Patrick Mosher walks through a 16-step annual review system that takes about an hour and avoids recency bias. The first nine steps cover the past year: create a headline, review your vision and personal brand, summarize by numbers, celebrate wins, identify three major firsts and three major learnings, and note how you lived your mission.
Chapters
And I literally flew back from Texas yesterday, and I did my annual review and annual plan on the plane. So, so we can spend hours and hours thinking about this stuff, but also there's a way to just go through this in an hour, which we're going to do today. And, and it'll be, as you know how these things go, it'll be 80% lined up correct, right? It'll, you know, go back and think about stuff some more, but this will This gets out a lot of things. Now, one of the things that we suffer from, from this is recency effect. So you'll think of a lot of things that were over the last couple of months, but then you, when you start going back, it's like, oh yeah, there's some stuff in January or February last year to bring in. But let me first start with just, uh, going through each of the pieces. There's 16 of these. We're going to do 16 pieces today. Okay. So, uh, The— so the first 9 are reviewing the past year. The second 7 are planning the next year. Okay, so, uh, the first 9, and then we'll go through these slow, but I'll just go through these. The headline for the past year, so create a headline for this past year. A vision, so what's your vision? That doesn't change from a year over year. Personal brand Number 4 would be philosophies, life philosophies. We talked about these a little bit. Um, I like to have this year by numbers. Number 6, this year by milestones and accomplishments. I think it's really important to celebrate those things at the end of the year. Number 7 is, uh, 3 major firsts. Number 7, 3 major firsts. Number 8, 3 major learnings. And number 9, 3 ways you're living into your life mission now.