Another year gone and time to start looking towards what you want to achieve next year. As life hopefully starts to return to a bit of pre-covid normalcy, I think it’s more important than ever to do an annual review and detailed goal planning for next year.

I have my usual questions I go through each week and each month and used to have a 20 or so questions list for my annual review. However, I wanted to do a more detailed review this year and kept coming up with questions so the list ended up being 60 questions long!

ANNUAL REVIEW QUESTIONS

Generally

I’m a type A person so I’ve gone through all of the questions in this list I put together, but you could just do the general questions section only.

1. Rate the year out of 10 (10 being the best)
2. 3 words to describe the past year?
3. Favorite memory/s of this past year?
4. What were the most significant events that happened in my life this year?
5. What items did I tick off my bucket list?
6. What am I grateful for this year?
7. What was the best thing that happened this year?
8. Which experiences do you want to do again?
9. How did you celebrate your birthday?
10. What life lessons did I learn this year?
11. What goals did I accomplish this year?
12. What goals didn’t I complete? Why?
13. Are the goals I set at the start of the year something I want to continue building on / pursuing?
14. What goals did I carry over from last year, that I still did not complete this year? What is stopping me from achieving those goals?
15. What new skills did I try or learn this year?
16. What thing did I improve on the most?
17. What am I spending too much (or too little) time on? What were this year’s biggest time wasters?
18. What did you think about the most this year?
19. What things did you create this year that you’re most proud of?
20. Which worries turned out to be unnecessary or over-reacting?
21. What thing/s can I change or improve on next year?
22. How am I different this year compared to last year? How have I grown?
23. What advice would I give myself if I could go back to the start of this year?

Career

1. Rate your career this year out of 10 (10 being the best)
2. Are you happy in your current job?
3. Did you achieve your work goals?
4. Where do I want to be in 1 year, 3 years and 5 years? What did I do this year that bought me closer to achieving those goals?
5. Check your salary on job seeker websites – does your salary match or do you need to set a goal to have a salary discussion next year with your boss?
6. What can you change to make your work more enjoyable?
7. Are you happy with your current responsibilities?

Financial

1. Rate your financial progress this year out of 10 (10 being the best)
2. Did I meet my income goal?
3. Did I meet my savings goal?
4. Did I meet my expenses goal?
5. Did I meet my mortgage balance goal?
6. Did I meet my investments (e.g. shares) goal?
7. What debts did I pay off, or how much money did I put down against my debts?
8. What were the biggest expense items this year?
9. If you have more than one income, which income earned you the most?
10. Best purchase of this year?
11. Worst purchase of this year?

Erin Condren Budget Book (Petite Planner)

Relationships

1. Rate your relationships this year out of 10 (10 being the best)
2. Who was the most important person is your life this year?
3. Am I happy with my relationship with my significant other?
4. Are there any friends I didn’t connect with as much this year, as I did last year? If so, why?
5. Favorite moment with your friends?
6. Favorite moment with your significant other?

Health

1. Rate your health this year out of 10 (10 being the best)
2. What mental state were you in the majority this year? E.g. relaxed, anxious, stressed, time poor?
3. How many times did you exercise per week?
4. On average, how many fruit did you eat each week?
5. On average, how many vegetables did you eat each week?
6. What new foods did you try?
7. Are you happy with your weight?

Habits

1. What new habits did I pick up?
2. What habits do I need to break?
3. Which habits didn’t I do often enough? (e.g. only did once per week but had set a goal to do twice per week)

15 habit tracker tips & ideas to try

Travel

1. Rate your travel experiences this year out of 10 (10 being the best)
2. What was your favorite place that you visited?
3. What places did you have on your list that you didn’t visit? Why?
4. What lessons did you learn while travelling?
5. Favorite memories from your trips?
6. Any places you visited that you would go back to again?

Read more: How I plan and make travel photobooks (plus download my workflow printable)

Favorites this year

1. Fiction book
2. Non-fiction book
3. Movie
4. TV series
5. Most played artist and / or song
6. Food
7. Hobby

PLANS FOR THIS YEAR

Now that you’ve reviewed the past year, it’s time to set some goals for the next year.

Generally

1. Number one goal for this year?
2. Other goals for this year?
3. What skills do you want to learn, improve or master this year?
4. What do you want to spend more time doing?
5. What do you want your everyday life to look like?
6. How do you want to remember this year when you reflect back in 5, 10, 15 years time?
7. What experiences are you most looking forward to? What is on your bucket list for this year?

Financial

1. Income goal for this year?
2. Savings goal/s for this year?
3. Mortgage balance goal for this year?
4. Credit card balance goal for this year?
5. Car loan balance goal for this year?
6. Investments e.g. stocks goal/s for this year?

How to color code bill paying in your planner (7 different ways) 

Career

1. What do you want your title / position to be?
2. What do you want to achieve career wise?

Relationships

1. Who do you want to spend more time with this year?

Health

1. How many times do you want to exercise per week?
2. What new sports or exercise routines do you want to try?
3. What do you want your weight to be by the end of the year?
4. What new foods do you want to try?

Habits

1. Which new habits do you want to pick up?
2. Which bad habits do you want to break?

Travel

1. What places do you want to travel to?
2. Who do you want to take a trip with?

How I use Excel to organize all my travel plans (research, itinerary, hotel, tours, bookings, packing list etc.)

Download a printable version

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More planning tips

• 20 Productivity & Time Management ‘Rules’ I Live By 
• 50 Motivational Quotes to add to your planner
• 7 Mistakes to avoid when setting up a new planner

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