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THE PERSONAL

ANNUAL REVIEW
7 simple questions that may change your life

SAHIL BLOOM
01
What did I The most successful people legitimately
enjoy being wrong.
change my
Always view changing your mind as a
mind on this "software update" that improves upon
year? the old.

What "software updates" did I have this


year?

If you can't think of any, that's a bad


thing.
01
What did I change my mind on this year?
02
What created Review your calendars from the year.

energy this What activities, people, or projects


consistently CREATED energy in my
year? life?

Write them down.

Did I spend ample time on the energy


creators or did they get neglected?

Goal: More time on these in 2023.


02
What created energy this year?

Activities Projects

People
03
What drained Review your calendars from the year.

energy this What activities, people, or projects


consistently DRAINED energy from
year? my life?

Write them down.

Did I allow energy drainers to persist


or did I cut them in real time?

Goal: Less time on these in 2023.


03
What drained energy this year?

Activities Projects

People
04
Who were the Boat anchors are people that hold you
back from your potential.
boat anchors
Boat anchors will:
in my life? Belittle your accomplishments
Laugh at your ambition
Harm the quality of your
environment

Identify them.

Goal: Eliminate them in 2023.


04
Who were the boat anchors in my life?
05
What did I not “We suffer more in imagination
than in reality.” — Seneca
do because of
fear? Fear distorts reality—this question
forces you to confront it.

Deconstruct the fears:


What was the downside?
What was the upside?

Goal: Get closer to your fears in 2023.


05
What did I not do because of fear?

Fear 01

Downside Upside

Fear 02

Downside Upside
06
What were my Your natural bias skews how you see
your year—the optimist sees all hits
greatest hits and the pessimist sees all misses.

and worst The objective here is a balanced view.


misses this
Write them all down.
year?
Reflect on why the hits hit and the
misses missed.
06
What were my greatest hits and worst misses this year?

Greatest Hits Worst Misses

Reflect Reflect
07
What did I The most important question comes last.

learn this year? It's easy to lose sight of growth in the


trenches—zoom out to reclaim
perspective. Take your time.

Reflect on the other questions.

Write down what you've learned.

“When you stop learning you start dying."


07
What did I learn this year?
To get even more out of it, try
Your Year in conducting the Annual Review in a small
Review group format.

Go through it individually, but then get


together with a small group of your
intellectual sparring partners and walk
through it.

Pressure test. Question assumptions.


Provide feedback.

The Annual Review is a life changing


exercise. I hope this guide helps you
conduct your own!

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SAHIL BLOOM
Investor | Entrepreneur | Creator
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