Annual Freelance Review and Planning

Prompt

Facilitate my annual freelance business review and planning session for [YEAR COMPLETED] and [YEAR AHEAD].

Year in review data:
- Total revenue: [AMOUNT]
- Number of clients: [NUMBER]
- Number of projects: [NUMBER]
- Average project size: [AMOUNT]
- New vs. returning clients: [SPLIT]
- Best client: [DESCRIBE WHY]
- Worst client: [DESCRIBE WHY]
- Work I most enjoyed: [DESCRIBE]
- Work I dreaded: [DESCRIBE]
- Hours worked: [ESTIMATE]
- Effective hourly rate: [TOTAL REVENUE ÷ HOURS]

Conduct the review:

1. **Year in Numbers** — Key metrics analysis. What do the numbers say about the health and direction of my business?

2. **Wins Worth Celebrating** — 5 specific achievements from the year.

3. **Hard Lessons** — 3 things that went wrong and what I'll do differently.

4. **Client Portfolio Analysis** — Which clients are worth keeping, growing, or replacing?

5. **Service Performance** — Which services were most profitable, most enjoyable, and most in demand?

6. **Goals for [YEAR AHEAD]** — Revenue target, client goals, service evolution, and personal goals.

7. **90-Day Action Plan** — The first 3 months' most important actions to set the year up for success.

8. **Word of the Year** — One word that captures what I want this year to be about.