Year End / Year Forward Planning Template
To help you close out 2026, and put you in a position to succeed in 2027, here is a Year End Planning Template. I encourage you to be intentional about filling out most of the questions. The goal is for this document to serve you, plus prime your vision for creating your best year ever. I estimate that I spend between 5 and 6 hours in this document and planning for the next year (to add context for you).
You can access a Google Doc version of this in the lesson resources, where you can copy it and create your own version.
Reflecting On 2026
- What was your biggest triumph in 2026?
- What was the smartest decision you made in 2026?
- What one word or phrase best sums up and describes your 2026 experience?
- What was the greatest lesson you learned in 2026?
- What was the most loving service you performed for yourself or another person in 2026?
- What is your biggest piece of unfinished business in 2026?
- What were the three most significant events of 2026?
- Who were the three people that had the greatest impact on your life in 2026?
- What were the most impactful books you read in 2026?
- Is there something from 2026 that you need to let go of?
- Is there a thought, feeling, or person in your head or life who has taken up too much space and it's time to let go of?
- What important relationships improved the most in 2026?
- Did you spend as much QUALITY time with your kids in 2026 as you would have liked? How will this stay the same, or improve in 2027? What must change for this to happen?
- Did you spend more time building your DREAM or building the DREAM of someone else? How will this change in 2027?
- What compliment would you like to have received in 2026?
- What else do you need to do or say to be complete with 2026?
Into 2027
- What would you like to be your biggest triumph in 2027?
- What advice do you give yourself going into 2027?
- What is the major effort you are planning to improve about your financial results in 2027?
- What would you be most happy about completing in 2027?
- What major indulgence are you willing to experience in 2027?
- What would you most like to change about yourself, personally, in 2027?
- What are you looking forward to changing and improving in 2027?
- What is one yet undeveloped talent you are willing to explore in 2027?
- What habit loop/cycle, or addiction do you know must stay in 2026 and has no place in 2027 in order for breakthrough or results to happen?
- How is the current state and the health of your heart & spirit? How is the well being of your soul? For it to improve, what work needs to be done or who do you need to talk to?
- How can you stand up for yourself more in 2027?
- How can you be kinder to yourself in 2027?
- How will you move through your fears in 2027?
- What currently brings you the most joy, and how are you going to do, or have more of that in 2027?
- Who or what (other than yourself or your family) are you most committed to loving and serving in 2027? How will you do it?
- What one word / phrase will be your prayer, intention or theme in 2027?
- Describe your 12 month Goal in as much detail as possible (Physical / Financial / Personal).
- Describe your 1 month Goal in as much detail as possible (Physical / Financial / Personal).
- What ACTION steps must be taken before January 1st, 2027 for the above goals to begin?
- What is your structured and detailed game/action plan to reach your Physical Health goals in 1, 3, 12 months that will be different from what you did in 2026?
- What is your structured and detailed game/action plan to reach your Financial Health goals in 1, 3, 12 months that will be different from what you did in 2026?
- In order for things to change in 2027, you know that THIS must change?
Lesson Resources
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