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How to do an Annual Review and Set Goals You Plan to Smash

Martine Ellis
2 min readMar 19, 2024

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There are just three steps you need to smash your annual goals:

  • Complete an annual review
  • Set the right goals
  • Keep your goals visible.

These steps are explained in more detail below.

Annual Review

Before setting goals, reflect on the current year; this reflection will inform your goal setting. Approach your review as a journalling activity; you can use pen and paper, a blank document on your computer, or dictate your responses to your mobile.

First, review your progress on any goals you set for this year.

After that, strategically review aspects of your life — consider these as your life categories. For example:

  • Health and fitness
  • Work and business
  • Friends and community
  • Personal life and family
  • Learning and knowledge
  • Travel and culture
  • Hobbies and creativity
  • Emotions and spirituality
  • Money and finance

Use the Ness Labs plus, minus, next method to review each life category. Spend three minutes on each…

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Martine Ellis
Martine Ellis

Written by Martine Ellis

I write, speak, and teach about wellbeing-driven productivity to help you succeed on your terms • Writer • Trainer • Consultant •

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