The Goal Setting Form – Planner Page
My Goal Setting Form
Hey there! I’m back with another worksheet. My goal setting form. I use it every month to set a plan of action for the coming weeks. I know it seems like I’m stuck on the subject of goals but let me explain.
Now that you have a list of goals for all the areas of your life and maybe you’ve drilled down on some of those goal areas even deeper. I’m sure you have a list of things you need to do that you’ve now organized into nice little categories for you. See, not so bad.
Why you should revisit your goals every month
Now, the question is what do you do with all this stuff? Having a goal to double your income by July is a great goal. That’s one of those that will make you think because it’s going to be hard to do. Unless you already know you’re getting a raise for double your salary in July. In this case, it’s not a goal, now is it? Yeah, no.
That’s someone else. You made goals that stretch you and that make you think a lot. Think about how the heck you’re supposed to get this big harry thing done by July.
Nobody has a blueprint for success. Despite all the blog posts with the eye-catching titles you read promising to show you how to make a million dollars by Tuesday.
What you have, what all of us have is the first step and then the next. Working on your goals means taking those big harry goal monsters and breaking them down into smaller little cute monsters. Little monsters you might even have fun cuddling with all day. Just me? Okay.
Why you should track your goals on a goal setting form
This goal setting form is designed to take a big harry boulder of a goal and break it up into rocks, pebbles, and sand. If you’ve ever seen the rocks in the jar analogy video, that’s not what I’m talking about here. It’s a good analogy for prioritizing your life but when it comes to breaking down goals the smaller, the better. Breaking down goals is not about how you live your life or run your business, it’s about how you prioritize your plan of action.
I’m not telling you to fill your days with useless activity. What I’m saying is to make small progress toward the big things. This worksheet is going to help you create meaning from the things that you do every day.
If you’re wondering what the heck I’m talking about with all this rock nonsense, check the bottom of this post for a video. The video explains the rock, boulder and sand analogy.
It’s important to note that when we set goals we’ve already established our boulders, now we need to make them manageable.
How to use the goal setting form
The goal setting form is a funnel that will take you from overwhelm to focus, in three steps.
- Take your three biggest goals for the year and list them at the top of the page. Thes goals are the theme of your year, the big picture goals.
- Next, with your big goals in mind, list what actions you can take this month to work toward those goals. I’m not asking you to make monthly goals on top of your big yearly goals. I’m asking that you take that big goal and break it into some rocks.
- Finally, the bottom section is a breakdown of your monthly goals. A week by week playlist of things that have to get done to accomplish your monthly goals. This list will probably have more detail to it than what this worksheet shows but this is the starting point. The details (the sand) will go in your weekly schedule. Guess what? I’ve got one of those for you too! For now, you can download the goal setting form which will act as a monthly goal overview and action plan.
What’s Next?
In a few days when you’ve had some time to sit down and think this one through I’ll upload the Weekly Big List. It’s a weekly plan of action that I’ve used for years, and it has served me well.
I hope the goal setting form serves you well and that you find the time to not only set your big goals but also to break them down into a plan of action every month. Working through this is about getting strategic with your life and where you want to be this time next year.
If you haven’t had a chance to download the goal worksheet you can get that here. Work through that and then download the goal setting form and start planning it up!
Don’t forget to come back for the centerpiece of my life planning arsenal, The Weekly Big List! Obviously, I’m super excited to share it with you.
By the way, if you haven’t heard the famous rocks, pebbles and sand analogy here’s a quick video.