End of Year Goal Setting and Review

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This post covers an End of Year Goal Setting and Review layout. Every year, since 2015, I’ve been making my own planners by hand. The biggest reason is because I could never find a planner that embodied everything I needed and wanted for the year.

In the beginning, my custom planners were inspired by and adapted from the Bullet Journal Method. If you love planners and pens and you haven’t gone down the Bullet Journal rabbit hole yet I highly recommend it! There are so many amazing people out there creating these amazing bullet journals every year.

Over the years, my planner has evolved into a flexible structure that I found incredibly supportive. I won’t lie, it’s super practical and NOT artist, but it’s helped me get shit done.

End of Year Goal Setting

This is the 10th post in a series of videos in which I walk through how I create “the bones” or layout for each section of my custom, hand drawn planner. In the last video of this series, I will do a complete walk-through of the entire planner and talk a little more about how I use and adapt each section. If you create your own planners too, please feel free to cherry pick, adapt or improve upon my basic structure.

Note: I do use a XL Moleskine Classic Squared / Grid notebook (paid link) soft-cover (7.5” x 9.5”) for my planners. It is important to mention this because I have a system of counting dots or squares to make sure things turn out how I want them. If you were to follow along with a different kind of notebook your results may not be exactly the same or you may need to adjust.

In the video above, I show how I create my End-of-Year Review Layout for my planner.

Categories for an End-of-Year Goal Review

  • The Good
  • The Successes and Accomplishments
  • The Challenges
  • Improvement Opportunities
  • Gratitude
  • Pivots / changes to make for the next year

Other videos in this series

1st Video – Reflection & Inspiration Layout – Link
2nd Video – Vision & Goal Layout – Link
3rd Video – Year at Glance View – Link
4th Video – Future Log Layout – Link
5th Video – Quarterly Planning Layout – Link
6th Video – Monthly Goal Setting Layout – Link
7th Video – Monthly Calendar View – Link
8th Video – Mid-Year Review Layout – Link
9th Video – Another Future Log Layout – Link
10th Video – End of Year Reflection Layout – This post
11th Video – Budget Tracker Layout – Link
12th Video – Travel Log Layout – Link
13th Video – Complete Planner Walk-through – Link

In this video I am using the following items

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