How to Set Annual Goals - 4 Steps

I cannot believe 2009 has slammed down upon us. There is less than 1 year left until the end of this decade. I want you to honestly ask yourself right now - are you the kind of person to grit your teeth, clench your fists and sprint to the finish or would you prefer to lie down and let New Years Day 2010 roll right over you?
I thought so, now here is a simple process for setting annual goals.
Step 1 - Decide WHAT matters most to you so you can align your actions with your intentions. I do this by reviewing my priorities. In my case they are:
1 - Family
2 - God
3 - Friends
4 - Work Ethic
5 - Education
Step 2 - Decide HOW you define success. You must specifically detail something measurable. You cannot use vague phrases like “do better, try my best, a lot”. Some of my examples in past years have been the following:
Family – At least 1 week long out of state family vacation for all of us
God – Attend Church X number of times this year
Friends – Host at least one sit down dinner with friends each month
Work Ethic – Accomplish X number of dollars in sales this year
Education – Read X number of books this year
Step 3 - Write these goals with check boxes representing the progress of your goals. For example, if you have “Sell $100K this year” put 10 little boxes in a row next to your goal so you can check off each 10K and feel the progress.
Step 4 - Carry them in your wallet or purse and review your progress at least once per week checking off your accomplishments.
Creating these generally takes me about 45 minutes from opening Excel to final printing. Below is an example of my 2009 goals.
Remember: Nothing great has ever been accomplished without a detailed plan. I guarantee if you do this brief assignment 2009 will be one of your best years yet.







January 23rd, 2009 at 11:32 am
[...] out Bill’s personal development plan. Share and [...]
January 23rd, 2009 at 4:01 pm
Brilliance is the simplicity.
4 easy steps.
I can do this.
January 23rd, 2009 at 6:12 pm
Just wanted to let you know how much I love this goal sheet. I am very goal-oriented, and have been looking for something simple and streamlined to keep all of my goals in front of me, but have (until now) been unsuccessful. I’m a Post-It note girl, and had 18 of them on the inside of my planner with all of my goals, and tally-marks beside my notes as I accomplish things. It got the job done, but it was complicated to say the least.
Your spreadsheet is simple, clear, and easy to read and update.
I am so glad that you posted it - what a difference it has made!!!
March 2nd, 2009 at 1:13 pm
Bill Parker you have streamlined the goal sh!t 4x over thank you and you have helped my decision on taking my job offer at quick an loans. instead of moping around at college I will work an go to school at night. every second counts!! contact me family!