When 2025 planning meetings come around, you don’t want to show up with half-baked ideas based on what you can recall in the moment. Take some time to sit down, focus, and thoughtfully review the past year.

This template outlines four areas to reflect on and includes specific questions that will help guide you as you formulate goals and strategies for the upcoming year. Bonus: writing it down helps bring extra clarity.

Download the template, grab a cup of coffee, and set yourself up for a successful year to come.