2025 Annual Business Review & Planning (Sample)

*Basically, my Annual Review forces me to look at my actions over the past 12 months and ask, ‘Are my choices helping me live the life I want to live?’”

• James Clear, Author Atomic Habits*

https://open.spotify.com/track/2J2Z1SkXYghSajLibnQHOa?si=218ff66ca4a44a10

🏁 Preparation Checklist

• [ ] Schedule 2-3 hours for review
• [ ] Choose a different location from regular workspace
• [ ] Turn off email notifications
• [ ] Gather business metrics and data
• [ ] Plan a small celebration or treat for after completion
• [ ] Plug in earphones, play the “Never Give Up” playlist and CRUSH IT

🔢 Data Collection

Metrics

When you review your year as a whole, seemingly unrelated parts of your life come into focus at once, enabling you to connect the dots.

🥅 Goals Review

Previous Year's Goals Checkin

Goal Analysis

Click on “Analyze Goal” below to evaluate each goal.

Goal xx

Was this the right goal for the business?

How do you feel about your achievement?