What were your accomplishments this year?
Thu, December 20
Stephen Wershing

Planners are professionally engaged in looking ahead but there is a lot of value I looking back and reflecting on experience. Good strategic planning begins with an evaluation of progress on prior goals. I also believe in the benefits of considering improvements that may not have been explicit goals or even in what came up unexpectedly.

In the spirit of Peter Drucker’s observation that what gets measured improves, you may decide that one of these becomes a goal for the coming year. You may just want to appreciate the benefit an accomplishment brought to your business or your life, even if you do not plan to repeat or build on it.

Here is a disorganized list of things that may inspire you to remember a positive event of the past 12 months.

What do you think are your biggest accomplishments this year?

Article originally appeared on The Client Driven Practice (http://advisorchecklist.com/).
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