This past weekend, I did my first-ever annual review. I’d like to share two things with you from my experience.
- It’s 100% worth doing.
Honest. I had a lot of fun with this.
My 2020 annual review reminded me of many fun memories that I had forgotten about. Such as the walleye fishing trip with my Uncle Mark, or the night my entire family dressed up like the characters in Knives Out for a murder mystery game night. I relished going through the events of the past year and reliving some of my favorite moments.
I also learned a lot about myself through the process. The journaling prompts helped me see where I had placed my focus over the past twelve months. Did I accomplish anything meaningful? Or was I too distracted by the pandemic and politics? There were some tough questions, and I didn’t have good answers for all of them.
- Don’t overthink it.
I spent five weeks procrastinating on my annual review. My problem was that I had created a big to-do in my head about what a “good” annual review was supposed to look like. I imagined that it had to be a very serious, all-day writing affair.
I finally got over the mental hurdle this past weekend when I made a deal with myself. There would be a time constraint. My annual review could take no longer than two hours. I was not going to let perfect be the enemy of good.
So I drafted this framework which I estimated would take a little over 90 minutes to complete. Then I grabbed a timer and got to work.
Was it perfect? Far from it.
Did I answer every question with something deep and insightful? Certainly not.
But was it a useful exercise in the end? Absolutely.
To conclude, I hope this post encourages you to try your own annual review. Don’t worry that we’re halfway through the month of February. It’s never too late to learn from your past.
Marc Rohde says
I really appreciate the framework that you put together for your annual review. I plan to use this with some slight adjustments to include a ‘financial review’ for 2022.
Tyler says
Thanks Marc!