Goals management

[eduardotebaldi]

Hello my friends!

First, I apologize if there is already any topic like this. I couldn't find any.

I have been struggling in the past weeks to find a definitive way to file and develop my goals.
I am currently managing the following structure in my computer:

-Goals for the month
-Goals for the trimester
-General guidelines

All divided in categories. And after the end of each period, I make a report on the relevant events and goals accomplishment. I am also thinking on starting to do a weekly review on everything.

My categories are as little as possible: Health, Wealth and Relationships. I took this from a cold-reading book, and I found it to be very helpful. Each one can also be subdivided into inner and outer.
For example: inner wealth: knowledge
Outer wealth: Income, assets, properties, etc.

I also keep a Journal, that is important to the reports.

And I ask you: how do you manage your goals? Do you think my goal-setting is too short-term?

Thank you
Eduardo Tebaldi

[Orionjoel]

Hi Eduardo,

I like the way that you manage your goals now. It looks to be a good system, and I wish I could actually manage to keep a system going like that fr my self.

Do you think my goal-setting is too short-term?

I do wonder if deending on what some of your goals are, if a month or trimester might be to small amount of time.

For example your goals on wealth, it is hard to develop any decent sized goal to work on over such a small time frame. So for example maybe you decided a goal for your outer wealth is to purchase a house that you can rent to someone. Just say this property is $100,000 and you need $20,000 and the bank will lend you the other $80,000. For most people $20,000 is far to big of a goal to set for one month and they would likely set it was a goal for 1 to 5 years away.

If you are only setting goals 1 to 4 months out, then it is going to be hard to achieve larger goals like this in that time frame. Not saying that it is not possible, but could be very challenging. Where each month you may be setting a goal Save $1,000 or Invest $500 in the sharemarket, or whatever the goal is, if you set some longer term goals you could change the monthly goals to chunk down the longer term goals, eg Saved $1,000 towards the $20,000 deposit for a Rantal property.

[taylor]

I have a notebook in KeepNote that has 4 pages.

1. Values
2. Goals
3. Plans
4. Rules

I fill these in as clearly and simply as possible. They're all small focused pages.

Every night I write down my daily schedule for tomorrow on a notecard I keep with me throughout the day. I mark through things I accomplished and circle things I failed to accomplish. I can also write down my rules of behavior on the back and at the end of the day mark through any I kept and circle any I broke. Couldn't be simpler and works as a great reminder of what progress or lack thereof I'm making towards my goals. At the end of the day there's no excuses, just what you did or didn't do in black and white.

Do you think my goal-setting is too short-term?

I think the foundation for plans has to be a goal that exists after your death so that you get the maximum long term perspective. Only once you decide what you want when your time here is over can you clearly see what you should do today. Though maybe this brings up too many existentialist questions for some, I like to start at the end and from that, work my way back to present day goals.

[XXIII]

Originally Posted by taylor

I have a notebook in KeepNote that has 4 pages.

1. Values
2. Goals
3. Plans
4. Rules

I fill these in as clearly and simply as possible. They're all small focused pages.

Every night I write down my daily schedule for tomorrow on a notecard I keep with me throughout the day. I mark through things I accomplished and circle things I failed to accomplish. I can also write down my rules of behavior on the back and at the end of the day mark through any I kept and circle any I broke. Couldn't be simpler and works as a great reminder of what progress or lack thereof I'm making towards my goals. At the end of the day there's no excuses, just what you did or didn't do in black and white.

I think the foundation for plans has to be a goal that exists after your death so that you get the maximum long term perspective. Only once you decide what you want when your time here is over can you clearly see what you should do today. Though maybe this brings up too many existentialist questions for some, I like to start at the end and from that, work my way back to present day goals.

Nothing like self reflection to keep you conscious and motivated.

[eduardotebaldi]

First of all, thank you for the feedback!

About buying a house, for example, I would put this kind of goal in my "general guidelines" categorie. That would cover 1-year to 5-year goals I think. So I would arrange my trimester goals to match that.
But I really think that is something missing from the long-term view. Maybe if I started to use a 6-month period instead of a 3-months it would be better. What do you think about?

Eduardo Tebaldi