HOW TO TRACK GOALS
A STEP-BY-STEP GUIDE TO TRACKING YOUR GOALS
STEP ONE - LIST THE MAIN GOAL
So we have our own bespoke goal tracking template which we have set up and built on notion. We have created this so it’s not only incredibly easy to use; but also so that the bespoke formula and database links mean that you can make one change that is reflected across all of your databases, but also you can track progress visually and with percentages. We favour notion as it’s something that grows with you (all our templates can be layered on top of each other) and also means you don’t lose any information, no flicking between pages, no remembering where you wrote something. Everything in our template is built to facilitate the simplest, fill-in-and-go products which mean you can just focus on what you need to get done.
- So, step one – write your goal down. In whatever format you decide, write down your goal.
- Now think of a completion time. This doesn’t have to be an exact date, it doesn’t have to be immovable, but keep it succinct but vague, scary but achievable. Put a date where you will be in that future state
- Re-read and make sure it excites you
STEP TWO - LIST YOUR MINI GOALS
- Now you have your goal written down, go back to where you set up your goals and write out all the steps to get to that goal. In case you missed that part HERE is the link.
- For each goal (and this is why we use notion because you can create a separate card for each goal and easily add in your mini-goals as cards within that card (it sounds way more complicated than it actually is, we’ll show you how don’t worry))
- For each step give yourself a deadline – again make it make sense. Look at your calendar, what you’re committing to in the next few months, and be realistic but punchy with the deadline you set yourself
STEP THREE - LIST OUT YOUR TASKS AND DAILY PROCESSES
Now you need to add in the tasks you need to complete to get to those steps on the way to your goal. Don’t go through every single step and write in your tasks but do it in sections.
- Go mini step by mini step and write down the tasks you need to complete to get complete that step
- Add in a due date
- Check what overlaps to see if you need to add any daily processes to your morning routine
STEP FOUR - SET UP YOUR WEEK
We’ve set up our Good Mornings template and our Goal Tracking template so each of the cards translate into a master to do list that can be seen as both a list, and a calendar, this way we’ve skipped this section and automated it. But just incase you’re not using our template yet, this is the process of setting up your week
- Chose ONE task to do each day, and a meaty task, not just writing out a list or posting something,
- Alongside your morning routine, add in any daily processes you may have that help get you to your goals/steps or tasks (i.e. reading, researching, consuming content)
- Look ahead at any due dates or deadlines you have coming up, make sure you have the time, resources, and tools to complete these.
STEP FIVE - TRACK YOUR DAYS
Each day is an opportunity and every morning is a reset, we track daily because we’re all about the marginal gains and compound growth. With our system you can see each day set out, but at the end of each day you should be tracking your day.
- Check off any tasks you have completed
- Look ahead at what you have for tomorrow, assign your one task if you haven’t already
- check in on any upcoming things
- take a few minutes to make note of how your day went, anything that helped, any obstacles, any distractions, any way you’re feeling
STEP SIX - EVALUATE AND ADJUST
The final step in the goal tracking process is to put time in to evaluate and adjust. We do this on a Sunday but you can do it on any day that makes sense to you.
- Go through all the due dates and deadlines you’ve set to see if you’ve been realistic with your timeframes
- Check on all your tasks and daily processes, how are they being integrated, are they seemless, are you getting one thing done a day
- Make note of any obstacles you’ve written down. What can you change? What can you do differently?
- Go through things that have worked, where can you double down on this? How can you get into these flow states more? What made a difference?
- Adjust anything you need to, deadlines, tasks, steps, make sure that you are still doing it all on your terms.
- Take a minute to reflect on the why. (if you’re in our notion template this will be on your goal card). Put yourself in your future state to motivate yourself for the week ahead
Goals are good and great and get you to where you need to be, but setting goals without a process to track and manage them is close to pointless. Our goal tracking and managing tools keep you on top of your goals and help you enjoy the process to achieving everything you want to.