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Two great tools for crafting your personal 2015 annual review and 2016 plan


With 2016 right around the corner, I imagine many people are nearing completion of the annual year-end ritual of corporate/business planning and goal setting.  Have you ever thought about taking a similar approach in the planning of your personal life, purpose, and goals on an annual basis?  Here are two, simple to use, free tools I’ve found that I love for creating your own personal annual plan.

Chris Guillebeau’s “The Art of Non Conformity” Annual Review

I have used Chris’s annual review since I stumbled upon it back in 2009.  It’s excel-based which makes it very easy to understand, use, and update.  How he has structured the plan is very powerful.  There are three sections to the plan starting high-level to detailed and specific:

1.     A description of what your life will be like in the upcoming year.

2.     Purpose (a summary of major achievements and goals), measureable outcomes based on your goals, and “theme of the year” which describes your most important outcome.

3.     Categorized goals, actions required for each goal, a deadline, and space for the ever-important quarterly review update

Along with the template, Chris describes the process he uses every year to craft his own annual plan which we could all learn something from AND he posts a summary of his own personal plan:  what went well, what did not go so well, and lessons from the journey.  Talk about amazing!

Nicole Antoinette’s 2016 Goal Setting Workbook

Nicole just recently released a 2016 Goal Setting Workbook in PDF format titled “Your Best Year Ever” in both color and black and white.  She breaks the planning process down for you into a 7-step process framework to help you go from big picture down to specifics, and includes a weekly planning template.  As an added bonus, if one of your goals for 2016 turns out to be “get your ass off the couch and onto the pavement and finish your first 5k” she’s kicking off a virtual training group, The No BS Run Club which is a “three-month, bullshit-free, beginner-friendly, how-to-actually-make-it-happen training program to get you from zero to the finish line of your first 5k.” which starts on January 4th.  I’m still recovering from my running injury earlier this year, but hope to get back to my own training in 2016.

As the year winds down, enjoy time with family and friends, and take the time to reflect on 2015 and to plan to make 2016 your best year ever.  No matter the tool you use, creating your own annual plan is time well spent to on your journey to unlock your highest levels of performance, enabling further clarity and focus as you turn the page from 2015 and head into 2016.