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Year-End Review Checklist

A year-end review checklist for looking back on your work year and planning the next one.

What this tool does

A year-end review checklist for looking back on your work year and planning the next one.

How to use

  1. Work down the list and tick each item as you finish it.
  2. Ticks are saved on this device, in your browser, so they are still there when you come back.

What this checklist covers

The list has 5 groups and 19 items.

  • Accomplishments (4 items): List work achievements; Note skills developed; Highlight key projects; Quantify results
  • Challenges (3 items): Identify obstacles faced; Note lessons learned; Reflect on failures
  • Development (3 items): Review career progress; Assess skill gaps; Identify training needs
  • Goals (4 items): Set goals for next year; Make goals specific and measurable; Align with company objectives; Create action plan
  • Relationships and planning (5 items): Thank collaborators; Strengthen key connections; Update resume; Decide whether to raise pay with your manager; Schedule development activities

Tip: Set aside a quiet hour and keep notes in a separate document. Ticks are saved on this device.

Limitations

  • This is a general list. It does not know your job, employer or review process.
  • It does not give career or pay advice. Decide what is right for you.
  • Ticks are saved only in this browser on this device.

FAQs

Q: Does it store my notes or answers?
A: No. It only keeps which items you have ticked and any items you add or remove. Write your reflections somewhere else.
Q: Can I use it for a team?
A: It is written for one person. You could use it as a prompt for a team discussion, but it does not combine anyone's results.
Q: Is it only for work?
A: Most items are about work and career. You can still use the reflection prompts for other areas by thinking about them yourself.
Q: Are my ticks saved?
A: Yes. They are saved in your browser on this device and do not follow you to another device or browser.

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