Are you ready to crush your goals this year? If so, you’re going to love this free Yearly Goal Setting Planner Template I made for you. You can download it for free in our printable library! But hang on… Read the post so you can get the most out of your goal setting planner.
If I’m being 100% honest with you, I’ve never been much of a planner myself. But the truth is that every time I’ve planned something, I’ve felt lighter, and more peaceful.
In the past year, I’ve learned to plan things more. I’ve learned to try to plan, even if I fail.Planning things ahead will allow you to think about what it is that you want to achieve, and then trace a path that will lead you right where you want to go.Click To Tweet
When you don’t have a plan, you just walk where the wind takes you, therefore, never getting to where you really wanted to go in the first place.
This is why, I’ve been trying so hard to set goals, trace a plan, and work hard to achieve them. Having the Living Well Planner for about 4 months now has been huge for me. I’ve been a lot more productive and focused, setting goals and working to achieve them.
Because I love having important notes and plans right in front of me, I created the Yearly Goal Setting Planner template.
This is a free digital download (which you can get in our printable library) that I can print and stick it on the mirror board above my desk. This way, I can stare at my goals all day long every day, so I don’t lose sight of them even for a minute.
Before we get started, get your planner here:
Let’s take a look at the Yearly Goal Setting Planner template and how it will work for you
The Yearly Goal Setting Planner has 3 pages and this is what they look like:
The Yearly Goal Setting Planner printable is designed to be used to plan out your whole year. You set your most important goals for the year, break them down into quarterly goals, then into monthly goals and action items, then into weekly action items.
Let’s go over an example so you can get a better idea of how to use yours. If you prefer video, you can watch this tutorial right here (make sure to subscribe to the channel so you don’t miss the next videos):
If you prefer written content and pictures, keep scrolling down to read the article!
#1. Set your top goals of the year on the first page of the Goal Setting Planner
Ideally, you want from 3 to 5 goals there. Not more than that, otherwise, it becomes too hard to plan and achieve, and you can get overwhelmed and give up.
Now, those 3 – 5 goals have to be BIG GOALS! Here’s why…
If you plan HUGE goals and achieve them partially, you’re still going to be thrilled! Because you knew they were big goals. And achieving them, even partially has gotta count for something, right?
Now, if you plan small goals and achieve them… So what? They were so small, that they barely made a difference in your life.
Does that make sense? I have this philosophy with me and it works really well. I’m a big dreamer and I will never stop DREAMING big.
So dream big and set your top 3 – 5 goals for the year, like in this example sheet. (These are fake goals, just for the sake of this post. I used my own planner to plan my blogging goals. Not personal ones.)
In this example, the top 3 goals for the year are:
- Save $10k;
- Lose 10 lb;
- Meal plan for every day of the year.
Once you set your BIG goals, you can move on to the next step.
#2. Break down your BIG goals into quarterly goals and action items
For the sake of this post, I will do the first quarter only so you can get a feel of how this would go. Then, you can do your other quarters just like we’re going to do the first here.
If the first goal is to save $10k in the whole year, I would divide that by 4 and set a goal of saving $2,500 in QUARTER 1 and all the following quarters. Then, I would come up with action items that will allow me to achieve this goal. In this example, here’s what I came up with:
- Cut + lower bills
- Get a part-time job
- Sell extra things on the FB Marketplace
If the second goal is to lose 10 lb in the whole year, I would again, divide that by 4 and set a goal of losing 2.5 lb in QUARTER 1 and all the following quarters. Then, I would come up with the action items to achieve this goal:
- Start working out
- Eat healthier foods
For the third goal, this would work a little bit differently. We don’t have a way to quantify it like we did with the others. We want to plan meals for every day of the year, but we can start slow with this one and work our way up. For the first quarter, I would simply try to:
- Plan meals for 3 days of the week
Just so you don’t have to scroll up again, here’s the same picture so you can now focus on seeing what I did as an example on quarter 1:
When you’re done breaking down your goals into quarterly goals and action items, you can then move on to plan your months that make up each quarter.
#3. Plan your monthly goals and action items
Next, you will look at your quarterly goals and action items and break them down into monthly tasks.
Your plan for quarter 1 is to save $2,500. To start, you can divide that by 3 (January, February, and march) and plan to save approximately $850 per month.
Now, you create smaller tasks that would allow you to achieve your quarterly action items. For example, one of the things you planned to do in quarter 1 to save money was cutting and lowering your bills.
So for the month of January, you can work on lowering your grocery budget and canceling cable (you can keep Hulu or Netflix for only about $8).
Does that make sense? Then, you keep going.
Once you’re done planning out your monthly goals and tasks, you can then move on to planning your weekly tasks based on your monthly ones.
#4. Plan your weekly tasks on the third page of the Goal Setting Planner template
Again, keep working your way down with your goals. Breaking them down into smaller, achievable and action items.
This way, they will be so broken down, that you’re not even gonna feel overwhelmed. You won’t’ have to look at the BIG, scary goals and feel like you’re never going to accomplish them.
You can instead, take one step at a time, walking on the path that will lead you to achieve each and every one of your goals.
Start achieving your goals like never before with the Yearly Goal Setting Planner
I hope I’ve inspired you to break down your goals into achievable, smaller ones so you can actually conquer them this time around.