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? 

2018_planners_3.png

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! 

Our_goals_2018.png

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!

IMG_1404.jpg

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!

email signature mock up.png

Follow me on social media

Free check sheet

Goal review check sheet

Get you free simple 4 step check sheet to help you remain focused on achieving you goals

We won't send you spam. Unsubscribe at any time. Powered by ConvertKit

 

 

 

 

 

My 2018 Planners - Part one

Ohhhh lovely jubbly, this is for all you planner lovers out there and those that just wonder what all the fuss is about. In this post I am going to introduce you to my new 2018 Franklin Covey planner, and she is a beauty. I will take you through how I have set it up and how I use it to keep me organised. 

This is one of three planners I use. This one I use as my personal, catch all planner. I have a specific planner for Tidying with Tania and for my full time job which I will take you through in My 2018 Planners - Part Two post

2018_FC_Planner.png

 

The Planner

A planner is such a personal thing so finding the perfect planner for you can take some time. Let me tell you there is a never ending choice of planners out there. Yes, there are whole online businesses set up in this industry, I could go on but I will restrain myself today.  If you are interested to learn more about planners there are a number of You tube channels dedicated to planners, such as the planner spot , you can also just check out my Pinterest Planners board for ideas 

This year I have chosen to go with a Franklin Covey planner,  Blush Planner Love in the classic size (A5). It is a ring binder planner which gives me the ability to totally personalise it. I chose this planner for its style of binder and the inserts and dividers which were designed with My Mind's Eye who have the most gorgeous stationery. 

The Accessories 

Alongside the binder I purchased these accessories;

I use daily inserts but I did not like any of the options from Franklin Covey, as the lines are too small and I tend to write larger. I went on Etsy and found a great shop, Crossbow Printables that does nice clear and simple, and stylish printables and sourced their daily inserts.

 

daily_planner.png

 

I also made a few extra inserts and dividers myself for my cleaning schedule and budget. It's very easy to create using Google Draw in Google Docs. The dividers were made from a really lovely poster freebie from a house and garden magazine. The colours and picture just went perfectly with my planner. I just used the purchased dividers as a template and then laminated and labelled them. 

 

Dashboard.png

The Set up

I do have a very specific way that I like to set up my planner. It just makes perfect sense for me and means that I use it really effectively. How you use a planner is totally personal, however I have found seeing how others set theirs out really helpful and have taken some ideas that have worked really well for me. If you are wanting to get some ideas, just go on You tube and search for "planner set ups" . You will be there for years, just warning you.

So how do I set up mine? I start with a dashboard or in non planner speak, a front cover. It is also a place where we place stickers and the like. I also have my gratitude insert and planner title page at the front. Following on from that I have the following dividers;

  • Notes - this is my inbox 
  • Goals - one pager with our 2018 goals
  • This Month - Jan to Dec month calendars
  • This week - Jan to March weekly calendar (13 weeks)
  • Today - my daily planner - one month of dailys
  • Meal planning - weekly planner (13 weeks)
  • Cleaning schedule - one pager weekly list
  • Budget - monthly tracker
  • Projects - documents relevent  to current projects
  • TWT schedule - yearly view of my Tidying with Tania post schedule
  • Stickers envelope

 

Tabs_planner.png

The Planning

I have been a planner for years and as woman of a certain age I know what works for me. Some people take years to find "planner peace", yes that may seem like a oxymoron but it just means that your planner set up is perfect for you and you use it really well. 

My planning approach is all about ensuring that I start the week feeling in control and that I know what is coming up for me and family.  It starts on a Sunday morning over a cup of tea with me reviewing the months activities, updating any new appointments, events etc.  I often just note down things in my note page and on a Sunday just check this off. I then move into the week and simply write down what's coming up. I also do my meal planning so I can include this in the weeks view. The weekly to do's are also written up and I then go through and spread these out over the week, this really helps to get everything done.

So my weeks write up will include meals for each day, cleaning schedule, exercise times, appointments and my to do's. 

Every night I will set up my daily planner for the next day. This gives me space to work out what I do during the day. As I have to pack so much into my day this is a fantastic way of blocking out time to do the tasks and it keeps you on track. 

 

Planning_time.png

As we use a software programme for our budget, my budget pages are just for me to list out the cash that I need for each week and month, as we work off a cash system. I use the projects divider to hold anything to do with a current project. At the moment we are completing the renovations so I have all the business cards and renovation plans and budget in here, so I can easily get to the information that I need.

I hold my post schedule at the back of the planner, it's a year on a page and it simply lists out the dates that I have scheduled the posts. This is really helpful when I am planning and need to see what my week and month is going to look like. 

Due to the bulk created by inserts I only hold three months of weekly and meal planning pages. In fact that works really well for me as I am a 90 day planner. For the dailys I only hold a months worth. I just store the other pages and inserts on my planner box in my office.

As you can tell I love planners and love to plan, and yep I have three of them in use!!!  My next post I will take you through my other two planners so you can see how I use these, as they each are used in different ways.

I hope that you found this insight into my crazy planning passion interesting. Does anyone else plan like this? Are you thinking of starting a planner?  Do you want to know more about planners? I would love to hear from you, so just leave a comment below.

Have a well planned week everyone and happy planning

email signature mock up.png

 

Make sure you follow my on social media, links below where I have more fun and interesting information.

 

Giveaway 

Now for the most exciting news. I have a beautiful 2018 planner from Create 365 The Happy Planner, to giveaway this month to help you to plan and achieve your goals. All you need to do is to ensure that you have signed up to my newsletter below and you will go in the draw to receive this fantastic giveaway. All existing subscribers are included so you do not need to sign up again.

Giveaway_planner.png

Welcoming in 2018

I love New Year, not just because you can have a fun night celebrating, more for the fresh start and the blank canvas ahead and the energised feeling that you are going to achieve your goals...this year!  Now I do think that most people do actually give themselves some type of goal or new years resolution, even if not openly stated, however most of us fail to achieve them. Goal setting can be easy, achieving them on the other hand is hard, and it takes planning, organising and commitment. For us, this year, planning 2018 is going to start with reflecting on what we achieved in 2017.

Pete and I celebrating the end of 2017

Pete and I celebrating the end of 2017

 

Look Back 

Pete and I set three goals last year, and they were actually pretty full on!!

  • Landscape the West Side garden
  • Create the Potager garden
  • Plan and start the renovations 

Did we achieve them? Yes we did and it feels great. We are somewhat exhausted from such a busy year and do feel very happy with what we achieved. It really helps to reflect what you did achieve before your charge into the new year with more goals. There are things that we learnt that will help with our 2018 goals...like maybe have less! 

The question I ask is how did we achieve them, what made this work?

Setting a timeframe was the key to get us focused. We gave each one a date that we wanted the goal to be completed by. So for landscaping, that needed to be done by start of autumn, so we were not dealing with landscaping in winter. The Potager garden,  by October so I could get the summer crops in and the renovations underway by December. Another important issue is budget. Each of these goals costs to achieve so we needed to ensure that we had the budget for them. I think that is an important factor in setting goals. If, to achieve the goal, it is going to cost then you must factor that in, no point setting it if you do not have the budget for it...that's a real bummer as you just set your self up to fail and no one wants that.  Lastly we broke down the goal into tasks and focused on each task rather the overall goal. Doing each task took away that overwhelming feeling. This really helped with the landscaping job as it was a huge job.

So on reflection what worked well; setting timeframes, having a budget and listing out the tasks. 

Basically to achieve them we needed to run them like a project. Check out my post from Jan 2017 on goal setting as it helps to show you how we did that.

One of the other learnings was that we had three big goals and it has meant that 2017 was a huge year on the house and it took a lot of our time and effort...and money. Maybe a few less in 2018 would be good.

Look Forward

As with each year, Pete and I talked about our goals for 2018. One thing we agreed on was to have less, yep putting our learnings into practice. We agreed to three goals this year ;

  • Project free year
  • Financial goal
  • Health and Wellbeing

Ok the first one is not actually a goal, it's more of a don't do, however for us we have to have it as a goal as we do tend to want to jump into a project.....finishing the renovations on the house is big enough really!

The financial goal is a specific savings goal ...good thing that I have brought my planner supplies for the year and my new bag...!!

The biggest one, really important to Pete and I, is Health and Wellbeing. We really neglected that in 2017, just didn't have enough time away and down time. So we have got specific goals each month to do and they are very motivational and easily tracked to ensure that we do them.

What I have done is created an "Our goals" page in my 2018 planner and this is at the front so it keeps this visible to us. For those interested I will be doing a post all about my 2018 planner set up...this is coming up at the end of the month.

 

Our_goals_2018.png

On a final note, Pete and I still did the walk around the house, from that I created a master task list of things to do. There are only 6 items and they are simply one off tasks that will not take a lot of effort and time. We will just spread these out over the year so they are not a big deal.

I am still to complete a post of the landscaping of the west garden....that's because the lawn got a bit wrecked and I want to fix that before doing photos!!! Anyway it's getting there so expect that soon!!!

For the other projects you can see how we planned and achieved them in the following post;

Planning the Potager garden

Build and planting of the Potager garden

Our renovations plans

I hope my sharing of our goals and achievements has helped you in your ideas and goals for your 2018.

I thought that I would end with this great little quote;

"Setting goals is the first step in turning the invisible into the visible" - Tony Robbins

Happy Goal setting my friends!

email signature mock up.png

 

Get notifications on my new posts coming up and giveaways, just pop your name and email address below.

Join us on social media for even more awesome ideas and fun, just click on the links below

How to plan and achieve your goals for the year

Let's take you back to New Years day. You have great ideas on what you want to achieve, change and do this year...full of excitement and lots of goals for the year ahead. Forward a few weeks and it's nearly the end of January and well reality has sunk in and those goals just look like silly ideas that you are never going to achieve....But it actually doesn't need to be that way. Let me take you through how Pete and I plan our goals at the start of each year and more importantly how we actually achieve them.

 

Types of Goals

Generally speaking there are long term, medium and short term goals. These can be personal, career, financial or life goals.

Pete and I have a long term goal, which is to grow old and crazy together and drive our kids mad...no but seriously....

Ours is to be able to enjoy retirement together, which is a challenge as Pete is 10 years older than me. Therefore that means when I hit 55 I have to be in a position to have some flexibility with my career as well as financial freedom to enable us to have choices and time together. I know it sounds strange that at 47 I am thinking and planning for retirement however we will never achieve our goal if we don't. So each year we ensure that we are on track to achieving that goal and make changes as we need to.

My medium term goal is building up of my new business 'Tidying with Tania'. Pete is a Tradie and still on the tools so it's pretty physical work and he is not 20 anymore, so for him it's about hanging in to retirement and supporting his lovely wife. There will be a few trips thrown in along the way, like the Orient Express to celebrate our 25th wedding anniversary, or a tropical island holiday and doing the bike rail trails and the Tongariro Crossing. I'm sure we will add more.

We have also got medium goals for our home which we purchased 5 years ago, these are renovation goals.

Our shorter term goals are focused on the current year. How we decide on the goals and achieve them is what I will share in this post. It's not rocket science however it may be helpful if you are struggling with setting and achieving your goals.

 

Identify and prioritise the goals

As we are slowly renovating our house most of our goals for the year are based on the home. This year we have also included some RnR (Rest and Recreation) goals......that I`ll talk about in my Feb post.

Deciding on the house goals is really easy and fun. Pete and I do a "walk around" ...a what!  We literally walk around the inside and outside of the house documenting everything that we see that needs fixing, renovating, changing etc. 

The "walk around" with helpers in tow

The "walk around" with helpers in tow

 

The next step is to narrow down the list to the things that are a priority and part of your short to medium goals. For example at the 5 year mark our goal is to renovate the kitchen and upstairs bathrooms. 

It is year 5 this year so we know that this is likely to be our main goal so we do not want to load up too much around this. Last year it was painting the outside of the house, so that was the main goal, however I did manage to sneak in decorating my office.

We also align the goals to our financial budget which we set annually from July to June, so we allow for the cost of these goals.....it really helps to ensure that you budget for them, it's makes it much easier to actually achieve them.  

As an example our kitchen and bathrooms costs will be included into the 2017/18 budget, therefore the goal to the end of June will be to plan and get cost estimates.

Our landscaping of the side garden is already budgeted for in this financial year so the goal here is to finish the plan, buy the plants and complete the landscaping in autumn.

Our west facing garden awaiting landscaping this year

Our west facing garden awaiting landscaping this year

 

From the "walk around" there are a number of one off jobs which essentially make up our "to do list" and the actual goals we make into "projects" as they have a number of things that have to be completed to achieve them.

Documenting and Planning the goals

At this point can I just say how much easier this process is if you have a home folder or house file etc. If you want to create a really useful home folder just see my post here where I take you through the steps to create a folder.

We have a Goals and Projects section in our home folder which is where we list out all the "to do's" and the goals and actions needed. 

I then take the "to do`s" and put them into my yearly planner so we can break these tasks down over the year, makes it so much easier to achieve them.

For the goals it's really important to detail the actions steps that you need to take to achieve the goal. I have an example here of what we need to do for the goal of Landscaping the side garden.

Printable from  StrangeCharmed  

Printable from StrangeCharmed 

 

By breaking the goal down into key actions, you simply focus on one action at a time and before you know it you have achieved your goal. It's the old saying To eat an Elephant you have to take one bite at a time. I do find focusing on the actions and not the goal does help you to achieve it. The final point on goal setting is timeframes. You must give yourself a timeframe for the goals , so you can then work backwards on when you need to do to get the individual actions done. So for us the landscaping goal is to be completed by autumn. Therefore all the actions have to be done between now and May/June. The same goes for the plan and costings of the kitchen & bathroom renovation. We need to have this done by June when we work through the budget for the new year. 

Achieveing the Goals

Easy as! just focus on the individual action steps as I discussed above. If you are not convinced then let me illustrate.

Below is a list of all the goals that Pete and I have done since moving into our house, just on 5 years ago. And I mean what we actually did ourselves. 

Complete redo of the downstairs; [painting/wallpaper/shelving/flooring/upcycling furniture]

  • Entertainment room
  • Laundry
  • Toilet
  • Bedroom
  • Study
  • Office

Decorated the guest room upstairs - painting/made bedding

Reworked old ensuite to maintain until complete reno - wardrobe makeover/shower makeover

Complete and extensive redo of the sunroom - new ceiling/new wall linings/new flooring/make furniture covers/painting

Built and developed up two new vegetable gardens

Planted out new orchard

Built composting system

Built garden shed

Repainted all the external wooden windows and french doors (17)

Re stained the cedar [external cladding] on the top story and repainted the block on the bottom story. (250square metres)

Stained all new decks and stairs (4)

Re cabled the entire house

These goals were all achieved by having timeframes and key actions that we needed to do to complete the goal. So we just slowly worked through all the actions and over time we started to knock off the big goals, like painting the house!

We did get our awesome builder in to complete the laundry reno and replace and build four external decks and stair

 

So there you have it, planning and goal setting care of Pete and Tania !

I hope that you might find something useful from this that can help you to achieve your dreams through great goal setting.

I`d love to hear what your goals are this year and how you are going to achieve them.

Oh and Kiwis enjoy Waitangi Day and the lovely long weekend.