My Personal Year-End Retreat

I’ve just been on a high this week after working through my personal, year-end retreat.

Watch the show, or read the post below!

It’s exciting to wrap up the year. Before the clock strikes midnight on January 31st, and we head into a new year, spend some time looking back at what 2020 has meant for you. Find some time to reflect and get ready for 2021.

It’s like wrapping up the year with everything that you need, putting everything in order so that you can hit the ground running.

When 2021 starts, I already had my own personal 2020 Retreat – a mini retreat, if you will. And let me be real: it was not anything fancy. I didn’t go anywhere fun. I didn’t find a quiet cabin in the woods for my 2020 retreat. I was right here in the same chair that I’ve been in for almost every other meeting this year.

But I reflected on the year. I unplugged, took some time off of email, shut the door. And reflected.

Before the year ends, find some time.

Pre-Retreat Work

2020 was a different kind of year. More so this year than in years past, I would recommend spending some time to assess your personal health, balance, and peace.

Step 1: What did I do this year?

Here’s my favorite part. I started by going back through my calendar.

It seems so strange, but I’ve done this the past few years. I go back through my calendar. This is how I start my retreat.

I went through day by day, week by week, all the way back to January 1st, 2020. You know, back when we thought 2020 was going to be a big, bright, hopeful year. Turning a new decade, a new outlook on the world. (2020 had such a feeling of excitement back on January 1st!)

I went all the way back to the first and then day by day, week by week throughout the year. And I looked at a few things.

• What client engagements did I have?
• What meetings did I have?
• What conversations did I hold?
• Who did I work with?
• What did I get to do both professionally and personally? (I included things like coaching my girls in softball this summer and fall, some of our day trips week vacation, this summer)

I am an introverted person. I don’t naturally go out and have a lot of meetings, a lot of conversations, a lot of connections with people. So when I looked at the year, I thought, okay, 52 weeks out of the year, I maybe had 15 or 20 connections, 15 or 20 meetings. Once every couple weeks seems pretty healthy.

And you know what I found: I had 66 connections, virtual coffees as I’ve been calling them here in 2020. Some of them happened before COVID hit, many of them afterwards.

After I listed out everybody I connected with, I thought, you know, that was a lot of great conversations. Some of them might not be exactly the right people that I needed to connect with, but some of them were incredible connections.

Step 2: How did I do meeting my 2020 goals?

One of my goals for this year was to read a book a week. I quite frankly fell off the wagon sometime early in COVID.

And I didn’t pick up a book from probably April through June. But I have still managed to read more than 39 books this year and I’ve kept a running tally and a list.

One of the things that I realized in reflecting on this: I read so many books. I was constantly taking in information, more and more information.

But I wasn’t spending a lot of time creating, thinking, putting new thoughts down on paper.

One of my changes for next year is I don’t want to read so many books. I want to read really good books, key books. If I don’t want to finish it, I’m going to set it down.

Step 3: What was I hoping to do that I didn’t do this year?

I’m not quite sure I identified any of those items. I do have a list here somewhere in the office of some of the great ideas I had for 2020.

I sketched out the whole year. I got Jon Acuff’s Finish 2020 calendar (link to the 2021 version, if you’re interested!). And that was great for about the first six weeks.

And then we just kind of went off the rails.

As I sit here looking at this, there were some things that I wanted do, but really if I think about it, I pivoted, I adapted, I adjusted in the midst of COVID and did some things that I wasn’t expecting to do.

You know what I didn’t set out to do in 2020?

Write a book. But I wrote a book.

I didn’t set out to co-host a 100-day virtual leadership summit with two colleagues over the course of the summer, but we did.

We pivoted, we adjusted, we had some great conversations as part of that group.

Step 4: What should next year look like?

Then I took a look at what should the next year look like.

Honestly, I struggle a little bit with this. What do I want the year to be?

I set some realistic expectations. My business partner chose a business focus word for the year, which might help you.

I didn’t set pie in the sky expectations, but I set some goals, some visions, some ideas of what I wanted the new year to look like.

And then I think about how I can get started with a first 12 week plan.

What do I need to put into action for these first 12 weeks?

And this is where my goals and my weekly schedule and the first quarter of the year collide.

Step 5: What daily rhythms should I adopt each week?

So one of the things that I also spent time doing was answering the question, what rules do I want to set for my weekly rhythm? What I’ve realized is if I have certain kinds of meetings, certain kinds of tasks at certain times of the week, I’m not very effective.

Carey Nieuwhof is a big proponent of this in his High Impact Leader, setting out your schedule so that your schedule reflects your energy. How can you be your best self at the right time each day and throughout the week?

I looked at for myself. I realized in the last quarter of the year, I’ve had a few client engagements, first thing on Monday morning. You know what? I’m not great at coming out of the weekend and bringing my best first thing on Monday morning.

As I set out in the first 12 weeks of 2021, Monday morning will not be for client meetings. I’m going to focus on my work, what I can put on the schedule, how I can be productive, work, work on the business, build the business on Monday mornings and set that high priority thing.

What’s that for you? Find those right times during the week that you want to do key tasks and build that in, block it out on your calendar.

As I look back on the past few years, I’ve had certain midweek lunches blocked out on my calendar to connect with family, to connect with my wife or one or both of our kids, or certain times of the week that I want to set aside for different meetings or different conversations with people.

Do I change these sometimes? Yes, occasionally. But I always have an out if I need it: “I’m sorry, but I already have an appointment at that time.”

This schedule to start 2021 is going to look different for me. I’m not setting out to do the entire year. I’m going to set a goal of working through the first 12 weeks like this.

Step 6: How will I keep track of my regular tasks, goals and key items?

I am not naturally task oriented.

I need some tools to help me. And I need this one-page sheet that I’ve created. I need it always in front of me. I keep it on top of the notebook that I carry with me so that I can track:

• my major goals
• who I need to write notes of follow-ups to
• my daily tasks
• what do I need to put into the parking lot for next week?
• here’s some new ideas I want to think about

This isn’t where I brainstorm new ideas. This isn’t where I write articles.

This is about tasks and ideas and putting them down so that I can do something with them later. So I refreshed that, and I’ve printed the copy that I’m going to start 2021 with.

Last Thoughts

As I look at my goals for the new year, I assigned goals to each quarter. A major initiative, a major project I wanted to work on, assigned to each quarter. I need to manage expectations. This way, I don’t think come the end of January and think, “Wow, I have done nothing on three of these projects.” Instead, I come to the end of January and ask how my first quarter major initiative is going. Or, do I need to adjust?

And for the next eight weeks of this quarter, pivot to a different major initiative, do I need to put this one in a different quarter?

Thinking about things in that 12 week rhythm will help us accomplish things of significance without putting them too far down the field.

This is one of the keys. As you look forward to a big, bright, bold 2021, and what you want to do, breaking it up into bite-sized pieces will help you build the kind of year that you want to have.

What I love about this process is that come January 1st, I will be ready to roll with a new vision, a new plan, new goals, a fresh start. I don’t have to do it in the new year. I’ve done it now in wrapping up this year.

What a crazy year it’s been. Let’s get 2021 started on the right foot!