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The Yearly Self-Evaluation–from Neworld Coaching!

Posted on: July 30th, 2012 by Cathy Mendler No Comments

While it’s not the beginning of a new year, it is the start of the second half of 2012. Even if you reviewed 2011 in December or early January, it’s always a good idea to review your progress every quarter. If you’ve gotten derailed, take stock and make the necessary adjustments to get back on track.


The Yearly Self-Evaluation

From our colleagues at Neworld Coaching

For years now, I have designated a couple of hours of time during the first two weeks of December to complete a Yearly Self-Assessment document. Although it may sound like a simple undertaking, it really isn’t. Reflection, soul searching and decision making can be arduous tasks to say the least. Although I always look forward to this exercise, I still find it difficult to analyze my failures and make realistic plans for the future.

Taking into account the five areas in the “Wheel of Life” (Business, Financial, Personal Relationships, Health/Fitness and Self Mastery)…

The first thing I do is reflect. I look back at the past year and ask myself a few of the “hard” questions. What were my successes and how did I celebrate or reward myself? What were my failures and how did I deal with them? Did I listen to feedback from my associates, clients & family? I ask myself these questions (and several more) in order to gain perspective and “keep it real”. The important thing to remember is not to be too hard on yourself. If you learn from your mistakes and growth occurs… then nothing was in vain!

“The true measure of a man is not how he behaves in moments of comfort and convenience but how he stands at times of controversy and challenges.” ~Martin Luther King Jr.

The next step is to “dream” of the future. A future where all of my goals are met or within reach. To accomplish this step I must do some sincere soul searching with regard to everything in my life. And because everything always takes three times longer than you expect… I call these my “three year intentions”. Writing quickly, using bullet points and spilling my dreams onto paper is quite liberating. I dream big! Intentions are like magnets, the bigger they are, the more they pull you forward! By redefining everything that I want to be… do… and have… over the next 3 years… I am analyzing my dreams and turning them into tangible goals!

The [last] part of my Self-Assessment is to create a plan for the coming year. I divide the year into four (quarters) and then set goals (usually a few large and a few smaller) to accomplish in each of the five areas. After choosing these goals and specifying when I want to achieve them, I have completed the Self-Assessment and I will be prepared at the beginning of the year to plan my first Quarter. At the beginning of each week I will use a Weekly Planner to set specific goals and I even assign points to myself when I complete a task! The process is a bit more involved than I let on here but suffice it to say that filling in my planner each week is a useful and tangible method for measuring my results and holding myself accountable.

Strategically planning, goal setting and accountability is the foundation of the Neworld Coaching Succe$$ System. Using a series of Planners similar to those mentioned above, along with a specific Weekly Planner and even a ‘Personal Board [Chart]’ we encourage our clients to take the steps necessary to meet their goals. Whatever they may be! As I mentioned, I have been doing this Self-Assessment for many years and I am pleased to share it with you…just click here to view the form. Print it and fill it out! I do… EVERY YEAR. Dawn even does it too and we compare our ideas. It is a great exercise! I hope you find it fruitful for you as well!

~Michael Fletcher

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