Creating Effective Annual Goals That Will Stick

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As any good New Year rolls in, so do the Resolutions. But once you figure out that you need more than just a statement of resolution to make good and ambitious things start crack-a-lacking in your life, you’ll also realize that setting effective annual goals will be your best friend for a long time comin!

As a SAHM, making goals for yourself may sound or feel silly, but trust me–they’re not!! Even if your ambition doesn’t lie in career-type goals for the moment, really think about the other things that have been nagging at you the last year. Money? Getting organized? Taking an epic vacay? Learning how to cook Thai?

It’s time to really get serious about yourself, Mama!

 

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But first, let me say this:

Annual Goals don’t HAVE to be set at the beginning of the year! If you’ve ever worked for a corporation, you know that many businesses have what’s known as a ‘fiscal year’. It means they just go from some arbitrary date in the year back to that same date the next year for their ‘full year’. And if you need to do this as well, more power to you! I’ve said before that I feel waaaay more motivated in the spring-time rather than the New Year. So do whatever works best FOR YOU!

I’ve done a post already on a Mid-Year Goal Review, and honestly, this one is going to be similar, except more in-depth. Think about it–an entire year is sort of a standard mark for setting some pretty significant goals. And it’s also a pretty significant amount of time to look back on to review your habits, what you’ve accomplished, and what you’ve slacked on.

 

If you’ve already set annual goals at the beginning of this year, you should start with a Goal Review FIRST, which is where this post is going.

 

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If you’ve never set goals before, I recommend going through the ROPE Method mini-course (which is FREE!) This course will help you get some REAL clarity on your situation, how you got there, and how to move forward in a purposeful way. And it will walk you through the goal-setting process towards the end. {Scroll down and click on The Rope Method image for access.} This post is doing that towards the end, too, just starting in a different way.

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1. GATHER MATERIALS

To start with any annual goal review, you need to begin gathering all your materials and tools. By this, I mean your regular day planner or calendar, your goal planner, and any other things you need. {I’ll be doing a ‘Planner Review’ post soon, as I’ve gone through many, many planners to find the perfect one for myself.}

 

I particularly love using colored pens like THESE, highlighters, post-its, and the Lara Casey Power Sheets. I’ve begun using Trello, and absolutely LOVE it! {I’ll be doing a post on using that little gem soon.}

 

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And the most important thing you can do is schedule in a quiet time to sit and do your Annual Goal Setting and Review sesh. Which will probably mean getting a commitment from the other grown-up in the house to keep kids occupied and outta your hair!

 

Once you’ve got all that, I (obviously) recommend printing out my free Annual Goal Review Workbook. {Click the image below to download.}

 

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And what I’ve been working on in the past few months-again-has been The ROPE Method, which is so awesome for using during annual and mid-year goal reviews, but PaRTIcularly if you’re new to setting Annual Goals for yourself.

 

The ROPE Method is my totally free (for now) mini-course that walks you through the emotional and practical aspects of your life to figure out where you’ve been, where you really are now, and where you want to go.

To enroll for absolutely FREE (for now) click the image below!

 

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2. REFLECTION

When you look back at your goals from the past year, what do you see? Answer the following questions to get a bit more clarity on how your year went.

Are your goals relevant any more?

Did you stay on track?

Did you find that you want or need to add new goals?

What kinds of things worked out for you? Were there things held you back?

Could you do better on anything?

What do you need to avoid from now on?

What do you need help with?

 

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Taking a hard look back should help you reassess how your year went, and how committed you were to accomplishing those goals. It should also help you determine if you’ve been too hard on yourself, OR if you totally underestimated yourself!

 

Would you say that you could have done more? Or should have planned less?

 

3. RE-EVALUATE

 

Ok, so this is the part where you get to go through your past goals one by one and see what you may need to change or update. Do you need nix any of them? Change dates? Think any through to see if they’re in alignment with your overall life goal?

 

Next think about any obstacles that came up. What did you do to get around or through them? {Here’s a great post on working through fear and other obstacles getting in your way!}

Make some lists of things that worked and didn’t work, and things you need to do more of, and less of. This may be the time to set Resolutions (meaning you work toward this intention every day rather than setting a time-bound specific goal). Use the Annual Goal Review Workbook to map all these things out so you can get a better idea of things you need to change OR keep doing.

This tends to be the time people find they need to work on some habit changes as well!

Other posts you may be interested in...  5 Ways to REFOCUS Your RESOLUTIONS

 

4. NEW INTENTIONS

 

Now’s the fun part! We get to write down what our intentions are for the upcoming year, and actually create our MAPS for getting us there!

 

Write down every new intention you have for the upcoming year.

This is the time to dream about things, but also reign it in with some cricital thinking on feasibility. You may even need to discuss some of these things with your significant other before making them concrete goals. (Ex. Wanting to take on rental properties SHOULD include a conversation with your partner about all the financials and responsibilities that go with this, and ideally would end with a consensual agreement on the matter.)

 

Now create a goal for those intentions. Be specific and time-bound, most importantly. {If you need a refresher on SMART Goals, check out this 5-post series!}

5. ACTION PLAN

 

This whole part will entail listing your major goals, setting a loose time-table for them, and creating mini-goals, and micro-goals. Mini and micro-goals are basically benchmarks and tasks to get you to your main goal. Use the Workbook to work all these out.

{insert pic of goals written on worksheet + opt-in again}

Once you have your goals aaaallllllll worked out, take those dates for the first month and put them in your planner or calendar. NOW. Do this NOW.

And basically all that’s left is to actually EXECUTE all those shiny new tasks!

I do recommend reviewing your progress every month. This will tell you if you’ve been a leeetle too ambitious, or if you need to push anything back due to unforeseen issues. It will also tell you if you can do more to achieve your goal faster!

Now go through your checklist and make sure you’ve done everything for your Annual Goal Review…

Good?

Woo-hoo!! On to the next year!!!

Know somebody who could use help setting annual goals? SHARE this post!

 

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