How to do a Yearly Review (FS083)

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Episode 83: How to do a Yearly Review (FS083)

Here at Fizzle, we’ve spent the last couple weeks in full-on year review mode. We have some new ideas to share (and some time-proven designs as well).

We talked in an episode a long time ago about how we do these reviews and, more specifically, how we find the plan for next year in last year’s review.

In this episode we rebroadcast that conversation with a few edits, some new stories and an updated process from Chase at the end. The Fizzle team spent the last week executing this exact review process and there’s some good insights here for your own review + plan.

I, personally, am very interested in this topic. I’ve researched a bunch and I’m wondering: what do you do for a yearly review? What articles or ideas have been helpful for you? Let me know in the comments.

Enjoy the show!


What Happens When


The Fizzle Review Process

1. Take inventory of everything you made this year. Articles, episodes, courses, guides, books, etc. Of all of those, what performed well? I did this work for Fizzle using google analytics and stats from Soundcloud and Wistia and made this post: 2014’s Most Popular Articles, Podcasts + Courses. You could do the same. Maybe even ask yourself: what can we learn from these results?

2. Make the “did/didn’t go well” lists. Ask yourself: what went well? Write down the answers in one column. In another column answer the question: what didn’t go well? It may help to look at monthly revenue figures, remember partnerships, large and small projects alike, events, etc. I go over some of our answers at around 60m in.

3. Decide who you make things for. We’re looking for one, specific, real life person. Someone who has a real name, real dreams, real fears and hopes and things they want to do with their life. Find out more about this in this guide: Defining Your Audience.

4. Put together your vision statement for next year. Given that person you chose, all the things that went well and poorly, and all the bits you made this year, put together a vision statement for next year. This is a delicate things, I talk at length about it at 65 minutes in. It shouldn’t be weak or limp. It should be scary, something that changes what you’re currently doing in some way, something that will help you make decisions.


Yearly Planning & Review Resources

Chris Guillebeau: How to Conduct Your Own Annual Review“The idea is to create a road map for the year ahead – not a rigid daily schedule, but an overall outline of what matters to me and what I hope to achieve in the next year.”

Don Miller: Storyline Productivity Schedule“For years professionals have tried to manage their time, but what they really needed to manage was their mental energy.”

Productive Flourishing: Free Planners“After years of struggling with the planners designed for and by office workers, I figured out that it wasn’t me that was the problem: it was the design of the planners.”

Scott Dinsmore: How I Plan My Week“Below is the process I go through every Monday morning – I’ve made a couple modifications over the years.”

2014’s Most Popular Articles, Podcasts + Courses “So I went through the rubble to find our most popular posts, podcasts, courses and interviews from 2014. I listed them out below with some notes by category for you.”


The Productivity Course

Fizzle’s Essentials of Productivity course with Chase ReevesWe talked a bit about my Essentials of Productivity course within Fizzle. It goes in deep on hard-fought tips like the ViNO method, the AAAC list and the CEO vs. Worker Bee modes stuff we mention in this episode.

I encourage you to checkout the course if you haven’t yet. If you’re not a Fizzler, this is just one of the loads of courses you get access to at your own pace. (And it only costs a buck to try out).


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