#8 Open sourcing my annual review….

😍 Something I'm grateful for this week

I'm Open sourcing my annual review....😈 fraud contractors, 👺 slave drivers, 🏆 big wins, 🧑🏻‍🌾gardening and more... Merry Christmas you crazy people, don't work too hard!

This will be a special episode since it’s just before Xmas.

This was as much for my own clarity than anything else.

So no long writing, just off-the-cuff reflections, no editing, just me spilling the beans on life behind the scenes.

How Reflecting on 2022 Changed My Business and Life | Annual Review and Plans for 2024

Do you review regularly?

What gets measured gets managed.

We live in a distracting world.

Resilience and consistency is the no1 skill most people lack for building something long term.

Reviewing regularly helps you get clarity, adjust your behaviour and stay on track for long term plans.

I perform micro reviews and macro reviews.


  • Daily 5mins
    • tasks
    • habits
    • moods
    • plan tomorrow
  • Weekly 5 mins
    • weekly theme
    • Most important thing
    • next week


  • Monthly 60mins
    • Answer reflection questions
    • Business admin
    • Review marketing strategy
    • Review financials
    • Review team training
  • Quarterly 60mins
    • Review big picture plan
    • Make sure daily actions align
    • Reassess priorities
    • Assign Quarterly sprint goals
  • Annual (more abstract) 15mins
    • look back
    • analyse
    • reassess
    • clarity

Writing things and saying things help you work things out in a way that thinking alone sometimes fails at.

Daily Review template

  • Most important thing done?
  • Habit checklist
  • Task checklist
  • Plan tomorrow

Weekly Review template

Scan your calendar from week


  • Did I do the Most Important Task?
  • Am I happy with how I spent my time?
  • Did I work on weekly theme?
  • What problems came up that I could avoid in future?
  • Were there any unanticipated time sinkholes? (And how could I avoid them going forward?)
  • How much free time did I have?

Delete old tasks

You’ll see tasks from many months ago, which unbeknownst to you act as a mental tax. Be honest with yourself and delete the ones you have no intention of doing. (My rule of thumb is that if it’s been on the list for more than a quarter, I delete it.)

Monthly Review Template

  • What was your goal last month?
  • What are your biggest wins?
  • What have you failed to take action on?
  • Biggest “Aha” moment?
  • What are you struggling with the most?
  • What have you improved the most?
  • What’s your focus for next month?

You can schedule an email to yourself at end of each month and reply to yourself.

Or even better, find a peer to partner with and hold each other accountable.

Store the answers in one place and look back during your annual review.

At the end of the year I often feel I’ve done nothing, until I look back at my monthly review. You’ll be amazed at how much you’ve done.

Quarterly Trajectory Review

  • Health
    • goal
    • method
    • daily actions
  • Personal
    • goal
    • method
    • daily actions
  • Relationships
  • Business
  • Financial
  • Travel

Example of how to break down your goals into daily steps:


fitter in my 40s than in my 30s



daily actions

  • ♻️ habit – rowing machine and do 1k every day (5 mins)
  • ♻️ Habit – jog with doggo every day with audiobook (10 mins)
  • ♻️ habit – lift weights every day (10 mins before lunch)

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💡 Key Insights for solopreneurs

Don’t work too hard, enjoy your festive break.

🛎️ Daily reminder for solopreneurs

Other people’s lack of planning, does not consitute an emergency for you.

All those last minute tasks will still be there in 2024.

💥 How to take action in the next 5 mins

Crack open the wine,


and relax!

Picture of Nicholas Robb

Nicholas Robb

Founder, Design Hero
Author of Life by Design

Ready to...
Win your freedom? Put life before work? Grow a solo business? Redesign your life? Systemize your business? Gain back time? Quit the rat race?

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