Goal Planning for Success!
You know the saying, “If you don’t know where you’re going, how will you get there?” This is such a true statement! When you don’t have a plan in place, you’ll get some things done each day, but the chances of accomplishing a big goal are extremely small. If you want to really move forward in your business or personal life, set aside a day in November or December for your goal planning. If at all possible, do this day somewhere out of the normal (not your office or home). Somewhere inspiring. Studies have shown that you’re more likely to have fresh ideas and thoughts in a different space.
I will show you how to break down a huge annual goal into 5-10 minutes per day. And BAM! You’ll reach your goal with no problem at all!
ANNUAL REVIEW PLANNING CHECKLIST
You’ll want to start by printing off the checklist below. It has a business side and a personal side. Going through this checklist and asking yourself what worked well and what didn’t and thinking about each one to see if you want to do anything differently will be a good funnel into your actual goal planning. Much of the time, we glide by problems or snags in business, fixing the issue temporarily, but not giving real thought to a good solution or upgrade. This list touches base on all aspects to show reminders of items you want to improve upon. This is just the pre-planning.
(The actual goal planning forms are below.)
GOAL PLANNING DAY PREP
The night before, be sure to tell your partner (business or personal) what you’ll be doing so it will limit your interruptions. Try to get a good night’s sleep. On your goal planning day, you’ll take both the checklist and the planning for success forms with you to your destination. Take your favorite coffee, water, blanket, planner, computer and any business files/papers you’ll need for reference.
When you arrive at your destination, check your phone one last time and then silence it and move it across the room. Time to get serious because you’re about to plan the best part of the upcoming year!
First, you’ll figure out what your main goal or goals are for the new year. In my business, I don’t always have one big goal. If you feel you have 2 or 4 of the same importance, but are different things, you can do this, too. I’m going to use the example of just one big goal for explanation of the system.
After the main goal is decided upon, then you’ll need to come up with the 4 largest objectives that will make the main goal possible. These will then be the quarterly goals.
Once you’ve figured out the quarterly goals, you’ll take one at a time and come up with the 3 main tasks to reach each quarterly goal. These are your monthly goals.
After you’ve completed this, you’ve literally got your annual, quarterly and monthly goals written on paper for the year. (Even though this is written in a few sentences, it may take you 5-8 hours to come up with all these.) You stop there and make an appointment with yourself near the end of each month. Might as well make this appointment never-ending, right?! Now, you can reward yourself for an awesome day of planning!
At the end of each month at your appointment, you’ll write out each task that only takes 5-10 minutes to achieve your monthly goal. It may only take 4, 7, or 12 tasks to accomplish that monthly goal, but you’ve got 30 lines for 30 days. Now, you can see with breaking down your main goal into a simple 5 minute daily task – that it is totally achievable!!!
I am so excited for you and your upcoming year!
It’s going to be incredible!