Every December, I set aside several hours (generally spread out over several days) to complete a personal annual review and a creative annual review and set goals for the following year, based on Chris Guillebeau’s method. This year I’m incorporating methods from Robert Pozen’s Extreme Productivity to organize and prioritize my goals. I assess all aspects of my creative life — creative work, process, skills, relationships, business — for what went well and what could be improved.
(Article last updated December 2017)
Why complete a creative annual review process?
- Refresh yourself on the creative work you completed over the past year, looking at it “from a distance” so you can see the body of work.
- Recognize areas for improvement.
- Appreciate how your work has changed and improved.
- Accountability for your long-term goals and career aims.
Overview of the creative annual review process
- Review the previous year
- Set and prioritize objectives for the next year
- Set and prioritize tasks associated with each goal for the next year
Stage One: Complete a review of the previous year’s creative work
- Start with what went well and accomplishments. This always makes me feel good — I’ve always accomplished more than I thought. Looking through your work over the past year is a good refresher.
- Move into things that didn’t go well. Assess regrets from the previous year: what I wish I’d done more of and what I wish I’d done less of.
- If you had goals for the year, check in with them to see how you did. It can be interesting to see how your priorities change over a year (or a quarter, if you do quarterly reviews).
- Take a step back and identify a theme for the year in your creative life, encompassing your creations, practice, and reputation/exposure.
Next, you’ll take your review of the past year to build your goals for the next year (and beyond).
Stage Two: Set creative goals for the next year
Hand in hand with review of the past is goal-setting for the future. I work my way through a few steps to identify and refine specific goals.
Step One: gather all possible goals, actions, and dreams
In the first step, you’re going to gather a massive list of all your possible goals and tasks for the next year, along with new dreams you have for the future. I use my annual review as a launchpad for brainstorming these possibilities.
Review what didn’t go well in your creative work the previous year
For issues with your creations, figure out what’s lacking. For example, I feel like I’m good at photographic composition, and reasonably good at post-processing, but I am lacking the technical abilities to capture the image that I want in the field. One of my goals is to improve my technical skill at photography — later in the goal-setting process, I’ll identify steps to take to achieve that goal.
For issues with your process, consider what you could do differently in future similar situations. For example, I feel like I didn’t follow through enough on a volunteer graphic design project I did; on reflection, I over-committed myself during a time of year I’d rather be spending my free time outside than working on a project for someone else (summer). So in the future, I might hold off on taking projects during the summer, or set looser schedules. You could also consider tools, like self-tracking, that might help you improve your process.
Check in on the previous year’s unachieved creative goals
Check in on goals for previous year and see whether the goals I didn’t achieve are still desirable and feasible.
Check your someday/maybe list
See if past ideas warrant getting pushed up onto the coming year’s list.
Check in on long-term dreams and big picture items
Step Two: Organize your goals and tasks by timeframe
You should now have a (long) list of everything you want to accomplish in your creative life over the next year (and probably longer).
Pozen’s technique has you classify each item identified in step 1 as either a career aim (long term goal, 5 year range, broadest goal), objective (general step towards achieving a career aim, 6 month – 2 year range) or task (specific activity to achieve an objective, short time range). You’ll probably have a blend; I wound up with a lot of tasks, quite a few objectives, and just a couple career aims.
For example, one of my career aims is to earn a name for myself as a graphic designer. An objective that will help me earn a name for myself is to improve my graphic design skills. One task towards improving my graphic design skills is designing a document for letterpress printing.
To divide the career aims from the objectives and the objectives from the tasks, I set up a document with several two-column tables. Each career aim had its own table. In the left-hand column of the table, I placed objectives that belonged to that career aim. Then I put all the targets for that objective in the right hand column. (Download my MS Word template for goal-setting.)
I found that I listed objectives that didn’t seem to belong to any of my career aims, and targets that didn’t seem to belong to any of my objectives. At this point, don’t worry about ‘floating’ targets (or consider whether they’re actually objectives). But do fit objectives to a career aim — create new aims if need be.
Step Three: Prioritizing your objectives
In this step, you get to ignore the tasks and focus on the objectives. Give each objective a priority ranking on a scale from 1 to 5 in terms of its importance, using the following steps as a guideline:
- Consider how effective each objective is for achieving your career aim in terms of effort/cost and impact. How much work will it take, and how well will it advance your long-term goals?
- I want to make sure I’m doing the right things — and a good check is figuring out the Why to your list of Whats. Margaret Lobenstine’s The Renaissance Soul recommends assessing your justification for each of your goals to ensure you’re working towards what you want, not what you think others want. Consider whether you want to achieve each goal for yourself or because you feel it’s expected of you or what you “should” do.
- Which objectives do you want to complete? Which excite you most?
Try to choose your top three to four objectives as projects to pursue for the coming year (or first quarter, as appropriate). You can check in on those next quarter if you’ve finished the top ranked objectives. Lowest priority objectives can go on your “Someday/Maybe” list.
Step Four: Make objectives measurable
Now I have a rough prioritized list of what I’d like to accomplish — but these might be loose objectives like “improve my technical photography skill”. To realistically achieve this objective, I need to make the objective measurable (defined enough that you can check it off). Refine each objective to include a standard that will allow you to say you’ve accomplished it. You will need to be specific.
For example, I might refine my objective “improve my technical photography skill” to “learn how to use graduated filters to photograph landscapes.”
Phase Three: Choose Tasks and Habits to Accomplish Your Creative Objectives
Step One: Identify specific action items for each Objective
Next, identify concrete tasks you can complete towards achieving each objective. You probably already have some tasks assigned to each objective, but you might need to add more.
You can also use creative habits to help you achieve your objectives. See how I used process goals and habits to push for the major objective of finishing the first draft of my novel (second half of linked article).
Step Two: Rank your tasks
Rank each objective’s tasks in terms of effort / cost and impact. Just like in step three, consider which you want to do, and which will best help you in reaching your objective.
Prioritize your top three or four tasks for each objective.
Step Three: Make your tasks measurable
Your tasks are probably already measurable, but if they’re not, adjust them as you did with the objectives in step four. What you probably haven’t done yet is assign due dates for each task. You may want to use Guillebeau’s spreadsheet (downloadable from this page) to track your tasks and target dates.
Step Four: Choose a theme for the year
Looking at the objectives and targets that you prioritized, set a theme that summarizes your creative dreams for the coming year. In the past, I’ve had “Year of Exploration and Creation,” “Year of Reputation,” and “Year of Intake.”
Recap of the Creative Annual Review Process
You’re finished with your creative annual review! At this point, you should have:
- Your review of the prior year’s creative ups and downs.
- Your measurable, prioritized creative objectives and tasks for the coming year.
- A list of someday/maybe creative objectives (and tasks) that are lower priority.
In a couple months, you can check in with your objectives to make sure you’re on track and reassess tasks. While I used to do quarterly check-ins, more recently I’ve done weekly progress reports (for my novel revision) and monthly reviews to keep myself on track.
What else do you do to keep on track with your creative goals? Do you complete a creative annual review process — if so, how is it different from my approach?