Part 1

Reflecting on the Past Year

Look back at this year before you plan the next one. Answer in a few words or a few lines.

What went well this year, in my business and in my life? What was hard this year? What did I want to achieve that I didn't? One word for how this year felt

Anything you want next year to change is a clue for Part 2.

Part 2

Brainstorming Next Year

What do you want next year to look like? Add every idea you have, and hold off on filtering. Some ideas belong in two columns, so put those in the third.

Wheel of life optional

Rate each area from 1 to 10 for how this year went, then set where you want it to be next year. The gaps can point to goal ideas. Every slider starts at 5.

This year
Next year

Your ideas

Part 3

Set Your SMART Goals

Turn your four starred ideas into four SMART goals, one for each quarter. Each letter lights up when you answer its question.

S SpecificM MeasurableA AchievableR RelevantT Time-bound

Part 4

Finding the Common Thread

Look across your four goals and find what they share. The shared thread is often a feeling you want to move toward, or one you want to leave behind.

What do my four goals have in common?

Feelings I want more of

Feelings I want to leave behind

Underneath all four goals, I want to feel...

Part 5

Finding Your Word

A word of the year fits your intentions for the year ahead and guides you through it. Start from the feeling you just named, then narrow down to a single word.

Step 1: Brainstorm

Write every word that comes to mind

Word bank

Select the words that pull at you to add them to your shortlist. You can shortlist up to five. Your word can also be one that isn't on this list.

Step 2: Fit check

Test each shortlisted word. Yes scores 2, Maybe scores 1, and No scores 0, out of 8.

Step 3: Choose your word

My Word of the Year for 2027 What it means in my business What it means in my personal life My intentions for the year, in a sentence

Part 6

Your Symbol

A symbol is an image tied to your word, brought into physical form. Choose one image, then look for it in jewelry, desk items, home decor, or art.

Examples to spark ideas

These four are only samples of how a word and an image can pair. Your symbol can be anything that fits your word. You don't need to pick from this list.

My symbol

Choose the one image that keeps your word close.

Part 7

Using Your Word

Your word works best when you see it often. Choose where it will show up in your business and your daily life.

Places to put your word

My plan

Where my word will show up in my business Where my word will show up in my daily life One decision coming up that my word can guide

My first step The date I'll do it

Vision board starter

Your word and symbol are the starting point for a vision board. A dedicated vision board session is coming, and you can start collecting now.

Images, colors, and phrases I'd want on my vision board

Your card

My Word of the Year Card

Your answers gather here as you fill in the workbook. Copy the card and keep it where you'll see it.

Each quarter

Quarterly Check-In

Set aside 10 minutes at the end of each quarter to see how your word and your goal are doing, then carry what you learn into the next quarter.

Finding Your Word of the Year Workbook