📊 Annual Review Template
Reflect on your year · Plan next year · Updated June 2026
Most freelancers never review their year. They just keep working. This template helps you reflect, learn, and plan.
💰 Financial Review
Income Analysis
Total Revenue:
$_______ (vs. $_______ last year = _______% change)
Profit (Revenue - Expenses):
$_______ (_______% margin)
Average Project Value:
$_______ (_______ projects total)
Hourly Rate (if applicable):
$_______/hour (_______ hours billed)
Largest Client (% of revenue):
_______% (Danger: over 40% is risky)
👥 Client Review
Client Analysis
New clients:
_______ (Sources: _______)
Repeat clients:
_______ (_______% retention rate)
Lost clients:
_______ (Why? _______)
Problem clients fired:
_______ (Good. Fire more if needed.)
Referrals received:
_______ (Goal for next year: _______)
🎯 Skills & Growth
Professional Development
New skills learned:
_______
Courses completed:
_______ ($_______ invested)
Certifications earned:
_______
🚀 Goals for Next Year
Set 3-5 Specific Goals
Income goal:
$_______ (_______% increase)
Rate increase:
_______% (New rate: $_______)
New clients:
_______ (_______% from referrals)
Work-life balance:
_______ hours/week max, _______ weeks vacation
💡 Pro tip: Do this review every December. Share it with an accountability partner. Review progress quarterly. What gets measured gets improved.
Built by a freelancer who doubled his income after doing annual reviews. Open source on GitHub.