Our associates at Neworld Coaching recommend a

YEARLY SELF-EVALUATION

STEP #1

Reflect on the past 12 months. It is NOT always enjoyable to look back and evaluate… But it is a necessary step towards growth and accountability.

Taking into account the five areas in the “Wheel of Life”… answer all of the following questions on a piece of paper.

• Business
• Financial
• Personal Relationships
• Health/Fitness
• Self Mastery

What were your 3 biggest successes of the past year?

Did you  measure your successes in some manner (celebrations or other rewards)? If so… how?

What was your biggest failure?

What lessons did you learn from it?

What goals did you meet? (List up to the 5 biggest.)

What goals did you NOT work on?

Why did you choose not to work towards these goals?

Did you receive feedback from others (clients, associates, family) 
throughout the year? If so… what did you learn from it?

Did you save money toward Passive Income this year? If so… how did you invest it?

What progress have you made towards your Personal Relationships this year?

Are you more or less Healthy than you were a year ago? Explain why.

List 5 ways in which you improved your Self Mastery this year. (Self awareness… Self responsibility… )

What did you do to make YOU a better YOU?

List the 5 things that you are the most grateful for at this moment.

STEP #2

“Dream” about what life could BE like 3 years from today… After dreams are actually written down, they can be considered goals!

Using 5 pieces of paper… Title each with 1 of the areas of life.

Here are some guidelines:

• Visualize and write your intentions in the present tense — as if you already have achieved what you want. “I earn x dollars” rather than “I will earn x dollars.”
• Write down the first thing that comes into your mind without judging it. Follow your heart.
• Use short, bullet points rather than narrative.
• Start with blank pages and write all over them rather than using a linear format.
• Use a variety of colors.
• Write BIG and small.
• Write on an angle, in an arc or even upside down.
• Use plenty of drawings and graphics.
• Do everything possible to engage your creative right brain in this process.
• Be as clear and specific as possible.
• The more specific your intentions, the easier it is for your unconscious mind to work towards creating them.
• Rather than setting an intention to be “fit and trim”, set specific and measurable weight, cardio and fitness targets.
• Intentions are like magnets… the bigger they are, the more they pull you forward.
• Don’t worry if you are not clear… capture the thoughts you have even if they are vague.
• These are intentions, not commitments.
• You can go back and make changes anytime.

STEP # 3

Set a course for the New Year! Using your notes in the previous pages, begin to formulate a plan for the coming year.

We break it down into Quarters and plan 13 weeks of Goals for each.

Begin by choosing goals that you will accomplish in the first Quarter of the New Year.

~Michael

P.S. If you need help formulating YOUR plan for the next year… actually DO the above exercise… I KNOW it will help you!