year-end performance

How to carry out a year-end review of your business as a solopreneur

Posted on 1 December, 2023 by Lyndsey Segal in Business Coaching

A year-end review, also known as a year-end performance review or annual review, creates an opportunity to reflect and review your successes, challenges and learning opportunities, consider areas for development and identify goals for the following year. 

These insights will help you to set your next business goals and plan effectively for your business.

If you are an entrepreneur, particularly a solopreneur, you do not have a manager or team leader to carry out your year-end review, so it is easy for this crucial part of your professional development to go amiss. 

The headings below provide a structured framework to carry out a year-end review of your business, alongside some question prompts for reflection:

Reflecting on 2023

What have been the highlights of my year?

These may be particular achievements or skills and knowledge you have developed this year.

What has been my most popular product(s) or service(s)?

What are the greatest lessons I have learned?

What learning opportunities have had the biggest impact on you this year?

What have been my key challenges?

Identify your key challenges and how you overcame them.

Looking ahead to 2024

What are my business priorities for 2024?

Which goals do I want to set for next year?

What steps do I need to take to achieve these goals? 

What resources, knowledge or skills will help me achieve my goals?

How do I want to spend my time?

What habits and routines do I want to create/embed next year?

What would I like to let go of next year?

What is my focus for 2024?

Where do I want to focus my time and energy the most this year? 

What do I want my outcomes to be?

When I look back on 2024, what 3 big accomplishments would I like to have achieved? 

Remember to carry out a year-end review of your business before you set your 2024 goals so you can move forward with clarity and confidence.


3 ways I can help you end 2023 with clarity and focus:

Your year-end review and goal-setting session

Together we will carry out your year-end review of your business and set your 2024 business goals. 

Book your Year-end review and 2024 goal-setting session


Goal setting and action planning session

I will help you set your 2024 business goals and create a step-by-step action plan to reach them.

Find out more and book your Goal setting and action planning session


Website review

Get your website ready for 2024. I will take a thorough look across all of your websites’ pages and send you detailed feedback with suggestions and improvements, so your website can work better for your business.

Find out more and book your Website review

If you are unsure about the best support for you, please get in touch to arrange your free, 20-minute clarity call.