focus. 

Allow yourself to dream big here. Close your eyes and envision your year ahead. Pay close attention to your environment, how you feel, how you’re spending your time. Think about a day in the life of your future. Then, answer the following questions.

  • What experiences, goals, or habits do you want more of in the new year?

  • How do you want to spend your time?

  • What do you want to learn next year?

  • How do you want to show up to your life?

  • Who are you becoming next year?

The last question is so important to consider before setting a goal for the new year. You want to align your goals and life with who you’re becoming. That way, you can determine actions and set up habits that help you embody the person you want to be.

Just like you did in step one, you’ll also want to consider your numbers. Based on where you were in the previous year, where do you want to go next year? Do you want to increase your savings and decrease your debt? What do those numbers look like? What else is important to measure for the new year?

Finally, I love choosing a Word of the Year before setting any goals for the year ahead. Choosing one word to guide your year ahead helps you set memorable goals and centers your mind around what matters most. In the past, my Words of the Year have been: Growth, Abundance, Balance, and Wealth. This year, my word is Worth.

To choose your word, consider how you want to feel, be or act in the new year? What do you want more of? How do you want your life to be? When you’re clear on what you want or how you want to feel, setting goals becomes easier.


Step 3: Set Annual & Quarterly Goals

Now that you’ve set an intention for how you want your new year to unfold, it’s time to set your annual and quarterly goals.

If you’ve seen Simon Sinek’s TED Talk ”Start with Why”, then this next step might sound familiar to you! He describes this Why – How – What approach in communicating with your customers, but I think it’s applicable to your goals, too!

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