GiANT Year-End Review
Every December we release our GiANT Year-End Review process with one goal in mind – to help you make adjustments for the new year because of the contemplation of the past.
Let’s start with this simple, big idea: Those that are intentional will live better lives than those who are accidental. Accidental living produces unintended consequences. Intentional living creates opportunities to see things you hope happen actually take place. With that let’s get prepared for being intentional.
- Create space and time – get up a bit earlier or take some time on the weekend to think.
- Create ambience. Brew some of your favorite coffee, turn on some great background music (I use the Winter Solstice series from Wyndham Hill).
- Dust off the journal. When you write, you learn. Capture the thought.
- Do something for someone else. Fix breakfast, write a note. Whatever it takes to get in the mood for contemplation.
Year-End Review: For Yourself
1. Celebration Phase:
What do you need to celebrate?
- Make a list of things you want to celebrate personally.
- Make a list of things you want to celebrate professionally.
Share these lists with at least one person.
2. Organizing Phase:
Take at least one day and get all the year-end filing, planning, and tax management or documentation out of the way. I can’t tell you how good it feels to toss stuff that you will never use. This is a great exercise.
This year I focused on creating a system to handle receipts and I threw away a massive amount that I simply don’t need. Clutter out, peace in. Simplicity is the key.
3. Year End Review Phase:
Start the review process with questions to yourself.
Did you learn anything this past year that might help you in the new year? This is what year-end planning is all about.
Each end of the year I write a simple journal entry called Lessons Learned. I then review the entry several times per year. One year I photocopied those lessons and pinned them in several areas to not forget.
- What are the major lessons you learned this past year?
- What was your biggest failure that you can learn from and turn in to an asset so that you never fail there again?
- What did you notice about yourself this year that you have never noticed or articulated before? (something that you want to change possibly?)
- Where do you need to give yourself more grace?
- What needs more intentionality in your life?
- How did you do with your kids this year (if applicable)?
- Where can you become more helpful for your wife (spouse, if applicable)?
- Is there anyone you need to ask forgiveness to or anyone you need to forgive?
- Are there any notes you need to write to honor someone?
4. Preparation Phase:
This phase should move you to the execution of your goals/hopes.
- Create a motivational phrase for the next year. Whatever motivates you to becoming the leader you want to become. Some examples from others include…”Fight for the highest possible good of others” or “Keep my mind on better things”…whatever motivates you to action in 2017.
- Goals per Circle of Influence: For each circle of influence, make a list of the things you want.
- (Family: By ________ I plan to___________ so that____________ might take place)
- The 5 Circles are: Self, Family, Team, Organization, Community
- Write the names of 1-3 people in your life that you plan to communicate with throughout the year to help you process your growth. This could be a spouse or coach or a business partner or simply a friend.
- Choose ONE Thing to focus on for the new year. Start that plan right. If it is exercise, then build your plan on your calendar. If it is a work project, then build out a flow chart to make sure it gets started.
- Now, schedule rest into your calendar for 2017. Schedule it first before your year begins.
Take time to look back so that you can build the momentum needed to look forward.
When you take the time to sharpen the axe you will be amazed at how much more efficient you are!
Year End Review: 10 Questions For Your Organization
In any organization, year-end review planning is crucial. Good leaders use the time to ask really good questions. Here are some quick questions to be asking yourself and your team as you prepare and plan for the next year as it relates to strategy, leadership and capital.
- How did you do this year? What grade would you give the organization?
- Where did we not reach our potential?
- What are our top 5 objectives in either our team or organization?
- Do we have the people in place to execute the initiatives we have set out? If not, what is our plan?
- Have we thought through the worst-case scenarios or “what if’s” to make sure our plan is solid?
- Is there any drama that needs to be addressed now so we can start our year off right?
- Do we have the capital in place to ensure we can do what we hope to do? Has it been proven by our financial experts?
- Do we know how we win (is our strategy clear)?
- Am I in the right role to help our team reach our goals?
- Finally, are we having fun? Is this what we WANT to do?
There are many great questions to ask. Good questions stir up great conversations.
Living Intentionally is a goal that we, at GiANT, hope for you. If you begin to utilize the review process consistently then you will become more and more effective over time. Make the time, ask the questions, and process and write the process down. Then, share it with your team and or family or with someone that you truly value.