2017 Goal Tracking Workbook

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1 2017 Goal Tracking Workbook Welcome to the 2017 goal tracking workbook. This is the exact workbook that I use to set and track my progress towards success. It is intentionally simple. That's been one of my mantras - focus and simplicity. Simple can be harder than complex: You have to work hard to get your thinking clean to make it simple. But it's worth it in the end because once you get there, you can move mountains. Steve Jobs When you dive deep and choose the right goals, then determinedly focus until completion, you will find success. The struggle most people face is picking too many things to focus on and then not holding themselves accountable. I have struggled with the same temptations and that is why I created this workbook.

2 How to use the workbook (refer to numbering on included example) Theme: Every year I like to have a theme; some attribute or trigger word that reminds me of my overriding purpose. Some examples include: focus, love, commitment, prosperity, faith, health, provide, decide etc. Whatever focus word will draw you back mentally to your goals; an anchor word. 2. Big Hairy Audacious Goal: The idea made famous by Jim Collins in Good to Great. Pick a goal that is long term but also changes the nature of your life or business (I use 6-12 months as long term ). A goal that is transformational. This is more than just lose weight. This includes all the goal setting points of SMART (Specific, Measurable, Attainable, Realistic, &Time Bound). This is the most important step in the goal setting and tracking process. In the past I would set 3 BHAGs but found my focus bounced around too much and slowed my progress. I now set 1 BHAG and use the Daily Exercise (#11) to meet additional goals. 2

3 3. Week of: I fill this workbook out on a weekly basis and keep every previous week s copy so I can track my progress over the year and see when, where or if I get off track. Measure everything, because everything that is measured and watched improves. - John D. Rockefeller. 4. Weeks Remaining: I like to keep a running account of the time I have left in the year. Note: when setting shorter than 1 year goals (ex. 6 month) just adjust the weeks remaining accordingly Big Accomplishment/Week: I am a big believer in the compound effect of small continuous steps toward goals. I use numbers 5 & 6 to keep my progression forward. I look at my BHAG and ask myself what do I need to accomplish this week to keep me pointed toward success? For example: If my BHAG is to have 10,000 downloads per episode on my podcast what must happen this week to make that possible? Possible goal: schedule 5 interviews with A-list guests. 3

4 6. 1 Big Accomplishment/Month: Same as number 5 but larger and more involved. Think of this as the incremental goal to accomplish your BHAG. I like to look at my BHAG and divide by the number of months remaining, then set out my monthly accomplishments in advance. For example: If I want to lose 30 pounds by June 30 th I know that I need to lose 5 pounds a month to stay on track. 7. I am reading: Habit 7 of Highly Effective People, is sharpening your saw. The idea that before you can perform at a high level you need to fill your mind with ideas and creativity. I have been an avid reader for years and use this step to plan what I will be filling my mind with for the week. Give me six hours to chop down a tree and I will spend the first four sharpening the axe. Abraham Lincoln 8. I am listening to: I m a huge consumer of audio. I rarely listen to music in the car or while doing the dishes, but I do listen to audio books (through Audible) and podcasts. I often have so many episodes and books that I need to consciously sit down and determine which one to focus on for the week. 4

5 9. Skill development: The one skill I am focusing on during the week. I pick something that I am struggling with and I keep it before me as a daily reminder. Example: patience, faith, think before I speak, positivity etc day challenge: J This is something I picked up from Darren Hardy over 4 years ago and have had a lot of fun with. I choose 1 thing to give up (or commit to doing) for 30 straight days. Often people think I am nuts but it s a fun way to show myself that I am in control of my desires and impulses. Past 30 day challenges include: no sweets, no soda, increasing push-ups, letter writing, journaling etc. 11. Daily Exercise: The heart of goal tracking and accountability. I pick 7-10 daily exercises that relate to what I want to accomplish for the year. I suggest that at least 3 of your daily exercises relate to your BHAG. The rest can be other goals you have in life. Example: a goal to lose weight: 1- daily write down calorie intake, 2- daily exercise, 3- prepare meals the day before. Then, the remaining 7 could refer to things at work or other aspects of your personal life. This is up to you. There is no hard/fast rule. As a habit, I start my day reviewing my daily exercise and finish my day reviewing the entire workbook. 5

6 12. Notes: Weekly, I review the previous week; what worked, what didn t and where I need to improve and adjust. I then set my plan for the upcoming week. In the notes section I make some brief notes about feelings, wins and losses and big ideas gained during the week. This is just a short summary; more detail goes into my more formal journal. The Goal Tracking Workbook process has worked for me. I admit to many versions over the years with varied success but have finally found what works for me. But, you are not me (duh!), so I sent you the file in Excel as well as Pdf. Feel free to add, subtract or adjust to meet your needs. I continuously evaluate my BHAG and my monthly/weekly accomplishment objectives and reset my course. If I am off, I get back on. If I am on, I give my back a little pat and push forward. If you have any questions or thoughts on goal setting and tracking, I d love to hear from you. Look for me on Facebook or Twitter or reply to this . Stay Awesome!! 6

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