77: How to Facilitate an End of Year Reflection with Carey Jaros

It’s that time of year again, when many of us begin thinking about what we’ve accomplished and where we’re headed - in business and in life. Using a structured process to help you reflect on the past year and plan for the next year creates a sense of accomplishment and momentum to move you into the future.  Doing it as a team helps build relationships, increases morale, and offers opportunities to support one another. Carey Jaros is Chief Operating Officer at GOJO Industries, inventor of PURELL® Instant Hand Sanitizer. Carey will become President and Chief Executive Officer on January 1, 2020. As an executive, board member, and investor, Carey has worked on and in over 50 organizations— from startups, to established public and private companies, to non-profits.  She spent the first decade of her career at Bain & Company, before taking on progressive operating roles in several other companies. Carey walks me through her end of year reflection process that she’s used for years with her teams. She explains the various sections, including exercises and objectives of each, so you can use this process with your team.   Read the related blog article: Engage Your Team in Purposeful Reflection and Planning   Join the Modern Manager community (www.mamieks.com/join) to get the worksheets Carey uses for each activity. Plus, get access to dozens of other guest bonuses and episode guides when you join. If you work for a nonprofit or government agency, email me at [email protected] for 20% off any membership level.   Subscribe to my newsletter to get episodes, articles and mini-guides delivered to your inbox: mamieks.com/join.    I’m interested in hearing about your experience working for a rockstar manager. Please share your story at www.managerialgreatness.com   KEY TAKEAWAYS: Plan to spend 3-4 hours using this reflection and planning process. Be sure to send an agenda or share the concept of the session with your team so their expectations are set prior to attending the session. Begin with the “future self” - what does your life look like in 15 years? This gets people to think beyond incremental shifts to their current life. Next, generate your top 3 x top 3 - what are you most proud of accomplishing this year (1) with your team, (2) individually at work, (3) in your personal life? Identify three items for each category. For each accomplishment, reflect on whether you had a goal and a plan? Help the team recognize that when you have a goal and a plan, you’re more likely to accomplish it. Identify up to 10 areas of your life and describe what fulfillment or satisfaction looks like for each. On a scale of 1-5, how satisfied are you now and how satisfied would you like to be in 5 years? Two common ways to reallocate your time are to (1) outsource e.g. delegate or hire someone and (2) double up i.e. combine