CEO Series – Year-End Evaluation & Push Quick Sheet

A simple 6-part framework to help you reflect honestly on your year, understand what’s working (and what isn’t), and decide what really matters in the next 30–90 days as a CEO.

Why?

Running a business doesn’t leave a lot of white space to think. By the time we get to the end of the year, most CEOs are juggling delivery, team, and fires — and then trying to set goals on top of that.

This quick sheet is designed to give you one precious thing: structured thinking time.

In under an hour, you’ll step back, take stock of where you are, and choose a realistic, meaningful focus for the next stretch — without pretending you can “do it all”.

What’s inside

A one-page quick sheet with 6 practical reflection blocks:

  • Where am I, really?
    Get an honest view of what moved, what didn’t, and what changed in you and your business.
  • What is still true?
    Reassess which goals still matter, which don’t, and which must evolve given what you now know.
  • What can still be achieved?
    Look at your time and team capacity realistically and decide what’s actually possible in the next weeks or months.
  • What is working?
    Identify the activities, habits and decisions that created progress, so you can double down on them.
  • What is not working?
    Surface the frictions, energy drains, broken processes and unresolved people issues that keep blocking you.
  • What will matter most in the next 30–90 days?
    Choose one clear direction, define a metric of progress, and

Who this is for

This is for you if:

  • You’re a founder, CEO or senior leader who feels you’re always running but rarely stopping to think.
  • You want to evaluate the year honestly before you set new goals.
  • You’re tired of overloaded to-do lists and want to focus on a few things that truly move the dial.
  • You’d like a gentle but structured push to finish the year (or quarter) with intention.

How it works

  1. Insert your email below and you will be able to download the sheet – completely FREE.
  2. Print it or open it digitally, block 45–60 uninterrupted minutes.
  3. Work through the six sections, then choose what will matter most in the next 30–90 days.

That’s it. No complex system. Just you, your business, and a framework that helps you think like a CEO.

Go back

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If you’d like a partner to walk through this framework with you — and turn the reflection into a concrete 90-day plan — I also run 1:1 CEO Day sessions for founders and CEOs. Book your exploratory call now.

You can read the full reflection article here.