A Goal Template for the Month: How to Get More Things Done

Last week, one of my employees stopped by my desk and asked me if I had any recommendations on how she could better accomplish her goals during the upcoming month. She had been struggling figuring out what to work on and then taking action on the right things.

Since it was the beginning of the month, I wrote out a simple goal template for her to follow that would (a) get her working on the right things and (b) give her a higher probability of getting her goals accomplished. Below, I’ve shared it with you.

Goal Template

Check out the goal template on Google Docs that will allow you to follow along. NOTE: After pulling it up, go to File > Download As > Microsoft Word. This will allow you to save it to your computer where you can edit it to your heart’s content and use it month after month.

5 Categories: The 5 “F’s”

First, divide your life into five categories:

  • Friends and Family
  • Finance and Work
  • Fun
  • Fitness
  • Faith

Notice how all of them start with “F”? That’s a little trick to help you remember the different life areas. I learned from Phil Richards, Founder of DreamFunda, a site designed to help athletes crowdsouce funds so they can follow their dreams.

Career, Family, Personal Goals

Pick Meaningful Personal and Professional Goals

Second, pick one thing in each category that, if you accomplished it well, would make the most significant and positive impact on your life. Don’t pick two – just one. The goal should be something you really want – something that moves the needle and stretches you.  Each one of these should be specific, measurable, and you should have the ability to accomplish it within 30 days.

As an example, for my Fitness category, I want to lose weight. But instead of listing my goal as “I want to lose weight”, my goal is listed as, “By August 31, I weigh 186 lbs., which is a 5 lb. drop.”  The key is that I’ve written this goal “as if” I’ve already accomplished it. Instead of saying, “I want to”, I state that I already am that which I want. This is a big key to start training your mind to act as if you’re already there. It’s subtle, but important.

Also, the best goals are very specific and measurable. Notice how I gave a specific amount that I wanted to weigh, and by what date. The goal is measurable, meaning I’ll know on August 31 whether I accomplished this goal or whether I didn’t.

Image via dreamchoosers.com
Image via dreamchoosers.com

Feel the Future

Third, after you’ve picked a goal in each category that really moves you, write down how you’ll feel at the end of the month when you accomplish it. Close your eyes and envision what it will feel like. Really put yourself there! Here’s an example: “I weigh 185 and I feel incredible! I have more energy, people are noticing, and my favorite jeans fit me again!”

Post It Up

Fourth, print multiple copies of the sheet. Put one on your fridge, one in the car, one in your briefcase or purse, one on the bathroom mirror. Give yourself the luxury of reminding yourself daily what you’ve set out to do and how you’re going to feel afterwards.

Goals and Accountability
After you type out your goals, post them where you constantly see them.

 

Track Your Goal Progress

Fifth, each week, keep track of where you are vs. where you need to be in order to accomplish the goal. I do mine on Sundays, but you can do it another day that best suits you. For instance, since I know my goal is to lose 5 lbs. this month, I need to be at about 1.5 lbs. lost per week. This habit of keeping tabs on yourself help you see where you are during the month relative to where you should be. Then you know when to turn on the gas in case you fall behind.

Celebrate!

Finally, at the end of the month, celebrate! Give yourself high-fives and kudos for first, setting goals and, second, accomplishing them. After you’re done partying, go back and do the process over for the next month.

Follow these steps and you’ll find yourself further along than you can imagine.

~Steven

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