The Annual Planner is a free 9 page booklet with forms to capture the results of weekly and monthly reviews for a year. It includes weekly and monthly review action steps & review questions, ideas for metrics, and an annual chart to record progress.

1. Ideas for Annual Review Metrics
Possibilities to measure in 12 Life Areas:
•Physical: weight, body mass index, blood pressure
•Financial: income, savings, investments
•Career:
work projects completed, time audit
•Mental: goals achieved, books read
•Emotional: acts of kindness, EQ score
•Relationships:
activities with family and friends, loving actions
•Character: volunteer activities, creative work
•Social: group activities
•Organizational:
home projects completed
•Spiritual: frequency of prayer, meditation, gratitude
•Purpose: time spent in flow, creating or contributing w/talents
•Recreational: trips taken, new activities tried
www.dailyplanit.com
The Daily PlanIt Annual Planner
Track results of weekly and monthly reviews
Action steps & questions for reviews, ideas for metrics
The DAILY REVIEW
What was accomplished today?  Plan tomorrow
Review Calendar, To-do lists, &
weekly plan
Start with Most Important Tasks
Update system: delete completed
tasks & add incoming tasks
Keep goals visual & visible
Check completion of daily
habits & routine
Celebrate progress
Choose a few MITs for
tomorrow
The WEEKLY REVIEW
What was accomplished last week?  Plan next week
Review schedule for next week
Review value statement
Review progress on goals &
projects
Record results on forms
Outline a weekly plan
Update lists & print if desired
The MONTHLY REVIEW
What was accomplished last month?  Plan next month
Review results of weekly reviews
Review schedule for next month
Check monthly & upcoming
annual repeating tasks
The ANNUAL REVIEW
What was accomplished this year?  Plan next year
Review results of monthly reviews
& celebrate successes.
Review effectiveness of work
spaces & task management system
Choose life areas to focus on
Choose goals and metrics
Update value statement

2. Start the year right! take some time to:
• Review the major accomplishments of the past year.
• Review & choose life areas to focus on in the upcoming year.
• Plan meaningful metrics to track.
• Review the value statement that pinpoints what you do & why.
• Review your work space, calendar and task management system.
Do the tools you use help you work efficiently?
• Choose the best time and day of the week to do a weekly and
monthly review - Time|Day:
Each Week CHECK
• Calendar
• To-do Lists
• Focus -value statement & priority Life Areas
• Goals
• Projects
• Ideas
Steps for a Weekly Review
1. Review past week and list major accomplishments on form.
2. Plan the next week. Check schedule for upcoming meetings, due
dates and deadlines, tasks on to-do list, & upcoming repeating
tasks.
3. Look for room in your schedule to add tasks for projects and goals.
4. Review value statement and life areas you want to focus on.
5. Review goals & projects.
6. Review ideas-take action on any?
7. Check for anything that needs follow-up.
8. Print calendars and/or lists if desired.
Each Month
In addition to the steps for a weekly review, also...
1. Review past month and list major accomplishments on form.
2. Review metrics and results.
3. Check schedule and plan the next month.
4. Review tasks that repeat monthly and check for upcoming annual
repeating tasks.
Review Questions
1. How does what actually happened in the past week/month
compare to what you had planned?
2. What went well? Was progress made on projects and goals?
3. Do all tasks, projects and goals align with your value statement?
4. What didn’t go so well? Where are you stuck and what can you do
about it?
5. Did you make good use of your time?
6. How can you increase productivity? What changes can you make
to reduce or eliminate time-wasters?
7. Did you spend enough time with family and friends?
8. Did you spend enough time on fitness, leisure and spiritual
activities?
9. What will you do next week/month?

3. MONTH
Week ONE Review Week TWO Review
Accomplished: Accomplished:
Plan for next week: Plan for next week:
Week THREE Review Week FOUR Review
Accomplished: Accomplished:
Plan for next week: Plan for next week:
Week FIVE Review The month in review
Accomplished: Accomplished:
Plan for next week: Plan for next month:
MONTH
Week ONE Review Week TWO Review
Accomplished: Accomplished:
Plan for next week: Plan for next week:
Week THREE Review Week FOUR Review
Accomplished: Accomplished:
Plan for next week: Plan for next week:
Week FIVE Review The month in review
Accomplished: Accomplished:
Plan for next week: Plan for next month:

4. MONTH
Week ONE Review Week TWO Review
Accomplished: Accomplished:
Plan for next week: Plan for next week:
Week THREE Review Week FOUR Review
Accomplished: Accomplished:
Plan for next week: Plan for next week:
Week FIVE Review The month in review
Accomplished: Accomplished:
Plan for next week: Plan for next month:
MONTH
Week ONE Review Week TWO Review
Accomplished: Accomplished:
Plan for next week: Plan for next week:
Week THREE Review Week FOUR Review
Accomplished: Accomplished:
Plan for next week: Plan for next week:
Week FIVE Review The month in review
Accomplished: Accomplished:
Plan for next week: Plan for next month:

5. MONTH
Week ONE Review Week TWO Review
Accomplished: Accomplished:
Plan for next week: Plan for next week:
Week THREE Review Week FOUR Review
Accomplished: Accomplished:
Plan for next week: Plan for next week:
Week FIVE Review The month in review
Accomplished: Accomplished:
Plan for next week: Plan for next month:
MONTH
Week ONE Review Week TWO Review
Accomplished: Accomplished:
Plan for next week: Plan for next week:
Week THREE Review Week FOUR Review
Accomplished: Accomplished:
Plan for next week: Plan for next week:
Week FIVE Review The month in review
Accomplished: Accomplished:
Plan for next week: Plan for next month:

6. MONTH
Week ONE Review Week TWO Review
Accomplished: Accomplished:
Plan for next week: Plan for next week:
Week THREE Review Week FOUR Review
Accomplished: Accomplished:
Plan for next week: Plan for next week:
Week FIVE Review The month in review
Accomplished: Accomplished:
Plan for next week: Plan for next month:
MONTH
Week ONE Review Week TWO Review
Accomplished: Accomplished:
Plan for next week: Plan for next week:
Week THREE Review Week FOUR Review
Accomplished: Accomplished:
Plan for next week: Plan for next week:
Week FIVE Review The month in review
Accomplished: Accomplished:
Plan for next week: Plan for next month:

7. MONTH
Week ONE Review Week TWO Review
Accomplished: Accomplished:
Plan for next week: Plan for next week:
Week THREE Review Week FOUR Review
Accomplished: Accomplished:
Plan for next week: Plan for next week:
Week FIVE Review The month in review
Accomplished: Accomplished:
Plan for next week: Plan for next month:
MONTH
Week ONE Review Week TWO Review
Accomplished: Accomplished:
Plan for next week: Plan for next week:
Week THREE Review Week FOUR Review
Accomplished: Accomplished:
Plan for next week: Plan for next week:
Week FIVE Review The month in review
Accomplished: Accomplished:
Plan for next week: Plan for next month:

8. MONTH
Week ONE Review Week TWO Review
Accomplished: Accomplished:
Plan for next week: Plan for next week:
Week THREE Review Week FOUR Review
Accomplished: Accomplished:
Plan for next week: Plan for next week:
Week FIVE Review The month in review
Accomplished: Accomplished:
Plan for next week: Plan for next month:
MONTH
Week ONE Review Week TWO Review
Accomplished: Accomplished:
Plan for next week: Plan for next week:
Week THREE Review Week FOUR Review
Accomplished: Accomplished:
Plan for next week: Plan for next week:
Week FIVE Review The month in review
Accomplished: Accomplished:
Plan for next week: Plan for next month:

9. YEAR
January Review July Review
Accomplished: Accomplished:
February Review August Review
Accomplished: Accomplished:
March Review September Review
Accomplished: Accomplished:
April Review October Review
Accomplished: Accomplished:
May Review November Review
Accomplished: Accomplished:
June Review December Review
Accomplished: Accomplished:
Steps for an Annual Review
1. Review past year, major accomplishments.
2. Review metrics and results from monthly reviews.
3. Plan next year, choose goals and metrics.
4. Review value statement, projects & ideas.
5. Review task management system.
6. Review ideas-take action on any?
7. Print calendars and/or lists if desired.
SET GOALS FOR NEXT YEAR
Find goal plans and a free short course on setting goals at
http://dailyplanit.com/goal-plans/. Learn more about setting and
achieving goals with the Ebook “Get Goaling.”
Download an Annual Review Metrics Chart
at www.dailyplanit.com/anannualreview/
Get monthly review reminders at www.facebook.com/DailyPlanitSkills