Annual Life Review and Vision Setting

Schedule a 2-hour uninterrupted review session

Block time, silence devices, and choose a quiet spot.

Gather review materials

Collect calendar, journal, bank/expense summaries, health trackers, and notes.

List the top 10 highlights from the past year

Include wins, memorable moments, and proud decisions.

List the top 10 lowlights and lessons learned

Note setbacks and the practical lessons they taught you.

Complete a life-area wheel assessment

Rate key life areas from 1–10 to spot imbalance.

Rate your career or work life (1–10)

Consider progress, satisfaction, and growth opportunities.

Rate your financial situation (1–10)

Include income, savings, debt, and financial goals.

Rate your health and energy (1–10)

Consider sleep, stamina, and overall wellbeing.

Rate your relationships and social life (1–10)

Evaluate closeness, boundaries, and support networks.

Rate personal growth and learning (1–10)

Assess new skills, reading, and mindset growth.

Rate rest, fun, and leisure (1–10)

Check how well you recharge and enjoy life.

Conduct a relationship inventory

List 5 key people, their roles, and one action to strengthen each.

Review career and financial highlights and gaps

Summarize income changes, wins, missed opportunities, and next steps.

Complete a health habits scorecard

Quick scores for sleep, exercise, nutrition and preventive care.

Score your sleep habits

Note average hours, consistency, and sleep quality.

Score your exercise consistency

Record frequency, intensity, and sustainability.

Score your nutrition and recovery habits

Evaluate meal routine, hydration, and rest days.

Identify your top 3 priorities for the next year

Focus on the 3 areas that will move the needle most.

Create measurable goals for each priority (SMART)

Add metrics, deadlines, and one milestone per month.

Choose a personal word of the year

Pick one word that captures your desired focus or theme.

Draft a vivid written vision (1–2 paragraphs)

Describe your life one year from now in concrete detail.

Create a vision board or digital collage

Use images and words to represent your 1-year vision.

Plan the first 90 days with weekly milestones

Break goals into weekly actions and schedule them.

Schedule monthly review reminders and set accountability

Add calendar events and choose a check-in partner.