How To Organize Your Goals to Win The New Year

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Let’s WIN Your Year!

Here’s the easiest way I’ve found to organize my goals for the year and turn them into actual results!

I’m so excited to show you my step-by-step instructions, tips and pictures on how to get your goals (1) on your planner and (2) into your day-to-day life.

Plus, if you are having trouble coming up with monthly goals, or projects to kick those goals into overdrive, leave me a comment with your big goal and I’ll reply with an action list to get you started!

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Table of Contents

Why a Planner for Projects & Goal Setting?

Most quality planners have sections that are incredibly useful for:

housing large goals, and
breaking down/categorizing those goals into smaller projects.

They also usually have some kind of weekly or daily spreads, which are perfect for breaking projects down into smaller, actionable tasks.

Since everything is in my planner, I know when and what time I am checking things off my “Goals” list – nothing falls through the cracks!

It’s all there right in front of me, every day. Rooting me on.

Obviously, a planner from the dollar store isn’t going to have enough space to use for organizing goals. I use an Erin Condren LifePlanner and it has a good amount of room for me to keep my life & business goals organized. Erin Condren also has an option to purchase additional note pages if you need more room.

But, I’ve found that their LifePlanner has the room I need, and I don’t need to pay for the extra pages.

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How It’s Organized

I have a family, a job and a business. I keep everything together in one planner so I don’t accidentally schedule work things during family things, or job things on top of business things.

I’ve tried separate planners for each part of my life and I couldn’t make it work, I need to see everything at once. It took too much time to open 3 different planners and compare them to find my free time.

Here’s how it’s organized, and I’ll go into detail for each section below:

Keeping my Calendar – I use the monthly calendar layout
Lifetime Goals

Goals for the Year
Monthly Goals or Quarterly Goals, depending on your preference
Projects – taken from my Goals

Tasks – taken from my Projects & my Calendar
Habits and Habit Trackers
Reviews, or “Hits & Misses” – what worked and what didn’t

Following Year Dreamy-Goal-Setting

Keeping my Calendar

This is very straightforward. I enter date-specific events and appointments into the square boxes by date.

I color-code these, and I have a different color for each person in my house.

Another efficient way to color code is by category:

Home
Job
Side-hustle

Kids, etc.

Quick Tip: It is so, so important to use either a pencil or erasable pens in the calendar section here. I’m using Frixion erasable pens (pronounced, “friction”), they come in a bunch of colors which are perfect for my color-coding.

Plans change All. The. Time. Crossing things out and trying to fit in corrections is the fastest way to NOT want to use your planner anymore. It just looks gross and unorganized.

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(Next month hasn’t filled up too much yet lol)

Goals

I break my goals into Lifetime Goals, Year Goals and Monthly Goals.

Lifetime Goals

Examples can be:

a specific career path

to retire at a certain age
travel the world
mine is “Financial Freedom”

I found the best place for my Lifetime Goal is right at the beginning of the planner, on the very first note page:

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It’s my North star, my reason for the choices I make day-to-day. When I’m feeling lost, I have an easy reminder to get back on my path.

Year Goals

So now that I have my Life Goal, I can list my goals for this specific year underneath it.

These can be any goals you want to reach this year, like

Committing to a specific exercise schedule
Reaching an income milestone
Visiting a certain country on vacation

A savings goal amount
Paying off your debt
Starting college

Lastly, pick a word or short phrase that encompasses what you want out of the year. Maybe it’s your big goal, maybe the state of mind you want to be in. Give yourself a motto of sorts.

This year, as you can see in the picture, is “ME.” What this means for me is, “I give myself permission to carve time out for my goals on this page.” This is something I struggled with in past years, and I spent some valuable time feeling regret about it. But not this year! I’m on my side this year.

QUICK TIP: Leave room on this page for more goals as your year goes on. I promise you will use it!

Monthly Goals

Once you have your goals for the year all set, it becomes much more clear what your monthly goals can be.

For example, if one of your Year Goals is “Pay Off Debt,” some monthly goals can be:

Reduce spending by $300
Sell clothes on EBay

Stop using credit cards

I put these in my Notes section of my LifePLanner:

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QUICK TIP: you do not have to fill out the entire year with goals right away! As the months go by, some projects will be done, some will need tweaking. A new life event will happen, which will add one or two new goals.

Don’t feel pressure to fill up all the boxes [sections], you will need them for some of the amazing new directions your life is taking you!

Projects

Now we have Monthly Goals, and it’s time to take each Goal and make the path to reach it.

Working backwards, to reach a Goal, there are probably 3 or 4 big steps to take to get there. These are Projects.

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Then, each Project has a certain number of steps, or tasks, to complete it (We will get to the Tasks later).

I get my Projects from 2 places:

First, I take my Monthly Goals (my Business and Family/Home Goals) and use them to form Projects.
Then, I also put in Projects from my 9-5 job that I am responsible for.

When you list each Project, it’s helpful to also jot down a few major, general steps to take to complete that Project. These will help you think of tasks to get that project done.

If we use our “Reduce spending by $300” Monthly Goal, one of our monthly Projects can be:

Create a Budget that reduces spending by $300

Then, we can jot down a few major general steps, like:

Review spending average from last 3 months
Decide where to cut costs

We are still in the Notes section of the LifePlanner for this:

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Side Note: Having Trouble Turning your Goals into Projects? Try a Mind Map

A great way to turn “Goals” into “Projects” with actual steps and a real “beginning,” “middle” and “end” is with a Mind Map. You basically start with your “Goal” in the center of your page, or at the top, and branch out subtopics as you think of them.

For example, one of my goals for the year is to be more consistently organized. I could write down a bunch of things I heard people say about organization and use them as goals, but that wouldn’t be helpful for my specific situation.

Instead, I wrote out a mind map, with “be organized” in the center. Then, I let my mind wander to what I want organized in my home, in my life, what things suffer because I’m not organized.

I drew out branches and added my definition of organized:

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(I know, my handwriting is nuts. Off-the-cuff brainstorming isn’t very pretty. But it’s SUPER helpful!)

I can easily take these branches and turn them into my monthly goals. And, once I’m ready to tackle each goal, if I get stuck on where to start, I can mind-map that goal too, to make my smaller projects.

As you can see from my picture, “be organized” was part of a bigger goal, which was actually part of a bigger goal. Your subtopics can have subtopics! It’s all connected, as it should be.

If you prefer a digital version, MindMeister has a free mind mapping software to try out.

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Goals Game Alert!

If you still can’t come up with a plan or project to tackle a big goal, write your goal in the comments below, and I’ll reply with a few action steps! If anyone wants to join in *respectfully* on the replies, let’s help each other out! (No mean comments please!)

Assign A Goal For Each Month or Few Months

Now, we decide where we are going to sprinkle our Monthly Goals, and corresponding Projects, into our year.

If you are logging your job Goals & Projects, these probably have a definite deadline set by your boss, so you’ll have to put those in where your company needs them to be.

For Life & Business Goals and Projects, the choice is yours, however, if you are stuck on what to start in those first few months, I recommend at least starting with one or two goals from a few of the following categories:

Health-Urgent Goal that cannot wait

Get-Out-of-Debt Goal
One-Room Organization Goal
Business Visibility/Marketing Goal, if you have a side-hustle

Travel/Vacation/Pleasure Savings Goal

At the beginning of each month in my LifePlanner, there is a full-page, blank section that easily fits the Projects for that month:

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Tasks

From the Projects I have outlined/planned out, I create steps and break them down into daily Tasks that I can spread through the coming weeks.

Let’s use our “Create a Budget that reduces spending by $300” Project example from above.

We jotted down a few major general steps:

Sign up for Personal Capital & sync our accounts
Review spending average from last 3 months
Decide where to cut costs

Now we have a list of ideas to work off of and get some daily tasks into our week, to complete these projects. Each of those general steps can be their own task to schedule for a day this week, or we can get really specific when we write them in, to make them ACTIONABLE:

Jan 4th: Download Personal Capital App, sync our accounts.
Jan 6th: Open PC App, list spending categories and amounts from October 1 through Jan 1.

Jan 7th: Meeting with S.O. to discuss spending $20 less per month in X, Y and Z categories.

I also take Tasks from my daily job responsibilities that need to be done, and Tasks from my day-to-day home responsibilities. I add them all to my weekly planner layout, it ends up looking something like this:

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So I’m using my Planner’s weekly spread as my To-Do List for calendaring these Tasks.

I may also need to prepare for appointments or events in my calendar. So, whenever I add an event into my calendar, I add any necessary prep steps to my weekly Tasks.

For example, if a wedding is coming up, I’ll add “dry clean dress” into the weekly Task page that comes 2 weeks before the wedding date.

QUICK TIP: I sometimes prefer not to commit myself to “daily” Tasks, but to just know what I need to do during the week. When I feel that way, I can get distracted by the date in the weekly layout, so I’ll just cover it with a sticker from the back of the planner, or you can use washi tape.

If you need help structuring your week & adding tasks, check out my post on how to plan your perfect work week.

Habits & Habit Trackers

There will be times when your Goals aren’e necessarily chunks of projects, but rather incorprating a new habit into your daily or weekly life. It would be too redundant to write those “Tasks” into your planner 365 times, then check them off.

For Habits, a Habits Tracker is the perfect alternative.

Some planners actually come with blank spaces or dotted pages specifically for Habits. I like to use the dotted section at the beginning of each month for tracking my habits.

I’m curently tracking:

Meatless Mondays
Phone-Free Evenings, and
Exercise Days

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I fill in a box when I’ve performed the habit I want to keep!

Reviews

At the end of each week, I use the lined space at the bottom of the weekly page to kind of go over what worked well this week and what didn’t.

Then, at the end of each month, I also write a formal “Hits & Misses,” mostly about how much movement toward my goals I’ve been able to make happen this month.

There is a lined page at the end of each month in my planner, with plenty of space for this:

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One thing I don’t love about this planner is I don’t think there is enough space for quarterly assessments. I use Quarterly Goals for my side business, and I know that is not very common. So, since the monthly reviews won’t take up the whole page, I’ll split the page of the corresponding month that ends the quarter, in half with washi tape. March, June, September and December review pages will also be my quarterly review pages for my business.

Side Note: What If I’m Not Motivated?

It happens to me all the time. I feel like those unmotivated feelings creep up weekly for me, if not more. I highly recommend you read my post all about procrastination, with a bunch of action steps to break through it.

If it’s going to happen, might as well be prepared to give it the smack down.

Keep the Goals Moving Forward: Next Year Goals Planning

As the year comes to a close, I start my planning, dreaming & very light “in my feelings”-type of goal setting for the New Year.

There are two full pages at the back of my Planner that are going to be perfect for writing & drawing out ideas:

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I like to do this during the holidays when I have more time off, and I’m with my family more. If there is a time of year you love the most, that is the best time to have this type of planning session. It helps to be in a place of joy and love to have these fantasy-type of life dreaming sessions.

Conclusion

We all have dreams and goals, big and small. It’s up to us to give those dreams & goals respect and time. I hope you make this time for your health, mind and family this year for setting goals to make them happen!

You’ll see that some of your tasks take just 5 minutes or less, and with each one you complete, you’ve stepped one more rung up the ladder. There are 43,200 minutes in the average month, this year will be your most satisfying year yet!

If you are loving my LifePlanner, Join their FREE rewards program through this link and get a special $10 off your first purchase! TEN DOLLARS!

Enjoy the Journey, and if you need some action steps for organizing your big Goals, don’t forget to comment below!

-Mina

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P.S.: Checkout my other Blog Posts & be sure to follow me on Pinterest, I have TONS more great content!!

Here are some more posts that might be helpful:

10 Crazy-Easy Small Habits to Boost Productivity Today

How To Organize ALL The Paper In Your House

5 Steps to Break the Cycle of Procrastination

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How To Organize Your Goals to Win The New Year

Why a Planner for Projects & Goal Setting?

How It’s Organized

Keeping my Calendar