Coaching practices for Calendar Year Review
Describe almost anything you are working through and IX Coach finds the practices whose real-world fit is closest. For Calendar Year Review, these are the strongest matches in the current practice library.
Does this sound like the set of challenges you might be facing?
- When I try to look back on the whole year, all I can really summon is the last few weeks and the couple of dramatic moments
- I only ever take stock of my life around New Year’s, and by then the year I’m grading is already gone
- Every year I pile new goals on top of an already-overloaded life and wonder why none of them stick
- I never actually stop to look back at how the week went before barreling into the next, so the same drift quietly compounds week after week
- I’m still funneling money toward priorities I set years ago, and my life has moved on since then
Practices that may help
- Gather raw material before reflecting
Pull the data — calendar, photos, notes, emails — before you begin reflecting, so memory does not do all the work.
The Annual Review (Tim Ferriss Method) - Run a quarterly life audit, not just an annual one
Review all four quadrants of your life every 90 days while the feedback loop is still tight enough to correct.
The Eisenhower Life Audit - The Annual Review (Tim Ferriss Method)
Tim Ferriss’s annual review is built on two questions — "What went well this year?" and "What did not go well this year?" — applied systematically across major life domains and answered with enough specificity to produce different decisions next year. It is a practitioner tool without clinical evidence, but its mechanisms (structured reflection, explicit failure review, behavioral specificity) are consistent with goal-review and learning research. - Generate a stop-doing list, not just a to-do list for next year
What you stop doing next year is as important as what you start.
The Annual Review (Tim Ferriss Method) - Hold a weekly accountability review
Spend a short, fixed weekly session reviewing scores and planning the next week.
The 12 Week Year, Made Practical - Run an annual values-spending alignment review
Review your spending against your values once a year — values shift, and so should the allocation.
Values-Based Spending, Made Practical - Hold a monthly budget date
Dedicate one session each month to reviewing last month and funding next month.
YNAB Budgeting, Made Practical - Run a quarterly budget review to reset the allocations
Budgets that aren’t reviewed are abandoned — a 30-minute quarterly check keeps the framework current.
The 50/30/20 Budget: A Simple Framework for Where Your Money Goes - Share the review with someone who will ask honest questions
A review held privately is easier to fudge; one shared with an honest questioner is harder to rationalize.
The Annual Review (Tim Ferriss Method) - Spend more time on "what did not go well" than on what did
Failure analysis contains the most actionable information in any honest review.
The Annual Review (Tim Ferriss Method)
Related concerns
- How To Do An Annual Review
Tim Ferriss’s annual review is built on two questions — "What went well this year?" and "What did not go well this year?" — applied systematically across major life domains and answered with enough specificity to produce different decisions next year. It is a practitioner tool without clinical evidence, but its mechanisms (structured reflection, explicit failure review, behavioral specificity) are consistent with goal-review and learning research.
- How To Review Your Year Quarterly
Review all four quadrants of your life every 90 days while the feedback loop is still tight enough to correct.
Run a quarterly life audit, not just an annual one
- Honest Year Review Partner
A review held privately is easier to fudge; one shared with an honest questioner is harder to rationalize.
Share the review with someone who will ask honest questions
- Share Annual Review
Tim Ferriss’s annual review is built on two questions — "What went well this year?" and "What did not go well this year?" — applied systematically across major life domains and answered with enough specificity to produce different decisions next year. It is a practitioner tool without clinical evidence, but its mechanisms (structured reflection, explicit failure review, behavioral specificity) are consistent with goal-review and learning research.
- The Annual Review Tim Ferriss Method At Work
Tim Ferriss’s annual review is built on two questions — "What went well this year?" and "What did not go well this year?" — applied systematically across major life domains and answered with enough specificity to produce different decisions next year. It is a practitioner tool without clinical evidence, but its mechanisms (structured reflection, explicit failure review, behavioral specificity) are consistent with goal-review and learning research.
- The Annual Review Tim Ferriss Method During A Big Change
Tim Ferriss’s annual review is built on two questions — "What went well this year?" and "What did not go well this year?" — applied systematically across major life domains and answered with enough specificity to produce different decisions next year. It is a practitioner tool without clinical evidence, but its mechanisms (structured reflection, explicit failure review, behavioral specificity) are consistent with goal-review and learning research.
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