How to set and achieve any goal using a goal planning worksheet

In this video and blog post I will explain the key elements to achieving a highly important goal. Without these elements as part of your goal setting, you might be doomed to fail.

Focusing on achieving one very high priority goal has great benefits because if you choose the right goal, you will achieve many sub goals as well. I will cover this in detail in this blog and video along with a step by step explanation of how to achieve it.

For the last several years I have published a Year in Review Goal Planning Guide. In that guide you are shown how to set several important goals after a review of your previous year.

My experience tells me that most of us set too many goals or resolutions that we quickly lose focus on and forget. I find it is much easier and productive to focus on one highly important goal and progressively take action to achieve it one step at a time.

What usually happens is that as we take action to achieve the goal, we realize many sub-goals along the way. This provides fast results and rewards and keeps us motivated.

For this to work properly, you need to have the right goal. That is why I suggest going through my Year in Review video and downloading the PowerPoint so that you can fill it in. I’ll walk you through a summary of each component of setting this goal.

You can download the goal planning worksheet and goal planning worksheet sample to follow along and complete your goal planning form right now on your computer or print it out and write it down with a pen.

The first step is to write down your goal using the S.M.A.R.T. method. This stands for specific, measurable, acceptable, realistic and timed. For example rather than saying I want to lose 15 lbs, you would say I want to go from 200 lbs to 185 lbs over the next 6 months. Some experts say you should write your goal in the present tense as if you already accomplished it, so it becomes an affirmation. In that case you would say, It feels great to weigh 185lbs. Another method is to say I no longer weight 200 lbs. It feels great being at my ideal weight of 185 lbs.

Whatever way you choose to write it make sure it meets the S.M.A.R.T. criteria. You would write the target date and today’s date of in the boxes provided on the worksheet or on a blank paper if that’s what you are using. This makes the goal specific, measurable, acceptable, realistic and timed. Acceptable is important because you don’t want to take unhealthy means to achieve your goal. Some people use the word actionable or achievable for the letter A, but all goals must be actionable. As for achievable, this should be covered by it being realistic. The goal must also be written so you can refer back to it and track your progress. The way the example goal is stated makes it measurable because you have a starting point of what you weigh now and your target for 6 months, which seems very realistic.

Most people do not even write down their goals, never mind making them SMART. But this is a crucial step before proceeding with the rest.

The next step is to write down the benefits of achieving the goal. It is important to have at least 5 benefits, otherwise you might not have enough reasons and motivation to do what is required. Some benefit examples for this goal are feel better, be healthier, have more energy, look better and get more dates.

The next step is crucial to having success in achieving your goal and I have not seen this covered in any tutorials of this type. It is to brainstorm the obstacles. Write down all the obstacles you can think of before thinking of solutions. Some possible obstacles for this goal would be bad eating habits, motivation to exercise properly, time, laziness, etc..

Next is to come up with solutions to each obstacle. For poor eating habits the solution could be to consult a dietician to develop a meeting plan or do research yourself online. One thing about developing solutions is that it is very personal and the better you know yourself the more realistic will be your solutions. As in the previous example there is more than one solution for each obstacle so choosing the right one for you is very important, and be honest with yourself.

The solutions listed now make it easy to set action steps. These should be specific and have a target date so you can track your progress. The first step could be to weigh yourself and write it down. Next could be to research on better food choices or set a meeting with a dietician.

The next step is to establish your measurement and tracking method. For this goal it could be to keep a log of what you eat daily and weigh yourself every Sunday morning.

To finalize your goal and make it official there are 3 questions you need to answer. First is it worth your time and money to reach your goal, yes or no? Do you have the ability to achieve the goal and are you willing to do what it takes? Again you need to be honest with yourself. If you answered yes to all 3 then you are are on way to achieve your goal. Nothing should stop you. If you run into unforeseen obstacles, this is normal. Just treat them as you did the other obstacles and come up with new solutions.

The last box is for affirmations and visualization a. Some people find that repeating an affirmation or looking at a visual reminder of the goal is a good motivator and helps to stay on track. Affirmations should be written in the present tense and for visualization you could find pictures of yourself when you were at your ideal wright. An affirmation for this goal could be, I look and feel great now that I have lost weight. Hey, it even rhymes.

Setting and achieving a worthwhile goal that requires new habits is usually a stretch and not easy. Otherwise, we would all be our ideal weight. That is why many people decide to hire a coach, whether it be for a life change or for professional development. A good coach could help you be accountable to your goal and make it easier to stay on track.

Good goal planning and please leave your comments below and hit the subscribe button to get the latest blog articles and videos.

Stephen Goldberg
sgoldberg@optimusperformance.ca

Year in review goal setting guided training video

The year in review goal setting guided training video provides a fast yet efficient method to set goals for the coming year or time period. You can use this method
to coincide with New Year’s resolutions and at any time during the year. The video walks you through every step of the process with some tips and encouragement to
help you complete the process.

This takes New Year’s resolutions to the next level as it gets you to think back and reflect on what occurred in your life over the last year. Your review of your past
provides an understanding of what happened and why and enables you to be more strategic in setting your plans and goals the the coming year or time frame.

You can download either the PowerPoint or PDF documents that you use to write down your thoughts and goals. Links to these are also available in the video player as well. I suggest you download one of these to have handy while you watch the video so you can fill it in as you go.
The PowerPoint document is better if you want to fill it in directly on your computer and the PDF is better for printing and filling in by hand.

Download the PowerPoint here

Download the PDF here

Congratulations on your decision to set your goals in writing and I wish you the best of success.

Stephen Goldberg

 

Goal Setting 101; get back to basics

Being a fan of hockey, last night I read an article about the surge in winning games by the New Jersey Devils. They were running almost dead last in the NHL prior to the New Year.

Since a few weeks they have a new former coach, Jacques Lemaire, who had helped the team win several Stanley Cups. Now he has gotten them back to winning games and there record over the past few weeks has been 12 wins, 2 ties and 1 loss. Pretty impressive for a team that could not find a way to win prior to his arrival.

What did he do? He got the team back to mastering the basics of good hockey, which begins with solid defence of quickly passing the back out of the home zone so at to create offensive opportunities.

Now you may be reading this post many months after it has been posted, but I can bet that if you pick up the sports section you may find another team going through what the Devils did. It could even be in another sport. The point is that if you get away from the basics of the game your track record for success can be put in jeopardy.

The same is true for success in business and in life. To win the game you need to be focused on a key goal. Not 10 but really 1 or 2 as more than that creates stress and confusion. You can have sub goals attached to your key goal and that makes sense because there are always small steps to take to reach the bigger goal.

I recently listened to a recording by Earl Nightingale who provides clarity about the principle behind goal setting and positive thinking in the The Strangest Secret. He recorded this in 1956 but this recoding still is listened to by million each year. Here it is taken from YouTube.

As well you can get going on goal setting by downloading this goal setting form from our website or use the year in review PowerPoint.

Year in Review Goal Setting PowerPoint tool

Here is my annual year in review planning PowerPoint. I have found this is the easiest way to review your last years’s success and plan for this year. Having the image of water in the background somehow makes the process more pleasurable.

You can use this for your business or personal goals. I ususally do one for each. Click on the image to link to the page where you can downlaod the file. This is free and no need to enter your name and email address.

Year in Review Goal Planning Tool 

Enjoy

Stephen Goldberg