Your Yearly Self-Evaluation

Your Yearly Self-Evaluation

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YOUR YEARLY SELF-EVALUATION The exercises in this workbook are to enable you to gain some clarity on your progress, organize your dreams and make a plan on reaching your goals. Whilst it is better to have completed it during the last month of 2016, to usher in the year 2017, it can be done at anytime. It is most important that you have a selfevaluation of your life periodically. You may need to spend an hour or two on this. Try to find a quiet moment and place because you are dealing with the foundation of your economic, relationship and business life. Print it out and fill it in! – Laila St. Matthew-Daniel I normally use the Wheel of Life with the 12 components of the Basic Needs of a human being when dealing with clarity coaching, but this evaluation will only deal with 5 critical components, (Business, Financial, Personal Relationships, Health/Fitness & Self Mastery) Now, it’s time to complete the sections below. Reflect on the year that has just passed. It is not always enjoyable to look back and evaluate, but it is a necessary step towards growth and accountability. Complete the following: What were your 3 biggest successes of the past year? 1. __________________________________________________ 2. __________________________________________________ 3. __________________________________________________ Did you measure your successes in some manner (celebrations or other rewards)? If so, how? ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ www.lailastmatthewdaniel.com

What was your biggest failure?

What lesson did you learn from it:

______________________________________________________________ ______________________________________________________________ What goals did you meet? (List up to the 5 biggest) 1. __________________________________________________ 2. __________________________________________________ 3. __________________________________________________ 4. __________________________________________________ 5. __________________________________________________ What goals did you NOT work on? 1. __________________________________________________ 2. __________________________________________________ 3. __________________________________________________ Why did you choose not to work towards these goals? ______________________________________________________________ ____________________________________________________________ ______________________________________________________________ Did you receive feedback from others throughout the year? (Clients, associates, family) If so what did you learn from it? ______________________________________________________________ ______________________________________________________________ _____________________________________________________________ www.lailastmatthewdaniel.com

Did you save money toward Passive Income (last year) or this Year ? If so how did you invest it? ______________________________________________________________ ______________________________________________________________ __________________________________________________________ What progress have you made towards your Personal Relationships this year? ______________________________________________________________

Are you more or less Healthy than you were a year ago? Explain why! ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ List 5 ways in which you improved your Self Mastery this year. (self awareness, self responsibility what did you do to make YOU a better YOU?) 1. __________________________________________________ 2. __________________________________________________ 3. __________________________________________________ 4. __________________________________________________ 5. __________________________________________________ List the 5 things that you are the most grateful for at this moment 1. __________________________________________________ 2. __________________________________________________ 3. __________________________________________________ www.lailastmatthewdaniel.com

4. __________________________________________________ 5. __________________________________________________

Dream about what life could be 3 years from today! Allow yourself to dream and reflect on what you most want in your life as you do this section. On the following 6 pages fill in all the biggest dreams that you have for yourself! After dreams are actually written down, they can be considered goals! Here are some guidelines: • Visualize and write your intentions in the present tense — as if you already have achieved what you want. “I earn x naira/dollars” rather than “I will earn x naira/dollars” • Write down the first thing that comes into your mind without judging it. Follow your heart. • Use short, bullet points rather than narrative. Easier on the eyes. • The pages are blank to encourage you to write all over them rather than using a linear format. • Use a variety of colors. Write BIG and small. Write on an angle, in an arc or even upside-down. Which ever makes you feel easy. • Use plenty of drawings and graphics. Do everything possible to engage your creative right brain in this process. • Be as clear and specific as possible. The more specific your intentions, the easier it is for your unconscious mind to work towards creating them. For example, rather than setting an intention to be “fit and trim”, set specific and measurable weight, cardio and fitness targets. • Think big. Intentions are like magnets — the bigger they are, the more they pull you forward. • Describe what you want, give your mind something specific to move towards. • Don’t worry if you are not clear. Capture the thoughts you have even if they are vague. Some of your intentions may even seem to be in conflict with each other. These are intentions, not rigid commitments. You can go back and change them any time.


Business


Financial


Personal


Relationships


Health/Fitness


Self Mastery


Set your course for the New Year! Using your notes in the previous pages, begin to formulate a plan for the coming year. It is best to break it down into Quarters and plan13 weeks of Goals for each. Begin by choosing goals that you will accomplish in the first Quarter of the New Year.

Business: 1. __________________________________________________ 2. __________________________________________________ 3. __________________________________________________ 4. __________________________________________________ 5. __________________________________________________

Financial 1. __________________________________________________ 2. __________________________________________________ 3. __________________________________________________ 4. __________________________________________________ 5. __________________________________________________

Personal Relationships 1. __________________________________________________ 2. __________________________________________________ 3. __________________________________________________ 4. __________________________________________________ 5. __________________________________________________


Health/Fitness 1. __________________________________________________ 2. __________________________________________________ 3. __________________________________________________ 4. __________________________________________________ 5. __________________________________________________

Self Mastery 1. ___________________________________________________ 2. ___________________________________________________ 3. ___________________________________________________ 4. ___________________________________________________ 5. ___________________________________________________

Now you are prepared! Wherever you are right now - at the beginning of the year, mid-year, at the end of the year - you are set to choose your weekly goals and plan to take the Action Steps towards completing them! Try to choose goals each week from all the 5 areas. This will promote a balance in your life and help you work on things from all the important angles! Strategically planning, goal setting and accountability is the foundation of the success and financial stability. If, for any reason, you get stuck and feel a need for some clarity, send mail to: [email protected], Have an AWESOME year.

Laila St. Matthew-Daniel Growth & Development Strategist ACTS Consultancy
