Annual Review Coaching

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.

annual review word cloud on napkin

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


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.

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