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As the year winds down, there’s no better time to pause, reflect, and plan for the year ahead. Whether you’re a life coach, business coach, or mompreneur juggling it all, a Year in Review worksheet can be your secret weapon to close the year strong and set yourself up for success next year. The best part? I’ve created a FREE Year in Review Printable Worksheet just for you—a simple yet powerful tool to help you assess, celebrate, and strategize.
Grab your favorite cup of coffee, cozy up in your favorite spot, and let’s dive into how this free printable can help transform your coaching business!
Why a Year in Review is Essential for Coaches
The end of the year can feel like a whirlwind of client sessions, holiday planning, and trying to squeeze in some personal time. It’s easy to get so caught up in the chaos that you forget to take a step back and evaluate your journey this past year. Whether you use it strictly for personal use or for your business, here’s why a Year in Review worksheet is a must for coaches:
1. Celebrate Your Wins
- Coaching can sometimes feel like an endless list of goals and to-dos. This worksheet prompts you to pause and celebrate your successes—big and small. Did you launch a new program? Grow your client base? Improve your marketing efforts? Give yourself a well-deserved pat on the back! It's easy to forget all that we accomplished this year and only focus on what we can do better next year. But this holiday season is the perfect time to slow down and reflect on all that you achieved.
2. Identify Areas for Improvement
- Reflection isn’t just about celebrating; it’s also about recognizing what didn’t work. Were there strategies or processes that fell flat? Did you struggle with time management or marketing consistency? Identifying these areas is the first step toward growth. Some of my favorite memories in my business are those when I realized what wasn't working and what I needed to change for the upcoming year.
3. Gain Clarity on Your Vision
- Knowing where you’ve been makes it easier to see where you want to go. The worksheet encourages you to think about your big-picture goals for the coming year and what actionable steps you need to take. This is a great activity to get you thinking about actionable steps to achieve your dreams. With simple questions and easy prompts, this Year in Review printable is the perfect way to get the New Year started on the right path.
4. Set Yourself Up for Success
- A solid review helps you start the new year with a clear roadmap. Instead of feeling overwhelmed by everything you want to accomplish, you’ll have a focused plan to follow with this easy fillable worksheet. The year in review is a great way to write down important details to help you set goals and map out a plan of action for the coming year.
What’s Inside the FREE Year in Review Printable Worksheet?
I’ve designed this printable specifically with coaches in mind. It’s simple, intuitive, and packed with prompts to guide your reflection process. Here’s what you’ll find:
1. Accomplishments Tracker
- A dedicated space to list your top wins from the year. Whether it’s revenue milestones, personal achievements, or professional growth, this section helps you visualize all the amazing things you’ve accomplished. Not to mention that it's kind of a wonderful keepsake to save and look back on for years to come.
2. Lessons Learned
- Every year brings its challenges, but those challenges come with lessons. This section allows you to jot down key takeaways that will shape how you approach the new year. Even if you've had a hard time getting business this year, there are always still valuable lessons to learn from the NO's.
3. Client Highlights
- Reflect on your favorite client moments. Which sessions were particularly impactful? Did you see a client achieve a major breakthrough? Celebrate those victories. This can be such a fun activity remembering all the people you have met with, worked with, achieved with this past year.
4. Business Analytics Overview
- Numbers don’t lie! Use this section to record key stats like revenue, number of clients, email list growth, or social media engagement. Tracking these metrics helps you see how far you’ve come. This also helps you remember any additional cost you incurred last year so that you can plan on it this coming year.
5. Big Goals for the New Year
- What do you want to achieve in the next 12 months? This section helps you outline your new goals in specific, actionable terms. Think SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound)! This review sheet is very similar to my Mompreneur Workbook and Planner.
6. Resolutions & Reflections
- With the passing year, it is the perfect time to reflect on what was and set resolutions for what will be. Not only in your business, but in your personal life as well. We are multi-faceted human beings. As mompreneurs, we wear a lot of hats (and do ALL the things) so it only makes sense to set goals and reflect across all areas of your life. It's ok to blur the boundaries between work and life, that's what we do all day everyday anyway. Write down your favorite things or favorite moments from the year so that you don't forget the little things that make you happy.
How to Use the Worksheet Effectively
To get the most out of your Year in Review worksheet, carve out some uninterrupted time to work on it. Here are a few tips to make the process enjoyable and impactful:
1. Set the Mood
- Create a peaceful environment. Light a candle, play some relaxing music, and grab a warm drink to make this a self-care moment.
2. Be Honest with Yourself
- This worksheet is for your eyes only, so don’t hold back. Be honest about your wins, struggles, and goals. Don't be afraid to write down your creative ideas, even if they seem crazy. This is the time of year to dream big and let out all the possibilities.
3. Celebrate Along the Way
- As you fill out the worksheet, take time to celebrate each success. You’ve worked hard this year, and you deserve to acknowledge it. There are many different ways to relish in your success and appreciate how far you've come. Spending time with yourself and each accomplishment is important at the end of a calendar year.
4. Review Your Answers Regularly
- Keep your completed worksheet handy. Reviewing it quarterly can help you stay on track with your goal setting and remind you of your progress. This is the best way to remember what is pertinent from the previous year and how it can improve your year in the coming months.
How This Worksheet Helps Coaches Specifically
As a coach, your business is deeply personal. It’s about your passion, your clients, and your unique ability to guide others. Your own transformations and improvements will only help you better teach your clients to learn and transform their own lives. Here’s how this worksheet is tailored to meet the needs of coaches:
- Focus on Impact:
Coaches thrive on creating change. This worksheet helps you quantify your impact by reflecting on client transformations and milestones.
- Balance Work and Life:
Many coaches (especially mompreneurs!) juggle family and business. The worksheet encourages reflection on both professional and personal wins.
- Build Confidence:
Seeing all you’ve accomplished on paper can be a powerful motivator and confidence booster.
How to Get Your FREE Year in Review Printable Worksheet
Ready to dive in? Downloading your FREE Year in Review Printable Worksheet is easy:
1. Click the Link Below
2. Print it Out or Use it Digitally
- You can print the worksheet and fill it out by hand, or use a digital version pdf to type in your answers. Whatever works best for you!
3. Share the Love
- Know another coach who would love this tool? Share the link with them! Let’s spread the joy of reflection and growth.
Final Thoughts
The end of the year is a natural time to reflect, and this FREE Year in Review Printable Worksheet makes it easy and enjoyable. Whether you’re celebrating your wins, learning from challenges, or setting bold goals for the year ahead, this tool is here to guide you.
So, what are you waiting for? Download your worksheet, carve out some reflection time, and give yourself the gift of clarity and confidence as you step into the new year. Here’s to an amazing year ahead for you and your coaching business!
Written in collaboration with artificial intelligence (ChatGPT-3.5). Edited by a human.
Are you Overwhelmed?
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What did you learn last year? What were your biggest wins? Drop them in the comments below!
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