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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: 352bab684411eba4dd49e1076142de0f63291187a908c69aa221a478da952f94

# End of Year Retro

Team members reflect on the past year across four categories: team and individual successes, challenges, individual goals, and team goals. They document these points and review them together to set priorities for the coming year.

**Time:** 60 minutes. Source specifies a standard 60-minute retrospective cadence.
**People:** 4 to 24. Individual reflection followed by whole-group review or subgroups of 4 to 6 for larger rooms.

## Choose this exercise

**Purpose:** Identify past successes and challenges while recording concrete individual and collective goals for the upcoming year.
**Use it when:** Use during annual review periods or final team planning cycles when closing out a major work year.
**Skip it when:** Skip for routine bi-weekly project cadence retrospectives or brand-new teams that lack a shared year of work.

## Materials and tools

- 4 large wall posters or whiteboard columns labeled with the four prompts
- Self-adhesive sticky notes (at least 15 notes per person)
- Fine-tip markers (one per participant)
- Countdown timer visible to the room

## Before participants arrive

1. Prepare four distinct physical columns or digital board sections: 1. Successes This Year, 2. Challenges This Year, 3. Individual Goals for Next Year, 4. Team Goals for Next Year.
2. Place markers and sticky note pads at every workstation.
3. Send the four reflection prompts to attendees ahead of the session so they can review their personal notes.

## Say this to open

Welcome to our annual retrospective. Today we are looking back at our past year to capture our wins and struggles, and looking forward to define where we want to go next. You will write responses across four prompts: successes, challenges, your individual goal, and our team goals. Please focus on concrete examples.

## How to run it

### 1. Introduce prompts and silent writing (10 minutes)

Explain the four columns. Participants write silently on sticky notes, one point per note. An example for a success is 'Migrated billing platform with zero downtime,' while an individual goal might be 'Complete certification in database administration.' Writing is strictly silent until the timer rings.

### 2. Post and cluster cards (10 minutes)

Invite participants to place their notes in the appropriate columns. If running with more than 8 people, have participants step up in small waves. Ask the group to silently group duplicate or similar topics within the Successes and Challenges columns.

### 3. Review past successes and challenges (20 minutes)

Facilitate a read-through of clustered successes and challenges. Allow short clarifications from note authors. Keep comments focused on factual patterns rather than relitigating past disputes. Spend roughly 10 minutes on successes and 10 minutes on challenges.

### 4. Review forward goals and commit (15 minutes)

Read through the team goals column. Have the room identify the top 2 or 3 common themes for collective focus. Briefly allow individuals to share their personal goal if they choose, noting that private goals may be kept personal without speaking.

### 5. Debrief and archive (5 minutes)

Conclude the session using the structured debrief questions. Designate one person to photograph or archive the board so it can be revisited in twelve months.


## Debrief questions

- Which team achievement from this past year gave us the most stable foundation for next year?
- Looking at our team goals, what is the single biggest habit we need to change starting next month?
- How can we practically check in on our individual and collective goals before the next annual retro?

**Finished output:** A documented four-column board of past achievements, systemic friction points, and an agreed list of team and individual objectives recorded for review in one year.

## Remote

Create an online digital board with the four distinct columns. Share screen during the introduction. Set a digital timer for silent card creation. Ask participants to read aloud when hovering over their cards or use numbered voting tags to prioritize discussion points.

## Hybrid

Display the digital board on a central room display. Both room and remote participants add digital sticky notes from their laptops to ensure a single shared artifact. The facilitator alternates spoken contributions between remote and in-room participants.

## Access and participation choices

- Participants may type or write privately and decline to post notes in the individual goals section.
- Speaking during whole-room review is voluntary; participants may contribute purely through written notes without verbal expansion.

## If the session gets stuck

**Participants spend all their reflection time complaining about unresolved operational challenges.**

Enforce equal time across columns and redirect energy toward the 'Team Goals' column by asking, 'What specific mechanism will prevent that from happening next year?'

**Individual goals are too vague, such as 'do better work.'**

Offer a prompt on the board: 'What specific skill, role, or project milestone will show that this goal was achieved?'


## Terms used here

- Retro: Short for retrospective, a structured review meeting where teams examine past work to identify process improvements.

## Sources and adaptation

Observed in EasyRetro template repository, attributed to template creator Katie Chait-Kretchmer.

Retained the four original prompt categories (successes, challenges, individual goals, team goals) and the 60-minute duration outlined in the EasyRetro template. Added concrete timing breakdowns, silent writing instructions, hybrid guidance, and facilitation debrief steps to make it a fully executable run sheet.

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

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