2025 Planning Worksheet

“You Can’t Know where you are Going, If You Don’t Know where you’ve Been”

~William Gibson

There is no question that it has been an unprecedented year and with that, we should honor and “mark” the occasion, so we can remember how we got through some really difficult and challenging times.

Therefore, take a moment and complete the following questions to help you start reviewing and solidifying this past year.

Let us self-reflect on our successes (most especially the small successes) and our learnings (not failures), because this will better equip us with a clearer focus and direction for the new year.

It is important to understand what has worked, what hasn’t worked, and what’s important to you going forward. Allow yourself some quiet time to complete this exercise and fill out the worksheet OR simply contemplate on the questions and we can review this in an Year-End Review strategy session.

Look forward to continuing to partner with you and I can’t wait to see what 2025 has in store for you!