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The Annual Review 2020

An Online Workshop to Upgrade Your Productivity and
 Define Your Goals for the New Year

    The beginning of a new year is the perfect time to elevate your perspective and recalibrate your strategy for the coming year. High performers take this opportunity to update their systems, set powerful goals, and decide what their focus will be in the new year.

    In The Annual Review, we take participants through a tried-and-tested, strategic process for defining their vision, setting their goals, and creating a plan to guide their year. We distill the thousands of ideas we've tested over more than 10 years of doing year-end reviews into a clear, coherent set of practices.

    We'll provide all the instructions, templates, examples, and case studies you’ll need to skip years of trial and error and complete your review in a single weekend. We'll show you how to reflect on the past year, and use the lessons you've learned to visualize and plan for the next year.

    The workshop will take place online in 5 live video calls over two days, on Saturday, January 4th, and Sunday, January 5th. Here's the full schedule (click each link to see in your local timezone):

    1. Live Session #1: 8 – 9:30am Pacific time on Saturday, January 4th
    2. Creation Session #1: 3 – 4:30pm Pacific time on Saturday, January 4th
    3. Live Session #2: 8 – 9:30am Pacific time on Sunday, January 5th
    4. Creation Session #2: 3 – 4:30pm Pacific time on Sunday, January 5th
    5. Live Session #3: 4:30pm – 6pm Pacific time on Sunday, January 5th

    In the first session, David and Tiago will show you our own personal review processes. In the following sessions, we'll help you design your own Annual Review process, drawing on numerous examples and options we've collected over the years. Then you'll have a whole day to work your way through the review you've designed, with a balance of personal reflection and group discussion time.

    When it comes to year-end reviews and planning, borrowing from others is essential. You often only have the courage to commit to an ambitious goal when you see someone like you do it first. Many times you only seriously consider a new possibility for where you could live, the work you could do, the people you could meet, or the things you could learn when you see someone else going after it.

    The curriculum will include not only the call recordings, but dozens of templates, checklists, and examples from our collections of inspiring reviews, organized in a step-by-step flow. This curriculum will be available to you indefinitely for review, reference, and of course, next year’s review!

    You will end The Annual Review with clear goals and an action plan for 2020. You’ll start the year (and the decade) with the cards stacked in your favor. You’ll still need to do the work, but this time with many of the obstacles and distractions removed from your path.

    If you have any questions, please email us at [email protected].


    Frequently Asked Questions


    What's included in this workshop?
    Here's what's included with your enrollment: five live sessions for designing and completing your year-end review in a weekend, public accountability and feedback from a group of like-minded peers, lifetime access to a private Slack channel for participants, live chat support from David and Tiago over two days, examples, templates, checklists, and case studies of year-end reviews, lifetime access to an online curriculum with all call recordings and shared resources
    How long do I have access to the workshop?
    You will have access to all the call recordings and shared resources indefinitely on the Teachable platform.
    What if I am unhappy with the workshop?
    If you are unsatisfied with your purchase, contact us within 30 days and we will give you a full refund.
    How will the live calls be conducted?
    The workshop will be delivered online using the Zoom video-conferencing software, so you can participate no matter where you live. Each call will be uploaded to an online curriculum shortly after it finishes, so you can follow along even if you can’t attend live.
    How will I get support?
    We'll be available on a private Slack channel the whole weekend for anything you need support with. This channel will be accessible only to workshop participants so you have some privacy as you share your reflections and declare your goals for public accountability. The Slack channel will remain open indefinitely so you can come back and report on your progress throughout the year.
    What's the benefit of doing a year-end review as a group?
    By completing this experience together as a group, we are able to share what we learn, and draw on each others' ideas. We’ll encourage everyone participating to share bits and pieces of what they discover in real time, so you can borrow the parts that inspire or resonate with you.

      Course Curriculum


        Welcome!
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        Part 0: Preparation
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        Part 2: Connect
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        The Annual Review Template
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      This course is closed for enrollment.