annual planner

Ideas for Annual Review Metrics

Possibilities to measure in 12 Life Areas:

•Physical: weight, body mass index, blood pressure

•Financial: income, savings, investments

•Career:

work projects completed, time audit

•Mental: goals achieved, books read

•Emotional: acts of kindness, EQ score

•Relationships:

activities with family and friends, loving actions

•Character: volunteer activities, creative work

•Social: group activities

•Organizational:

home projects completed

•Spiritual: frequency of prayer, meditation, gratitude

•Purpose: time spent in flow, creating or contributing w/talents

•Recreational: trips taken, new activities tried

www.dailyplanit.com

The Daily PlanIt Annual Planner

Track results of weekly and monthly reviews

Action steps & questions for reviews, ideas for metrics

The DAILY REVIEW

What was accomplished today? Plan tomorrow

Review Calendar, To-do lists, &

weekly plan

Start with Most Important Tasks

Update system: delete completed

tasks & add incoming tasks

Keep goals visual & visible

Check completion of daily

habits & routine

Celebrate progress

Choose a few MITs for

tomorrow

The WEEKLY REVIEW

What was accomplished last week? Plan next week

Review schedule for next week

Review value statement

Review progress on goals &

projects

Record results on forms

Outline a weekly plan

Update lists & print if desired

The MONTHLY REVIEW

What was accomplished last month? Plan next month

Review results of weekly reviews

Review schedule for next month

Check monthly & upcoming

annual repeating tasks

The ANNUAL REVIEW

What was accomplished this year? Plan next year

Review results of monthly reviews

& celebrate successes.

Review effectiveness of work

spaces & task management system

Choose life areas to focus on

Choose goals and metrics

Update value statement

Start the year right! take some time to:

• Review the major accomplishments of the past year.

• Review & choose life areas to focus on in the upcoming year.

• Plan meaningful metrics to track.

• Review the value statement that pinpoints what you do & why.

• Review your work space, calendar and task management system.

Do the tools you use help you work efficiently?

• Choose the best time and day of the week to do a weekly and

monthly review - Time|Day:

Each Week CHECK

• Calendar

• To-do Lists

• Focus -value statement & priority Life Areas

• Goals

• Projects

• Ideas

Steps for a Weekly Review

1. Review past week and list major accomplishments on form.

2. Plan the next week. Check schedule for upcoming meetings, due

dates and deadlines, tasks on to-do list, & upcoming repeating

tasks.

3. Look for room in your schedule to add tasks for projects and goals.

4. Review value statement and life areas you want to focus on.

5. Review goals & projects.

6. Review ideas-take action on any?

7. Check for anything that needs follow-up.

8. Print calendars and/or lists if desired.

Each Month

In addition to the steps for a weekly review, also...

1. Review past month and list major accomplishments on form.

2. Review metrics and results.

3. Check schedule and plan the next month.

4. Review tasks that repeat monthly and check for upcoming annual

repeating tasks.

Review Questions

1. How does what actually happened in the past week/month

compare to what you had planned?

2. What went well? Was progress made on projects and goals?

3. Do all tasks, projects and goals align with your value statement?

4. What didn’t go so well? Where are you stuck and what can you do

about it?

5. Did you make good use of your time?

6. How can you increase productivity? What changes can you make

to reduce or eliminate time-wasters?

7. Did you spend enough time with family and friends?

8. Did you spend enough time on fitness, leisure and spiritual

activities?

9. What will you do next week/month?

MONTH

Week ONE Review Week TWO Review

Accomplished: Accomplished:

Plan for next week: Plan for next week:

Week THREE Review Week FOUR Review



Week FIVE Review The month in review


Plan for next week: Plan for next month:

MONTH

Week ONE Review Week TWO Review



Week THREE Review Week FOUR Review



Week FIVE Review The month in review


Plan for next week: Plan for next month:

YEAR

January Review July Review


February Review August Review


March Review September Review


April Review October Review


May Review November Review


June Review December Review


Steps for an Annual Review

1. Review past year, major accomplishments.

2. Review metrics and results from monthly reviews.

3. Plan next year, choose goals and metrics.

4. Review value statement, projects & ideas.

5. Review task management system.

6. Review ideas-take action on any?

7. Print calendars and/or lists if desired.

SET GOALS FOR NEXT YEAR

Find goal plans and a free short course on setting goals at

http://dailyplanit.com/goal-plans/. Learn more about setting and

achieving goals with the Ebook “Get Goaling.”

Download an Annual Review Metrics Chart

at www.dailyplanit.com/anannualreview/

Get monthly review reminders at www.facebook.com/DailyPlanitSkills

annual planner

Self Improvement