How to Create a Goal-Setting Planbook

Consider these easy steps to building a goal-setting planbook that works for your goals.

Creating goals is a healthy part of our personal and professional development because it helps us stay on track, build confidence, and make better life choices. Whether you are a goal-setter looking for new ways to accomplish tasks or you are looking to make productive adjustments to your daily routine, a goal-setting planbook is a perfect resource to help you stay on track.

With 2022 right around the corner, let’s look at how you can build a goal-setting planbook that works for you.
List the goals you want to accomplish

Begin by creating a list of goals you hope to accomplish over the next week, month, or year. These goals are unique to you and can be for your professional or personal life. To start your list, take some time to write out 2-3 goals that you have in mind. If you are having trouble thinking of any, consider things you want to get done at work, errands you want to see get crossed off, or small personal goals like reading three books this month. Make sure to set firm deadlines for each goal to hold yourself accountable well as build your goals timeline.

Consider any obstacles

Once you have written out and identified your goals, it’s time to consider what is standing in your way from achieving them. For example, if you are looking to read three books this month, consider any holidays, work events, or other commitments you may have. Creating a list of obstacles, dates, and time commitments can help you outline a routine that works for you and helps you make an effective plan of action to reach your goals. The same is true for any goals you set for work. You may want to consider separating your goal-setting planbook for any work-related objectives. This will help you stay focused on each individual goal and deadline.

Create a plan of action

Now that you’ve put those goals to paper and can visualize any obstacles, you’ll want to create a plan of action to help you accomplish your list of goals. A plan of action is used to build better habits, create your schedule for meeting your goal deadlines, and help you organize an effective daily routine to accomplish those goals. Creating smaller action steps that assist in reaching your ultimate goal will help you feel less overwhelmed and accomplish each goal faster. For example, you may want to block out 20 or 30 minutes a day to read your book of choice to help you reach your three books a month goal. This may seem like a small change that might not have much of an effect at first. However, it is the start of creating a healthy habit, a stable daily routine, and a life full of accomplishments you can be proud of.

Track your progress

Don’t forget to track your progress! Reward yourself for small accomplishments and continue to monitor your goal progress until they are all complete. A great place to track your progress is in your calendar by making notes in the margins and reminding yourself that these are the goals you are hoping to accomplish. Tracking your progress can help you visualize how close you are to your accomplishments and show you the success of your new habits.

Lastly, be proud of yourself for the goals you set and complete. Establishing goals and completing them can give you the confidence needed to find more ways to enhance your everyday life. These small changes are the perfect first steps in the direction of achieving your goals!

Our team here at MOOD is standing by to help you create a planbook and/or keep you on track with your planbook.  Reach out today!

And if you want to tackle a planbook on your own, here are some of our favorite resources:

The Full Focus Planner

Passion Planner

Daily Greatness Business Planner

Clear Habit Journal



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