Annual Review

🎁 Get the Annual Review Document     📽️Watch the video that accompanies it

Something that I LOVE to do in my business is to review my business and life seasonally.

I live by the wheel of the year and so I use the seasonal shifts as key times to reflect.

The Winter Solstice is a really useful time to reflect, especially as it is so close to the end of the calendar year.

I’m very lucky to have a close friend who also works like this and we meet up at the Solstices and the Equinoxes as a pause point to reflect on life, business and everything else.

This is a really special time for me and I believe that it is key to my mental health as it helps me to keep my business and life aligned with my values.

Sometimes at these reviews, I discover something that I hadn’t realised and I end up changing my focus or pivoting completely because I realise that it doesn’t ‘fit’ with me and what I truly care about.

This process just seems to suit me, my brain and my lifestyle more than the usual ‘business quarterly review’ type activity.

Today, I wanted to share with you the document that I use at this time, in case it is useful to you.

You can simply make a copy of the google doc and adapt it to suit your own needs. Take what resonates and leave the rest!

🎁Here’s the link for the google doc

📽️I’ve done a video that talks you through it here


If you’ve got any questions, or you’d like to work with me, reach out - I love connecting with others.