Setting goals is easy! You take your dream, get specific, break out a realistic plan to get it, and then set a deadline. Executing your goals is the difficult part. It is easy to think about a big goal and write it down but big goals take a lot of time. Discipline and focus are essential for big, long-term goals, but it can be difficult to intentionally prioritize it and take consistent action. Have you ever had an annual review at work but by the time you have your next one you’ve forgotten the goals you set 12 months earlier? Annual reviews at work are great but you need a system in place to keep things in the front of your mind.
Years ago I started performing self evaluations each year. I would take time each year to reflect on the past 12 months and plan out the upcoming year. I found the routine extremely helpful but needed to do it more frequently. Over the past few years I’ve created, applied, refined, practiced, edited, and finalized my daily, weekly, monthly, quarterly, and annual reflection routines. It took me a while but I finally consolidated these reflections to measure what matters.
I created a downloadable template for anyone who wants to start this helpful practice. If you subscribe to my newsletter I'll send you a link to download your own copy! If you give it a try, I’d love to hear your thoughts on how it worked for you. Good luck and feel free to reach out if you have any questions.
Daily - I use the daily routine to help me create energy to start my day and perform a quick and simple evaluation at the end of the day.
Weekly - I use the weekly routine to reflect on my big wins, gratitude, growth, and list what I can improve. I then plan my priorities for the upcoming week and think about how I can bring extra value to myself and those around me.
Monthly - At the end of each month I assess each life category and write down a simple change I can make to increase the rating next month. It is almost impossible to figure out what you can improve if you don’t know exactly where you are. I do my monthly routine with the last weekly routine of the month.
Quarterly - I take time each quarter to review my big goals for the year. I celebrate my progress for each goal. I also have a fairly good idea which goal I need to continue, revise, delay, or delete based on the previous 3 months. I then plan out my next quarter along with my monthly and weekly routines
Annual - Each year I review my 12 monthly and 4 quarterly reflections to give myself an overall annual review. I then set out a plan for the upcoming year, quarter, month, and week to continue moving forward.