What is your plan for doing a yearly reflection for work or school?
The end of the year is the perfect time to pause, but too many small business owners and educators head into the new year without a clear plan or the tools, such as reflection templates, to create one. That’s why I designed a small business retreat planner paired with an annual business review template, as well as a yearly student reflection template for teachers and tutors who want to help students reflect with purpose. With just a few printable pages, you can turn the end-of-year overwhelm into clarity, direction, and renewed motivation.
TL;DR:
I’ve created two new $5 printable, editable reflection templates, one for small business owners to use during a simple, powerful business retreat and annual review, and one for teachers and tutors to guide students through meaningful yearly reflection. Both are perfect for December or January planning. Download your templates now to start the new year with clarity and confidence.
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December is one of my favorite times of year, not just for the cozy lights, warm drinks, and celebrations, but because it’s the perfect natural pause in our busy lives. It invites us to look back, take stock, and make intentional choices about how we want to step into the new year. And if you’re anything like me, you want tools that make that process simple, meaningful, and actually doable.
That’s why I’m excited to introduce two brand-new printable and editable PDF tools designed to bring reflection, clarity, and direction into your year, no matter whether you’re running a business or serving students.
Both templates are just $5, instantly downloadable, and created to help you start strong in January (or wrap up December with purpose). They’re perfect for a quiet afternoon alone, a team retreat, a small group session, or a classroom of teens who are learning how to set goals that matter.
Let me tell you about each one.
Annual Reflections & Roadmap Business Retreat Template
A small business retreat in a simple, powerful, printable format
Small business owners and solopreneurs often feel like we’re sprinting from one thing to the next, especially during the holiday season. Yet we long for clarity, structure, and a sense of direction. That’s exactly what a small business retreat can offer, and it doesn’t have to be fancy, expensive, or time-consuming.
This Annual Reflections and Roadmap Business Retreat Template gives you a structured, inspiring way to pause and look at the big picture. It walks you through a thoughtful yearly business review, helping you celebrate your wins, understand your challenges, and shape a strategic roadmap for the coming year. Whether you’re running your business solo or planning alongside a small team, this guide provides easy prompts and clear sections that help you go deeper than a simple checklist.
Inside, you’ll find space to reflect on the past year, brainstorm strategically, refine your vision, and set priorities that fit your life and business goals. It’s simple enough to complete in a few hours but powerful enough to shape your entire year with intention.
The template includes a sample schedule, 6 sections with charts to complete, and journal prompts to personalize your reflections and roadmap.
The six main parts of the template are:
- Retreat Intentions
- Personal Reflections
- Strategic Brainstorming
- Strategic Reflections
- Strategic Roadmap
- Wrap Up
Last year, I took my team on a business retreat to a rental house in a town between all our locations. It was a mix of reflections, fun, brainstorming, content planning, saunas, laughter, and charcuterie boards. This tool and retreat were helpful personally and professionally.
December is the perfect time to do this kind of work. Before the new year rush sweeps you away, give yourself the gift of perspective. For the price of a coffee, you can download the template and create your own structured retreat, whether it’s at your kitchen table or at a hotel.
Yearly Student Reflection & Roadmap Template
A meaningful tool for teachers, tutors, and teens
Students need reflection time just as much as adults do, maybe even more. Middle and high school students often move from one assignment, sport, or activity to the next without ever being asked to pause and consider what they’ve learned about themselves along the way. A guided reflection can help them build confidence, self-awareness, and ownership of their goals.
That’s why I created the Yearly Student Reflections and Roadmap Template, designed specifically for teachers and tutors who want to help their students end the year with intention or begin the next one with clarity. This printable and editable PDF includes thoughtful, age-appropriate prompts that invite students to reflect on academic growth, personal habits, challenges, highlights, and yearly goals.
It works beautifully in classrooms, tutoring sessions, advisory periods, youth groups, or homeschool settings. Tutors can use it as a high-value December or January session activity. Teachers can print it as a meaningful end-of-semester project or a beginning-of-year reset.
One of my favorite parts is the “roadmap” section, where students take what they’ve learned from their reflection and turn it into specific, actionable focus areas for the new year. It’s practical, encouraging, and empowering, exactly what teens need to see progress and build confidence.
The three main parts of the template are:
- Personal Reflections
- Strategic Brainstorming
- Strategic Roadmap
Set aside 15-60 minutes. Encourage them to be honest with themselves.
I used this with all my tutoring clients last January, and it was the perfect time for them to reflect midway through a school year. Many of them have never thought about what they want to accomplish in the next 3-5 years. Helping them see how their goals they set for now are actually a springboard for where they want to be in the next few years.
And just like the business version, this student template is only $5, instantly accessible, and designed to make your planning easier, not harder.
Why Reflection Matters Personally and Professionally
Whether you’re an entrepreneur or an educator, taking time to reflect is an investment in clarity. It’s a way of saying, “What I’m building matters, and I’m going to shape it on purpose.”
These templates offer a simple, affordable way to pause the noise of daily life and reconnect with your goals, values, and vision while also giving your students or team members a guided structure to do the same.
A few printed pages can spark meaningful conversations, fresh ideas, and renewed enthusiasm. And best of all, they help you enter the new year with a clear direction instead of just good intentions.
Ready to Start Your Reflection Retreat?
Both templates are:
- Printable and editable PDFs
- Perfect for December wrap-ups or January kickoffs
- Only $5 each
- Designed to spark clarity, confidence, and joy
Purchase your copies today and start your personal or classroom reflection. Your future self (and your students!) will thank you.
If you share your business retreat or student reflection work on social media this month, be sure to tag me at #tailorjoyreflections. I can’t wait to cheer you on as you wrap up the year with intention and joy.
Table Talk: Describe a time when you set aside time to intentionally reflect on your year, your business, or your marriage. What day this month have you set aside to do an annual review?
Want a marriage review template? Read more here. https://tailorjoy.com/6-marriage-check-up-questions/