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Nov 11 2021

Goal Planning for Success!

Success

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.

Get Your Annual Review Planning Checklist Here!

(Actual goal planning forms 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!

GETTING SERIOUS

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!!!

Goal Success Planning Here!

I am so excited for you and your upcoming year!

It’s going to be incredible!

 

Written by Susan Wade · Categorized: Organizing Tips · Tagged: annual review, Austin organizers, goal planning, goals, home organization, home organizer, Houston organizers, intentions, monthly goal, organization tips, organizing goals, organizing ideas, planning, quarterly goals, success, tips

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  • Susan rocks! I have worked with her on several occasions, and she is about 6 rungs beyond helpful! I can't tell you how much she got me organized.

    thumb Erin Hodgess
  • Susan Wade is a LIFESAVER! My family and I prefer calling her "SUNSHINE SUSAN" as she makes our home and spirits BRIGHTER every time she works with us. As working parents with a a 6-person household in a small 3/2 home, we constantly struggle with the daily challenge of clutter and staying organized. We started our relationship with Susan a few years ago and SO appreciate her non-judgmental, focused, efficient, and motivating work-style. She does not try to over psychoanalyze us, but rather helps our family to make decisions and stay on task. We had not worked with Susan for a couple of years, but I realized a few months ago that we needed to work with her again to get back on track. I contacted her via text and she promptly responded. And yes, the SUNSHINE came out again when she arrived at our home. In fact, our kids were super excited to see her and they were SO shocked with the progress that we made during a four-hour session. I rarely get my nails done or get a massage, I see Susan as my pamper me sessions that rid myself of the stress and anxiety that comes from having a cluttered and disorganized home. She also helps you save money when you can finally find what you already own instead of going out and buying the same item. She will haul away your donations and even recycled trash too when she leaves. Susan, thank you for bringing peace, joy, and organization back to our family. We still have more work to do in our house (and the dreaded garage!), but the progress we made in 5-6 sessions allowed us to host Thanksgiving, Christmas and a holiday dinner party with friends plus have a playdate all because "Sunshine Susan" helped us get our home organized and presentable once again. I can't say THANK YOU enough!!!

    thumb Rochelle Salazar
  • I was in a big time crunch with the move and they worked out sending me someone very quickly who was fabulous!! I would highly recommend this business as sunflower strategies is superb. I think the most important part was that they knew how desperate I was and they managed to find someone so quickly!!!

    thumb McHughes Family
  • I just loved them! They came and organized my pantry and master closet and I absolutely love it. They were so professional and personable that it made the transition so easy! Now I want to organize my whole house because of them. Thank You Sunflower Strategies!

    thumb Sarah Torres
  • I needed my Mary Kay Office organized and Susan and Sunflower Strategies came to my rescue!! I was pulling product out of boxes, unable to find things I had ordered, taking lots of time trying to figure out what inventory I had on hand --- boooo!!! Then Susan came and BAM!! In 2 days, (side by side - her teaching me as we went), we purged my old paperwork, cleaned out and organized my files, purged and organized my closet, and organized and shelved all my Mary Kay Products!!! Wow!! I'm in love with my office now!! It saves me time, it's efficient, and easy to maintain. Thank you Susan and Sunflower Strategies -- what a Merry Christmas to me by choosing you!!!

    thumb Charlie C.
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    thumb Romita Almonte
  • I don't know what our family would do without Sunflower Strategies! Susan has helped us organize things from our pantry and laundry room to our garage and more. Her love for neatness spills over into the projects she accomplishes. She helped my daughter get her business back on track JUST by helping purge her office. She's great! Not to mention very personable and down to earth. I would recommend her to anyone.

    thumb Monica Young
  • Theresa and Carmen were excellent and knowledgeable about common organization needs in homes with families. They moved us in and unpacked our kitchen, pantry, master closet and bath as well as our laundry and both my daughter’s closets. They did this in two days. I would highly recommend using them for your move in or general organizational needs.

    thumb Kimberly Byrd

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