New Year Planning: Your Ultimate Guide

Updated: Oct 5, 2021

“A goal without a plan is just a wish.”

― Antoine de Saint-Exupéry

Annual planning is a great practice for making progress in the right direction and ensuring the feeling of satisfaction in the end of the year.

Your annual planning will allow you to set specific personal goals in line with your values and overall personal objectives, will hold you accountable and will help to translate your overarching objectives into the daily practice.

Annual planning to prepare for 2021

5-step approach for annual planning

Step 1. Start with the End of Year reflections

You may have already reflected on your 2020 and have drawn all the key learnings.

In case you haven't, follow this Quick Guide to Annual Reflections and close your 2020 chapter first.

Doing that will allow you to ensure you build on top of what's already working and let go off the things that don't serve you anymore.


Step 2. Review your Life Vision

You've now learned a lot from reflecting on your 2020 and can't wait to start afresh. Before you do, take a step back.

Think about your life holistically:

  • What is your purpose?

  • What are your top values?

  • Who are the people in your tribe?

  • What do you stand for?

Those are big questions, if you get lost, we are here to help. This step will ensure you are considering a big picture and making a meaningful progress in line with who you really are.


Step 3. Set the Theme of the Year

While it might be tempting to set a lot of goals, one overarching theme of the year will help you focus.