Annual Goal Setting & Quarterly Review System

Reflect honestly, choose intentionally, and review often enough to stay on course.
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Year in Review
Review before you plan: The past year contains the data you need. Notice what actually gave energy, progress, peace, and meaning—not just what looked good on paper.
Biggest Wins
Biggest Lessons
Relationships
Health
Career / Money
Personal Growth
What I Want More Of
What I Want Less Of
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Life Wheel Assessment

Rate the areas that matter most so goals improve real life, not just output.
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8 Life Areas
How to rate: Score each area from 1–10 based on satisfaction, not appearance. Low scores are not failures—they are signals for where change would matter most.

Health (1–10)

ScoreWhat is working?What needs attention?

Career (1–10)

ScoreWhat is working?What needs attention?

Money (1–10)

ScoreWhat is working?What needs attention?

Relationships (1–10)

ScoreWhat is working?What needs attention?

Fun / Recreation (1–10)

ScoreWhat is working?What needs attention?

Personal Growth (1–10)

ScoreWhat is working?What needs attention?

Environment (1–10)

ScoreWhat is working?What needs attention?

Purpose (1–10)

ScoreWhat is working?What needs attention?
Notes from the Wheel
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Goal Framework

Choose fewer, better goals with measurable progress and real support systems.
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3–5 Goals
Filter: A strong annual goal is meaningful, measurable, and behavior-linked. If you cannot identify the habit or leading indicator, the goal is probably still too vague.

Goal 1

Goal StatementWhy It MattersSuccess Metrics
Leading Indicators / HabitsPotential ObstaclesAccountability Partner + Review Date

Goal 2

Goal StatementWhy It MattersSuccess Metrics
Leading Indicators / HabitsPotential ObstaclesAccountability Partner + Review Date

Goal 3

Goal StatementWhy It MattersSuccess Metrics
Leading Indicators / HabitsPotential ObstaclesAccountability Partner + Review Date
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90-Day Sprint Planner

Translate annual goals into a focused quarter with weekly milestones.
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13-Week Plan
QuarterQ1Q2Q3Q4
Select Sprint
WeekGoal 1 MilestoneGoal 2 MilestoneGoal 3 MilestoneWeekly Check-In
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Weekly Check-In Template

  • What moved forward this week?
  • What lagged or slipped?
  • What matters most next week?
  • What obstacle needs a system fix?

Quarterly Review Reminder

  • Measure outputs and habits separately.
  • Decide what to continue, stop, or redesign.
  • Carry forward only what still matters.
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52-Week Goal Tracker

Stay connected to the year through weekly visibility instead of annual wishful thinking.
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Weekly Tracker
WeekGoal 1Goal 2Goal 3Goal 4
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Quarterly Review Prompts

  • What goal is producing the best return?
  • What feels forced or irrelevant now?
  • Which habit is driving the most progress?

Quarterly Review Prompts

  • Where did I avoid measurement?
  • What should be simplified next quarter?
  • What deserves celebration before moving on?
wingmanprotocol.com | Free tools + printables