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Help me prepare and run the exercise below. First ask for my participant count, time, setting, access needs and intended result. Check these against the stated limits. Use the supplied rules and materials. Explain any proposed changes before using them, and label them as adaptations. Do not invent source claims or require personal disclosure. Give me one step at a time when I say start. I manage the people, physical activity and clock; do not claim to observe the room. Ask me what happened before choosing a next step.

Reference revision: 7ffe7fb933fc2f2197a2369225250e7227160afd2515965c060bae41270960af

# End of Year Retrospective

Participants review calendars and notes to log objective events from the past year, assess what those events meant personally or professionally, and identify key habits and accomplishments to target for the year ahead. Working individually and then in pairs, people share only what they choose before closing with a group round.

**Time:** 45 minutes. UWT suggested time. The source provides prompts and guidelines but no set duration.
**People:** 4 to 24. Individual quiet work, followed by pairs, then a whole-group share

## Choose this exercise

**Purpose:** Identify significant events, personal takeaways, and future priorities across an annual cycle.
**Use it when:** Use at the close of an annual cycle or major milestone during team reflection or personal development planning.
**Skip it when:** Skip during urgent sprint crises or when a team has operated together for less than a few months.

## Materials and tools

- One copy of the End of Year Retrospective Worksheet per participant
- One pen or pencil per participant
- Access to personal or work calendars, notebooks, or planning tools
- Timer for facilitator

## Before participants arrive

1. Print worksheets and place one with a pen at each seat.
2. Remind participants in advance to bring their calendars, journals, or task trackers to review.

## Say this to open

Welcome. Today we will reflect on the past year and identify what we want to carry forward into the next. We will work through three prompts: what happened, what it meant, and what the coming year could look like. You will use your calendars or notes to pull factual data first. You will choose what you share with others, and you are welcome to keep any personal reflections private. Let us begin with individual reflection.

## How to run it

### 1. Introduce and review timeline data (5 minutes)

Deliver the opening script. Ask participants to silence notifications and open their calendars or notes. Give an explicit neutral example of the first prompt: recording 'Completed client rollout in March' or 'Moved apartments in July' rather than an evaluation like 'March was terrible.'

### 2. Complete silent reflection worksheet (15 minutes)

Participants work silently on their three worksheet sections: 1) What happened (neutral facts), 2) What this year meant (firsts, accomplishments, joy), and 3) What next year could mean (habits to maintain, future accomplishments). Announce time checks at 10 and 5 minutes remaining. Participants write at their own pace and mark any items they wish to keep confidential.

### 3. Share in pairs (15 minutes)

Instruct participants to pair with a neighbor. If there is an odd number, form one group of three. Pairs take turns sharing selected items from sections 2 and 3 for 7 minutes each (or 4 minutes each for a trio). Remind participants they may pass on any question or share high-level summaries without private details.

### 4. Harvest insights and debrief (10 minutes)

Reconvene the full group. Invite 4 to 6 volunteers to share one habit they plan to keep or one key insight from their reflections. Facilitate the debrief questions within the allotted time.


## Debrief questions

- Which pattern surprised you when you looked across the entire twelve months?
- What is one habit you confirmed you want to carry forward into the new year?
- How will this reflection change the way you plan your work in the first quarter?

**Finished output:** Completed individual reflection worksheets with identified future habits and targeted accomplishments.

## Remote

Use an online whiteboard with private individual frames or distribute a digital copy of the worksheet via shared drive. Keep microphones muted during the silent writing phase. Send pairs into breakout rooms for 15 minutes. Regroup in the main channel for final verbal shares using the hand-raise queue.

## Hybrid

Remote and in-person participants each receive the digital worksheet. In-person participants work at tables while remote attendees work at their desks. For the sharing phase, pair remote attendees with remote attendees in breakout rooms, and in-person attendees with in-person partners. Conduct the debrief in the main room with in-person audio connected to the call.

## Access and participation choices

- Participants may type on a digital device instead of handwriting on paper.
- Participants choose which entries to share and may decline to share personal items without justification.
- Participants may pass on speaking during the paired or room-wide shares.

## If the session gets stuck

**Participants struggle to remember events from earlier in the year.**

Direct them to their email outbox, project management logs, or digital calendar search for specific months like January or June.

**A participant feels uncomfortable sharing personal life events in a professional setting.**

Remind the group that reflections can focus purely on work projects, professional growth, or team milestones.


## Terms used here

- Neutral bystander: Recording an event as a factual occurrence without emotional labels or judgment.

## Participant material: End of Year Retrospective Worksheet

END OF YEAR RETROSPECTIVE WORKSHEET

Part 1: What happened during your year?
Review your calendar, journals, or tools. List significant events or milestones as a neutral bystander (e.g., 'Completed system migration in May', 'Attended regional conference in October').
1. ___________________________________________________
2. ___________________________________________________
3. ___________________________________________________
4. ___________________________________________________
5. ___________________________________________________

Part 2: What does this year mean to you?
Reflect on your experiences above:
- 3 things you did for the first time:
  1. _________________________________________________
  2. _________________________________________________
  3. _________________________________________________
- 3 events or activities that brought you joy:
  1. _________________________________________________
  2. _________________________________________________
  3. _________________________________________________
- 3 accomplishments you reached:
  1. _________________________________________________
  2. _________________________________________________
  3. _________________________________________________

Part 3: What could the next year mean for you?
Look ahead to the coming year:
- 3 habits from this year to continue:
  1. _________________________________________________
  2. _________________________________________________
  3. _________________________________________________
- 3 accomplishments you want to finish by the end of next year:
  1. _________________________________________________
  2. _________________________________________________
  3. _________________________________________________

## Sources and adaptation

Observed in EasyRetro template collection, attributed on the platform to user Patkua.

Retained the three core retrospective prompts and data-gathering guidance from the EasyRetro template (credited to Patkua). UWT structured the activity into an explicit 45-minute facilitation run sheet, created the printable worksheet layout, provided pair sharing and debrief sequencing, and established privacy and access parameters.

[EasyRetro](https://easyretro.io/templates/an-end-of-year-retrospective-template/)

Current run sheet: https://unitedwetransform.com/exercises/an-end-of-year/