My Goal Setting Formula + A Monthly Goal Setting Freebie

My Goal Setting Formula + A Monthly Goal Planner Freebie | Rourke Planners

What is upppp! Happy Friday! Today's freebie is super awesome and will help you reach your goals. So I'm going to give you my formula for goal setting for each month - I'm working on a post about making large, multi-month goals, but let's focus on what you can do right now to make your August great.

So every month I make goals I want to accomplish for that month. Maybe this is a single, independent goal, or maybe it is part of a larger goal (e.g. doing meal prep sundays and eating well-balanced meals is part of a large goal of healthy living). I want you to think of what you want to accomplish this month and WHY. The why is sooooo important. Because a goal without a reason falls to the wayside so fast. Next part is what steps you can take. Start brainstorming what actionable steps you can take - because if you can't take actionable steps how can you achieve that goal? Alright so now my monthly formula....

I call my monthly process 1-2-3 goal planning. 1 big goal. 2 small goals. 3 habits. Totally doable. So what does this look like? Here's my example.

  1. big goal: finish all open home projects this month. why? because I'm tired of having junk all over, and I'd like to have friends over for wine. It would bring me happiness in the completion of the projects and peace of mind.
  2. small goals: (1) Eat well balanced meals. why? because I need to get healthier and I'm going on vacation in October and need to look good in a bikini.  Vanity thy name is Amanda and whatevs. (2) Blog post 3x a week. why? because I need to ramp up traffic, increase sales, and most importantly increase my stance as an organizing expert to create trust. 
  3. Habits: (1) exercise 5x a week. why? because health and looking good and endorphins (because happy people just don't kill their husbands). (2) Clean for at least 30 minutes every day. why? related to big goal, because my place is a disaster and WINE MUST BE HAD finally. (3) Plan the next day at the end of the day. why? because I get so much more done (especially before noon) when I have things ready to go on my to-do list, so I can't lie to myself and say it's fine if I sleep in or whatever, I don't have much to do. It's always a lie. And I know it. 

So now I have my goals written out (and yes, those are my actual goals for August). Now I brainstorm the to-dos of each goal.

Big Goal: Finish Projects - paint table top, paint bench, clear all extra paint from room and place in closet, find frame for print, do office DIYs from Ikea, buy subway tile samples, find companies for countertops. 

(notice that some of these have multiple steps in of themselves and some don't - that's OK, just be sure to break them down even further when you write them in your planner)

Small Goal: Eat well balanced meals - make grocery list & do shopping at stores and farmers markets every week, batch cook every sunday, make healthy snacks, write down all food consumed on planner.

Small Goal: Blog Post 3X a Week - brainstorm posts, make editorial calendar, write posts, edit posts, make post graphics, do any necessary photographing and editing, schedule posts, promote posts on pinterest and instagram.

Now you might be wondering, 'what's the difference between a small goal and a habit?' (e.g. eating healthy). I divide them by if the goal includes other to dos. So for example eating healthy does require a few steps in order to accomplish, while exercising really just involves waking up, putting on clothes I set out the night before, and getting my butt out the door for jogging (with a soft j). I may make a workout calendar, but then it's just following it. It's much more a simple task that doesn't require much preparation or forethought, and that's technically what a habit is - something that does not require any pre-frontal cortex activity. These are things that become second nature to us, but we must first make it second nature. Now, eating healthy can be a habit (i.e. the choice of healthy, nutrient food over bad, processed food), but I still need to shop and cook, so I call it a goal. 

So now we have our monthly goals written out on our goal planner, along with the why's. Now you can do this next part all at once at the beginning of the month, or at the beginning of each week. Write out your to-dos on specific days, even specific times. This would look like me writing in an Ikea trip one day, blocking off time Sundays for shopping and cooking, and writing in the 2 habits I want to work on each week. I know - you made 3 habits for the month but I only put in 2 spaces on my daily pages! Here's why - when you're trying to make new habits, it's hard. So I've found that 2 new habits, especially if they're big changes like getting up early and going running, are plenty for each week. If you want you can always make one of your habits a to-do and keep it written it, but I like to focus on 2 habits at a time, and once I feel like I've got a handle on it, I'll switch to the next one. 

In addition to the biggie of the goals on your Monthly goal planner, I also included a section for monthly to-dos (for both recurring and singular tasks, like renew licence plates) and a 'how I'll show love to' section. This section is a reminder to care for yourself, your family, your friends, your home, and mother earth. Yea I'm getting a bit granola on you. We can't just constantly drive towards our goals without taking a moment to slow down and appreciate what we have. So this might include a day of hiking and yoga,  organizing a brunch with friends, sending your sibling a care package, cleaning your windows and getting a bunch of fresh air in your place, & try to start composting. 

So on to the freebie! Because everyone likes freebies. This guy is available in Half-Letter, A5, Personal, A6, and Happy Planner Size. It's also part of my Daily Planner bundles (Fill In + Dated).  As always it's on Google Drive, so you can download it to your computer or Drive. 

Monthly Goal Planner Freebie | Rourke Planners
Monthly Goal Planner Freebie | Rourke Planners
Monthly Goal Planner Freebie | Rourke Planners

Happy Planner

So that's my monthly goal planning system. How do you set your goals? Any tips on achieving goals? Leave a comment below!