If you’re a small business owner or CEO, you probably love dreaming about what’s next. New offers, fresh ideas, big goals… we’re always looking forward, right? But here’s the truth: the BEST goals start with looking back and doing a review.
That’s why I’ve been doing an End of Year Biz Review for the past 7+ years—and why it’s one of my absolute favorite annual business rhythms. It’s intentional, it’s strategic, and it’s your secret weapon to set realistic, impactful goals for the year ahead!
And I’ve got something to make it even easier for you:
My FREE End of Year Review Worksheet—a simple, no-fuss Google Doc with 32 questions to walk you through 5 Core Areas of your business:
- Time: Where it went and how to improve your rhythms.
- Money: What worked financially (and what didn’t).
- Dreams: What goals came to life and which ones didn’t.
- Clients: Who you loved serving (and who wasn’t a fit).
- CEO Review: Your leadership, systems, and personal growth.
Why Look Back Before You Plan Ahead?
It’s easy to rush into January with big ideas and no clear direction. But when you pause to reflect, you:
- Celebrate wins you might have forgotten.
- Identify patterns and feedback to make better decisions.
- Set goals that actually make sense for where your business is now.
How to Get Started:
- Download the EOY worksheet. (Grab it here!)
- Block out TWO short days to do your review. (Tip: I do 2–3 hours on Day 1, then come back 2 weeks later to finish.)
- Verbally process with someone you trust—your spouse, team, or mentor.
When you complete your End of Year Review, you’ll walk away with clarity, confidence, and a roadmap for 2025 that feels GOOD. So block off your calendar, grab your favorite beverage, and get started!
Here’s to reflecting —and stepping into the new year stronger than ever!!
+ show Comments
- Hide Comments
add a comment