The Ultimate Goals Planner and Achievement Framework

The Ultimate Goals Planner and Achievement Framework

How To Plan and Execute Your Best Day, Week, Month, Quarter and Year

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This week’s post focuses on how to use the Crushing Motherhood comprehensive goals planner to achieve your short, medium and long term goals.

This is the motherload for planning & achieving!!!

  • The Bigger Picture
    • Why Plan
    • Why Set Goals
  • Yearly Goals Planner Process & Tips
  • Quarterly (90 Day) Goals Planner Process & Tips
  • Monthly Goals Planner Process & Tips
  • Weekly Goals Planner Process & Tips
  • Daily Goals Planner Process & Tips
  • Complementary ULTIMATE GOALS PLANNER & ACHIEVEMENT STEP-BY-STEP GUIDE (see the bottom of the post to download it)

Why Plan?

If you’ve read any of my other posts, you probably know that I *strongly* believe that planning is everything.

Can you relate to this? When I don’t plan, I’m

  • Stressed
  • Anxious
  • I work on the wrong things
  • I focus on what’s easy instead of what’s important
  • I just let whatever happens happen and it’s never as good as it good be – I’m not as present, I’m not as focused, and I don’t make progress toward what I want.
  • Not progressing toward my goals.
  • It’s like living in groundhog day (remember that movie?)

My clients tell me they feel the same.

We often trick ourselves by telling ourselves planning is bad:

  • Not spontaneous
  • It’s too controlling
  • It’s too much work
  • It’s too rigid
  • I’m barely surviving, much less able to do anything else
  • I can’t stick to the plan so why do it?

Despite these stories we tell ourselves, planning is liberating.

  • Help you use your time to its fullest
  • More downtime – isn’t this crazy?
  • More efficient use of your time
  • The ability to be present
  •  Accomplish what’s important, not just fighting the latest fire or doing what’s easiest to keep the list at a manageable length

To help you crush your planning and make it part of your life, a true habit, I’ve compiled all of my best planning resources for you in this post.

I’ll teach you how to manage time effectively, to live your best life.

Yearly Goal-Setting

The first step in the goals planner process is yearly goal-setting.

Truly effective planning starts with goal-setting.  Ask yourself:

  • What do you want want to accomplish in the the next 3-5 years?
  • In the next 12 months?

Do you resist this process?

I hear from so many clients and readers that they’ve stopped setting goals somewhere along the way and can’t remember why or when that happened.

Life took over.

I also hear from so many of you that you do set goals but you never look at them again.

If you want to stop living on auto-pilot and by someone else’s agenda, one of the keys is to set your goals and review them every week (and daily is even better!).

I have included several goal-setting worksheets in this week’s free download. You can use this as a structure to set your goals, and create the foundation you need for effective planning. Look at the bottom of this post to get this download.

Here’s a couple of articles to help you with goal-setting:

Use a BHAG To Accomplish More This Year

5 Keys to Accomplishing Goals in the Second Half of the Year

Quarterly Planning

The next step in the goals planner process is quarterly goal-setting.

So now that we’ve talked about why to plan and goal-setting, let’s start breaking it all down into a process.

The next step for how to manage time is Quarterly, or 90 Day Planning.

You just created your goals in the ‘Goal-Setting’ section above. You should have your goals for the year now.

Keep in mind, you can start this ANYTIME. It doesn’t need to be the beginning of a new year.

Now, look at the goals and break them down into a 90 day, or Quarterly Plan. 

  1. What tasks do you need to do in order to accomplish the goal? List them and bucket them into 3 columns – 1 for each month of the 90 days. Add due dates to each.
  2. What are the obstacles you might encounter?
  3. What strategies can you plan to work around those obstacles?
  4. What actions do you need to take to execute on this plan? Add these to your list from step 1 above.

I’ve included a Quarterly Planning section in the free download attached to this blog post. It will walk you through these steps. Look at the bottom of this post to get this download.

Also, here is a blog post that goes into more detail on 90 day planning.

How the Most Successful People Use a 90 Day Action Plan

Monthly Planning

The next step in the goals planner process is to plan out your month using your Goals and 90 Day plan.

I usually do this process in the last week of a month, for the upcoming month.

I put all of the tasks for that month in a monthly calendar. I  make sure the work is

  1. Spread out to give me room to complete them.
  2. I have some buffer in case something unexpected arises

I also set a theme for that month, to help keep me grounded toward my goal. For example, some of my past themes have been:

  • Relentless Routines
  • Massive Imperfect Action
  • Balance
  • I Am Present
  • Excited to Fail
  • Consistency

I’ve included a Monthly Planning section in the free download attached to this blog post. It will walk you through all the steps to prepare for your best month! 

Look at the bottom of this post to get this download.

Also, here are a few blog posts that give you more detail on planning a successful month:

New Month, New Goals: One Easy Way To Stay On Track

Monthly Toolkit: Make Massive Progress This Month

Weekly Planning

The next step in the goals planner process is to drill down into weekly planning. I do this on Sundays, as pat of my weekly start-up ritual. 

I know others who do this first thing Monday morning. Pick whatever works for you, just stay consistent.

The key to weekly planning is making sure that

  • You’ve looked at the whole week and identified any conflicts or mismatches that need to be addressed.
  • You’ve scheduled all of the actions required to achieve your goals and to-dos been scheduled.
  • You’ve taken actions that will avoid last-minute wasted time (e.g. ordered presents for birthday parties, ordered groceries, planned meals).

I’ve included a Weekly Planning section in the free download attached to this blog post. It will walk you through all the steps to prepare for your best month!

Look at the bottom of this post to get this download.

Also, here are a few blog posts that give you more detail on planning a successful week:

10 Easy Steps to Create a Weekly Schedule That Reduces Overwhelm

The One Mistake to Avoid When You Make a To Do List

Daily Planning

Finally, the last step in the goals planner process is daily planning.

The key to daily planning is to make sure you know your big picture (what you’re wanting to accomplish) and scheduling it all very explicitly.

  • First, schedule everything that’s non-negotiable. The things you MUST do, like dropping off kids at school or attending your weekly team meeting. (Pro Tip: Be sure to evaluate if something is really required or if you’re just doing it because you feel you should).
  • After you’ve scheduled the must, must dos, then start scheduling other appointments based on their priority.
  • PRO TIP: Sometimes we overlook important priorities in favor of the things we think we *have* to do. For example, if one of our goals is to be more present with our kids, but we haven’t scheduled that quality time, it’s not going to happen.
  • Think about what you can streamline and delete.
  • Identify your top 3, must-do actions. These are the things you commit to yourself to complete before going to sleep that day.
  • Finally, schedule each of your to-dos that you plan to accomplish that day. Without a set time (and amount of time), it’s going to be challenging to get what you need to do.

I’ve included a Daily Planning section in the free download attached to this blog post. It will walk you through all the steps to prepare for your best day!

Look at the bottom of this post to get this free download.

Also, here are a few articles to help you with the specifics of daily planning.

The One Thing To Do Daily To Increase Productivity

Not Enough Time in the Day? Try This Simple Tip.

Recap

In this post, we focused on the goals planner and achievement framework so that you can live your best life – filled with purpose and focusing on what matters most to you.

We covered the how to of 

  • Why Plan
  • Annual Goals Planner
  • Quarterly (90 Day) Goals Planner
  • Monthly Goals Planner
  • Weekly Goals Planner
  • Daily Goals Planner

All of this will work if you follow the system I described.

To make that easier, I’ve included the ULTIMATE GOALS PLANNER STEP-BY-STEP GUIDE.

Enter your first name and email address below to receive your free Ultimate Goals Planner & Achievement Guide.👇

 

Ultimate Goals Planner & Achievement System

Download the 21 page

Ultimate Goals Planner & Achievement System

Step By Step Guide to take yourself to the next level.

I'll also add to you to my weekly Mother Crusher Guide, which has tips for busy moms like you. I won't send you spam. Unsubscribe at any time. Powered by ConvertKit

Did You Know?

I’m a success coach for corporate moms. I work with other moms to create and execute the mindset, strategies and routines that are required get out of survival mode and achieve your goals, both personally and professionally.

Think of it as a re-set for ambitious moms who want to maximize what they do, who they are, and all they impact to make the most out of life.

The first step is to meet for half an hour to talk about your goals, obstacles and mini action plan. If you want to create your own mini action plan, here’s the link to schedule the free session on my calendar

I’ll coach you through building the plan and identifying your next steps. Then, we’ll talk for a few minutes at the end about what I do and if we might be good working together. I’m not a salesperson so don’t expect a sales call. I only accept clients who are a good fit.

This is time focused on you and your goals, and how to get to the next level. 

All The Links

Daily

Not Enough Time in the Day? Try This Simple Tip.

The One Thing To Do Daily To Increase Productivity

Weekly

10 Easy Steps to Create a Weekly Schedule That Reduces Overwhelm

The One Mistake to Avoid When You Make a To Do List

Monthly

Monthly Toolkit: Make Massive Progress This Month

New Month, New Goals: One Easy Way To Stay On Track

Quarterly

How the Most Successful People Use a 90 Day Action Plan

Yearly/Longer Term

5 Keys to Accomplishing Goals in the Second Half of the Year

Use a BHAG To Accomplish More This Year

For Pinterest

goals_planner

 

 

Download the Complimentary GOALS PLANNER & ACHIEVEMENT STEP-BY-STEP GUIDE

This 21 page guide walks you through the annual, semi-annual, quarterly, monthly, weekly and daily planning steps and optimization tips. (I might turn this into a book someday but for now you get it for being a reader of my blog!)

Ultimate Goals Planner & Achievement System

Download the 21 page

Ultimate Goals Planner & Achievement System

Step By Step Guide to take yourself to the next level.

I'll also add to you to my weekly Mother Crusher Guide, which has tips for busy moms like you. I won't send you spam. Unsubscribe at any time. Powered by ConvertKit

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