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The end of the year is a natural time to pause. Review what worked, what did not, and which commitments are worth carrying forward.

Close the books early, archive old projects, thank customers personally, and write down three goals for the next twelve months. Keep the list short enough to fit on a single card.

Finally, schedule your first planning session for January now. It is much easier to start the year with momentum than to build it later.

Crestline Group — p6
A Year-End Checklist for Small Teams