Annual Business Review & Goal Setting Template

Take time to step back from the day-to-day and look at your business as a whole. This editable template guides you through a thoughtful review of the past year and helps you turn what you’ve learned into clear, actionable goals for the year ahead.

Review the areas that shape your business—from sales, marketing, and project management to client experience, design skills, product knowledge, team building, and work/life balance. Then use those insights to identify priorities, set measurable goals, and choose a Word of the Year to help keep you focused and intentional.

Use this template to reflect on where you’ve been, clarify where you want to go, and create a plan for moving your business forward.