I have a very topical episode for you today all about annual review and planning. My guest today is Jason Shen, three-time founder, turned executive coach and resilience expert.

Jason has a wonderful video on YouTube that walks you through a reflection and planning exercise perfect for this time of year. Jason and I discuss the framework and provide relevant context for founders and entrepreneurs.

Jason and I also talk about resilience, pivots, and zombie startups, topics from his recently published book, The Path to Pivot. 

I couldn’t think of a more fitting and practical way to close out the year and I hope you find it useful.

I highly recommend you complete that exercise once you’re done listening to this episode here: https://www.youtube.com/watch?v=gumFl3nYF4U

Chapters:

(02:05) Setting the Guinness World Record (twice)

(03:34) Annual review and planning framework

(04:59) "Looking back" — moments; achievements; lessons

(10:47) "The check-in" — life audit; start, stop, and continue; write a letter to future you

(14:43) "Charting ahead" — the long list; shortlist; systems

(17:28) Common mistakes when doing an annual review

(19:03) Discussion about resilience

(22:59) When to pivot your startup

(28:54) Zombie startups and ZIRP

(34:26) Lightning round

(38:03) Conclusion

Guest Contact Info:

Jason's LinkedIn: linkedin.com/in/jasonshen

Company & newsletter: jasonshen.com

Get the book: jasonshen.gumroad.com/l/path-to-pivot-beta

Sponsor:

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