🐧 How to Write a 2024 Annual Review

INSIDE: Free Notion Template, 6 Essential Questions for Personal Growth, Actionable Insights for 2025
Dexter Zhuang
Dexter Zhuang
November 24, 2024


After 3 weeks in Asia, I’m finally back home in Mexico City. 🇲🇽 

Travel has been intense recently, so I’m grateful to stay put for the holidays.

Over the next few weeks, I’ll be heads down upgrading our cohort course, reflecting on my 2024 (see below), and start executing my 2025 growth plans.

Today, in 10 minutes or less, you’ll learn:

  • 🎁 How to conduct a meaningful year-end review (with a free Notion template)
  • ❓ The 6 essential questions that uncover your true growth and transformation
  • 💡 How to turn your past year's highs and lows into actionable insights for 2025

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Here's what you need to know:

  • Waitlist Sale is from Nov 25 - 29
  • Only 20 Spots Are Available (First Come, First Serve)
  • Cohort starts on Jan 7, 2025
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Waitlisters will get exclusive 24-hour early access before the general public—so make sure you join ASAP to receive the sales page link tomorrow.

In the Part-Time Consulting Launchpad, we will help you monetize your expertise in 8 weeks by launching your part-time consulting business.

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✍️ How to Write a 2024 Annual Review

New Years Resolutions are overrated.

Research shows that over 80% of New Year’s Resolutions end unsuccessfully.

Since 2014, I have been writing an annual reflection instead.

It’s become a ritual that I look forward to every December.

And now that I’ve been writing a decade…

… going back through my journal entries, I can trace my growth as a person.

It’s a damn cool feeling.

Want to write your own annual review?

In this newsletter, I’m going to breakdown my 6-part Annual Review Template and how you can use it too in 2024.

My 2024 Annual Review Questions

Here are the 6 questions I plan to answer in my 2024 annual review:

  1. What were highlights of my last year?
  2. What were lowlights of my last year?
  3. What did I not due because of fear?
  4. What beliefs did I change?
  5. What did I learn?
  6. What am I looking forward to this year?

Question 1: What were highlights of my last year?

Jot down 2-4 highlights. For example: positive events you've experienced, friends and loved ones you spent time with, peak emotions, or things you've achieved.

Action: Celebrate and express gratitude for the great memories created over the past year.

‍

Question 2: What were lowlights of my last year?

Jot down 2-4 lowlights. For example: negative events or setbacks, bad things that happened to good people in your life, your mistakes and failures, or things you’ve lost.

Action: Learn from these bullets. Understand why and drivers to make changes in the new year.

‍

Question 3: What did I not due because of fear?

Summarize actions that you did not take due to fear or limiting beliefs. Define the fear that's holding you back and be honest with yourself. Is it the fear of failure, the unknown, or even imposter syndrome?

Action: Unblock the limiting beliefs and fears. Try again next year.

‍

Question 4: What beliefs did I change?

Identify 1-2 core beliefs that you’ve changed this past year.

Action: Understand why and how your new beliefs will guide decision-making in the new year.

‍

Question 5: What did I learn?

Synthesize lessons you've learned from what's happened in all dimensions of your life. Put on your detective hat and look for repeated patterns across the above questions.

Action: Apply the lessons learned in the new year.

‍

Question 6: What am I looking forward to this year?

Paint a vision of 2-4 aspirational experiences and/or behavioral changes you're excited to tackle in the next year.

Action: Generate excitement so that I start the year hitting the ground running.

‍

👉️ Liked this? Download the Notion Template

Put this exercise to work in your own life.

You won’t regret it.

Download my Annual Review Notion Template:

DOWNLOAD NOTION TEMPLATE Âť

Let me know how it goes!

🌐 Beyond your borders

🚀 It’s RSU vesting season for Big Tech. Vesting your RSUs now? Check out Andre Nader’s guide on RSU planning for FAANG workers.

👔 Business Insider: the US economy is facing a “white collar recession.” Using Linkedin data, it claims that tech hiring is down 20%-30% since 2018. My thoughts? This is the new normal.

🤑 This VC-backed startup founder went from making $84K to a software engineer at a big tech company making $2M per year. I found the human psychology on display in the comments to be fascinating.

👩‍💻 This is for you if you want to have fewer meetings. To celebrate the 50th issue of Remotely Interesting, Marissa Goldberg shared a list of top 50 async-first remote companies + their best resources on how to stop wasting time in endless meetings. Click here to see the full list. 

🧠 Social snippets

I was on the Elevation Nation podcast talking with Sam & Parker about Redefining Success. In my experience, I’ve learned that the world views alternative work as foreign and weird. My thoughts? Redefining success “on your own terms” takes a healthy dose of courage. Listen on Apple Podcast.

Here are 5 ways I automated my money to work while I sleep.

For daily insights, follow me on Linkedin or Threads.

📆 How I can help

That’s all for today!

Whenever you’re ready, here’s how I can help you:

1. Monetize Your Expertise (free) - Click here to receive my free, 5-day course teaching you the foundations of monetizing your expertise outside of your day job.

2. Part-Time Consulting Launchpad - Click to join the waitlist for my January 2025 cohort. This teaches the system I used to earn 6-figures from my consulting side hustles taking 10 hours/week.

3. Tools I use and recommend - Discover my favorite tools for my personal finances and remote business.
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Dexter Zhuang

Dexter is the founder of Money Abroad, an online education platform that helps people shift from "live to work" to "work to live." He writes about money, portfolio careers, and life design. Starting his career in San Francisco, he has lived and worked across Southeast Asia and Latin America for the past 6 years. He has 10+ years of experience building products and teams at public companies (Dropbox) and scaling startups (Xendit). His work has been featured in global outlets like Business Insider, CBS, US News & World Report, and Tech in Asia. He graduated from Dartmouth College.

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