Annual Personal Board Review Workbook

Year: [Year] · Completed by: [Your Name] · Date: [Date]

Block 90–120 minutes. Review your calendar, notes, and advisor list from the past 12 months before starting.

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1. Year in review

Three defining career moments this year:

Biggest unexpected lesson:

Decision I'm most proud of:

Decision I'd make differently with hindsight:

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2. Advisor impact assessment

For each advisor, rate impact this year (1–5) and note one concrete contribution.

Advisor	Archetype	Meetings / touchpoints	Impact (1–5)	Standout contribution

Top 3 highest-impact relationships — what made them work?

Relationships that underdelivered — why? (fit, cadence, clarity of ask, my follow-through)

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3. Composition scorecard

Archetype	Have? (Y/N)	Strong enough?	Gap action
Connector
Sage
Peer
Challenger
Cheerleader

Diversity check: industry, function, seniority, background, geography

Gaps to fill next year:

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4. Reciprocity audit

Advisor	What I received	What I gave back	Balance (OK / owe / over-giving)

Ways I can give back this year (intros, articles, feedback, celebrations):

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5. Goal reset for next year

Primary professional goal:

Skills to build:

Decisions requiring board input:

Ideal board size: [number] · Target cadence per advisor:

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6. Outreach & retirement plan

New advisors to recruit (name or profile):

Target profile	Why	Outreach by

Relationships to deepen (more cadence):

Relationships to thank and pause (with gratitude note drafted):

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7. One-page commitment

In [next year], I will meet with my board [frequency], complete quarterly reviews on [dates], and give back to advisors by [specific reciprocity habit].

Signed: _________________________ Date: _____________