Strategic Human Capital Insights

Part 1: 10-Point Guide for Making 2015 Your Best Year Yet

Top View of Boot on the trail with the text Whats Your Next Step?This is a guest blog post from May Busch.  May Busch, former COO of Morgan Stanley Europe, brings a fresh perspective to helping people and organizations lead positive change.  Learn more at

Welcome to the 10-Point Guide I’ve developed to help you make 2015 your best year yet.  The Guide is structured in two parts: 

  • Part 1:  A “Look Back” at 2014 which we cover this week, and
  • Part 2:  A “Look Forward” to the rest of 2015, which we’ll cover next week

All you need is some quiet time, a few sheets of paper (or a journal), something to write with, and your calendar from last year if you keep one.  Then, go through the questions in the 10 Points with as much honesty and compassion for yourself as possible.

It’s up to you, but I find that keeping it brief by using lists and bullet points allows me to capture my thoughts in the moment, while also making it easier to review/make sense of them later.

The 10-Point Guide is meant to help you gain the clarity and confidence you need to get the year off to a great start and then stick with it.   But most of all, have fun with it and enjoy your year!  Remember: time is the only thing we cannot make more of or get back. 

10-Point Guide for Making 2015 Your Best Year Yet: Part 1

1. Look Back:  The purpose of the “Look Back” is to reflect on the year you’ve just gone through, recognize your accomplishments, learn from what didn’t go as well as you wanted, and extract the key themes and takeaways that you can build on to make the coming year the best one yet.

Take out your journal or sheets of paper and write your answers to the following questions.

2. What you did:  Get out your calendar to help jog your memory and go through it month by month to look at what you did and the activities you engaged in.  If you don’t keep a calendar, then just think back to the start of the year and take the mental journey through each month or each quarter. As you do this, write down your thoughts on the following in list or bullet point form:

  • What did you accomplish? – I found it helpful to list this by month as I went through my calendar.  If there is a great deal of information, then you could go back over the finished list and use different colored highlighters to emphasize themes or categories.
  • What went well?  What would you do differently? – Make two lists: “went well” and “do differently”. Keep in mind that “do differently” is not about giving yourself a hard time about failures, but rather a dispassionate look in hindsight)
  • How many “firsts” did you have, how many new things did you do, and what were they? – This is a measure of how much new ground you’ve explored or covered.  Were there too many, not enough?
  • What were your goals for the year, and how did you do? – List the goals you set last year, if any, and make an assessment of your progress.

3. What you learned:  Now that you’ve reviewed what you did, it’s important to summarize what you learned from the year. Make a list of your main takeaways in terms of what you learned:

  • About yourself – Self-reflection is important for developing your self-awareness, which in turn is the foundation for being able to self-manage)
  • About other people who are important to you – This helps you to be more empathetic and to enhance your relationships with the people who matter most to you personally and professionally
  • About your business – This helps you to deliver better results going forward

4. People you need to thank:  None of us “make it” on our own, and this is an ideal time to reflect on who has supported and encouraged you (and those you care about) during the year. Make this list in a spirit of gratitude and generosity.

  • Who are they – Beyond the obvious names, remember to include the people who often go un-thanked for what they have done. This can include someone who supported your point in a contentious meeting, or the person who cleans your facilities.
  • How and when to express thanks – With some, it may be a handwritten note or email, with others it may be a call, a gift or thanking them in person. Make a plan for when you will deliver your thank you, and remember the old adage:  “there’s no time like the present”.  And the Nike message, “Just do it”, comes in handy as well.

5. Main themes and takeaways
:  This is where you synthesize the lists you have made in points 1-3 above and boil it down to just a few main themes and points you can work with. To make this useful and user-friendly, keep this brief – less is more. 

  • What was the year about?  Write down the main themes – I recommend up to 3 
  • Any other key takeaways? List any other key items you want to remember and utilize as a foundation for next year
  • How does this influence what you want next year to be about? You can write this next to the your main themes from the prior bullet points.  As an example, my answer to this synthesis section is:

“This was a year of ‘firsts’ for me as I consolidate and build on this for next year”.

Now that you have set your foundation through the “Look Back” points, make sure to join us next week for Part 2: the “Look Forward”. That’s where you will both “dream big” and connect with the “nitty gritty” so that you can come away with a clear game plan for the year as well as a system for making sure you follow through and have that great year!

To stay updated on part 2 next week, we invite you to subscribe to our blog.  Here's to a great 2015!

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Posted by Joanne Flynn

Joanne Flynn

In 2014, Joanne Flynn founded Phoenix Strategic Performance, a strategic human capital advisory firm. Prior to this, Joanne was Vice President at Goldman Sachs for 10 years responsible for global learning and development. She then led the consulting practice of Phoenix Group International, a consulting firm specializing in global financial service. Joanne is now taking best practices from the people-intensive financial services industry and adapting those best practices to startup and growth businesses. She is a thought leader in the areas of strategic organizational alignment, organizational agility, human capital gap analysis, leadership challenges for the new workplace and transformation leadership.

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