Annual Review & Planning Notion Template

Reflect on the last 12 months progression, reset and optimise the present then plan out your next 12 months, with ease.

This template is a step-by-step guide broken down into 3 main sections:

1. Review: Reflect on Year
   • My 3 Words (or Word of the Year)
   • Scorecard Review (Includes scorecard database)
   • What Went Well
   • What Didn't Go Well
   • What Went Off-Course
2. Reset: Optimize the Present
   • Digital Detox
   • Skill Building
   • Notion Strategy & Systems Update
3. Renew: Next 12 Month
   • Vision Board (with prompts)
   • Goal Setting
   • Projects & Priorities
   • Annual Overview
   
   

There's also a space for additional notes and an annual summary.

The template itself is a single page with built-in prompts so you're guided through the entire process from start to finish. I've also included a bonus scorecard database.