Tag Archives: Reflection

Annual Review 2023

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In the Lean world we carry out an Annual Hansei which is Japanese for annual self reflection.

Annual self reflection allows us to reflect on what has worked well in the past year so we can celebrate & build on the successes.

It also allows us to reflect on what didn’t work well in the past year so we can adjust & change direction.  

I will be happy to see the end of 2023.

2023 has by far been the hardest and most challenging year of my life.

My beloved and adored Dad was really ill in early 2023 and passed away on 6th August. Because of this immense loss, no challenging time before 2023 even came close to the heartache and sadness of 2023.​

I reached very few goals in 2023 which was similar to 2021 & 2022. This has made me realise that no matter how much we plan, the path that is meant for us will always be the path we travel.

This path is not necessarily what we plan for!

Whatever 2023 brought you, I hope you find time to reflect on your year, leave behind what doesn’t serve you and bring into 2024 everything that supports & nurtures you. 

I use the Wheel of Life below to categorise my life. The categories of my life are Sense of Self, Relationships, Health, Work, Finance, Recreation, Environment & Contribution.

When reflecting on your year, you can use these categories or create some of your own.

Here is my Annual Review for 2023.

1. Relationships:

My beloved Dad passed away on August 6th 2023. That day was the worst day of my life and every day since has been a real challenge. I miss Dad every minute of every day.

Dad was a great man, a great Dad, everything about him was just great. 

I got to spend a huge amount of time with my Dad in his last months and I was by his side during his illness. It’s hard to express just how grateful and blessed I am for this precious time, as well as the previous 49 years we had together. 

My awareness of how precious time is was heightened this year as I was reminded that our time is not finite, we don’t have a never ending supply of time.

One day our time with those we love runs out! One day our own time runs out!

Everything else in 2023 paled into insignificance for me. My priority was my Dad and now my priority is learning to live with his physical absence. 

The loss of a loved one changes everything.

I’m different, my world is different, my perspective on the world is different.

Everything is different.

 

2. Sense of Self: 

In 2023 I added ‘Sense of Self’ to the categories of my life.

In 2023 personal development which I had been doing for decades was no longer working for me. Personal strategy which I had been doing for over a decade was no longer working for me.

I knew I needed something more meaningful and impactful.

Sense of Self combines my story, spirituality, personal development, personal strategy and my relationship with myself.

This category is all about who I am, who I want to be, who I need to be to achieve my dreams and how I feel about myself and the world around me.

Here is where I also work on the concepts of self love, self worth, self esteem, self belief, self trust, self confidence, self assurance, self understanding, self respect, self awareness and self observation.

2023 was a very challenging year for me and I feel my Sense of Self was on shaky ground. This shaky ground probably started a few years ago but 2023 made it even more unstable. 

In saying that, the challenges of 2023 brought me immense personal growth & learnings. These learnings and personal growth have been very difficult and painful – the saying ‘no pain no gain’ comes to mind! 

 

3. Health: 

There is no truer saying than health is wealth, the quality of every area of our lives is totally dependant on our health.

I have always been aware of the importance of physical, mental, emotional, & spiritual health and over the past few years, for many reasons, this awareness has been brought to a deeper level. 

In 2022 & 2023 I watched loved ones deal with ill health which was really challenging and reinforced the importance of dedicating time & energy to learning about and improving our physical, mental, emotional, & spiritual health. 

2023 was challenging for me in all areas of my health and I didn’t reach any of the goals I set for myself. I actually went backwards in terms of most of my health goals. 

In March, I injured my back skiing and that injury stayed with me all year albeit improving bit by bit throughout the year.

The loss of my Dad greatly impacted my health. I don’t fully comprehend how but I am working to understand this. 

Improving our physical, mental, emotional, & spiritual health is a journey and just like any other journey, it’s important to keep learning & moving forward no matter the pace!!

 

4. Work:

I currently spend the least time in this category which is ironic as for 25 years it was where I spent the most time! 

Work has changed dramatically for me over the past few years. I left my day job in October 2021 and wanted to set up own business but life had other plans for me! 

I took time off and am still on time off! 

This time off work has been life changing.

No job, salary or money can compete with how precious this time has been. 

Having this time off work in 2023 meant I had a huge amount of time with my Dad during the last stage of his life – that time was the most precious gift of my entire life. 

One of my writing goals for 2023 was to improve my writing.

At the beginning of 2023 I had become unhappy and disillusioned with my writing and had written many blog posts & emails that will never see the light of day. They are my writing and my words but they did not align with who I am and with the type of writing I want to do.

My writing did not adequately reflect how my life has changed in the past few years and how I have evolved as a person.

  • I wanted my writing to be richer, deeper, more meaningful, and more impactful for me and for you, the reader
  • Also I wanted to write more from a place of transparency & openness to see where it takes me

My writing is definitely on it’s way to being richer, deeper, more meaningful, more transparent and more open but it is a journey, possibly one that will last as long as I continue to write. 

Another one of my writing goals for 2023 was to write more. 

I am for the first time in my life, writing more than I am sharing. This is a huge milestone for me and means because as I write more, I can write better!

This has been a dream of mine for a very long time.

In terms of work I  still want to set up my own business, I’m just not ready yet.  

At some stage I will need to think about how to balance my precious time off with the writing I want to do but for the moment I’m just going to continue to enjoy the balance I currently have.  

 

5. Finance: 

The more I learn about personal finance the more I wish personal finance was a subject I learned in school, it certainly would have saved me much trial and error. Just like health – finance is a journey of which learning & understanding are constant companions. 

In 2023 I changed much of my financial landscape. I wanted to simplify & streamline my finances to make them work better for me. 

Renovating and selling an investment property in 2023 will allow me to make more diverse financial decisions in 2024.

I completed a number of smaller financial projects which were all aimed at streamlining my finances and moving step by step towards financial freedom. 

My top 3 financial learnings of 2022 stand firm for 2023 also,

  • One of the most important elements of finance is mindset – one person can receive €100 and feel rich and another could receive €1,000,000 and feel it’s not enough. The difference has nothing to do with numbers, it’s money mindset. 

There are 2 types of money mindset – abundance and scarcity – both will dictate your relationship with money and how freely it flows in and out of your life and also how much you enjoy earning and spending money. 

  1. Abundance is not just about money – when I left my day job in October 2021 my income  dramatically reduced but I felt more abundant in so many other areas of my life. Abundance is also about love, time, health, freedom and everything else that money cannot buy. 

The abundance of love, time, health & freedom brings me more joy than any amount of money ever could! 

  1. Time is more valuable than money – this is not a learning but a teaching from Jim Rohn. Jim’s quote about time and money is one of my all time favourites. 

‘Time is more valuable than money. You can get more money, but you cannot get more time’.

Every day I am learning the true essence of this quote. Now that I no longer trade my time for money, I see the true value of time which is priceless – absolutely priceless. 

 

6. Recreation:

This category could be combined with relationships as it is with those I love that I have the most fun times. No-one makes me laugh out loud more than those I love and those who love me – these people are food for my soul! 

I spent much time in 2023 with my Dad who always made me laugh. My Dad had a brilliant sense of humour which my brother’s and I each inherited some of.

My Dad and I and always laughed and joked when in each other’s company. Even through his illness and last days, he was smiling and joking and reminding us how important it is to laugh and keep things light! 

Mike and I also share the same sense of humour and so our home is always filled with much laughter of which I am immensely grateful for. 

I didn’t have much of a social life in 2023 which suited where my life was in 2023. Maybe I’ll be a little more social in 2024 – who knows! 

 

7. Environment:

For me, environment is about our planet on a global scale and our beautiful home on a personal level.

In 2022 I started decluttering our home using the techniques in Marie Kondo’s brilliant book ‘The Life Changing Magic of Tidying Up’. I continued with this in 2023 however implementing these techniques took way longer than I had thought and so it will continue well into 2024. 

I’m a minimalist in that I don’t have or need much stuff but I only realised how much stuff I actually have when I started to declutter it! 

 

8. Contribution: 

I continue to give to charities, albeit not at the level I would have when I was working.

In 2023 I became more aware of the contribution I make to the world in terms of my time & skills and the contributions I make which aren’t monetary. We all contribute to the world in so many ways that we don’t even notice, this has been an unexpected education for me!  

That’s it, my 2023 in review.

I am happy to say goodbye to 2023, it was a year of immense pain, heartache and loss.

Thank you for reading my blog posts and your kind words during 2023, I really appreciate your support. 

I hope whatever 2023 brought you that you can build on & learn from it. May 2024 bring you and your loved ones health, happiness, peace & prosperity. 

Thanks for reading, 

Siobhain 

x x x

If you want to carry out your own Annual Review, below is a list of blog posts to support you. 

5 Reasons To Prioritise Your Annual Review​​

3 Steps To Your Annual Review​  

This is the 11th year I have shared my Annual Review here on my blog, my previous Annual Reviews can be found here,

2013   2014   2015   2016   2017   2018   2019   2020  2021  2022

 

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Annual Review 2022

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In the Lean/Continuous Improvement world we carry out ‘Hansei’ which is Japanese for Self Reflection. Self Reflection allows us to reflect on what has worked so we can celebrate & build on the successes and also reflect on what didn’t work so we can adjust & change direction.  

I have been carrying out an Annual Review (Self Reflection) for many years and find it hard to believe this is the 10th year I have published this review online. (See end of this post for previous year’s reviews).

2022 was a strange year in that so many things I planned didn’t work out and so many things I didn’t plan did work out! 

I reached very few of my annual goals and 2022 was full of immense unplanned & challenging change (similar to 2020 & 2021). I have realised that no matter how much we plan, the path that is meant for us will always be the path we travel which is not necessarily the path we plan. 

Whatever 2022 brought you, I hope you find time to reflect on your year, leave behind what doesn’t serve you and bring into 2023 everything that supports & nurtures you. 

Below is my Annual Review for the year that was 2022.

I use the Wheel of Life to categorise my life, you can use this or your own version for reflecting on 2022. 

Relationships:  

Our greatest and most important relationship is with ourselves. I truly believe that how we feel about ourselves and how much we know & learn about ourselves dictates our level of success in every area of our lives.

This is why it is so important to prioritise understanding, trusting, accepting and loving ourselves. In 2022 I continued to learn more about & build my relationship with myself. I found 2022 to be a very challenging year and so my learnings were mostly about how I deal with adversity & challenges. 

As always, Mike, my family and my friends are my reason for everything and the source of much of my happiness. 

As I’m not working at the moment, I have the precious gift of lots of spare time. This gift given me so much time to spend with my loved ones. I see more of my boyfriend Mike as I’m home every evening when he gets home and I’m off on his days off. This has been blissful and a welcome change to when we were like passing ships pre Covid! 

I see my parents & family more than I have ever done which brings me so much joy. Before I left the workplace I would only see my parents & family at weekends and even at that it wasn’t every weekend – now I see them every week and for a few days most weeks. 

I cannot tell you how precious a gift this time is, no amount of money can buy it and no amount of time can replace it. 

In 2022 I made up for not travelling the previous 2 years and had 4 trips abroad. 

In January I went skiing in the Italian Alps with my friend Paula. In May Paula and I joined our friend Karin for a week in Santorini, Greece which was amazing – you can read about that here.

My Top 5 Reasons to Visit Santorini

In August, my friends Aine, Eileen and Therese and I went to VillaMoura, Portugal for a few days. I stayed longer and Paula joined me with her friends to enjoy another few days in the sun. This was such a relaxing trip with a dash of nightlife thrown in! 

Mike and I went to Edinburgh for a long weekend in November for the Scotland & All Blacks rugby game. Edinburgh is such a beautiful place and we had a super weekend.  

I am immensely grateful for my love Mike, my wonderful family and friends and I look forward to more adventures together in 2023.

Health is Wealth: 

There is no truer saying than health is wealth, our health is by far our greatest asset.

The quality of every area of our lives is totally dependant on our health.

I have always been aware of the importance of physical, mental, emotional, & spiritual health and over the past few years, for many reasons, this awareness has been brought to a deeper level. 

In 2022 I watched loved ones deal with ill health which was really challenging and reinforces the importance of dedicating time & energy to learning about and improving our physical, mental, emotional, & spiritual health. 

2022 was also challenging for me in all areas of my own health and I didn’t reach any of the goals I set for myself.

Improving our health is a journey and just like any other journey, it’s important to keep learning & moving forward no matter the pace!!

Here’s to a healthy 2023 for us all! 

Work:

I started 2022 with no day job but with big dreams of setting up my own business but decided against it after watching a Ted Talk on ‘The Power of Time Off’. 

I decided to do just that and take TIME OFF from working. 

You can read about my decision here, The Importance of Time Off

I did continue with some work in that I was still writing my weekly emails to my community, writing blog posts, sharing these blog posts on social media and co-hosting a Personal Strategy table with the Women in Lean network. 

As the year went on, I realised I needed to be true to myself and take real ‘TIME OFF’ from work and so I stopped writing blog posts and took a break from social media & the Women in Lean Personal Strategy table. 

The only work I now do is send my weekly email to my community to whom I am so grateful. 

It’s actually really difficult to completely take ‘TIME OFF’ from working as our human minds are wired to DO! It takes much focus and discipline to allow ourselves to just BE! 

This ‘TIME OFF’ work has been the most freeing time of my entire life and I am enjoying it so much I will continue it into 2023.

I still want to work for myself and set up my own business, just not yet! 😊

Finance: 

The more I learn about personal finance the more I wish personal finance was a subject I learned in school, it certainly would have saved me much trial and error. Just like health – finance is a journey of which learning & understanding are constant companions. 

In 2022 I continued to learn about personal finance and my relationship with money.

For the first time in 25 years I didn’t have a salary which taught me more than having a big salary ever could! Here are my top 3 financial learnings of 2022.

  1. One of the most important elements of finance is MINDSET – one person can receive €100 and feel rich and another could receive €1,000,000 and feel it’s not enough. The difference has nothing to do with numbers, it’s MONEY MINDSET. There are 2 types of MONEY MINDSET – abundance and scarcity – both will dictate your relationship with money and how freely it flows in and out of your life and also how much you enjoy earning and spending money. 

2. Abundance is not just about money – when I left my day job in October 2021 my income  dramatically reduced but I felt more abundant in so many other areas of my life. Abundance is not just about money – abundance is also about love, time, health, freedom and everything else that money cannot buy. This abundance of love, time, health & freedom brings me more joy than any amount of money ever will! 

3. Time is more important than money – this is not a learning but a teaching from Jim Rohn. His quote about time and money is one of my all time favourites. 

‘Time is more valuable than money. You can get more money, but you cannot get more time’.

Every day I am learning the true essence of this quote. Now that I no longer trade my time for money, I see the true value of time which is priceless – absolutely priceless. 

Pre Covid, I felt I was on a hamster wheel! I was so busy working (inside and outside of my day job), there was very little time in my week for anything else. Stepping off this hamster wheel has been without a doubt  the single best thing I have ever done for myself. 

Time seems to have slowed down. Time seems to be more enjoyable.

I’m no longer crazy busy, some days I’m not busy at all. 

Busyness has been replaced with bliss. Bliss in that I can now enjoy the time I have and not wonder where it has gone or if I’ll have enough time to get through my to do list!

In saying all of the above, I do know we all need money to live. 

I’m lucky to have worked in large companies for 25 years, I made some investments and have built a certain amount of wealth that now allows me to take this precious time away from work. When I left my day job I made a decision to spend some of this money and not worry about it. This might reduce my overall ‘financial value’ but what’s the point of earning money if we don’t spend it and enjoy every minute of that spending?

At some stage I will need to think seriously about how to balance this precious time off with my vision for financial freedom but for the moment I’m just going to enjoy it! 😊

Personal Development:

I have always loved and dedicated much time to personal development. 

Just like everything in my life, personal development changed immensely for me over the past 2 years. 

Every year, I used to read many physical books, listen to many audiobooks & podcasts and watch loads of Youtube videos & social media posts. I used to take online courses and learn as much as I could from mentors & coaches that I admired who were doing what I wanted to do.

This all changed in 2022.

I still read physical books as reading is one of my favourite things to do but I no longer consume so much information from others. 

My personal development is now more personal. My personal development is no longer about what I learn from others, it’s all about what I learn from myself.

My personal development now comes from awareness of me – who I am, who I am not, who I want to be, who I do not want to be, my thoughts, my actions, my reactions, my beliefs, my decisions, my likes and dislikes.

My personal development now comes from observation of my life at a cellular level – why I do what I do, why I think what I think, why I behave how I behave, what is driving me forward and what is holding me back.

This consistent awareness & observation of myself has been life changing.

We can spend way too much time wondering why our outside world isn’t suiting us yet spend very little time on why our inner world even cares! 

If you want to learn about how you can focus more on your inner world and less on the noisy, disruptive, all consuming outer world I highly recommend Anthony De Mello’s life changing book ‘Awareness’. 

If this is the only book you read in 2023 and you follow it’s teachings, it will transform your world! 😊

 Social Life/Fun:

This category could be combined with relationships as it is with those I love that I have the most fun times. No-one makes me laugh out loud more than those I love and those who love me – they are food for my soul! 

Globally our social lives took a hit in 2020 & 2021, thankfully all that changed in 2022. We started meeting people again and enjoying the social side of life. This was a slow process for me and I’m probably not as social as I was pre Covid. 

In saying that, in 2022 I enjoyed loads of meals out, days out, nights away, holidays and saw my loved ones way more than I ever have which brought me immense joy. 

Just like everything in life, you don’t have to be doing much to enjoy yourself and have fun. Mike and i share the same sense of humour and so our home is always filled with much laughter of which I am immensely grateful for. 

Environment:

For me, environment is about our planet on a global scale and our beautiful home on a personal level.

In terms of the planet, I reduced my plastic usage but the more I reduced, the more I realised I used. This is a work in progress. Global warming is a very real thing and small steps taken by many can really make a difference. 

This year I re-read Marie Kondo’s ‘The Life Changing Magic of Tidying Up’ and started implementing it in our home. This has taken way longer than I had thought and will continue well into 2023. In saying that, I have enjoyed this process immensely. I’m a minimalist in that I don’t have or need much stuff but I only realised how much stuff I have when I started to declutter it! 

I have wanted to hire an interior designer to design our home for a long time. I know what I love in terms of interior design when I see it on Instagram & Pinterest but transferring that to our home is not a skill I possess.

I have started working with Wioleta Kelly who is a very skilled interior designer and I’m so excited to finally get this process started. 

Contribution: 

I have been supporting four charities for many years but this year I stopped all my direct debits to charities. This was a very difficult decision as these charities mean a lot to me and they do excellent life changing work. In saying that, I continued to give to charity, just not at the level I would have when I was working.

I became more aware of the contribution I make to the world in terms of my time & skills and which isn’t monetary. We all contribute to the world in so many ways that we don’t even notice, this has been an unexpected education!  

That’s it, my 2022 in review.

As with all Annual Reviews, looking back and reviewing my year brings pride in what I have achieved but also many lessons learned and things I would like to do differently that I will bring into 2023. 

Thank you for reading my blog posts and your kind words during 2022, I really appreciate your support. I hope whatever 2022 brought you that you can build on & learn from it to make 2023 YOUR BEST YEAR EVER.

May 2023 bring you and your loved ones health, happiness, peace & prosperity.

Thanks for reading,

Siobhain

x x x

If you want to carry out your own Annual Review, below is a list of blog posts to support you. 

5 Reasons To Prioritise Your Annual Review​​

​4 Steps To Your Annual Review​ 

My previous Annual Reviews can be found here,

2013   2014   2015   2016   2017   2018   2019   2020  2021

 

 

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A Guide to Your Business Mid Year Review

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Image Credit: Madhuri Gupta

When it comes to business strategy and the goals you have set, the Mid Year Review is the most important as there is way more progress in 6 months than can be seen daily, weekly and monthly or even quarterly which is highly motivating. 

Ideally you are reviewing progress of your business goals daily, weekly, monthly and quarterly which makes your Mid Year Review easier, more streamlined and more effective,

Your Mid Year Business Review is carried out as you approach the end of June so your action plan is in place for July or shortly after. 

Here are 6 simple steps to carry out your Business Mid Year Review:

Step 1 – Review your business goals, the metrics you use to measure progress and the progress itself

Are your goals still relevant? 

Ensuring the goals you set at the beginning of the year are still relevant is critical to the success of your business. Having irrelevant goals means you are traveling in the wrong direction which is almost worse than having no goals!

 Are the goals you set at the start of 2022 still relevant to you and your business?

Do your goals still align with your Business Vision, Mission, True North and Values? 

Your Vision is your direction. 

No Vision, no direction, no progress! 

Are you regularly communicating your Vision, Mission, True North & Values to your people?

Are you regularly making decisions aligned with your Vision, Mission, True North & Values?

If not, your direction exists only on paper which is not the best place to have it! 

Note: If you don’t have a Vision, Mission, True North & Values, now would be a good time to start thinking about creating these. No matter where you are in terms of your business, it is never too late to make positive change and that change starts with Vision, Mission, True North & Values. 

Do you have the correct metrics in place? 

Your metrics should highlight progress towards your goals and should also highlight obstacles that get in the way of progress towards your goals.

Do your metrics highlight progress towards your goals?

Do your metrics highlight obstacles that get in the way of progress towards your goals?

When do you review these metrics? 

Are your metrics at the right level?

Are you improving your processes?

If you are not improving your processes, chances are your metrics are standing still or going backwards!

Process improvements = metrics moving in the right direction = goals achieved

Step 2 – Evaluate what worked for you, how were you successful?

What worked for you in the past quarter?

 What did you do that enabled this success?

 What areas of your business were successful?

 What parts of your business did you enjoy?

What parts of your business brought you happiness and joy?

Step 3 – Evaluate what didn’t work for you, what got in the way of success?

 What didn’t work for you and got in the way of your goals?

 How did you deal with and overcome these obstacles?

 What areas of your business were unsuccessful?

 What parts of your business did you not enjoy?

What parts of your business did not bring you happiness and joy?

Step 4 – Make informed decisions about your key focus areas for the next quarter/6 months

Based on the answers to all of the above, what ACTION will you take for the next quarter/6 months? 

Strategy reviews are only as good as the ACTIONS that are taken as a result of those reviews.

  • Are your 2022 goals still achievable based on progress made in the last 6 months?
  • Do you need more goals to stretch yourself?
  • Do you need less goals to stop over stretching yourself?
  • Are there goals that no longer serve you?
  • What are your priority goals for the next quarter/6 months?
  • What are your non priority goals for the next quarter/6 months?
  • What will you do to continue progress in successful areas of your business?
  • What will you do to learn from and turn around unsuccessful areas of your business?
  • How will you measure progress of your goals in the next quarter/6 months?
  • What metrics will you update, add, remove?
  • How often will you update these metrics?
  • Where will you document your goals, metrics, progress?
  • How will you communicate your plans to your team?

Step 5 – Document and share your strategy, goals, metrics & progress

It’s really important to capture your goals, metrics & progress on your goals somewhere.  

It doesn’t really matter what you use from once you write your goals down and track progress daily, weekly, monthly and quarterly that will, at the end of the year, result in your Annual Review.

Whether you prefer physically putting pen to paper or to use something electronic there are so many options. The science behind why writing things down to enable success is outlined in the amazing book ‘Write It Down, Make It Happen’. 

My favourite tools for documenting are,

Physical – I love Moleskine journals for tracking progress of goals & journalling. Moleskine journals are colourful, hard wearing, long lasting journals of the highest quality. 

Online – My tools of choice online are Google Docs & Google Sheets and Google Slides. These are almost identical to Microsoft Word, Microsoft Excel and Microsoft PowerPoint. 

I use Asana for Project Management and absolutely love it. Asana has an app which is super simple to use and keeps everything in the one place and all super organised. 

These tools are all ABSOLUTELY FREE, are very easy to use and are all you need to set and track progress in your business. 

When you have completed your Business Mid Year Review it’s critical that you share the outcome of your review and your plans for the next quarter/6 months with your team. 

There is no greater way to show respect to your people than sharing the progress they have made and the plans you have for them in the future. 

Step 6 – Learn more about Lean Business Strategy

The longer I work in Lean Business Strategy the more I learn.

There is always another level of Lean Business Strategy to move into and learn about.

If you are looking for a book on Lean Business Strategy, I highly recommend ‘Getting The Right Things Done’ by Pascal Dennis and really any other books by Pascal Dennis. 

Getting The Right Things Done is an incredible book that can be visited again and again as you move deeper & deeper into the world of Lean Business Strategy and success.

This is my bible in terms of Lean Business Strategy and Pascal Dennis is one of my favourite Lean mentors.

The best place to learn about your business is from your people. Ensuring your people are your primary source of learning will not only sky rocket your business but will also deliver a Lean culture where people are deeply respected. 

Take the time to listen to your team and prioritise their development. There is no end to what your talented people can teach you if you give the time to listen and learn!

I wish you success, health and happiness as you look back at the last 6 months and even more success, health and happiness as you look forward to the next 6 months.

If you liked this post, you might like like my post on the 

‘A Guide to Your Personal Mid Year Review’

Want to read more about Positive Change in life & business?

Download your free e-book ‘The A-Z of Effective Change’ and sign up to my Weekly Newsletter below.

Thanks for reading,

Siobhain 

x x

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A Guide To Your Mid Year Review

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Image Credit: Madhuri Gupta

It’s time for your Mid Year Review 😊

The first 6 months of the year have gone so fast! 

How has the first 6 months of 2023 been for you?

Below are the 4 Steps to your Mid Year Review that will help you answer that question. 

As you answer the questions in each step, refer to your Wheel of Life that contain the key areas of your life. If you haven’t created a Wheel of Life, you can use mine below. 

The areas of my Wheel of Life are Sense of Self, Relationships, Health, Work, Finance, Recreation, Environment & Contribution. 

It’s important that you document your review somewhere so you can refer to it and hold yourself accountable to the actions that come out of your review. 

Step 1 is all about what went well over the past 6 months

i. What worked well for you in the past 6 months? 

What did you do that you enjoyed?

What worked out exactly how you wanted or better than you wanted? 

There are so many blessings in our lives each and every day, sometimes it’s just a matter of taking a closer look to find them.

You may see that life goes your way more than you may realise.

Using a daily gratitude journal can really help answering this question. 

If you don’t have a daily gratitude journal maybe it’s something you could start for the next 12 weeks. Even just one gratitude a day over 12 weeks is about 90 things to be grateful for over 12 weeks, wouldn’t that be something really lovely to look back and reflect on?

ii. What did you do that supported this success?

How did you bring success into your life?

How did you contribute to the things that worked well for you?

Did you work hard at something and then reap the rewards?

Did you make sacrifices to improve your life?

When we reflect on how we are successful in areas of our life, we underestimate the part we played in that success.

YOU are successful and YOU are the creator of that success. YOU have brought all of your happiness, joy and success into your life. 

Knowing how you contribute to your own success means you can build on this to bring so much more success into your life.

iii.  What brought you joy and happiness in the past 6 months?

When were you at your happiest over the past 6 months?

Think about what you were doing, who were you with, where were you? 

Knowing what brings us happiness allows us to create more time to bring more happiness and joy into our lives.

Knowing who brings you happiness means you can create more time to spend with these very special people.

You want to be spending as much time as possible with those who bring out the best in you. The more you bring out the best in yourself, the more you can bring out the best in others.

iv. Are you happy with where you spent your time over the past 6 months?

Time goes by so fast and as we get older I think time seems to speed up that little bit more.

Time is so precious – we all have 24 hours a day, 7 days a week, 52 weeks in a year but nobody knows how many years we have. This realisation always makes me so determined to live life to the fullest every single day and that means spending my time where I am happy spending it.

Where did your precious time go over the past 6 months?

Are you happy with where your time was spent over the past 6 months?

Are you fully enjoying every minute of your days, weeks, months?

 

Step 2 of your Mid Year Review is all about what didn’t work well for you in the past 6 months.

i. What didn’t go well over the past 6 months

What didn’t go your way in the past 6 months?

What happened that you didn’t enjoy?

What didn’t go to according to plan?

What is holding you back from living your best life?

Challenges, obstacles and plans not working out are a normal part of life.

No matter how much we plan, no matter how much we try to control our plans there are times when things just don’t go our way. Acknowledgment and acceptance of this fact is the first step to turning challenges & obstacles into opportunities.

In his new book ‘Green Lights’, Matthew Mc Connaughey talks about the fact that if we only had green lights in life, if there were no amber or red lights, then life would be very boring and we would never grow and evolve. Such truth and wisdom in that.

How can you acknowledge and accept what doesn’t work out for you and understand this is all part of your path?

ii. What obstacles got in your way?

Looking back at the past 6 months, were there obstacles that got in your way? 

Obstacles & challenges can turn into opportunities for success if we take the time to evaluate and learn from them.

The question to ask here is what can you do to eliminate these obstacles & challenges and if you can’t eliminate them how can you think about them differently? 

We all have compete control over our thoughts and just reframing things in our mind can turn obstacles & challenges into opportunities for success.

Dr Wayne Dyer’s book ‘Change Your Thoughts, Change Your Life’ teaches us that all we have to do to change what is not going well in our lives is to think differently about it. A most profound book, I highly recommend it.

iii. What didn’t bring you joy and happiness in the past 6 months?

Happiness and unhappiness go hand in hand. No human life is devoid of unhappiness just like no human life is devoid of happiness. Acceptance of this goes a long way to find out what exactly makes us unhappy.

When were you at your unhappiest over the past 6 months? 

Think about what you were doing, who were you with, where were you?

Knowing what makes us unhappy allows us to think deeper about the role certain people, situations, interactions and places play in our levels of happiness.

There is no such thing as the perfect life that is happy all the time, however there is a level of contentment and inner peace that can be reached by understanding what takes our happiness & joy away and working to avoid, eliminate or understand more about this.

iv. Where would you have liked to have spent more time over the past 6 months

We all know time is precious.

Think about all of the key areas of your life from your Wheel of Life. 

Where would you have liked to have spent more time over the past 6 months?

Did you spend too much time in some areas and not enough in others? 

What areas would you have liked to have spent more time in?

How balanced is your life in terms of where you spend your time?

 

Step 3 of your Mid Year Review is all about what you learned in each of the key areas of your life over the past 6 months. 

The only way we grow and evolve as humans is by learning more and by turning these learnings into action that propels us forward. 

Going through each of the areas of your Wheel of Life (or using mine below) reflect on the questions below to understand what you learned over the past 6 months in all of the key areas of your life. 

Sense of Self –  What did you learn about yourself? How did you grow and evolve as a person? Have you dedicated time to personal development? What did you learn about your relationship with yourself, has your relationship with yourself improved?

Relationships – What did you learn about your relationship with others, has your relationship with others improved? Are there relationships you want but don’t have? Are there relationships you have but don’t want?

Health – What did you learn about your physical, mental, emotional & spiritual health? Did your physical, mental, emotional & spiritual health improve?

Work – What did you learn about your work? Are you growing and developing in your work? Has your work moved forward and improved?

Finance – What did you learn about personal finance? Did your personal finance improve?

Recreation – What did you learn about socialising and recreation? How can you bring more fun into your life?

Environment – What did you learn about your environment? Did your environment improve? For me environment relates to my home and also our planet, both are of immense importance to me and bring me happiness and joy.

Contribution – What did you learn about contribution?  Did you make the world a better place by giving your time, money or skills? Giving doesn’t have to be grand gestures, giving in the smallest possible way can often be the most impactful.

 

Step 4 of your Mid Year Review is about creating actions that will support you to live your best life every day and move you closer and closer to your goals

i. What can you build on in terms of your success?

Reflect on all your answers in Step 1.

What actions can you take over the next 6 months to ensure you build on the successes of the past 6 months?

ii. What can you build on in terms of the challenges you experienced?

Reflect on all your answers in Step 2.

What actions can you take over the next 6 months to ensure you build on the challenges from the past 6 months?

iii. What can you build on in terms of what you learned over the past 6 months?

Reflect on all your answers in Step 3.

What actions can you take over the next 6 months to ensure you build on and take advantage of the learnings from the past 6 months?

I wish you success, health and happiness as you look back at the past 6 months and even more success, health and happiness as you look forward to the next 6 months.

Happy reflection 😊

Siobhain 

x x

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6 Steps to Your Business Quarterly Review

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Image Credit: Madhuri Gupta

The end of each quarter is time to look back and reflect on how things went in the past quarter and plan for the quarter ahead. 

Having a business & personal strategy is all about creating an amazing sustainable business and creating a fulfilled, purposeful and meaningful life. Your business and personal strategy is only as good as the reviews you do and the changes you make as a result of these reviews.

When it comes to business strategy and the goals you have set, the quarterly review can be the most important as there is way more progress quarterly than can be seen daily, weekly and monthly which is always motivating. 

Ideally you are reviewing progress of your business goals daily, weekly and monthly which makes your quarterly review easier, more streamlined and more effective,

Your quarterly business review is carried out as you approach the end of a quarter so your action plan is in place for the next quarter as it begins or very shortly after. 

Here are 6 simple steps to carry out your Business Quarterly Review:

Step 1 – Review your business goals, the metrics you use to indicate progress and the progress itself

Are your goals still relevant? 

Ensuring the goals you set at the beginning of the year are still relevant is critical to the success of your business. Having irrelevant goals means you are traveling in the wrong direction which is almost worse than having no goals! 

It has never been more important to have relevant, clear, defined, meaningful, achievable and realistic business goals given the changes that have happened to business’s since the start of 2020.

 Are the goals you set at the start of 2022 still relevant to you and your business?

Are you prioritising development of and respect for you and your team?

The success of your business is directly correlated to the amount of time you spend developing and supporting your people.

There is no greater way to spend your time than supporting, developing and showing respect to your people.

Do your goals still align with your Business Vision, Mission, True North and Values? 

Your Vision is your direction. 

No Vision, no direction, no progress! 

Do your goals still align to your Vision, Mission, True North & Values of your business? 

Are you regularly communicating your Vision, Mission, True North & Values to your people?

Are you regularly making decisions aligned with your Vision, Mission, True North & Values?

If not, your direction exists only on paper which is not the best place to have it! 

Note: If you don’t have a Vision, Mission, True North & Values, now would be a good time to start thinking about creating these. No matter where you are in terms of your business, it is never too late to make positive change and that starts with Vision, Mission, True North & Values. 

Do you have the correct metrics in place? 

Your metrics should highlight progress towards your goals and should also highlight obstacles that get in the way of progress towards your goals,

Do your metrics highlight progress towards your goals?

Do your metrics highlight obstacles that get in the way of progress towards your goals?

When do you review these metrics? 

Are you measuring the right things? 

Are your metrics at the right level?

Are you improving your processes?

If you are not improving your processes, chances are your metrics are standing still or going backwards!

Process improvements = metrics moving in the right direction = goals achieved

Have you made as much progress as you planned in the past quarter? 

Have you enjoyed the progress made or has it been an uphill struggle? 

Have you over stretched yourself?

Have you under stretched yourself?

Step 2 – Evaluate what worked in terms of your goals, how were you successful?

What worked for you in the past quarter?

 What did you do that enabled this success?

 What areas of your business were successful?

 What parts of your business did you enjoy?

Step 3 – Evaluate what didn’t work in terms of your goals, what got in the way of success?

 What didn’t work for you and got in the way of your goals?

 How did you deal with and overcome these obstacles?

 What areas of your business were unsuccessful?

 What parts of your business did you not enjoy?

Step 4 – Make informed decisions about what your key focus areas for the next quarter

Based on the answers to all of the above, what ACTION will you take for the next quarter? 

Strategy reviews are only as good as the ACTIONS that are taken as a result of those reviews.

How can you support, develop and respect your people more in Q2? #PeopleFirst 😊

  • Are your 2022 goals still achievable based on progress made in the last quarter?
  • Do you need more goals to stretch yourself?
  • Do you need less goals to stop over stretching yourself?
  • Are there goals that no longer serve you?
  • What are your priority goals for the next quarter?
  • What are your non priority goals for the next quarter?
  • What will you do to continue progress in successful areas of your business?
  • What will you do to learn from and turn around unsuccessful areas of your business?
  • How will you measure progress of your goals in the next quarter?
  • What metrics will you update, add, remove?
  • How often will you update these metrics?
  • Where will you document your goals, metrics, progress?
  • How will you communicate your plans to your team?

Step 5 – Document your strategy, goals, metrics & progress

It’s really important to capture your goals, metrics & progress on your goals somewhere.  Whether you prefer physically putting pen to paper or to use something electronic there are so many options. The science behind why writing things down to enable success is outlined in the amazing book

 ‘Write It Down, Make It Happen’. 

My favourite tools are below,

Physical  – I love Moleskine journals for tracking progress of goals & journalling. Moleskine journals are colourful, hard wearing, long lasting journals of the highest quality. It doesn’t really matter what you use from once you write your goals down and track progress daily, weekly, monthly and quarterly that will, at the end of the year, result in your Annual Review.

Online – My tools of choice online are Google Docs & Google Sheets and Google Slides. These are almost identical to Microsoft WordExcel and PowerPoint. 

I use Asana for Project Management and absolutely love it. It has an app which is super simple to use and keeps everything in the one place and all super organised. 

These tools are all ABSOLUTELY FREE, are very easy to use and are all you need to set and track progress in your business. 

Step 6 – Learn more about Lean Business Strategy

The longer I work in Lean Business Strategy the more I learn.

There is always another level of Lean Business Strategy to move into and there is always so much to learn.

Your will learn the most about your business from your people. Take the tine to listen to them and prioritise their development. There is no end to what your talented people can teach you if you give the time to listen and learn!

If you are looking for a book on Lean Business Strategy, I highly recommend ‘Getting The Right Things Done’ by Pascal Dennis and really any other books by Pascal Dennis. 

This is my bible in terms of Lean Business Strategy and Pascal Dennis is one of my favourite Lean mentors. 

Getting The Right Things Done is an incredible book that can be visited again and again as you move deeper & deeper into the world of Business Strategy and success.

Below is a list of mentors that I follow and have learned so much from over the years from their books, podcasts etc – Marie Forleo, Amy Porterfield, Katie Anderson, Karen Martin, Pascal Dennie, Brendon Burchard, Robin Sharma, Tony Robbins, Simon Sinek, Dr Wayne Dyer (RIP), Deepak Chopra, Eckhart Tolle. There are many more but these are my favourites!

I wish you success, health and happiness as you look back at Q1 and even more success, health and happiness as you look forward to Q2,

Want to read more about Positive Change?

Download your free e-book ‘The A-Z of Effective Change’ below.

Thanks for reading,

Siobhain 

x x

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21 Lessons Learned in 2021

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I love looking back, reflecting on and learning from what has gone by, then using these learnings to create positive change in my life. 2021 was a year of many lessons learned, some harder than previous years but all very valuable. 

When you start to treat both wins & challenges as lessons learned, life’s ups and downs become wondrous and exciting and even the challenging times seem to have a sparkly silver lining! 

Here is 21 of my favourite lessons learned from 2021, 

  1. Time with loved ones is the most precious gift
  2. Our most important relationship is with ourselves
  3. The only person who defines our value & our worth is ourselves
  4. People are amazing, that includes YOU!
  5. Health is wealth
  6. Money cannot buy health but health is required to make money (read that again)
  7. Abundance is not just about money – it is about love, health, time, freedom and everything else important that money can’t buy 
  8. You need a vision to give you direction in life & business – no vision, no direction, no progress
  9. Where & with who we spend our time & energy directly impacts our mental, physical, emotional & spiritual health
  10. Everyone needs support and everyone deserves to be supported 
  11. Loving who you are and loving what you do is the key to inner happiness & contentment 
  12.  Burnout and boreout are very real & very damaging
  13. To create a new version of ourselves, we need to let go of the old version
  14. For introverts, solitude is just as important as oxygen
  15.  We are the authors of our own story – no-one else holds the pen
  16.  How we spend our energy is just as important as how we spend our time
  17.  No growth occurs in the comfort of our comfort zones
  18.  Everyone has challenges that most people know nothing about
  19.  Acceptance of challenging times goes a long way to overcoming them
  20.  Everything is on time and in perfect time
  21. Florence & The Machine were spot on – ‘It’s always darkest before the dawn’!

What lessons did you learn in 2021? 

How will these learnings support you in 2022? 

I’d love to know what you learned in 2021, comment below or share with me on social. 

I hope that whatever 2021 brought you, you can build on & learn from it to make 2022 your best year ever.

May 2022 bring you and your loved ones health, happiness, peace & prosperity.

Thanks for reading, stay safe,

Siobhain

x x

Below is a list of blog posts designed to support you with your Annual Review, you can download your ‘Annual Review Workbook’ below also. ​​

​5 Steps To Your Annual Review​

​Get SERIOUS about your Intentions and Goals for 2022

​

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Annual Review 2021

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In the Lean/Continuous Improvement world we carry out ‘Hansei’ which is Japanese for ‘Self-Reflection’. Hansei allows us to reflect on our goals evaluating what worked so we can celebrate & build on the successes and also evaluating what didn’t work so we can adjust and change direction.  I have been carrying out a personal Hansei in the form of an Annual Review for many years and find it hard to believe this is the 9th year I have published this review online. See annual reviews from past years at the end of this blog post.

2020 was a year like no other on a global scale and for me 2021 felt like the hangover from 2020! In 2021 I reached very few of the goals I set for myself and it was a year of immense unplanned and challenging change. 

Whatever 2021 brought you, I hope you find time to reflect on your year, leave behind what doesn’t serve you and bring into 2022 everything that supports and nurtures you. 

I use my version of the Wheel of Life below, you could use this or your own version for your goal setting and reviewing. Below is my Annual Review for the year that was 2021, 

Relationships:  

As always, Mike, my family and my friends are my reason for everything. and the source of much of my happiness. Similarly to 2020, even though we were in lockdown and in varying degrees of restrictions, I spent loads of time with Mike and my family in 2021. Working from home, removing the long commute from my day and working reduced hours gave me precious time to spend with those I love. 

Everything has a silver lining, for me this was definitely the silver lining for 2020 & 2021, more quality time with loved ones and less rushing & racing around trying to get everything done. 

I will be bringing this slower, less stressful, more peaceful way of life with me into 2022. 

Similar to most people, I didn’t get abroad in 2021 but I did enjoy many day trips with family & friends and spent lots of time with family in my hometown of Kilfinane which was lovely. I also attended my friend’s Fiona & Trevor’s wedding (as photographer) which was amazing and I had a few days away after that.  

Here’s hoping the world becomes safer so we can travel freely in 2022 and enjoy holidays & weekends away with loved ones again! 

Health is Wealth: 

There is no truer saying than health is wealth.

In 2021 my loved ones remained safe and healthy which is the greatest gift of all. I hope you and your loved ones remained safe during 2021, we have more work to do to ensure this in 2022

I have always been aware of the importance of physical, mental, emotional, & spiritual health and over the past few years, for many reasons, this awareness has been brought to a deeper level. 2021 was challenging for me in all areas of my health and I didn’t reach any of the goals I set for myself. Healthy habits I had spent years building were broken and I have much work to do to embed them again. 

I suffered serious burnout early in 2021 which pretty much negatively impacted the rest of 2021 for me. This was due to working a day job and trying to build a business on the side – lesson learned! Following this, I stopped working on my writing & business for most of 2021 and took a break from social media for about 8 months. 

Physical, mental, emotional, & spiritual health is a journey and just like any other journey, it’s important to keep learning & keep moving forward no matter the pace!!

Here’s to a healthy 2022 in Mind, Body & Soul for us all! 

Finance: 

Every year I learn more and more about personal finance and every year I wish personal finance was a subject I learned in school, it certainly would have saved me much trial and error. Just like health, finance is a journey of which learning & understanding are constant companions. 

In 2021 my entrepreneur income (outside my day job) was more than ever! 8% of my income came from entrepreneur work and 3 separate income streams which was very exciting!

In contrast to this, my earnings were the lowest they have been in a very long time. I was on reduced hours due to the pandemic and then I left my day job in October, without another job. For a million reasons this was the best decision for me, albeit a difficult one. 

I am a born optimist and so always find a silver lining. In leaving my day job, what I have lost in income I have gained in the precious resource of time. Where and with who I spend this valuable resource means more to me than anything money can buy. 

Ironically when I left my day job, my income reduced but I felt more abundant in so many other areas of my life. This taught me that abundance is not just about money – it is also about love, time, health, freedom and everything else that money cannot buy. 

Work/Business/Purpose:

In 2021 everything changed immensely for me in terms of my work, writing & business. 

I got very serious about setting up my own business early in 2021 and with the support of my moach (mentor & coach) Natalie Sisson and her 10K Club I realised many firsts in my business.

I launched and delivered my first 6 week online course of which I loved every minute of. I held my first free webinar and my first paid webinars. I was interviewed on Natalie Sisson’s podcast and Sharon Singh Sidhu’s podcast which were my very first podcasts. I ran my first 5 day email challenge which was not very successful but was an abundance of lessons learned. I co-started the Women in Lean (WIL) Personal Strategy Table with Debbie Barnard. WIL is an amazing group of Women in Lean founded by Karyn Ross and Dorsey Sherman where we share our knowledge, thoughts, wins & challenges of being part of the wonderful world of Lean. 

In Q1, all of the above on top of a day job resulted in me taking on way too much work and getting seriously burnt out. This was awful and I felt the effects of it in every area of my life for the rest of the year.

As mentioned above, I left my day job in October, without another job. This was not an easy decision but it was the right decision for me at the time. Following this, what I had in income was replaced with the precious resource of time.  

I had time to myself, time for those I love, time to think, plan, dream and be, time to close projects, time to write, time to schedule social media posts, time to do what brings me joy fulfilment and happiness. After I left work I had so much time for writing and loved every minute of it, writing makes me blissfully happy.

One constant in my work in 2021 was my weekly email to those on my mailing list. I am so grateful to everyone who has signed up for this weekly email as without knowing it they were a flashlight when the light at the end of the professional tunnel was very dim. 

If you want to sign up to my mailing list and receive my weekly email, download your free ebook linked in the image below and you’ll be signed up.

Another constant throughout 2021 was the support of my small but mighty team. Debbie, Madhuri and Mugdha are a dream to work with and supported me more than they can realise in 2021.

Over the past few years I have missed Travel Photography so much. In 2022 I am going to reenergise my passion for Travel Photography and am very much looking forward to this – watch this space. 

2021 brought so much change in my professional world – some planned but mostly unplanned. I have realised that life is a bit like this, no matter how much we plan, the path that is meant for us (not necessarily the path we plan) will always be the path we travel! 

Personal Development:

Reading physical books is one of my favourite things to do. I love audiobooks but there is nothing more relaxing than sitting with a physical book and immersing myself in it’s wisdom. 

Here’s a list of books I read & loved in 2021 and highly recommend. Think & Grow Rich by Napoleon Hill, and The Power of Intention and Wishes Fulfilled by Dr Wayne Dyer (RIP), Start with Why by Simon Sinek, The Greatest Salesman by Og Mandino, The Power of Now by Eckhart Tolle, The 5 Invitations by Frank Ostaseski, The Seat of the Soul by Gary Zukav, Ranger 22 by Ray Goggins, The 4 Agreements by Don Miguel Ruiz, Ikigai by Hector Garcia & Francesc Miralles.

‘Learning to Lead, Leading to Learn’ (hard copy & audible) was my absolute favourite book of 2021. Lean is a business philosophy that I follow both professionally & personally. Every year I am more aware of the power & necessity of a Lean culture/strategy in business and the importance of growing people to grow business. Katie’s book ‘‘Learning to Lead, Leading to Learn’ absolutely nails the philosophy of people centric leadership & business. If you are in leadership & business of any kind, I highly recommend Katie’s book.  

I completed the Certificate in Business & Executive Coaching and loved every minute of it. The biggest learning I took from it is that life coaching, while designed to support others, is really a journey of self discovery. If you don’t take that journey yourself, you can’t support others to do so! 

In 2020/2021, I bought many online courses but didn’t have the time to dedicate to all of them. Now I’m not working, I’ll have plenty time to go through all these courses and am looking forward to it all.  

Social Life/Fun:

This category could be combined with relationships as it is with those I love that I have the most fun times. No-one makes me laugh out loud more than those I love and those who love me, they are food for my soul! 

Reflection on this category of my life is short and sweet which kind of sums up my social life!!!  

Environment:

This category for me is about the planet and also our beautiful home.

In terms of the planet, I reduced my plastic usage but the more I reduced, the more I realised I used. This is a work in progress. Global warming is a very real thing and small steps taken by many can really make a difference. 

Mike and I cleared out our spare room so I could have a home office. It’s all set up with my Visual Management boards and I absolutely love it. 

Even though I have read Marie Kondo’s ‘The Life Changing Magic of Tidying Up’ I seem to be continuously clearing clutter! I haven’t carried out Marie’s technique to banish clutter for once and or all – maybe 2022 is the year for that! 

Contribution: 

I have been supporting 4 main charities for many years and year on year I try to give more to each charity. Charities have been severely impacted by the global pandemic and so need our support more than ever. 

That’s it, my 2021 in review.

As with all Annual Reviews, looking back and reviewing my year brings pride in what I have achieved but also many lessons learned and things I would like to do differently that I will bring into 2022. 

Thank you for reading my blog posts and your kind words during 2021, I really appreciate your support. I hope whatever 2021 brought you that you can build on & learn from it to make 2022 your best year ever.

May 2022 bring you and your loved ones health, happiness, peace & prosperity.

Thanks for reading, stay safe,

Siobhain

x x x

Want to carry out your own Annual Review? Below is a list of blog posts designed to support you with your annual review, you can download your ‘Annual Review Workbook’ below also.

5 Reasons To Prioritise Your Annual Review​​

​5 Steps To Your Annual Review​

​Get SERIOUS about your Intentions and Goals for 2022​

My previous annual reviews can be found below,

Annual Review 2013   Annual Review 2014   Annual Review 2015   Annual Review 2016  

Annual Review 2017   Annual Review 2018    Annual Review 2019

Annual Review 2020

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3 Steps To Your Annual Review

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Another year has whizzed by and it’s time for your Annual Review – how fast did that year go?

That’s the thing with time, it literally flies by which is why it’s so important to live and love every single minute you have.

How do you make the most out of every single minute?

You plan for it which you can do by setting intentions & goals.

What else can you do?

You can look back and review your progress to learn what works for you & what doesn’t work for you and change your direction accordingly.

It is through PERSONAL REFLECTION that we LEARN THE MOST. 

We are our OWN GREATEST TEACHERS and so reflecting on our experiences brings us so much wisdom. 

The ‘3 Steps to Your Annual Review’ is easy to follow – no jargon, no fancy words and will take as much time as you want to dedicate to it.

Here’s a few tips on preparing for your Annual Review.

  • Print your Annual Review Workbook (you can download it at the end of this blog post) – you can also use a journal/notebook or an online document. I document my Annual Review in Moleskine journals and use Google Suite tools for online documentation throughout the year.
  • Schedule time in your busy calendar – I usually take about 3 days to do this. That may sound like a lot of time but it is time well spent when you think of the amount you will learn. No matter how long this takes you, the most important thing is that you schedule and take this time for yourself. 
  • Refer to your Wheel of Life as you answer each question – keep in mind the key areas of your life in your Wheel of Life. If you haven’t created a Wheel of Life, you can use mine below. The areas of my Wheel of Life are Sense of Self, Health, Relationships, Work, Finance, Social Life, Environment & Contribution.

Step 1 is reflection on what went well in 2024

1: What worked well for you in 2024? 

What did you enjoy?

Did your plans work out how you wanted or better? 

There are so many blessings in our lives each and every day.

If you focus on the small stuff first you may see that life goes your way more than you may realise – the small stuff really is the big stuff!

 2: What did you do that supported this success?

How did you bring success into your life? 

There are so many things in our lives that we cannot control and so it’s best to just focus on what you can control.

The only person who has control over your life is YOU and the only life you can control is YOUR OWN. 

Did you work hard at something and then reap the rewards?

3. What brought you joy and happiness in 2024?

When were you at your happiest in 2024?

Think about what you were doing, who were you with, where were you? Knowing what brings us happiness allows us to bring more happiness and joy into our lives.

You want to be spending as much time as possible with those who bring out the best in you. The more you bring out the best in yourself, the more you can bring out the best in others.

4. Are you happy with where you spent your time in 2024?

Time is so precious – we all have 24 hours a day, 7 days a week, 52 weeks in a year but nobody knows how many years we have!

This realisation always makes me so determined to live life to the fullest every single day and that means spending my time where I am happy spending it.

Where did your precious time go in 2024?

Are you happy with where your time was spent in 2024? 

Did you fully enjoy every minute of every day?

That’s Step 1 of your Annual Review done!

 

 Step 2  is reflection on what didn’t go well in 2024

1. What didn’t go well in 2024?

When did your plans not work out in 2024?

What happened that you didn’t enjoy?

No matter how much we plan, no matter how much we try to control our plans there are times when things just don’t go our way. 

In his book ‘Green Lights’, Matthew Mc Conaughey talks about the fact that if we only had green lights in life, if there were no amber or red lights, then life would be very boring and we would never grow and evolve.

Such truth and wisdom in that.

2. What challenges got in your way?

Were there challenges that got in your way in 2024?

Challenges can turn into opportunities for success if we take the time to evaluate and learn from them.

What can you do to eliminate these challenges?

If you can’t eliminate the challenges, how can you think about them differently? 

We all have compete control over our thoughts and just reframing things in our mind can turn challenges into opportunities for success.

3. What didn’t bring you joy and happiness in 2024?

Happiness and unhappiness go hand in hand – no human life is devoid of unhappiness.

Acceptance of this goes a long way to find out what exactly makes us unhappy.

When were you at your unhappiest in 2024? 

Think about what you were doing, who were you with, where were you?

Knowing what makes us unhappy allows us to think deeper about the role certain people, situations, interactions and places play in our levels of happiness.

What did you do to understand and alleviate your unhappiness?

4. Where would you have liked to have spent more time in 2024?

As mentioned above, we all know time is precious – we all have 24 hours a day, 7 days a week, 52 weeks in a year but nobody knows how many years we have.

Where would you have liked to have spent more time in 2024?

Think about all of the key areas of your life from your Wheel of Life – did you spend too much time in some areas and not enough in others? 

What areas would you have liked to have spent more time in?

How balanced is your life in terms of where you spend your time?

That’s Step 2 of your Annual Review done! 

 

Step 3  is reflection on what you learned in all areas of your life in 2024

The only way we grow and evolve as humans is by learning more and by turning these learnings into action that propels us forward. 

Work through the categories of your life in your Wheel of life and ask yourself the following questions,

Sense of Self – what did you learn about yourself? How did you grow and evolve as a person? Did you dedicate enough time to personal development?

Relationships – what did you learn about your relationship with yourself? Has your relationship with yourself improved? What did you learn about your relationship with others? Has your relationship with others improved? 

Health – what did you learn about your physical, mental, emotional & spiritual health? Did your physical, mental, emotional & spiritual health improve or decline?

Work – what did you learn about your work? Are you growing and developing in your work?  Does your work improve your life? Does your work disimprove your life?

Finance – what did you learn about finance? Did your financial situation improve? Did your financial situation disimprove?

Social Life/Recreation – what did you learn about socialising and recreation? Did you have enough fun & recreation?

Environment – what did you learn about your environment ? Did your environment improve or disimprove? For me, environment relates to my home and also our planet, both are of immense importance to me and bring me happiness and joy.

Contribution – what did you learn about contribution? Did you give more to the world in terms of your time, money or skills? Did you make the world a better place by giving more? Giving doesn’t have to be grand gestures, giving in the smallest possible way can often be the most impactful.

That’s Step 3 of your Annual Review done!

I wish you SUCCESS, HEALTH AND HAPPINESS as you look back at 2024 and even more SUCCESS, HEALTH AND HAPPINESS as you look forward to 2025. 

Download your ANNUAL REVIEW WORKBOOK below to support you with your Annual Review. 

Thanks for reading,

Siobhain 

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4 Steps To Your 12 Week Review

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Image Credit: Madhuri Gupta

Following on from my blog post on ‘The 5 Reasons to Prioritise Your 12 Week Review’ below are 4 Steps to your 12 Week Review.

Before you start your 12 week review, here’s some worthwhile preparation.

  • Grab a notebook and pen – you can document your review electronically also but science suggests what gets physically written down gets done!

Henriette Anne Klauser’s book ​‘Write it Down, Make it Happen’​ outlines the science behind the principle that writing your goals down gives them a higher chance of success.

​I use ​Moleskine journals ​for physically writing down goals and reflecting on them. Moleskine journals are beautiful, hard wearing and in my humble opinion the best journals in the world!

I also use regular notebooks found in any shop for documenting progress of goals. 

If someone were to ask me where to start with any change in their life I would say start by buying a notebook and a nice pen and writing down your goals – it’s so simple yet so effective! 

The ​Asana App​ is my go to app for documenting and monitoring goals online. Asana is super easy to use and is also an excellent project management tool. I have been using the free version of Asana for years and it suits just perfect.

I also use ​Google Suite​ (Docs, Sheets & Slides) for online documentation

  • Categorise your life into areas – the categories of my life are Sense of Self, Relationships, Health, Work, Finance, Fun/Experiences, Environment & Contribution. You can use these or create categories of your own.

 

I wish you success, health and happiness as you look back at the past 12 weeks, here’s the 4 Steps to your 12 Week Review,

1. Step 1 is all about what went well over the past 12 weeks

i. What worked well for you in the past 12 weeks? 

What did you do that you enjoyed?

What worked out exactly how you wanted or better than you wanted? 

There are so many blessings in our lives each and every day, sometimes it’s just a matter of taking a closer look to find them.

You may see that life goes your way more than you may realise.

Take your time with this, work through every area of your life, focus on the small stuff first – as it’s the small stuff that is really the big stuff!

Using a daily gratitude journal can really help answering this question. If you don’t have a daily gratitude journal maybe it’s something you could start for the next 12 weeks. 

Even just one gratitude a day over 12 weeks is about 90 things to be grateful for over 12 weeks, wouldn’t that be something really lovely to look back and reflect on?

 

ii. What did you do that supported this success?

How did you bring success into your life?

How did you contribute to the things that worked well for you?

The only person who has control over your life is you and the only life you can control is your own. Keeping that in mind, all success in your life starts and ends with you.

No-one is going to improve your life for you, no-one is going to set and reach your goals for you, yes, it’s all on YOU!

Did you work hard at something and then reap the rewards?

Did you make sacrifices to improve your life?

Knowing how you contribute to your own success means you can build on this to bring so much more success into your life.

 

iii. What brought you joy and happiness in the past 12 weeks?

When were you at your happiest over the past 12 weeks?

Think about what you were doing, who were you with, where were you? 

Knowing what brings us happiness allows us to create more time to bring more happiness and joy into our lives.

Who doesn’t want to be happier and more joyful?

Knowing who brings you happiness means you can create more time to spend with these very special people.

You want to be spending as much time as possible with those who bring out the best in you. The more you bring out the best in yourself, the more you can bring out the best in others.

 

iv. Are you happy with where you spent your time over the past 12 weeks?

Time is so precious – we all have 24 hours a day, 7 days a week, 52 weeks in a year but nobody knows how many years we have.

This realisation always makes me so determined to live life to the fullest every single day and that means spending my time where I am happy spending it.

Where did your precious time go over the past 12 weeks?

Are you happy with where your time was spent over the past 12 weeks?

Are you fully enjoying every minute of your days, weeks, months?

That’s Step 1 of your Personal 12 Week Review done!

 

2. Step 2 is all about what didn’t work well for you in the past 12 weeks

i. What didn’t go well over the past 12 weeks

What didn’t go your way in the past 12 weeks?

What happened that you didn’t enjoy?

What didn’t go to plan?

What is holding you back from living your best life?

Challenges and obstacles are a normal part of life.

No matter how much we plan, no matter how much we try to control our plans there are times when things just don’t go our way. Acknowledgment and acceptance of this fact is the first step to turning challenges & obstacles into opportunities.

Acknowledging when things don’t work out takes bravery and courage and also an understanding that it is completely normal.

How can you acknowledge and accept what doesn’t work out for you and understand this is all part of your path?

 

ii. What obstacles got in your way?

Looking back at the past 12 weeks, were there obstacles that got in your way? Did you get in your own way?

Obstacles & challenges can turn into opportunities for success if we take the time to evaluate and learn from them.

The question to ask here is what can you do to eliminate these obstacles & challenges and if you can’t eliminate them how can you think about them differently? 

We all have compete control over our thoughts and just reframing things in our mind can turn obstacles & challenges into opportunities for success.

Dr Wayne Dyer’s book ‘Change Your Thoughts, Change Your Life’ teaches us that all we have to do to change what is not going well in our lives is to think differently about it. A most profound book, I highly recommend it.

 

iii. What didn’t bring you joy and happiness in the past 12 weeks?

Happiness and unhappiness go hand in hand. No human life is devoid of unhappiness just like no human life is devoid of happiness. 

Acceptance of this goes a long way to find out what exactly makes us unhappy.

When were you at your unhappiest over the past 12 weeks? Think about what you were doing, who were you with, where were you?

Knowing what makes us unhappy allows us to think deeper about the role certain people, situations, interactions and places play in our levels of happiness.

There is no such thing as the perfect life that is happy all the time, however there is a level of contentment and inner peace that can be reached by understanding what takes our happiness & joy away and working to avoid, eliminate or understand more about this.

What could you have done to understand and alleviate your unhappiness?

 

iii. Where would you have liked to have spent more time over the past 12 weeks?

Where would you have liked to have spent more time over the past 12 weeks?

Think about all of the key areas of your life from your Wheel of Life – did you spend too much time in some areas and not enough in others? 

What areas would you have liked to have spent more time in?

How balanced is your life in terms of where you spend your time?

That’s Step 2 of your Personal 12 Week Review done!

 

3. Step 3 is all about what you learned in the key areas of your life 

The only way we grow and evolve as humans is by learning more and by turning these learnings into action that propels us forward. 

Reflect on the questions below to understand what you learned over the past 12 weeks in all of the key areas of your life. 

Sense of Self –  What did you learn about yourself? How did you grow and evolve as a person? Have you dedicated time to personal development? What did you learn about your relationship with yourself, has your relationship with yourself improved?

Relationships – What did you learn about your relationship with others, has your relationship with others improved? Are there relationships you want but don’t have? Are there relationships you have but don’t want?

Health is Wealth – What did you learn about your physical, mental, emotional & spiritual health? Did your physical, mental, emotional & spiritual health improve?

Work – What did you learn about your work? Are you growing and developing in your work? Has your work moved forward and improved?

Finance – What did you learn about personal finance? Did your personal finance improve?

Fun/Experiences – What did you learn about fun & experiences? How can you bring more fun into your life? What experiences have you enjoyed? What experiences have you not enjoyed?

Environment – What did you learn about your environment? Did your environment improve? For me environment relates to my home and also our planet, both are of immense importance to me and bring me happiness and joy.

Contribution – What did you learn about contribution?  Did you make the world a better place by giving your time, money or skills? Giving doesn’t have to be grand gestures, giving in the smallest possible way can often be the most impactful.

That’s Step 3 of your Personal 12 Week Review done!

 

4. Step 4 is about learning more about  personal goal setting & reviewing.

i. Do you set personal annual, quarterly, monthly, weekly and daily goals?

Yes – great, are you reaching these goals daily, weekly, monthly, quarterly and annually? 

No – why not? What is keeping you from setting & reaching your personal goals?

 

ii. Do you celebrate and learn from your successes?

Yes – great, keep celebrating every single success, no matter how small! Look out for the small successes, they really are the big things!

No – when are you going to start celebrating your successes, each and every one of them, each and every day?

 

iii. Do you reflect on and learn from your challenges?

Yes – great, keep reflecting and learning. Reflecting on what happens and what doesn’t happen is one of the most powerful ways we can learn.

No – when are you going to start reflecting and learning from your challenges, each and every one of them, each and every day?

 

iv.How do you like to learn about personal goal setting and reviewing?

It’s one thing setting goals, working towards them and reviewing progress. It’s another thing to continue to learn about what you want from your life and how to achieve that.

Do you like learning about yourself and your life? Learning is the key to success as you are the only person who can bring success into your life.

What is your preferred way of learning – through books, podcasts, courses, videos, mentors, coaches, your work, observing the world, observing others, observing yourself, through reflection? 

Whatever your preferred way of learning is, make sure it is part of your daily plans for the next 12 weeks.

 Download your ’12 Week Review Workbook’ below – this will sign you up to my emails where I share resources and learnings every week. 

That’s Step 4 of your Personal 12 Week Review done. 

I wish you success, health and happiness as you look back at the past 12 weeks and even more success, health and happiness as you look forward to the next 12 weeks.

Do you want to bring more positive & effective change into your life?

Linked below are 26 ways you can start creating (and embracing) positive & effective change in your life and business today 😊

Thanks for reading,

Siobhain

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5 Reasons to Prioritise Your 12 Week Review

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Image Credit: Madhuri Gupta

When you start doing 12 week reviews you start to realise just how fast 3 months go by.

The end of each quarter is a super time to look back and reflect on how things went in the past quarter and plan for the quarter ahead.

Having a personal strategy is all about creating an amazing, fulfilled, purposeful and meaningful life. Your personal strategy is only as good as the reviews you do and the changes you make as a result of these reviews.

When personal strategy and the goals you have set, the quarterly review can be the most important. It certainly is my favourite review because it’s a deep dive into progress of goals and there is way more progress quarterly than can be seen daily, weekly and monthly which is always motivating.

As humans we are wired to perform better when we are making progress which is why reflection & reviews are so important. You may not think you are making progress in your life & work but you are probably making way more progress than you think! 

On reflection, this will become very clear!

BUT FIRST – WHY! 

WHY should you carry out a 12 Week Review?

Simon Sinek is famous for his brilliant TED Talk ‘How great leaders inspire action’ with over 13 million views on YouTube. In this video, Simon talks about the importance of knowing your ‘WHY’ in terms of everything you do.

When it comes to everything in your life, your WHY is the first step to success! 

Here are 5 reasons WHY I think your 12 Week Review deserves to be your priority, 

1. It slows you down and gives you time & space to think

We live in an extremely fast paced world and we seem to be so busy all the time. 

Reflection of any kind allows us to stop moving forward, to be still in the present moment and to give the necessary time and space required to learn from the past. 

Not to dwell on or judge the past, but to take the learnings from it to move forward with more knowledge, focus, intention, purpose, motivation & understanding of what our priorities are.

When was the last time you took a few hours to look back and reflect on your life & work?

Do you give yourself the gift of sufficient time & space to reflect regularly and learn from reflection?

 

2. It allows you to acknowledge, appreciate and celebrate your successes

Do you celebrate all your wins & successes or do you move through life at the speed of light, not acknowledging, appreciating and celebrating your success?

 We make progress in our lives & work all day EVERY SINGLE DAY yet we are sometimes so busy & focused on getting things done that we don’t see all of these wins and successes.

 Carrying out your 12 Week Review gives you the time and space to acknowledge, appreciate and celebrate the progress you have made in the past 12 weeks. 

This in turn will get you thinking about all of the amazing wins and successes you have EVERY SINGLE DAY of which we all have so many.

 

3. It allows you to understand what contributes to your success and take action to create more

There are many reasons why we are successful at some things and not so successful at others. 

Have you ever sat down and reflected on your successes and really thought about how they happened. 

  • Was it something you did? 
  • Was it something you got support with?  
  • Was it something that happened quickly or something that took a long time? 
  • Was it a bit of pot luck or did you plan meticulously for it?  

When we understand what contributes to our success, we can replicate & build on this to bring us more success. 

Success has a different meaning for everyone as we all live different lives, are at different stages and have different priorities. 

Reflecting on success supports you to learn more about exactly what success means to you so you can create an action plan that will build on the success you already enjoy! 

 

4. It allows you to acknowledge challenges that got in the way of your success

Things don’t always work out how we plan or how we want them to. 

Even the best plans don’t work out, this is a normal part of life and work. 

Acknowledging your challenges/obstacles is the first step to learning about them and overcoming them. 

This in turn ensures you don’t come up against them again and if you do, you are better prepared. 

Sometimes we don’t want to face our challenges/obstacles let alone reflect on and review them, however it is from our challenges/obstacles that we can learn so much and grow and evolve as human beings!

 

5. It allows you to understand what contributed to these challenges and turn these into successes

Challenges and obstacles are a normal part of life and work, it is how we deal with them that determines our ability to overcome them. 

Understanding what caused the challenges and obstacles goes a long way to dealing with and overcoming them in a healthy way.

Challenges/obstacles are a constant companion on the road to your goals and are your stepping stones to success. Llearning from them makes stepping over those stones that bit easier! 

Taking action from what you learn will turn challenges/obstacles into opportunities!

What can you learn from the challenges you experienced over the past 12 weeks? 

What action can you take to turn your challenges into successes? 

That’s it, the 5 Reasons to Prioritise Your 12 Week Review. 

I wish you success, health and happiness as you look back at the past 12 weeks and even more success, health and happiness as you look forward to the next 12 weeks 😊

Do you want to bring more positive & effective change into your life?

Linked below are 26 ways you can start creating (and embracing) positive & effective change in your life and business today 😊

Thanks for reading,

Siobhain

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