It is a spreadsheet file, free to use and to copy. Checked in LibreOffice only. To be opened in Excel and Google Sheets before this page is published.
Free workbook
The workbook
Your record of the year at work, in one free file with nine tabs.
What is inside
| Tab | What it holds |
|---|---|
| Start here | How to use the file, the five rules, and a live summary |
| Year | The year you want, the direction of your company and department, five objectives, and what you want for yourself |
| Dates | The decision dates, with the days remaining |
| Entries | One line for each thing worth keeping, filed under an objective |
| Owed | Promises in both directions. Overdue ones are highlighted |
| Months | The monthly note. The twelve months fill in from your start date |
| Quarters | Plan against what happened for each objective, and your manager's view |
| One page | The case your manager carries |
| Year-end | The review, with a count of entries for each objective |
How to start
- Open the Year tab. Enter the day you start, and write five lines about the year you want.
- Open the Dates tab. Enter the decision dates as you learn them.
- At the end of each week, add your lines to the Entries tab.
Yellow cells are yours to fill in. Grey cells are calculated.
What it works out for you
- How many entries you have filed under each objective.
- How much of your work is filed under "other".
- Which promises are still open, in both directions.
- How many days remain before the decision meeting.
- How many entries each month holds.
Keep it private
Keep the file on your own device. Write in your own words. Do not copy confidential company documents into it.
Where it comes from
The workbook follows the open protocol Start your annual review on day one. Each tab matches one section of that page.
If you would rather have your record kept for you, a coach that runs it is planned.