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End of Year Review/ New Year Planning

12/27/2017

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Right now is a great time to reflect on the year that is passing and plan for 2018. I hope you can use this planning questionnaire either individually or with your team to reflect and look forward to a great 2018.
 
Because only 15% of CEOs today are satisfied with their company culture, one of your goals for 2018 should be to improve your company culture. Enjoy!


  • What were the successes, wins and accomplishments of this past year?  How did you accomplish them? 
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  • What were the times of greatest satisfaction, fulfillment or fun of this past year?
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  • What did you learn from your successes and greatest satisfaction?  
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  • What were you most disappointed about in this past year? 
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  • If there are no failures in life, only learning opportunities, what were your learning opportunities in this past year?  What did you learn?  How will you apply your learning to future efforts? 
 
  • Looking forward, what values do you most want to honor in your life this year? (value examples: profit, family, excellence, integrity, compassion, etc.) 
 
  • Imagine that it is New Year’s Eve of next year.  What do you envision as your accomplishments and satisfactions in the year to come?  How do you feel when you accomplish them? 
 
  • Looking at your desired accomplishments and satisfactions for next year, what do you need to accomplish each quarter to achieve them?  What do you need to accomplish each month to achieve them? 
 
  • What will be your daily and weekly activities that will forward you toward your goals this year?

If you like this company culture aid, you might also be interested in our Happy Mondays Club, an online learning community that meets in webinar format twice monthly and provides templates, checklists, how-to instructions and reports that you can use to grow a vibrant company culture!  Please visit www.happymondaysclub.com for more information!
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    From the desk of
    ​Kristin Robertson

    • CEO of Brio Leadership
    • Passionate Promoter of Vibrant Company Cultures
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  • EOS
  • Coaching
    • Team Coaching Assessment
    • Engage >
      • Company Culture Audit
      • The Leadership Challenge
      • Speaking
  • Leadership Development
    • Workshops
    • Management Skills Development >
      • Delegation Skills
      • Effective Communication Skills
      • Time Management Skills
      • Customer Service Skills
      • Coaching & Feedback Skills
      • Women's Leadership Skills
  • Books
    • Happy Mondays
    • Your Company Culture Ecosystem >
      • Sample chapter
      • Press Kit
      • Radio show recordings
    • A Forgiveness Journal
    • Spectacular Support Centers
  • Blog
  • Resources
    • Your Company Culture Quiz
    • White Papers
    • Partners
  • About Brio
    • Client Results
    • Brio Team
    • Community Involvement
  • Contact