I love goals. Perhaps it started by running around with a miniature notebook and a stockpile of colored pencils instead of going to preschool, either way I’ve loved goals and challenges, and lists of epic proportions ever since I can remember. So as my annual “end of the year musing and scheming” has arrived this week, I’ve been excited to take a day or two and reflect on 2011 before I get carried away with planning for 2012.

Since I’ve been asked for a bit of the process behind my personal planning, I decided to share an example of my Yearly Planning spreadsheet this year. (After downloading this Excel file, you can import into Google Docs or just use Excel or OpenOffice to use the template for your own goals).

Download the Goal Setting Template:

Tips for doing an Annual Personal Review:

Accountability
I like the idea of posting all of my goals for the world to see for accountability, but some are also personal, so while I’ll mention a few here on my blog, I keep a Google Doc with all my goals. Whatever your system is, share it with someone (start with your BFF!)

The Grand Picture
Some of my yearly goals tie into my 30 Before 30 list (which is now a 31 Before 31 list), some were new goals, bigger goals, smaller goals, BHAGs, etc.

Pick a theme
I’ve seen some people have a theme for their year or a one word description, which I’ve done in the past but I decided to do a quote this last year. 2011 was “Let the beauty of what you love be what you do” — Rumi. This quote really covered the different areas of my life from work to personal to fitness, and I added it to my chalkboard inspiration stripe in my bathroom to remind myself all year.

Categorize!
I like to break out my goals into broad categories. In previous years, I’ve done really specific categories (eg. job, fitness, learning, money, family, blog etc), but this last year I decided to go a little wider with the general themes of: Health, Wealth, Happiness. They all go together, yes, but then I could stick the usual sub-categories under each, like “Health” has Fitness & Learning, and Service & Spiritual etc.

What by when?
Just like typical goals, I try to follow the GTD method to my year-end personal planning. I will… {do what?} {by when} and the {next action step} is. With a  {quarterly review area} and {final review}.

Example: I will put $5,000 in my IRA for 2011 contribution by April 15 (tax time). Next step: Transfer money from my savings account to my IRA account.

A more fun example: I will list my condo on HomeAway or AirBnB by June 1. Next step: Look at current studio listings in Portland for ideas.

An even more fun example: I will take a cooking class in 2011. Next step: Look at class options and schedule at Sur la Table.

Part 1 – Yearly Goal Setting Template
Part 2 – 2011 Year-End-Review: So Long, Farewell, Auf Wiedersehen, Adieu…
Part 3 – My 2012 Goals

Do you do an “annual review” of your personal life?