2025 Reflection & 2026 Visioning Guide
A thoughtful workbook for leaders ready to pause, recalibrate, and enter the new year with intention.
Each year, I try to carve out time to pause. To look back on what worked, what didn’t, and what I learned along the way. That reflection has become an important reset for me. It’s how I clear my head and reconnect with what matters before stepping into a new year.
We created this guided reflection for our community to offer the same kind of pause and perspective to our friends and partners.
Move through this at your own pace. Pause where something feels meaningful. Go a little deeper where change might be waiting. Think of it as a small moment of focus before everything speeds up again.
How it works
This reflection is meant to be a record of your thinking. It’s not something to perfect or perform. It’s something to return to.
Move through the questions at your own pace. Go a little deeper where there’s energy or resistance. The value comes from writing honestly, not from finishing quickly.
When you’re done, your completed reflection will be emailed back to you so you can keep it and refer to it throughout the year ahead.
If we’re working together, your responses can help shape our conversations in 2026.
If we’ve worked together before, or you’re simply exploring on your own, I’m glad you’re here. Reflection can be valuable whether it’s part of a coaching relationship or something you do independently to think more clearly about your work and life.
And if something in the process sparks an idea, a question, or a reason to reconnect, I’d genuinely love to hear from you.
A quick note before you start
This guide was originally shared with our newsletter community. I’m keeping it available as a public resource because I want it to be useful to as many people as possible.
If this reflection feels useful, please consider joining our Inspired Iterations newsletter, Inspired Insights. This is where we periodically share occasional thoughts, questions, and lessons from our work with leaders and teams.
Confidentiality and how your responses are used
Your privacy matters.
Your name and responses remain confidential. I may review responses in aggregate to notice patterns or themes that could inform future resources for leaders in 2026, but never with identifying details attached.
No individual response or quote will be shared without your permission.
This reflection belongs to you. Nothing is shared unless you choose to share it.
An invitation to begin
If you’ve made it this far, something here likely resonates. I invite you to begin. Take your time. Write what feels true.
My hope is that this process offers a bit of clarity, perspective, and calm as you step into the year ahead.
Transformational Tools for your Year-End Reflection & New-Year Visioning
The Balanced Compass
(The Wheel of Life)
The Wheel of Life is a simple yet powerful tool that helps you step back, see the big picture, and assess how balanced and aligned your life truly feels. It’s not about perfection—it’s about clarity. It reveals the patterns beneath your day-to-day habits and invites you to explore questions like:
Where am I thriving?
Where am I simply tolerating?
What areas are calling for my leadership—personally and professionally?
With this insight, you can make more intentional choices and move toward a life that feels whole, grounded, and purpose-driven.
The Three Concentric Rings
(Circles of Control, Influence, and Concern)
The Three Concentric Rings model can help you focus on what truly matters by separating what you can control, what you can influence, and what’s outside your control. It brings clarity in the moments when everything feels urgent, noisy, or competing for attention. It helps you get grounded by answering these questions:
Where am I spending energy I don’t need to?
What influence can I build or strengthen?
What is fully within my control right now—and how can I lead from that center?
By using the Three Concentric Rings, you stay focused, intentional, and resilient—especially in moments of uncertainty or transition.
The Keystone Habit Pyramid
The Keystone Habit Pyramid is a strategic framework that helps you build change from the ground up—starting with the one habit that unlocks momentum everywhere else. Instead of trying to improve everything at once, this model guides you to identify the small, foundational behaviors that create outsized impact on your clarity, energy, relationships, and performance. This model helps you ask:
What habit—done consistently—creates a ripple effect across my life?
What systems do I need to support it?
And how can I build upward toward the leader I want to become in 2026?
Rather than overwhelming you with change, the Keystone Habit Pyramid helps you focus, align, and build traction—one intentional layer at a time.
Thank you for taking the time to complete this reflection. If you feel called to, I’d love to hear how you’re doing and what surfaced for you—feel free to send me a quick note or we can schedule some time to reconnect. No pressure at all, just an open door.
