👋 Welcome to the 2023 Annual Review template!

I'm excited to share one of my favorite rituals: The annual recalibration. I'm starting earlier this year to give myself more time to reflect on how the year has unfolded, and because I’ll run a workshop-style collaborative review with our whole community of entrepreneurs soon.

This year, after lots of experimentation and integration, I added two elements. The frog and the snake. The frog helped me clean up my office after months of procrastination. It gave me the supower to leap. The snake asks “What are you tolerating?”. It prompts me to let go of attachments to things, people, behaviors that don’t serve me anymore.

I’m sharing the five-step template I use every year: Step 1: receive 🦋 Step 2: reflect ⛲ Step 3: let go 🐍 Step 4: leap 🐸 Step 5: focus 🎯

Simon (@simonseverino)

<aside> 🥥 For more resources on entrepreneurship and financial freedom, check out our community:

The 200K Club

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how this templates serves you best.


Adapt this process & curate a set of questions that bring you joy 😌

This template is meant to give you a starting point and inspire you to turn inward. Refine this process in a way that serves you.

Make time to reflect and create space to marinate

Block dedicated time to go through the review. I’ve found that it’s often best to do it over the course of 2-3 weeks.

Create an environment where you can free yourself from the day to day 🍵

Give your mind the space to flow freely. Change up your surroundings: work from a different part of the house, visit your favorite museum, or hike in a new location.

Find a partner to reflect with 👫

Introspect in solitude, reflect and set intentions with a trusted other.

a guide to the annual review.


step 1: receive 🦋

step 2: reflect ⛲️

step 3: let go 🐍

step 4: leap 🐸

step 5: focus 🎯

<aside> ⚡ Congrats on completing your annual recalibration! I hope it was a meaningful experience to wind down the year. Here’s to your most expansive year yet. Join our community to find people on the same journey.

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a collection of gems.