Use this Trello template to finally feel in control

This annual review and planning template is what helps me coast through the rest of the year and hit the ground running with purpose in Jan, and I'm sharing it with you too!

We’ve officially hit “circle back in the new year” season! And if you’re anything like me, you find yourself wanting to:

• rest and relax…. it’s been a big year, and we’re tired!

• figure out what’s next… so you can hit the ground running in the new year

• feel confident that your daily actions are moving you in the direction of your goals

Starting several years ago, I found an amazing annual review and reflection process that helped me achieve exactly that, and only took about an hour or two of my time with a cozy chair and my favorite beverage.

This year, I’m sharing that experience with others. I’m offering my Trello template with this annual review process. All you do is open each card and answer the prompt.

And I’m leading a live workshop where I’ll go through the template with folks so you can see how it works, get answers to your questions, or just see what I’ve learned this past year and what I’m thinking for next year! (You can also watch on-demand if you can’t make it live.)

Signing up gets you immediate access to the Trello template, which you can copy and start filling out for yourself as soon as you’re ready.

I’m charging $5 one-time for access to all of this, unless you’re a premium subscriber to this Substack, in which case, you should already have an invite sitting in your inbox.

Become a premium Substack subscriber, or buy the template for $5.

If you have any questions, just reply back or comment on this post!