Nov 13, 2018
Reflecting on the Year and Getting Ready for Next Year
Looking back on the year and preparing for the upcoming year is
a practice that many of us consider this time of year. Some
wait until the beginning of the year, some start around
October/November. Reflection is critical, it provides an
opportunity to evaluate and enjoy success, consider opportunities
for improvement, and determine focus for the following year.
This week on the podcast we talk about the importance of
reflection, establishing goals, measuring, and iteration.
- Why is it important to reflect?
- How do you set goals & reflect?
- How have you performed against goals in the past year?
- When you set yourself up for the year, identify goals, how do
you plan for opportunities that you are not aware of?
- If we are going to fall short of our goals for the year, how do
we adjust late in the year?
- How important is it to focus on things outside of sales? (i.e.
- What else should we be looking at as we wrap up the year?
- This is a great time to ask yourself the question - "Of the
goals, I set at the beginning of the year - how many of them
have I accomplished?"
- Establishing and evaluating goals/performance in the context of
Mind, Body, Finances, Family. Here are some questions I ask.
- Did I do what I said I was going to do?
- What did I add to my list over the course of the year?
- Where did I fail & where did I succeed most? What
patterns can I identify, and how might they apply to the next
- Evaluating the year from a personal perspective.
- There were some good things, and some not so good things, but I
continue to move forward.
- The importance of building the pipeline is a lesson that
- One question I like to ask is "What's the worst thing that can
happen?" you can also look at the alternative of this - "What's the
best thing that can happen?
- Don't let the jackpot events influence your strategic
- At some point, you may need to shift the mindset to focus on
- Mind & Body come into play - if you are not healthy, it is hard
to do the work.
- Your priorities will change with the seasons of your life. This
- Balance is important.
- Bill Marriott story conveyed by Lee Cockerell - "You know why I
do not have any problems at work? It's because I don't have any
problems at home."
- What can we do as we prepare for the next year?
- Think about your buckets.
- Identify the KPIs that help you determine if you are making
progress in these areas.
- Continue to evaluate performance & the buckets throughout
the year. (Time, Balance, Things you can do to make an impact on
- Be ok with letting go. Sometimes it makes sense to
- Simplify by taking things away, not by adding.
- Take Time & Reflect.
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