Goal planning docHow I break a year of goals down into what I do today
This is the doc I actually plan in. Big, vague, high level things get split into year, quarter, month, week and day, across business operations, sales and marketing, and personal. Take it, make a copy, use it as your own.
- The exact doc I plan every year in
- Business, sales and marketing, and personal categories
- Year, quarter, month, week and day frames
- Free forever, no trial and no card
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Categories first, then goals, then actions
Most planning falls over because people jump straight to goals. I start with pillars, set a goal under every one of them, then break each goal down until it is something I can do on a Monday.
Business operations pillars
Staff, website, internal operations, AI and tax. Hiring and training sit under staff, SEO and improvements under website, and so on.
Sales and marketing pillars
YouTube, Instagram, Twitter, LinkedIn, networking, offers, pricing, case studies, referrals, cold email and revenue.
Personal pillars
Health, wealth, romance, personal growth, things to buy, reflection, adventure, family, travel and friendship. Leave these out and they get lost.
Year to day, one doc
Yearly goals feed quarterly, quarterly feed monthly, monthly feed weekly, weekly feed the seven days of the week.
A worked example
Hire a general manager, broken all the way down to "outline everything the GM needs to do for client onboarding" on a Monday.
A rhythm you can keep
Year once a year. Quarter once a quarter. Month once a month. Week once a week. Day once a day. That is the whole system.
The five levels in the doc
Yearly frame
One day at the start of the year, every category gets a goal. That is the only time you think this high level.
Quarterly actions
What has to be true in the next 90 days for that yearly goal to still be on the table.
Monthly and weekly
Each month takes the next chunk of the quarter. Each week only ever looks at the month, never the year.
Daily tasks
Day one through day seven. Knock them out and the yearly goal moves without you thinking about it.
One goal, all the way down
Year
Hire a general manager.
Quarter
Clear SOPs on what I do and what a GM would do.
Month
Write down everything I want a GM to own.
Week
Cover client onboarding first.
Day
Monday: map out the client onboarding process.
How it works
Enter your email
The doc hits your inbox straight away so you can make your own copy.
Make your own copy
Save it to your own account and swap my categories for yours.
Fill it top down
Year first, then quarter, month, week, day. Then only look at the level you are in.
Stop writing goals you never look at again
Free, copyable and yours to keep. It takes about ten seconds to get the doc.
Send me the doc
This is a doc, not a Miro board. Drop your email and we will send you the link.
No spam. Unsubscribe any time. We will occasionally send you email marketing tips we think are actually useful.