Why Do a Year End Performance Recap?

“What role are you playing in causing the outcomes you are getting?”

As one year comes to a close and a new one is about to begin, it is a time to reflect on the past and plan for the future. That sounds familiar, right? It seems lists of best and worst moments pop up everywhere and experts make predictions for the coming year. Much of it is just fun and folly, but there is real value in reflecting upon the past business year and making goals for the next one.

I like to encourage my clients to conduct a Performance Recap as we near the end of a year. We put a lot of time and effort into our business over the course of a year. We experience successes as well as failures. We might change goals or shift direction. It is easy to get caught up in the day to day tasks without connecting the dots to see how each part affects the others.

This is a busy time of year filled with holiday activities, family commitments, as well as end of year deadlines at work. Finding time for peaceful reflection may not be easy or seem like a priority, but I challenge you to make the time.

Find or create a quiet place. Grab your favorite coffee, tea, or juice. Get comfortable and allow your Year End Performance Recapmind to wander through memories of the past year. As a business owner or executive, it is time to be honest about the performance of the business and the role you personally played. Here are just a few items we address with our clients:

  • Identify 4 factors, either positive or negative, which impacted your performance.
  • What lessons were learned?
  • What do you want to continue?
  • What do you want to change?
  • What is the company vision for the new year?

Our full Performance Recap for the business goes into greater detail, but the above is a good starting point. Reconciling past performance allows you to focus on future success. If you would like to learn more about Cooperperson Performance Consulting and the programs we offer, please call us at 631-300-3009. Here’s to a successful new year!

Ellen Cooperperson, Best Selling Author, Keynote Speaker and Master Coach is President of Cooperperson Performance Consulting (CPC), one of the leading Learning and Development firms in the Northeast. For over 30 years, Ellen has led CPC’s expert cadre of award-winning professionals to help thousands of individuals and teams to strengthen the connection between people, professional development and organizational effectiveness. For more information or to contact CPC go to Cooperperson.com

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One Comment

  • Great article! I love doing performance recaps. This year for me has been one of new goals and new visions. I hoping to have another great year this year


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