If you’re a holistic health practitioner in private practice, you might be planning for the upcoming year—an annual review. In my mentoring work, I’ve noticed that many people don’t have a road map for doing this.

In this post, I will share some aspects of my framework for conducting an annual review that analyzes how the past year has gone, lists goals for the coming year, and sets up action steps that optimize the chances of reaching those goals.

What is an annual review?

Watch this video to learn more about how I put together and conduct my annual review.

Some of the questions I address are:

  • What are the most positive highlights?
  • What went less well?
  • What noteworthy goals did I achieve?
  • What results do I want to accomplish in the coming year?
  • How much would I like to earn?
  • How am I going to save, spend, and invest this money?
  • What are my top 2 creative projects?
  • What do I want for my home and family?
  • What do I want for my social life?
  • What do I want for my personal development?
  • What do I want for my physical health?
  • How will I contribute to my loved ones, my community, and the causes I care about?

I write down the questions and answers in my notebook—yes, by hand, in a real notebook! This practice helps me integrate my thoughts better than when I type. I use a journaling process and just write what comes to mind. Then I develop a clear sense of action steps.

You don’t have to take on all these questions, and you may develop a different list of questions based on what matters to you. What matters is that you have a clear sense of where you are now, where you’d like to go, and how to get there.

My favorite books and resources on meeting goals and making change

For a practical framework to help simplify action steps, especially if you tend to juggle multiple projects at once, I really like the book The One Thing by Gary Keller with Jay Papasan. It drives home the incisive and straightforward message that 80% of results come from 20% of actions. Consequently, it’s not about how much we do, but about choosing the most impactful action step from all of the potential actions we could take and leveraging that action step effectively.

Brené Brown has been a long-time favorite of mine. You may not think about her work as a resource for business and professional development. However, I’ve found both Daring Greatly and Rising Strong to be very useful personally and professionally.

The Life Coach School podcast by Brenda Castillo offers an empowering framework for leveraging action and making change while navigating the mindset obstacles that can come up. I suggest consecutively listening to episodes one through 20—these first episodes set up the foundation for understanding her framework. After that, you can explore the rest of the episodes based on specific topics that interest you.

My Mentoring Programs

I offer a range of mentoring programs. Case Study Toolkit is a small-group membership program where we meet twice a month to discuss clinical work and successful business strategy. Foundations in Practice is a 5-week foundational course where you will learn to manage mindset, time, money, marketing message, and your network. Feed Your Body, Grow Your Family is a suite of ready-for-you programs that you can deliver to your preconception, pregnancy, and postpartum clients while receiving ongoing support via live instructor calls and an active instructor forum.