All frameworks

Deep Annual Review: Learn From Your Year Before You Plan the Next

You cannot set better goals for next year until you understand this one. The Deep Annual Review is a simple log: what happened, whether it was an event, a frustration or an opportunity, and whether it was good, bad or a learning.

How to do it

  1. Go month by month through your calendar, photos and messages.
  2. For each moment, write what happened, who was involved, the role you were playing and how you felt.
  3. Tag it as an Event, a Frustration or an Opportunity, and as Good, Bad or a Learning.
  4. Look for repeats: the same people, the same feelings, the same frustrations.
  5. Turn your best opportunities into goals for next year.
Use AI: Joe keeps this one private on purpose: the review in the Goal Setting System uses no AI, so you can be completely honest.

More frameworks

Do it with AI holding you accountable

Join the live AI Goal Setting Masterclass, Monday, December 28, 2026, 2:00 to 5:00 pm Eastern.