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Happy New Year – Year End Worksheet

Happy Holidays to you and your loved ones! Thank you so much for allowing us to be a part of your career journey, especially during such interesting times. A lot has happened this year to everyone professionally, to say the least. We hope your family has remained healthy and safe during this past year.

To help you close out 2021 (and for some of us say see ya later wholeheartedly), and ring in 2022 in the right way, we have this New Year’s Checklist you can use. Please feel free to share it with anyone you feel might benefit. We are very grateful for you and the opportunity to support you now and going forward.

performance review

Completing the Old – 2021:

  1. Wins and Gains in 2021 (List all below, and mark which are complete and those that are incomplete and need to be carried into 2022):
  2. Breakthroughs and Learnings in 2021 (List all below and ask yourself what will be different in 2022 as a result of these learnings):

Losses or Disappointments – 2021:

  1. What goals were not achieved? Do those goals still fit/belong on your list of goals?
  2. What losses or disappointments did you experience, and is there anything you need to do to grieve those or close them out for yourself in order to move on?

5 Lessons and Goals to Take From 2021 into 2022:

From your list above, what lessons and goals do you want to carry forward into the new year? How do these impact your annual goals and your Strategic Career Plan? (If you need help with your plan, contact us for some coaching, we have a simple template and can help you.

Create a Vision: Imagine ahead to the end of 2022:

As you start your annual career plan, write down what you want your professional life to look like at the end of 2022. Then work backwards. Identify a list of goals from each area of our Ideal Career Model to work towards that vision.

We can help you review the past year to determine the right career goals for 2022, and feel confident to make them a reality! Schedule a free consult today!

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