How to Make the Most of Your Annual Review

Congratulations! If you are fortunate enough to be able to read this email, then, in all likelihood, you’ve managed to reach the finish line of another year. While last year’s New Year’s resolution to eliminate pasta from your diet may have backfired, maintaining your career through another year means something must be going right.

Before the ball drops, check out this slice of advice on structuring an annual review that focuses on the good, the bad, and the future of your business.


Click to tweet this: After a year of ups and downs, use your annual review to make 2017 an UP year. @DaveCrenshaw

Video transcript:

As you reach the end of a business year, it’s important to take some time. Schedule perhaps a half-day or a day to review what’s happened in the previous year and prepare for the coming year.

Here are a few things to keep in mind:

Number one, ask yourself: “What was our greatest victory?” What’s the one thing that you accomplished that you can feel really good about?

Second of all, “What’s our biggest lesson?” This is a nice way of saying “What’s the one thing that we did that we shouldn’t have done and we can avoid doing that in the future?” If you turn it into a lesson it becomes a victory and not a loss.

And then third, ask yourself, “What’s the one thing we’re going to focus on in the next year?” You might have five or ten different ideas, but make the next year about just one focus.

So in the comments section below, I’d like you to share one of these three things: Either what’s your greatest victory, what’s your greatest lesson, or what’s the one thing that you’re going to focus on in the coming year.

Also if you have a question you’d like me to answer in a future video, ask that in the comments section below.

Ask here:

Thanks for watching and may you make the most of the coming year.

Join the conversation: What’s your greatest victory, what’s your greatest lesson, or what’s the one thing that you’re going to focus on in the coming year?

I respond to every question and comment. So, please, join the conversation!

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8 Archived Responses to “How to Make the Most of Your Annual Review”

  1. Biggest Lesson was to trust my initial gut, trust my instincts. I make dozens of decisions a day at the blink of an eye that affect my business. When I second guess myself, mistakes happen, when I trust myself……..we win

  2. Our biggest victory was attaining a sustainable 90%+ enrollment throughout the year with waiting lists for several classrooms. We put plans in place last year to ensure better follow-up on inquiries and it resulted in a banner year for our business!

  3. Debbie B. says:

    Hey Dave,
    Not only have I eliminated pasta, but dairy, sugar, all grains & all legumes. On the Paleo (caveman) Diet (lifestyle change), I’ve lost over 50 lbs in the last 6 months and knocked 700 (nope, not a typo) off of my triglyceride number and all without exercise. Woohoohoo!!! Happy Christmas & New Year, youngster!! 😀

    Debbie B.
    P.S. My New Year Resolution is usually to . . . are you ready? Sure? Ok. . . here it is: It is usually to not make any more New Year resolutions ever! But I may fail all of those past ones and try again to incorporate some exercise into my new trimmer life.

  4. Jeff Crosson says:

    Dave, Great course, something I will review regularly, of course I will schedule the time on my calendar.
    This is going to be a real life changer!