Do you find yourself forever setting goals but never actually completing them? Uh huh, I hear ya. My notebook used to be filled with scribbled out to-do lists that I rewrote for the next day *facepalm*. However, now I am a Goal Slaying Queen (kind of) and I am going to help you step by step to plan your goals and break them down into manageable steps so you too can be a Goal Slaying Queen (or King).
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First things first
First, I want you to download my FREE Goal Setting Workbook. Work through each of the steps alongside this guide and you will be setting goals like a pro in no time. This workbook is designed to walk you through step by step the process for setting goals and breaking them down into manageable chunks. You will then plan out your next Quarter.
I recommend planning in quarters rather than whole years for several reasons.
One is that life changes, things happen and if you plan too far in advance, you might get off track which can be discouraging. Planning in quarters enables you to be flexible if life happens.
The second is that it is less overwhelming. Imagine seeing a whole 52 weeks all planned out in front of you. It doesn’t really look all that appealing does it?!
The third is that it is less time-consuming. Especially if that plan is going to change in three months anyway.
If you don’t fancy downloading the workbook, a simple pen and paper will do just fine.
Action Step: Print off your workbook or grab yourself a piece of paper/notebook
Reflect on 2018
When setting goals, the first thing you must always do (after downloading the workbook. Obvs) when setting goals is to reflect back over the past quarter or year.
Ask yourself the following questions:
- What was your biggest accomplishment over the past year?
- What worked well in your business over the past year? Why?
- What things did you do last year the had the biggest impact in terms of growth? Can you repeat them again or tweak them for better results this year?
- What were the most valuable lessons you had in the past year?
- What specific things didn’t go so well? Why do you think that was?
- What did you struggle with last year? How can you come up with solutions to these problems?
It is important to ask yourself these questions as you will gain much more clarity from them. Celebrating your achievements and what did work for you will help you know what to replicate with your new goals.
Reflecting on what didn’t go so well will enable you to learn from your mistakes.
Action Step: Write down your answers to the above questions either in your workbook or on a piece of paper
Time for a good ole Brain Dump
I don’t know about you, but I often find myself overwhelmed with too much going on in my head that I can’t see the woods through the trees (or is the trees through the wood?). I always feel much better after getting everything out of my head and onto paper.
Grab yourself a piece of paper, set a timer for 30 – 60 minutes and write down everything that pops into your head.
The reason why I want you to set a timer is that will make sure you get everything out. It is easy to write a few scrambled words on a piece of paper, however, if you make yourself write for a longer period, you will be surprised at what comes out.
- Goals you want to set
- Achievements you want to make
- Experiences you want to have
- Where you see yourself in 12 months time
- What you want to accomplish
- Projects you want to do
- Everything that is in your head
Action Step: Grab a fresh piece of paper (or your workbook) and do a brain dump
Now, let’s prioritise your tasks
Feeling lighter now? I try to do a brain dump monthly and before my quarterly planning.
Now it is time to PRIORITISE your list.
For EACH item you wrote down in your brain dump, ask yourself these questions:
- Is it in line with the purpose of my business and/or who I want to become?
- How big of an impact can this make in terms of revenue and/or growth?
- How much will this benefit others?
- How quickly can I get this done?
- Do I have the resources to get it done or do I need to invest in lots of time/money?
- Will this benefit me while I’m working on other stuff? (Passive income, email list growth etc.)
- What personal growth will this require on my end?
Remember, just because you cross something off right now, doesn’t mean you can’t pursue it later.
Your page should be full of crosses and highlights now!
Action Step: Write down your brand-spankin’ new list in order of priority
Set some goals
Right, now you have your shiny new list (in order of priority, how organised are you!?), now it’s time to get shizz done, baby!
- What are your 2 – 3 main goals for the year?
- What do you want to get really good at this year?
- How many email subscribers do you want to have by the end of the year?
- Pick 2 – 3 social media platforms. How many followers would you like to have on each?
- What are your income goals for the year? Where would it go? Give your income a place
- What would your business look like in 12 months if you do achieve your goals? How would your life look?
Action Steps: Write down the answers to the above questions
Break it down
Ok, you have your income goal. Looks scary, doesn’t it? That’s ok. It’s supposed to scare you! But we are going to make it a little less overwhelming in this section.
Breaking down your income goal
- Write down your income goal for the whole year
- Divide it by 12 and this will tell you how much you need to make monthly to achieve your goal. Less scary now huh?
- Now you are going to divide your monthly income goal by four to get your weekly goal. Even less scary now?
For example, your income goal might be $40,000 for the whole year. This looks pretty darn unachievable. However, once you get down to weeks it is just over $800 a week which breaking down even further is just over $100 a day.
Action Step: Write your income goal broken down on a piece of paper.
Breaking your income down into income streams
Next, you need to decide where your income is going to come from.
Remember, you will most likely have multiple income streams. Decide how much you want to make from each stream. If we go by that $40,000 figure again you may have $20,000 of that coming from courses, $10,000 coming from ebooks and the other $10,000 come from affiliate marketing.
You break it down however it fits your business and your products best.
Breaking down your income streams
- Choose your main income streams and write them down.
- Work out how much you are going to charge for your product/service
- Divide that by your income stream goal to see how many you will need to sell to reach your target
- Divide this by 12 to see how many you will need to sell each month to reach your income goal
Let’s take the figures we have been working with.
$20,000 of our income is going to come from courses. Let’s pretend our course costs $147 so we need to sell 136 to reach $20,000. Divide that by 12 months takes us to selling 11 courses each month, which if we break down even further is less than 4 a week. Phew! That’s not so bad. Looks doable now doesn’t it?
Action Steps: Break down your income streams
Plan your quarter
Guess what? It’s time to plan out the next quarter of your business!
Looking at your list of brand-spankin’ prioritised list you made earlier, schedule out your main projects for the next 3 months in your workbook or on 3 pieces of paper divided into four. Put Month One, Two and Three at the top of each page and Project 1-4 underneath.
The number of projects that you schedule for each month will vary from person to person because everyone is so different. But the most important thing to remember here is to allow more time for each project then you think you’ll need!
I recommend giving each main project a minimum of 1-2 full weeks, so you should never have more than 4 main projects per month. If a particular project will take months to complete, simply add it to as many weeks as needed.
Remember: Only focus on ONE main project at a time.
Underneath each weekly project, write down all of the SPECIFIC action steps that you will need to take in order to complete your project.
Start your specific action steps with action verbs.
For example, instead of writing vague “Plan my online course” write small, specific steps like: “Write the outline,” “Research topic ideas,” “Buy software to host my course”
Action Steps: Write each weekly project and specific steps in your workbook or on your piece of paper/notebook
Fill your planner
Huzzah! You have just planned out your next quarter! Now all you need to do is fill your planner with your tasks for the week and those goals will be achieved in no time.
I recommend keeping your workbook or planned pages handy and filling out one week at a time. This way you can be flexible if things come up. Do make sure that you schedule a time to show up each and every day towards your goals though.
Action Steps: Transfer your goals into your planner
Final Thoughts on Goal Setting
That wasn’t so hard, was it? Goal setting is actually rather fun once you get the hang of it. If you continue to do this quarterly you can ditch the overwhelm and get focused on your business.
Have you set your goals yet?
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More Resources for Goal Setting
- Free Slaying Your Goals Workbook by It’s All You Boo
- Free Review Your Year by It’s All You Boo
- My Free Goal Setting Workbook
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