Creating a Goal Setting System
I’ m a goal-setting junkie, like I’m sure most of us are around January 1st.
Does this sound like you;
- Dream big about what you want out of life.
- Get a new notebook or planner and make a million lists.
- Decide THIS is the year you focus on you.
- Have a really great first few days or a week once you’ve picked your goals.
- Life gets busy.
- You forget about your goals.
- You get put on the backburner.
- Those notebooks get lost on the junk table.
- The end of the year comes and you have no idea if you’ve even gotten any closer to achieving those goals.
It sounds like me a lot of times too. I am the queen of buying cute notebooks, love to write things on my to-do list just so I can cross it off, and love to dream big. But I also love data. I love systems. And I love giving myself a gold star whenever I achieve even a small goal.
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Organizing Your Goals
I got tired of all the paper clutter and making lists that I never checked in on, so I knew that I had to find a system that would work better for me.
Trello is an online website and app that allows you to create charts, workflows, and organize anything in your life. It is PERFECT for creating goal charts that you will actually check, stick to, and accomplish.
If you’re typically a paper and pencil girl, stick with me on this. While Trello may move you into the digital age, it will also help you check in with your goals more and keep them organized. Trello lets me see what I’m prioritizing for the current and next few months, shows me where I may not be as balanced, and lets me have a massive thought catcher for things I want to accomplish, suggestions other people give me, link and website I want to check out, all while tracking my progress towards my goals.
Trello is perfect for us busy moms who already have a million things to remember. We don’t need another paper system that might get thrown away or colored in by our toddler. We need our own space that will sync up with our phones and give us alerts and reminders when it’s time to kick butt and work on us. It’s super simple to use and is much more streamlined than putting a million notes in your phone that you forget to look at (guilty!)
I want to share with you a step by step walkthrough on how I use and create boards on Trello to track my goals and keep my lifeless of a hot mess! I’ve already done a few other videos that you can check out on how I organize my prayer time, cleaning routines, and birthday party organization so make sure you go and read those too!
You can watch the video above to create the board with me or just read through the steps below! You also can directly copy my board and save it to edit with your own goals!
Step #1: How to Copy My Boards
If you want to copy the board, you’ll need a Trello account to do so but it’s free so that rocks. Once you log in and go to the link, head right on over to the right where it says SHOW MENU. Next, hit the MORE button and hit COPY BOARD. When you copy the board, you can decide if you want to rename it and where you want it to go. Feel free to use it as a template, to get ideas, and customize however you want!
Step #2: Create Workflow Cards
The first thing that you’ll want to do is create lists with all of the headings for your goals. I suggest creating a list of general topics such as;
I also like to create lists for the time frames I want to complete them. This allows me to really be focused on a goal because I can drag the appropriate cards over to either ‘This Month” or “Next Month” or even “December” and know that I have a plan for when I will complete them.
Under each list, create cards for that specific goal. For example, if your list is ‘health goals’ you could create a goal card that says ‘lose 15 pounds’, ‘run a half marathon’, or ‘track my meals’. Dream big and create whatever goals your heart desires! If you need help figuring out what areas of your life could use a boost or how to create goals, check out this series I did on just that!
Step #3 Breakdown Cards
After you’ve created each card, you can customize them to not only keep lists of things you need to do to accomplish your goal, but a timeline of when it will happen, and links you might want to check out. I tend to always add things to Pinterest but forget to go back to them when I need them! I like to add them to my Trello cards for that specific goal so, when I am ready, it’s just a click away.
I suggest putting a few checklists on each card. You can create one for things you need to do AND create one to track what gets done. For example, if a goal of yours is to read 2 books a month, you can have a checklist with books you want to read or that others have suggested to you and a second checklist that tracks if you’ve accomplished it. This might say “January Book 1” and “January Book 2”.
If you don’t track the progress to your goals, how will you know if you’ve achieved it! And instead of using a separate planner or checklist, Trello allows you to keep the to-do list AND the tracker in one spot!
On the right-hand side, you can also add in labels to organize what type of goal they are or maybe what month you want to complete the goal in. This will let you see a big picture of your goals when you glance at your board as a whole.
The right-hand column of each card gives you a ton of things that you can use to customize the card. You can add in a due date of when you will accomplish something or a LINK or IMAGE you want to go back to later! These are listed under ATTACHMENTS and, as I previously mentioned, are the perfect place to put blog articles or PINS you come across and want to check out!
Trello is a super easy and efficient way to track goals, progress, and remember to take care of what matters to YOU too! Hopefully, this tutorial helped you feel ready to conquer the world (and decrease paper clutter!)
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