Yearly Review Template

Take a Breath. Look Back. Then Move Forward.

Before you rush into another busy year, pause for a moment. A lot happened—maybe more than you even realize. That’s why this Yearly Review Template isn’t just another planner. It’s a space to slow down, look back honestly, and figure out where you’re actually headed.

It helps you sort through what worked, what didn’t, and what you want more (or less) of in your life. Not with pressure. Just for the purpose.

This Isn’t About Having It All Figured Out

Maybe some goals went sideways. Maybe some surprises changed everything. That’s okay. This template guides you through simple, thoughtful prompts—so you can reflect without judgment and plan without overwhelm.

It’s not about writing the “perfect” goals. It’s about getting real with yourself:

• What made you feel proud? 
• What drained your energy? 
• What are you ready to leave behind? 

The answers are already in you. This just helps bring them out.

Make Plans You’ll Actually Stick To

Big resolutions don’t stick. But small, honest steps do.

This template gives you space to break things down: habits, milestones, check-ins. Use it every few months to stay grounded, not to stress yourself out.

And here’s the secret: the more clear you are about what matters, the easier it is to stay on track… and say no to what doesn’t.

However You Reflect, This Template Fits In

You can print it and journal with your favorite pen. Or fill it out digitally on your iPad at a coffee shop. Some people use it alone. Others use it with a team or during coaching sessions. However you reflect, it’s here to support—not control—you.

This year, don’t just “set goals.” Set intention. Set boundaries. Set yourself up for something that feels right.

📝 Want me to turn this into a warm, SEO-optimized Etsy listing or a more business-toned version for coaching clients? I can also break this into shorter formats for Instagram captions or product mockups — just say the word.