How To Do A Yearly Review That Rocks

Get started this year by reflecting on 2020.
Welcome to the first part of our 21 Day Planning Program. Read this online.

Before I get into today’s assignment (yes, there will be homework for this week) I want to give you an outline of what you can expect over the next 3 weeks.

New assignments and lessons will come out every 3-4 days along with the weekly overview on the podcast. I’ve tried to time the more introspective tasks at the start of the week so, if you can, take some time out to really think about these.

We’ll update this page with links as the course unfolds so keep this one bookmarked if you want a reference during the week.

  • Week 1 – How to do a yearly review that rocks (Part A and Part B)
  • Week 2 – How to decide which ideas you have are the best to pursue (Part A and Part B)
  • Week 3 - How to actually get stuff done and not get distracted
  • End of Week 3 - Program wrap up
We’ve tried to break down the homework into manageable chunks so you don’t get overwhelmed with too much at once. Or if you fall behind you can catch up easily.

Week 1 - Part A

While it’s not a great idea to spend a lot of time dwelling on the past, it is useful in small doses.

So before we kick things off with planning out 2017, I want to to go back and look at 2016.

Specifically I want you to look at what went well and what didn’t go so well?

Starting with what went well (so we can be in a positive attitude for when we hit what didn’t go so well) have a look across the entire spectrum of your life. It may have been a crappy year business wise but you did have a child so that’s a pretty big win there.

Also, I bet you will be amazed at all the things you did achieve this year. Sometimes a bad week or even just a bad day can make us feel lose perspective and feel like we are spinning our wheels. Use this weekend to take a step back, and remember all the things you did do.

After you have done this, it’s time to look at things that didn’t go well. By this I mean things that you quit, projects that fizzled out or failed, disasters, illness and even heartbreak.

For now just take some time this week to make a list. Later in the week we’ll go further with Part B.

Note: In the podcast episode you'll hear Part A and B. For today you can just do A and then later in the week we'll email you written instructions for Part B.


In something like Google Docs or Evernote make four lists.

For list 1 answer this question:

What successes and things to celebrate happened in your business in 2020?

Repeat the question thinking about your personal life too.

Small wins should be included as well as the completion of any long term goals. Lucky situations are allowed too. Write it all down.

For list 3 answer this question:

What failures did you have in your business in 2020?

Again turn this question to your personal life – go as deep as you can. You aren’t sharing this part with anyone so be honest with yourself.

Don’t forget about resolutions you had from last New Years, or things you tried to start but couldn’t get going.

This entire task of writing the two lists should take about 20-30 minutes. If it takes longer then that you’re overthinking it.

Once you are done

Come here and share with us all in the comments one thing your business what was a success last year and one thing that was a failure.

It doesn’t matter how big or small it is. We’re looking forward to reading them!

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2021 Kyle Wood and Dale Sidebottom