Annual Life Review and Vision Setting

24 items · Productivity · Medium difficulty · 2 hours

Reflect on your year, set a bold vision, and plan your first 90 days.

• 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.

Printed from TickYouOff — the interactive version tracks your progress and can be shared with others.