Reviewing my 2018 goals - My four simple steps to stay focused

Ok so the key to achieving your goals is what is commonly referred to as 'GTD', (getting things done). This term is was phrased by David Allen and his best selling book Getting Things Done. At the start of this year, along with many others, we set up our goals for 2018. I also did the same for "Tidying with Tania" working out what goals I wanted to achieve this year.  I also set up my planners for 2018 , which for me are an essential tool in achieving my goals, plus I just love love planners! It's all well and good to have these great goals however you actually need to roll up your shelves and get on with achieving them. That my friends is the biggest challenge with goals ...the doing! To help me to focus on the goals and achieving them, I do a simply review or stocktake. So how am I going? 

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You may ask "Is it not too early in the year to see how we are going?"

It is the end of the first quarter of the calendar year, and time goes quickly, so checking in now can give you enough time to make any changes to ensure you can still achieve your goals by end of the year. In fact I would recommend checking in every month or at least every quarter (three months).

We don't want to make this a big deal so I ask myself four simple questions;

  1. Are the goals you set still appropriate? 
  2. What actions have you taken to achieve these goals? What worked? What didn't?
  3. What do you need to do to maintain your progress?
  4. What do you need to do to get back on track?

Are the goals you set still appropriate? 

This is pretty straight forward, simply look at the goals that you have set yourself and review them.  Now the big point here is not to change them just because they may seem too hard or you have lost focus. Just ask yourself do you still want to achieve these goals?.  It may be that you are not sure how to go about achieving the goal, again challenge yourself on that because to reach goals we sometimes need to get out of our comfort zone. You can read below how I have been working through that challenge myself.

It may be that the goal simply needs to be restated, e.g "run a half marathon", perhaps a more reachable goal could be to be "running at least 2 times a week between 5 and 10km by the end of 2018" . The latter is more specific and time framed and likely to be more achievable.

The other point to note is that you may have set yourself too many goals for the year. Therefore it becomes all a bit overwhelming. If this is the case then be kind to yourself and get rid of some or more them onto another year. I reckon three is plenty. 

There are also times where life events can turn our world upside down and so our initial goals we set are totally unachievable, no longer important or relevant. I think it's important to simply just acknowledge that and either put them on hold or get rid of them entirely. It's ok to let goals go and not feel guilty about it.

Then there are those goals that you have already achieved!  Big hug to you and well done you. Make sure that you go ahead and celebrate. Perhaps consider creating an new goal and maybe one that is more challenging! 

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In reviewing our 2018 goals, all three are all still important to us so we will keep them, so no changes to these for us.  I am however afraid that the "Project free Year" will be very hard to achieve. But that's what I would call a challenge goal for us!

What actions have you taken to achieve these goals? What worked? What didn't?

This is where you need to be honest. For us it has been a struggle for our Health & Wellbeing goal. We wanted to ensure that we had at least one day away a month and also complete a long walk/tramp once a month. However the first 3 months of this year has been full on renovations, and Pete's unplanned trip to China changed this somewhat. It certainly meant that he got some RnR, well sort of as travelling through China was not always restful. In the end we both still have not really rested and taken time out so far this year. 

Our Financial and Project Free year goals, again have been challenging due to the renovations. Certainly not maintained budget and there have been a number of small projects and extra things that Pete and I have had to do as part of the renovations. Geezzzz it's been an exhausting few months really!

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The learnings here is that we could have been more realistic about when we could start working on our goals.

It's also good to consider actions you did take that worked, so going forward you can continue to focus on those actions (things you did) that worked. One of the helpful things in terms of achieving goals and completing actions this year has been the use of my planners. My previous post detailed how I set these up and they have certainly been working well, particularly for my Tidying with Tania goals.

What do you need to do to maintain your progress?

So you have actually made some progress towards your goals. This questions helps us to focus on our motivation to ensure that we don't slow down on progress or get into a rut, take the foot of the peddle etc.

For me, I have worked hard on some of my actions that I need to do to achieve my Tidying with Tania goals, however I feel that I am losing the "energy", focus , mojo! because of what it takes for me to do them. This question helps me to go back to my motivation, my Why! I have thought about this and come up with two actions that I will do to help me maintain my progress.

  1. Put my vision board up in my office and have my motivation quotes visible
  2. Be more specific with the tasks that I need to action, break things down into more achievable tasks and spread them out over a longer period.

What do you need to do to get back on track?

Firstly if you are tracking well and you are happy with your progress towards your goals then carry on doing what your doing because it's clearly working.

However if, like Pete and I, you are still struggling this is where you need to make some changes. The key changes we are making is to break down the actual task and actions that we need to do and time frame them. This is a key element of successful planning and one that we certainly failed to do. To help guide you in this here is an simple example of the actions we are doing now in order to achieve our Health and Wellbeing goal.

  • Mark on the calendar and in the planner the chosen day per month - do this for each of the remaining months of the year. Therefore we now know in advance what day we will have away each month.
  • Add into my monthly planning review to decide on our walk and where we will travel too for the next month and add this into my monthly and weekly planning list.
  • Allocate an hour per month for research and planning

I am also doing a similar approach for my goals for Tidying with Tania. I have broken the goals down into actions per month, quarter and 6 months, however they are too general and I am having trouble with some in not knowing where to start. Therefore I am have done some research and reading and learning about functional planning. I will be turning these goals into projects and breaking them down into actions then detailing these actions into specific tasks. These will then be allocated out over corresponding months and weeks. I will be ensuring that I only allocate tasks that I will actually be able to achieve over a given month and week.  Undertaking weekly and monthly reviews of progress is important to help me to track my progress. It's the old "eating an elephant one bite at a time" 

One of the things that I will be doing is reading the Getting Things Done book by David Allen. I have an understanding and knowledge of GTD however never actually read the book so there is no time like the present. 

Another change I have made in the planner space, is using a filofax planner as an on the go wallet!  Stay tuned for an upcoming post on how I set this up and how I am using it.

I hope this overview of how I review my goals has helped you with your 2018 goals. I would love to hear how you are going with your goals. 

To help you to review your goals, I have created a simple and free check sheet for your to use, so what are you waiting for! Happy goal getting!

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