How To Do A Year In Review

The year is almost over, and a lot of us are wondering how to do a year in review. This is the perfect time to look back and reflect on the good and the bad things that happened this year in our organization and in our personal lives. 

If you don’t know where to start with your yearly review or how to find the highlight of 2023, don’t worry; we’ll show you how. 

In this Bootstrappers episode, Gwenn shares what strategies work to create a year in review and how to keep up with good habits. 

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A Year in Review: The Benefits

Reflecting on the past year can be invaluable. It allows you to gain insight into what went well and what areas could use improvement. By doing a year in review, you can set yourself up for success in the future.

For Gwenn, these reviews have helped her through the year to become more successful each time.

How do we go about making a year in review? Here’s everything she did for a successful review.

Create a Calendar Review 

Start by taking a closer look at your yearly calendar. Look for activities and commitments that either gave you energy or drained it. 

This simple exercise can help you design your next year with more of the things that bring you joy and less of the ones that don’t.

For example, Gwen realized that she was feeling drained by her involvement in a certain board this year. It was consuming too much of her time and energy without providing any real benefit. 

After careful consideration, Gwen made the decision to resign. It turns out this was one of the best decisions she could have made!


Review Habits

In addition to reviewing your calendar, it’s also important to review your habits. 

Look for habits that have helped you achieve your goals and those that just slowed you down along the way. 

Good Habits

If you already know what habits are good for you, make an effort to implement them as much as you can. 

For Gwenn, these were the habits that made her year better. 

  • Waking up early
  • Healthy eating
  • Committing to family time
  • Exercise 

Break Bad Habits

On the flip side, you should make an effort to stop those habits that slow you down or are detrimental to your well-being. 

These habits can vary from person to person, let’s take a look at the ones Gwen decided to stop doing.

  • Watching TV: Gwen realized that excessive TV watching was eating away at her valuable time and productivity.
  • Drinking Alcohol: She acknowledged that this habit was zapping her energy levels and hindering her progress. By cutting back on alcohol, she was able to prioritize her health and make room for more positive experiences.
  • Social Media: Mindlessly scrolling through social media platforms was not only wasting her time but also limiting her focus and productivity. 

Create New Habits

Introducing positive habits into your life that you didn’t have before can be a transformative experience. 

Gwenn understood this and took the initiative to develop new habits that would enhance her well-being and personal growth. For here, this was what made her life better:

  • Meditation
  • Eating Healthier 
  • Learning Spanish 

By intentionally incorporating new habits into your life, you can experience significant positive changes. 

Learn From Your Mistakes

It’s inevitable that you will face failures and make mistakes along your journey. Instead of being harsh on yourself, adopt a kind and understanding attitude towards your own learning process. 

Words matter, and when you weigh yourself down with negative words, then you are creating a bad habit that will not help you achieve your goals. Stop being so hard on yourself. 

When you encounter setbacks or make errors, remind yourself that it’s a natural part of the learning process.


Keep Growing

As you embark on your journey toward personal growth and achievement, it’s essential to stay committed to your goals. 

Set Clear Goals

Lastly, define your goals for the upcoming year and break them down into actionable steps. 

Establish a clear vision of what you want to achieve and create a roadmap to guide you towards your aspirations. 

Start seeing the Results You Want 

Are you ready to start seeing the results you want in your organization? We are here to help you! Contact us today.

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