End of Year Reflections Worksheet
A printable worksheet to help you reflect on your business before diving into another year, helping you reflect on the year that’s been - what worked, what didn’t, and where your focus should shift as you head into the new one.
Before you get stuck into a new year of goals and to-do lists, take a beat to see where your business really stands.
This reflection worksheet is built for real business owners with a lot on their plate. It walks you through 10 areas that shape how your business feels behind the scenes, from finances and systems to wellbeing and boundaries.
There’s no need to have it all figured out. This is about spotting the areas that need attention, giving yourself credit for what’s working, and making a plan that feels focused and doable.
Keep it straightforward. Be honest. And use it to move into the next season of your business with a bit more clarity and control.
Why it matters
End-of-year reflection isn’t about making yourself feel bad. It’s about giving yourself space to pause, zoom out, and work out what’s actually helping and what’s just noise.
Taking time to reflect helps you make more intentional choices for your business. This tool helps cut through the noise and highlight where your energy is most needed, so you’re not just doing more, you’re doing what matters.
Handy tips for use:
This worksheet is built around 10 key areas of small business life, a business-friendly take on the Level 10 Life concept by Hal Elrod.
- Download the PDF and either print it or open it on a tablet.
- Score yourself in each of the 10 sections. Be honest, not harsh.
- Jot down some thoughts about what’s going well and what’s not.
- Choose one or two areas to improve in the coming months.
- Use it as a reference to guide your planning and decision-making.
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What's inside:
- A 10-section reflection model adapted from the popular Level 10 Life concept
- Space to note your business wins, challenges and lessons learned
- Room to jot down what’s working — and what needs attention
- Extra prompts to help you plan improvements for the year ahead
- Clean, printable format that’s easy to fill in on paper or tablet
