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Goals

Once you have personal clarity, now it is time to put your goals in writing. No matter what your goals are, they will be more empowering if they are “SMART.” This is the first step to working smarter not harder:

S – Specific
Be tangible and precise in stating your goals. General goals are not compelling.
M – Measurable
Set goals that are quantifiable. You need to able to know if a goal is accomplished.
A – Action Oriented
The best goals drive you to take action and do something concrete.
R – Realistic
Make your goals realistic but not pessimistic. The most empowering goals require a stretch to achieve them. Ask yourself what the probability of accomplishing each goal is. A 50/50 chance is best—neither too difficult nor too easy.
T – Time Bound
You must have a clear time limit or deadline for getting goals done.

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Annual Goals

You should set aside 1-3 days each year to think about and crystallize these one-year goals.

Get clear on your “Big Rocks,” those 5-7 key goals that you must achieve in order to feel that you have had a successful year. These are written in terms of gauges. Gauges are those goals that act as measures of your intended results (i.e., “I want to double my last year’s production.”). Accomplishing this type of goal is the desired end in itself.

Annual goals should reflect each of the key areas of your life. There can be many categories, but we have found the following 4 areas to be most useful:

Job – What will you do?
Business – What will your business or team do?
Personal – What do you desire to have happen personally (health, family, spiritual, educational, etc.)?
Personal Financial – What improvements do you desire in your net worth (reduced liabilities, increased investments, increased assets, etc.)?

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Monthly Goals

You should set aside 1-3 hours each month to rethink and further refine your monthly goals.

Focus on your methods of achievement: how will you position yourself in pursuit of your annual goals? Begin by breaking your annual goals down into their monthly increments. In addition, write down the key activity goals that will lead to those monthly results.

When deciding your monthly goals, remember to put first things first. Any goals that other goals hinge on would have higher priority. You should have no more than 5-7 monthly goals. And do not plan any more than one month ahead.

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Weekly Goals

You should set aside ½-1 hour each week to form goals for the coming week.

Weekly goals are all levers—actions or activities. Levers are those goals that are the mechanisms or how-to’s of achievement (i.e., “I will to contact 10 people each day.”). These weekly goals are the steps you will take toward your monthly and annual goals. Levers are the means to the ends.

Again, your weekly goals are not a to-do list, but rather a have-to-do list. Decide what you need to do that week to achieve your monthly goals, again remembering to put first things first. And limit your number of weekly goals to 6-8 key, measurable activities.

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Calendar

The next step in the process is to put the activities on your calendar. Time blocking is setting aside pre-planned chunks of time for the purpose of doing the essential activities, and it is the key to goal achievement. This is the power step beyond simply using your calendar to schedule meetings and appointments with others. It is making appointments with yourself to do your key activities (i.e., “9-11 a.m. – Make 30 prospecting contacts.”)

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