This End of Year / New Year Reflection and Planning Tool is a gift that was generously shared with me by Dr. Laura Belsten of the Institute of Social + Emotional Intelligence. My husband and I have decided to use this as our tool to get on the same page for 2012. You can use this in relation to home, the office, yourself, your relationships, etc. I hope you find it as useful as I do. Journal your answers to the questions and work your way through to the end. You don’t need to complete this in one sitting. Consider tackling a question every day or so and completing it fully by the end of January. Good luck and happy planning!
End of Year / New Year Reflection and Planning
Below are twelve questions you may find helpful as you reflect on this past year and plan for the new. Remember:
Don’t put limits on yourself.
Your dreams are waiting to be realized.
Decisions are too important to leave to chance. Life is, too.
Reach for your peak, your goal, your prize.
K.I.S.S. – “Keep it Super Simple”
The Questions (you may wish to journal your responses)
- As you reflect on this past year, what were your accomplishments, successes, breakthroughs, and/or achievements? Please don’t skimp on these. Make the list as long as necessary. The little stuff counts. NO modesty allowed. It’s important to acknowledge and validate ALL your accomplishments. Look through your organizer, your journal (if you keep one), memos, notes, letters, notes from our coaching calls, whatever might help to remind you
- Looking back over the year, what were your disappointments or the things you had hoped to accomplish but didn’t get to? Please make a list. It’s important to acknowledge these issues as well, as this is an ideal time to either let them go, carry them forward to continue addressing them (perhaps in new ways or with renewed vigor), or make a new promise. Also note what (if anything) blocked or held you back from your goals/objectives, or contributed to your disappointments.
- What have you learned about yourself and your life? What insights have you gained? Insights can shift us to a new, more alive place, helping us be more intentional and authentic in living our lives. What insights have you gained?
- What are you grateful for? This list might include some of the above and anything else you truly appreciate about yourself and your life. A sage once said there is a basic principle in life: whatever you appreciate and give thanks for will increase in your life.
- How about a celebration in honor of your accomplishments this year? What would be a fun, special thing to do for yourself?
- What is your theme or vision for the New Year? This is not about resolutions or specific goals with “do by” dates. This is your vision or dream for the upcoming year. What do you feel energy and excitement for? What engages your imagination and feels compelling? What do you really want out of life this year?
- As you look ahead to the new year, what are your three or four most significant goals? You can have more if you wish. Some people like to think in terms of setting goals in the following seven major areas of life:
- Career and professional development (workshops, classes, books to read and expand your thinking? Are you thinking of a promotion or new position? Perhaps a new career? Or even starting your own business? Maybe even retiring? What legacy do you want to leave?)
- Finances (what are your financial goals, like a certain amount of additional savings by the end of the year, learning new ways of investing, and other short-term and long-term financial goals?)
- Spouse, significant other or soul mate (what relationship is most important to you? How can you keep the love and romance alive in your life?)
- Personal and spiritual development (how do you engage in renewal? What are your hobbies or special interests beyond work that keep you alive and interesting?)
- Health and wellness (what are your plans for fitness, vitamins and other healthful supplements, the right eating plan, your “Ten Daily Habits,” for feeling strong, healthy, and “good in your skin”?)
- Fun and recreation (what fabulous adventures would you like to go on this year? What fun, memorable and mind-expanding trips? What else can you do to enjoy life, re-new and “re-create”?)
- Family and friends (they say “life is a journey” – who do you want along with you? Interestingly, we get to choose to a greater extent than we may realize. Who do you most want to spend time with? How can you nurture the most important relationships? And there are probably individuals whose paths you’ve crossed whom you’d like to get to know better or get closer to. Identify them, and make a plan . . . )
- What are the top two or three things about your job or career that you most want to be different in 2012? What, specifically, will you do to make the change? What will “better” look like? What resources do you need? Who can help you get there?
- What two or three changes do you most want to see in your personal life? What will you do first to bring about these changes? And then? And then? How will you know when you’ve achieved it? How will your life be better or more fulfilled? Envision it.
- What are you tolerating? Make a list – even little things like a broken windshield or a missing jacket button sap a little energy each time you notice them, and cumulatively, they add up to feelings of frustration, diminishing (to some extent) our enjoyment of life. Make a list of what you are tolerating (some people have 40-50 things on their lists – an annoying spot on the carpet, a disorganized closet or car, a cluttered office or desk), and systematically, one-by-one, start whittling your tolerations list. You’ll be amazed how good you feel, and how much more energy you’ll have, when your tolerations list is whittled down to zero.
- What do you need to tell yourself every day? We all have a gremlin or two – those little voices in our heads that tell us we can’t do it, or we’re not good enough. We ARE good enough. What mantra or self-affirming statements can you instill in your daily internal dialogue to replace the negative?
- What actions will you take to reach your goals and objectives in 2012? What problems do you need to resolve? What do you need to let go of? And what actions will you take? Test your plans by running them through the DREAM cycle:
- D – Discipline! Do you have it? To sustain and live the life you want, you need it.
- R – Realism! It is essential for success. Are your goals realistic?
- E – Essence! Are your goals about what you really want? Or are they what you think you should want (or what someone else wants)?
- A – Action! Will you commit to taking action every day?
- M – Motivation! Is what you want aligned with what you value?
This exercise is designed to help you design and create your own life experience, take charge, gain clarity about what’s important and what you want, and get into action. Remember, life rewards action. Do some careful reflection and thinking, make sound decisions and then go for it. Someone once said, “an ounce of action is worth more than a ton of thinking.” Name it, then claim it.
Remember: Your life is an adventure, a journey through time. There are no lasting arrival points and few lasting endings. Learn how to say “hello” and “good-bye” with grace and style. Everything is flow — you just keep moving, day by day, and week by week, following your internal compass for adventuring through the journey of ninety years or more.
It is as if you live on a boat in a river, sometimes riding in whitewater and sometimes flowing through calm waters. The best way to navigate your life through infinite change is to follow your own values and vision. Like a rudder, your values will keep you on a course your integrity prefers. Like a sail, your vision will pull you ahead into legitimate expectations.
Your best future happens when you have the courage to be: reach, learn, risk, dare, leap. Embrace the unknown ahead. Live on the outer edge of your possibilities, not on the inner edge of your security. Be active, not passive.
Here is how to conduct your journey: Have a long-term purpose with short-term goals. Review your goals regularly. Be definite and flexible at the same time. Trust the river but stay in charge of your boat.
And finally, refuse to be defined and consumed by your career or work. It’s an important part of the whole journey, but it’s not the journey itself.
I hope this exercise will help you gain clarity on what you want to achieve in 2012. The next step is to develop the strategies and actions that will move you to reaching your goals. Let’s prepare to make 2012 your most rewarding and fulfilling year on your journey.
All the best, Laura A. Belsten, PhD
Thanks for sharing, Laura!
Slog on!
Lisa
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