How I Conduct A Personal Annual Review – and Highlights from 2017
Every year, for nearly the last decade, I’ve conducted an annual review.
When writing a personal annual review, my process looks like this:
- Going on the week by week view of my 2017 calendar and listing out every single thing that I spent my time doing. Given that most days I usually have 10-20 things on my calendar scheduled per day, this ends up being 4 or 5 handwritten pages. It goes faster than I would expect but usually takes about 2 hours. I list everything from phone calls, trips, and time spent in transit to meals (personal or professional), time at the cafe, time spent meeting vendors, and weekly standing meetings.
- I go through and sort all of the items listed by category: business appointments, hours spent writing, hours spent exercising, hours working at the cafe.
- Once I’ve organized everything by category, I give it a positive value judgement – a score from 1-10 on how much joy I derived from this activity, and a negative value judgement – a score from negative 1-10 on how much dissatisfaction I got from this activity. Each data point gets two specific numbers.
- I mostly pay attention to the high scores of joy and the high scores of dissatisfaction. I circle the 8, 9, 10s of both positive and negative. I’ll list those out by peak experience by the positives like surfing, travel with my family, and time with my girlfriend, and the negatives like raising sponsorship, handling vendors at Robin’s Cafe, and time spent driving.
- Next, I take this into action for the new year by grading the quality of my experiences over the year. If there are specific people that fall in the negative 8, 9, or 10 category, I may have to sever ties with them, which can be very challenging. I may email the person outlining the reasons why I am taking steps to set new boundaries in our relationship.
- Ex: When I did this reflection in 2016, I noticed that there was a person that I had spent a lot of time with that year who I hadn’t enjoyed the quality of our time spent together. I asked myself – would I rather spend this time with this person or would I rather spend this time alone? To make a change going forward, I stopped calling him up. He invited me to a few things this year, and I declined. It was a pretty easy change.
- Ex: Writing – I spent a lot of time writing in 2017. How much satisfaction did I get from the act of that process? Is that something worth repeating in 2018?
- Ex: Time spent exercising – I spent significantly less time exercising in 2017 than in 2015 when I studied ballet every day. Is that amount of time per day enough? If the answer is no, I can schedule time to exercise everyday for a few hours in my calendar for 2018 for first few months.
- Finally, I write down the 3 – 5 most significant changes or projects that I accomplished for the year (my trip to Morocco, my training in Puerto Rico, the 2nd Annual Responsive Conference, Responsive the book, and my relationship).
Significant Events & Projects in 2017
I’ve written about cultural lessons learned on my trip to Morocco but less so about the importance of time spent with my parents. Growing up, I traveled with my immediate family several weeks per year but have not done so regularly as an adult. For my 30th birthday present, my parents took me on a 5 week trip to Morocco. What is interesting, in retrospect, is that even more than the cultural experience of traveling, was the importance of that time with my family. Taking time as an adult to get to know each of my parents, see myself in them, and be grateful for the quality of time spent has been, and continues to be, life changing.
Puerto Rico training
I spent 4 years in my early 20’s studying deep somatic practice with Anat Baniel and another 4 years studying at the Option Institute. While I no longer participate in either organization, I achieved a level of mastery with the tool sets that each of these organizations teach and continue to practice them to this day. On my first day of my first training with Anat Baniel, I told her that someday I would like to teach this material, and now 10 years later, I have done so only minimally.
The Puerto Rico training, which I co-taught with a friend in June of 2017, was my first public offering to teach and further refine the tool sets that I was fortunate enough to be exposed to and truly changed my life throughout my 20s. I am excited to further teach these tools through a variety of mediums in 2018.
The 1st annual Responsive Conference was a giant unknown as I had never previously curated and directed an event of that magnitude before. The 2nd Annual Responsive Conference was less of an exploration and more of a refinement. My single biggest goal was to form a cohesive organizing team, and in that I succeeded magnificently. Further, I sought to make intentional the curatorial choices I had begun in 2016 including factors like venue, speakers, and working with speakers to present fresh and relevant content. Across the board, the 2nd Annual Responsive Conference was a triumph. We had 225 people from more than 10 countries and with the help of my production team, the event went off pristinely. I am excited in 2018 to further refine and automate the processes that made the 2nd Annual Responsive Conference a success – aka to do less!
Responsive: What It Takes To Create A Thriving Organization
I have never been able to write as other than a very intentional act, and writing had been one of the primary things I avoided throughout most of 2017. Thus, I am thrilled to have actually publishedResponsive: What it Takes to Create a Thriving Organization which is a compilation of three years of interviews and curation on the future of work.
Finally, and by no means least important, I entered into a new relationship midway through the year. I moved in with my girlfriend in December of 2017. This is far and away, the most significant romantic relationship I have ever had, and it’s no coincidence that we have become collaborators on multiple professional, as well as personal, projects. Relationships of all kinds are perhaps one of the three most important aspects in any of our lives, and I couldn’t be any more pleased with this developing romance.
What were your highlights in 2017? Lowlights? What do you want to build on in the year ahead? Let me know in the comments!