7 Steps To A Successful Annual Review

In Leadership by Ryan Latham0 Comments

Notes taken from John Maxwell and Tim Elmore, with a few of my own added thoughts.


  1. Create time to review
    1. You have to make it happen. It will not happen on its own.
    2. What we value we find time for.
    3. You are cheating yourself and those that you lead if you do not create time to think.
    4. “Good thinking takes everything to a higher level.” – John Maxwell
    5. Ask yourself:
      1. What do I feel?
      2. What do I know (Facts)?
      3. What do I think?
  1. Often our feelings and the facts are very different.
  2. Often we have a feeling about something and the facts confirm them.
  3. Thinking is the bridge that connects your feelings and the facts.


  1. Prepare your materials


  1. Your Calendar:
    1. During the year answer these questions in your calendar:
      1. What did I think was going to be important?
      2. What was important?
      3. What did I do well?
      4. What can I improve?

2. Your Journal:  so you can remember any on going feelings are experiences.

3.  A legal Pad:

  1. During your review mark how often you worked in your top four priorities.
    1. ____________________________ (ex. Speaking, Teaching)
    2. ____________________________ (ex. Writing, blowing)
    3. ____________________________ (ex. Reading, Studying)
    4. ____________________________ (ex. Faith, Family)


  1. Observe and Review:
    1. Look through the whole year. Day by Day.
    2. Write down EVERY observation that you see. You will organize these later.
    3. Did I spend time in my top two or three priorities?
    4. Did you have margin?
    5. How’d you do with physical fitness?


  1. Reflect on your findings:
    1. What trends did you see?
    2. What should I do less?
    3. What should I do more?
    4. Who can I share this with? (mentors, coaches, accountability partner)
    5. How can I improve this?
    6. Filter through:
      1. What do I feel
      2. What do I know
      3. What do I think


  1. Make Casual Discoveries
    1. What is your overall feeling about the year?
    2. Any key thoughts?
    3. You have to be able to touch the past before you can deal with the future.




  1. Plan
    1. What must change?

2. What needs more fuel?

  1. Pick two or three goals for your personal life and professional life.
    1. For each goal pick a couple books and podcasts on that topic.
    2. Make your goals S.M.A.R.T
      1. Specific
      2. Measurable
      3. Attainable
      4. Realistic
      5. Time-based

3. Who do I need help from?

  1. For each of those goals pick a mentor who can help you with that specific area.
  2. They do not need to be a yoda. Someone you is great in that area.
  • Three types of Mentors:
    1. People who know me and know they are making a difference.
    2. People who know me but don’t know they are making a difference.
    3. People who don’t know me and don’t know they are making a difference.


  1. Schedule
    1. Begin to make due dates and set accountability in place.
    2. Review your daily habits and schedule. Make any adjustment.
    3. Put in your calendar now any review days along the way for this year.
    4. Put time in your day to answer your daily questions from step 2. A


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