How do you manage your goals?
I am curious how people manage both their personal and business goals. Do you create a list and print? Excel? Word document? Other? Goals could be as simple as: running a 5k, vacationing in Paris, or revenue for 2015 will be $250,000.
There is an element of visualization in managing personal and business goals. It helps to see the list frequently as a "friendly" reminder. I use "sticky notes" on the computer to track to-do's and have one with goals. It would be an enhancement to have goals on a different colored note.
For me Excel and Word would be overkill for "goals." I use both, however, to mange tasks and projects. My business plan is in Word but I also keep data in an Excel spreadsheet where the ability to filter and hide data at will is helpful.
- The Pragmatic Web Designer
I believe in setting OBTAINABLE goals. This time of year everybody makes a news resolution to loose weight, or make life changing things about themselves. Very few of these things actually happen. The goals for business are different. I believe in starting at a goal you know you can reach, some plateau milestones to get you to the top of the mountain. For example, I want to increase my revenue this month by 10%. Thats an obtainable goal. Then I say ok, next couple of months lets bring that to 12% and so on...
Set SMART (Specific, Measurable, Achievable, Relevant and Time-bound) goals for yourself, and you need to commit to executing these goals, else it will be a paper exercise.
You also need to identify what's preventing you from achieving this goal - for e.g. is it lack of funds? And how you are going to get through it?
For example, the SMART goal could be Vacation in Paris.
The person in charge of this is you.
Set the date you would like to go on the vacation.
Track your success.
If these were the steps, identify a travel partner (if you don't want to do it alone).
Arrange funds for the trip.
Put a tick against each step.
Do get in touch if you feel I can help you manage your goals.
"Defining goals defines your limitations." I don't remember where I read it, but it's center on the board above my desk. Commit to a process instead of a goal. Here is an article that explains it well. http://jamesclear.com/goals-systems
Often in my case it's a simple matter of a list, followed by a timeline. i.e. Sell 3000 books by June 10th, timeline is divided as weekly goals of 115 books. (etc) As time goes by I often revamp the list to check for new or more realistic goals until I figure out how to compensate. Usually this gives me about 2 months of warning to change strategies.
Bill, I do it enough for my clients so I treat myself and do the same. I actually put together a power point deck for my company goals to include a dashboard to monitor my performance with respect to monitoring my outcome towards company goals(metrics). It's just a simple 5 page power point overview, that I do at the end of the prior year (Dec) and refine and finalize it for the beginning of the new year ( Jan) for that years goals (budget, new business, market share, training etc.).
In terms of personal, I use a note book (usually one that I can carry in my purse or briefcase) I summarize my full year goals on the front page, then on subsequent pages I write down the tasks that are due for that month to prepare me for the completion of that goal. I like have quick access to it (notebook), but excel is wonderful as you can do this in a list and use the tabs for each month.
1 - Defining possible goals
2 - Planning step by step to achieve them
3 - Measuring the evolution of steps
4 - Redefining the plans in the light of developments of the route and changing scenarios
5 - Redefining goals (for more, or less) when necessary
The key to achieving goals is to make the as specific as you can. Create a description of your goal. What does it look like? Write it down -- and include every detail you can imagine -- details such as what people will be saying to you when you've achieved your goal; how you'll be feeling, what you'll be saying, etc.
Once you've cemented all this detail into your mind, you'll find that the myriad of decisions that you make as you move forward will be guided by your goal -- without having to give it a lot of constant conscious thought. It's like planting a personal guide in your brain to keep you on track.
As to your question about using Excel or Word, I recommend you use whatever is comfortable for you.
I create a plan with specific categories such as marketing, finance, networking, etc., and then I put the goals on a timeline...what needs to be done in 3 months, 6 months, etc. I also use a white board to keep track of high priority items.
Bill, I use a simple list BUT more importantly every day I review the entire and strive to make progress, even if slight, against ALL of them that day. For example, it could be as simple as responding to a mosaicHUB request for assistance ;-) Doug
In both my professional and personal experiences I have used the simple format of SWOT- Strengths, Weaknesses, Opportunities, Threats. You can Google this and find a format to use, generally a 4-box square, but you can just write them out simply enough.
Look at each section and define what they are. Then, set goals for yourself or your business to achieve each one or make the necessary changes.
One important factor that I teach and coach on is chunking it out. Don't expect huge results, immediately. Set a bunch of small goals for yourself to lead to the much larger goal and watch yourself achieve them all. Good luck!
Following golden tips for you:
1-First you clear difference about goal or aim and needs.
2-Calculate your skills and strength.
3-Design daily planner(Reference: Time topology)
4-Then Design weekly planner
5- Then monthly planner
6- Then annually planner
7- Then life planner
there are lot of if and but between or at the time of designing those planner so please read above book and analyse day at the end of each day...
I don't manage goals. I set them, usually to double my target and with a due date. Then I manage my activities necessary to reach my goals. Lastly, I celebrate whether I achieve them or not as failure is part of the proceas of living successfully.
You need not manage the goals and be the goals. Our goals should be part of our daily lives.When we get up,we need not be told that we have to brush,take bath and wear good clothes to proceed to work.
Similarly Goals must be part our life like we breathe every moment.Make the goals for personal and professional life.Identify the strengths you have,support you require from others in case of your week areas and make a plan to be the goals. Obstacles will come in your path and if you are willing to achieve,you will find possible solution.
Monitoring progress depending upon each goal is mandatory to take corrective actions.
I really don't set goals I just do what needs to be done. If i do set a goal it will be small and I make sure they are something I can accomplish without stress. I am motivated by my mission and once set I am off an running toward what i plan to accomplish. I do not like to waste my time or others time, you can't get it back.
If your goal setting is for the overall, strategic planing for a business, then before you can set goals, the organization has to first separate out the NEED versus the WANT. The NEED is critical to the survival of the business with an outcome of profit but on the level of "business as usual". Truly understanding the current operating structure of the business to meet the NEED to survive is critical first. (Too many high level executives make decisions to effect long term results without properly knowing the operations first thus cause disastrous, costly mistakes and can ruin a business) The WANT is determining where the business wants to be over a term. Knowing what is driving the WANT (The GOAL) is important in order to set the goals to meet the WANT. Then once the overall result is known, chunk it down to micro goals with a deadline for each. Every time a micro goal is reached and on time (and within budget :-), there is a great sense of accomplishment as you work towards the overall WANT goal. Each time a micro goal is met, the light shines a little brighter at the end of the long tunnel. And of course, all goals and projects should be systematically evaluated along the way to re-set goals and timelines as needed.
This method works for both business and personal.
Bill, honestly try a couple methods and see what works best for you. Depending on how far out I set my goal, I will use excel to keep track (especially if its a financial goal) and then break down what I need to do month by month or week by week to ensure I will meet my goal.
Something short term, I love to use colored post-its and keep them in my notebook or near my desk (at home) - I don't need people at work looking at my personal goals! Most importantly keep track of your progress.
Visualization is key. I set goals that I want to accomplish in the first 6 month of the year and others for the end of the year. To accomplish this goals I have weekly tasks and monthly milestones to keep track. I like using a task management system like Freedcamp to have everything in one place. For daily tasks, I just write them down on a piece of paper.
Develop your own personal and professional mission and vision statements...Project where you'd like to be along various timelines and measure your successes, and work toward understanding your strengths and weaknesses
Richard Stern- Suggest prepare a Plan and Budget,
Then a time and action calendar.
Finally an "audit" process to ensure the Plan is on track
When problems arise create solutions then implament an audit results