At the end or beginning of the year….
At the end of one year and beginning of another, our thoughts invariably turn to taking stock of what we have accomplished, the choices we have made, what lies ahead and how we can shape our future.
Sometimes you can do this self-assessment and planning effectively on your own, but often you achieve better, more lasting results if you work with a dedicated coach in your personal annual review process.
The coach provides structure, guidance and a sounding board for your ideas.
C-Suite, Partner, Head of Group or Senior Manager
Entrepreneur or Business Owner
Senior Professional
Mid-Level or Junior Professional
I offer quarterly and annual intensive reviews, generally as a three-hour session (in person) or two 90-minute sessions, with a shorter call or meeting before and after to set the stage beforehand and continue the implementation thereafter.
This review can be coupled with regular weekly or monthly coaching or can be elected on its own for a deep dive.
In each annual review, we focus on three major areas during our three hours together:
- Review/Assessment to Date
- Goals, Plans, Challenges and Opportunities
- Your Value Proposition
Here are some examples, which can be tailored to an individual client.
Review/Assessment to Date
Framing Accomplishments of the Prior Quarter and Year to Date (or Prior Year)
Career Retrospective
Business or Group Performance
Self-Assessments
360 or other Performance Reviews and Evaluations
Reviewing Your Employees and/or Contractors (if applicable)
Goals, Plans, Challenges and Opportunities for Growth
Next Career and/or Business Steps
Your Goals and Expectations for the Coming Year and Long Term
Identifying and Working With Mentors, Sponsors and Others
Expectations of Others (Your Board of Directors, CEO, Clients, Immediate Boss, etc.)
Challenges, Conflicts or Obstacles You Foresee: Troubleshooting and Mitigating
Growth Opportunities and How to Leverage Them (Individual, Department and Firm)
Your Value Proposition
Reflecting on Problems You Solve and Benefits You Bring
Your Priorities, Interests and Values
Your Strengths
Market, Firm and Client Needs
Adjustments to Be Made
To contact Segal Coaching to request a personalized annual review session, please click here.
Image above: Adobe Stock
