Continuous Goal Task Planning

I don’t put a lot of value in New Year’s resolutions. I think they mostly fail in a short amount of time for a variety of reasons. Also, this TED Talk by Derek Sivers has stuck in my mind as a reason to set goals and not tell others about them. It is easy to get excited about our personal goals and share them. I suggest thinking about why you are sharing your goals and share when you feel like it may help you obtain them.

My life strategy is to treat each day as a gift of a new beginning. Every day I have a chance to make improvements in my health, treat others better, learn something new, and much more. It is so much less pressure to spread out my personal continuous improvement equally throughout the year. To continuously track my goals, I use the template below. This templates breaks up my goals into health categories:

  • Financial
  • Physical
  • Mental/Emotional
  • Spiritual

Goals that fit into these categories should ideally have some sort of metric to track if the goal is obtained. Example: “Save $500, run a 5K, etc.”. If I can’t come up with a metric, that is okay. I do try to update the goal with a metric if I decide to keep the goal long term.

Next, I take those goals and create goal tasks. Goal tasks are the action items that specifically fulfill my goals. They may turn into tasks in OmniFocus or time blocks in my calendar. I have found it important to block off time for my work and continuously evaluate if the amount of time blocked works well. I break out goal tasks into daily, weekly, monthly, and annual tasks. It is unrealistic for me to think that I can work on every goal, every day.

I also include some ground rules for my goals. I left those in my template example below since they are mostly static for me. These rules help remind me that it is okay to not be perfect. There is no way for me to expect to always meet my daily, weekly, monthly, and even annual goals. If I don’t meet a goal, I evaluate why and how important that goal is going forward. I can make adjustments at any time.

Lastly, I have a section for future goal ideas. This is because I can only have so many goals over a period of time. If I don’t limit my goals and make them realistic based on my current life situation, I will not complete any of my goals. In the end, this is a guide and helps me to keep focused and move forward. I have no expectations except that my life situation may change and as a result these goals and goal tasks may change.

I hope this helps you think about how you can realistically set goals and allow yourself permissions to make adjustments along the way.

# Continuous Improvement Template

## Goals

### Financial
* item1
* item2

### Physical
* item1
* item2

### Mental/Emotional
* item1
* item2

### Spiritual
* item1
* item2

## Tasks related to goals

### Daily
* item1
* item2

### Weekly
* item1
* item2

### Monthly
* item1
* item2

### Annual
* Goals review

## Rules
* If I miss a goal task, that is okay.
* If I repeatedly miss a goal task, I need to revaluate the importance and scheduling.
* Create margin by timeboxing goal tasks and creating space without devices
* God must be a part of all aspects of life.
* I must have margins in my life
   * See: https://shawnblanc.net/margin/

## Future Goals
* item1
* item2

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