How to conduct a life audit

If you follow me on Instagram at The Essence of Red then you will have seen my recent Instagram story on the Life Audit I conducted in preparation for the new year. I conduct a review pretty much every year in some shape or form to help me prepare for a better year to come, I look at my achievements, my strenghs and weaknesses and what I hope to accomplish in the up and coming year.

What is a Life Audit?

What A life audit is an excersise you can use to get a better idea of what you want in life and what you need to do to get it. It unearths wishes, hopes and dreams you may have forgotten about or written off for being ”unrealistic” and helps you to see the bigger picture, it then helps you cut down these goals into categories, goals and actionable plans. You can then work on prioritising these into what you want to achieve now, in 5 years and in 10 years.H

How to do your own Life Audit

Firstly, find yourself a quiet spot where you will not be disturbed by anyone. Start by just thinking about what you’d like to accomplish in the next year, the next five years and the next ten years.

Start writing these things down one to each post-it note, make sure to keep every wish, hope or dream separate (you’ll need these to be separate for later) keep writing until there is not one wish, hope and dream left, then take a walk, grab a cuppa and resume your place.

The next thing your going to do is separate them into categories, first of all separate them into categories, try these categories

Once you’ve filed your post-its into these categories then write down these categories and mark them in terms of priorities. How do your wishes, hopes and dreams fit into these categories? Do these wishes, hopes and dreams fill the categories you deemed most important? If not, are you focusing your time and energy on categories you think should be the most important or those that are the most important to you? Write some notes, thoughts and feelings from this exercise down in your notebook.

Now, create three categories

Sort your post-its now into the above three categories, things you want to do in the next year, in the next five years and in the next ten years. Once they’ve been sorted into these three categories focus on the next year category.  We then need to take these hopes, dreams and wishes and put them into…..

S.M.A.R.T  Goals

  1. Specific
  2. Measurable
  3. Attainable
  4. Realistic
  5. Time Sensitive

If you need more help on how to create great SMART goals, check out this excellent youtube video.

Once you’ve got your plans for the next one year, you can repeat this excersise for in five years and in twenty years. 

If you’re like me and have close to 100 post it’s you could pick just a couple of what you deem your most important goals and just focus on smashing those, you can then keep the others as back ups and review them every couple of months. 

Have you completed your Life Audit?

If you have any questions or if there’s any way I can help please drop me an email at

The Ultimate ”Printable” Planner (that even I bought)

After conducting my Life Audit I needed somewhere to plan and spent hours searching through various planners on Amazon, but quickly decided I needed a printable planner where I could add extra pages and take pages away. And then I found it, the most amazing planner which had everything I needed it. 

This is the planner I’ll be using in 2019 to organise my goals, my time and any new habits I may want to make. I definitely recommend checking it out, you can find this exact printable here.

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**Please note, this post does contain an affiliate link to a product, an affiliate link means I may incur a small commission from a purchase you may make on this product**


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