It’s a new year. And a typical time to set goals. But how do we do it effectively?
Are goals just a to-do list, or are they a list of things we hope will happen? How realistic should my goals be? How do I organize them?
These are the type of questions we’ll dive into for this goal-setting guide.
Goals help us focus and organize our actions and decisions and define our expectations and hopes. You can express goals on various time horizons, from “What do I want to get done today?” to “Where do I want to be in 10 years?”
On the shorter end goal look more like a to-do list. And this can be helpful if you just want to organize the day.
Because life can be hectic, identifying 1-3 things that need to happen today can at least prioritize the chaos. In the short run, this strategy can help avoid aimless busyness that comes from the tyranny of the urgent.
But how do we know what should be the goal for today? Ideally, this should flow from a larger, longer-term goal.
Most people overestimate what they can do in one year and underestimate what they can do in ten years. – BILL GATES
If taking a long-term approach is the most effective, how do we play the long game? Let’s begin by taking a step back and recognizing goals for what they are.
Goals define something we want to see accomplished. It's what we hope will be true in the future. This future hope perspective can be helpful, but it can also easily drift into becoming overly self-focused and achievement-oriented.
Goals help us focus and organize our actions and decisions
To set goals effectively, first set your priorities. Priorities anchor your goals to what truly matters. If you haven’t set priorities, pause and take my 5-day journey to living by your priorities. It will help you bring alignment between all your days and your everyday.
Now that you have your priorities in place, goals are scaling those down to be more actionable. There are many ways to do this, and I’d like to share my goal journey from the to-do list to OKRs.
I thrive on focus and clarity, which leads me to enjoy goal-setting. I also love learning, so I’ve tried several methods over the years. Today I want to share my journey in hopes that it will be helpful for you on your own goals journey.
Here are a few goal-setting techniques I’ve used.
These are ordered by how I experienced them. As I practiced each, I grew and learned more about what I needed in goal setting, both personally and as a team leader.
Goals define something we want to see accomplished.
I currently use objectives and key results at work and in my personal life. But I still incorporate many of the principles of the other goal-setting strategies. You may find one of the strategies more helpful for where you are in your journey and the decisions you’re trying to make.
Let’s dive in.
To-do lists are the most straightforward approach to follow, and they are great for organizing daily goals or a specific group of tasks.
The benefit of a to-do list lies in the clarity that comes from breaking down a goal into something you can do today, tomorrow, or next week.
To-do lists help us track and celebrate what we’ve accomplished. There is something just so gratifying about crossing something off the to-do list. This is why many people 🙋🏼♂️will write down something they just completed but wasn't on the list, just for the joy of crossing it off.
Wondering how to make an effective to-do list? I present you with the to-do list for making to-do lists.
It's really that simple. But don't be fooled by the simplicity. There is still enormous power that comes from clarifying what needs to be done, ordering it by priority and focusing on one at a time.
Identifying 1-3 things that need to happen today can at least prioritize the chaos.
This practice of writing down and prioritizing your to-do list isn’t that different from how a Scrum team prioritizes their product and sprint backlogs.
The simple power of the to-do list is why I created my MinmalList method. It provides a little more structure and constraint to leverage clarity, priority and focus better. You can make your one MinimalList note or order a pad online.
When it comes to to-do lists, you can take a low-fi paper approach, or there are plenty of apps if you want to go the digital route. Five apps that I recommend:
I started with to-do lists and still use them as a quick and easy way to organize my goals.
If you want to upgrade your to-do list skills, two great books are To Do, Doing, Done and Getting Things Done.
However, to-do lists are also limited in that you may end up writing down a lot of tasks without making sure they all contribute towards the larger goal. That is where the SMART goal system comes in.
The SMART Goals system is a time-tested method to help make goals more actionable. The acronym stands for
Using the SMART method, you can structure your goal and break it down into actionable steps more likely to lead to results.
To understand how to use the SMART goal system, let's look at an example of a goal.
Let’s say your goal is “I want to be in better shape.” This goal is too vague and not very actionable. How do you know if you moved toward being in better shape on a Tuesday?
There is enormous power that comes from clarifying what needs to be done, ordering it by priority and focusing on one at a time.
If we use the SMART system, it might become: “I want to train for a 10K race by running at least 15 miles per week and completing 5 yoga sessions each month over the next 6 months."
Now this goal is specific, measurable, attainable, relevant, and time-bound. You’ll know if you’re doing the work, and you can see how it leads to your desired outcome. That’s the power of SMART goals.
If you like simple frameworks like SMART goals, I encourage you also to check out user stories and acceptance criteria. They are both simple structures for identifying your goals' why, what and how.
Leadership isn’t a journey you should take alone. What if you had someone to come alongside you? I provide coaching to help you reach your vision, lead others and grow as a leader.
The strategic planning process is a more structured approach. It will feel like a big jump from the to-do list and SMART goals. It’s most commonly used for teams but also applies to an individual.
The process does an excellent job of identifying information that will inform your goals and the steps you will take to get there. One key advantage of the strategic planning process is that your plan fits on one page when completed.
To create your strategic plan, you define each part in order:
The strategic planning process was the preferred method for the organization I was in when I first began leading teams. It was helpful because the process is straightforward and well-defined, but I quickly began to adapt it using some of the following methods.
For a deeper dive into each piece of the strategic planning process, I have a post that will walk you through running your own process.
You can also check out the book Advanced Strategic Planning by Aubrey Malphurs if you want a really deep dive.
The vision frame comes from Will Mancini’s book Church Unique. It improves on many aspects of the strategic planning process and excels at fleshing out the vision in clear and compelling terms.
I find writing the vision very helpful when setting the direction and aligning new teams. It provides a tangible and compelling picture of where we’re trying to go.
The tool creates a “frame” around your vision. Visually this helps you focus on where you’re going and what milestones take you there. Let’s cover some of the critical elements.
Vision Frame Elements
I like the visual nature of the Vision Frame approach. I’ve used it leading many different teams over the years and still refer to it when setting up a new team.
If you want to do this for yourself or your team, I’ve written out the steps you can follow to create your own vision frame. I also recommend buying Church Unique and working through it.
4DX comes from the same people who brought us the Seven Habits of Highly Effective People. I discovered The 4 Disciplines of Execution (4DX) about ten years ago as a young leader. It filled the critical gap of execution. 4DX focuses on expanding from strategy (what we will do) to execution (how we will do it).
Here are the four disciplines:
The 4 Disciplines of Execution are beneficial for teams and projects that are more complex or require coordinated contributions from the team.
4DX focuses on expanding from strategy (what we will do) to execution (how we will do it)
The team I led ran 4DX for several years, which significantly impacted our goals and our team’s engagement. Some team members took a little while to get the hang of the lag measures. But once it clicked, we were able to see the daily impact of our actions on a four-month-long goal.
If you’re interested in applying 4DX personally or at work, I’ve elaborated on each discipline, and I recommend getting the Four Disciplines of Execution book.
The creating clarity concept comes from Parick Lencioni in his books Silos, Politics and Turf Wars and The Advantage. Side note, if you’re not familiar with Lencioni, take a moment and check out his leadership fables. They are easy to read, or listen to, and have a ton of practical wisdom for leadership.
You’ll see some significant overlap with each of the previous models. However, there are some helpful additions and nuances to the creating clarity process.
The clarity comes from answering six questions:
Answering these questions provides a framework to set goals and lead your team. The answers to these questions should align with each other and fit on one page, providing structure, focus, and clarity so that everyone can move in the same direction.
Creating clarity is an excellent tool for teams that must maintain focus on strategic goals. It keeps everyone aligned, accountable, and motivated toward achieving their objectives.
It has a lot in common with the vision frame, but Creating Clarity is a comprehensive framework that stands on its own. I like how it identifies the values driving individual and team behavior.
For this reason, I often combine Creating Clarity with other frameworks. In particular, I like to combine it with either 4DX or OKRs.
The last goal-setting strategy I want to share is the Objectives and Key Results (OKRs) method. This system was pioneered by Intel in the 1970s and popularized by Google in the early 2000s.
OKRs share many similarities to 4DX, and both are scalable across teams and organizations. But ORKs are lighter weight and thus a more adaptable system.
This approach focuses on setting a big, audacious goal (the Objective) and then breaking it down into smaller, achievable tasks that will move you toward the goal (the Key Results).
Ideas are easy. Execution is everything.
– JOHN DOERR
Objectives identify to goal to achieve. They’re usually one sentence, specific and actionable.
Key Results describe how the objectives are achieved. They are specific, quantifiable, and time-bound. When reviewing key results, it should be immediately apparent whether or not the result has been reached.
OKRs are great for teams who want to focus their efforts on a single, ambitious goal. They’re also helpful when coordinating across multiple departments or stakeholders to achieve a shared outcome.
The beauty of OKRs is that they are flexible and iterative. You can adjust the objectives or key results as needed to ensure you’re on track. They also provide a clear sense of progress and momentum, which can motivate your teams.
OKRs feels like a sweet spot to me of lightweight but fully integrated. I use it for my personal goal-setting, and it’s what I most commonly recommend to organizations I work with.
The framework is simple to learn and communicate but requires a high level of commitment to succeed. If you’re interested in learning more, I walk through the OKR process in more detail. I also suggest reading John Doerr’s book Measure What Matters or checking out his website.
I run Scrum both at work and at home. OKRs are my roadmap.
My sprints still have goals, and they often come from the key results I’ve set. Before that, I used the Vision Frame to set the direction and 4DX to get there. And I mixed a fair amount of flavor from the Advantage.
Whether you pick one of these goal-setting methods or create your style, I encourage you to take the time to set goals for this year. Then share them with someone else.
Pay attention to how it feels when you say them out loud to someone else. And ask for feedback. Seeing your goals through someone else’s eyes helps uncover blindspots and may generate new ideas for reaching your goals.
Whatever goal-setting strategy you choose, the key is ensuring that it fits your or your team and helps you achieve the desired outcome. Take a look at all of them – or better yet, combine them – and find the right system for you! Good luck! ;-) ! :)
I’d love to hear what goals you set for this year. Let’s connect on LinkedIn and take the journey together.
Goal setting is the process of identifying specific, measurable, achievable, relevant, and time-bound objectives that you want to achieve. It involves determining what you want to accomplish, defining clear objectives, and developing a plan for achieving those objectives.
By setting goals, you can clarify your priorities, focus your efforts, measure progress, and ultimately achieve success.
Goal setting is an important skill that can help you in both your personal and professional life, enabling you to make progress towards your desired outcomes and improve your overall performance.
Learn more about how to effectively set goals.
Goal setting is important for several reasons:
In summary, goal setting is important because it provides direction and focus, increases motivation, enhances productivity and performance, provides a sense of purpose and meaning, enables personal growth and development, and increases confidence and self-esteem.
Learn more about how to effectively set goals.
There are many benefits of setting goals, including:
Overall, setting goals is an important tool for personal and professional growth, enabling you to achieve success and realize your full potential.
Learn more about how to effectively set goals.
Absolutely, goal setting can indeed help you find direction in your life. Goals act like a compass, guiding you towards the things you want to achieve and helping you determine the path to get there. Here's how goal setting can provide direction:
So, if you're feeling lost or unsure about the direction of your life, setting some goals might be a good place to start. Remember to make your goals SMART (Specific, Measurable, Achievable, Relevant, Time-bound) to increase your chances of success.
Learn more about how to effectively set goals.
Setting goals is an important process, but there are several common mistakes that people often make. Here are some of the most common mistakes:
By avoiding these common mistakes and setting clear, realistic, and aligned goals, you can increase your chances of achieving your desired outcomes.
Learn more about how to effectively set goals.
Goal setting is a powerful tool that can lead to success in both your personal and professional life. Setting and achieving goals has been a significant part of my personal and professional life.
When done right, goal setting can act as your personal GPS, guiding you toward success in both life and work. With clear objectives, you can navigate your path and make consistent, intentional decisions that lead toward the life you want to live.
Here's why goal setting is a game-changer:
But for this to happen, your goals must be clear, actionable and your own.
Below, I’ll give a more in-depth look at five benefits, three pitfalls, and an opportunity I believe will help you not only set but also achieve your goal.
Let’s get started. Here's how setting goals can be your ultimate success tool:
Aligning your goals with your values and passions is crucial to ensure long-term motivation and satisfaction. Here are some steps to help you do this:
Remember, when your goals align with your values and passions, you're more likely to feel fulfilled and satisfied when you reach them. It also makes the journey towards achieving your goals more enjoyable and rewarding.
Learn more about how to effectively set goals.
Absolutely, goal setting can indeed help you find direction in your life. Goals act like a compass, guiding you towards the things you want to achieve and helping you determine the path to get there. Here's how goal setting can provide direction:
So, if you're feeling lost or unsure about the direction of your life, setting some goals might be a good place to start. Remember to make your goals SMART (Specific, Measurable, Achievable, Relevant, Time-bound) to increase your chances of success.
Learn more about how to effectively set goals.
Prioritizing goals can be a challenging task, but it's crucial to ensure you're working on what matters most. Here are some steps to help you prioritize your goals:
By following these steps, you can create a clear roadmap for achieving your goals based on their importance, urgency, resource requirements, and alignment with your overall life objectives.
Learn more about how to effectively set goals.
Overcoming obstacles is an important part of achieving your goals. Here are some strategies you can use to overcome obstacles and stay on track:
By using these strategies, you can overcome obstacles that may prevent you from achieving your goals and stay on track towards your desired outcomes.
Learn more about how to effectively set goals.
Prioritizing goals can be a challenging task, but it's crucial to ensure you're working on what matters most. Here are some steps to help you prioritize your goals:
By following these steps, you can create a clear roadmap for achieving your goals based on their importance, urgency, resource requirements, and alignment with your overall life objectives.
Learn more about how to effectively set goals.
The frequency with which you should review your goals can depend on the nature of the goals themselves. However, a common recommendation is to review them regularly to ensure you're making progress and staying on track. Here are some general guidelines:
Remember, these are just guidelines. The key is to find a review frequency that works best for you and your specific goals. Regular review ensures you stay accountable, track your progress, and make necessary adjustments to your plans.
Learn more about how to effectively set goals.
The number of goals you should have at one time can vary greatly depending on your individual capacity, resources, and circumstances. However, a common recommendation is to focus on a few key goals at a time to avoid feeling overwhelmed and ensure that you can devote sufficient time and energy to each goal.
For instance, you might want to set 3-5 key goals to work towards at any given time. These could be a mix of short-term and long-term goals.
Having a limited number of goals allows you to focus and make meaningful progress. If you spread yourself too thin across many goals, you may find it difficult to make significant progress in any area.
Remember, it's not about the quantity of goals, but the quality of your focus and effort towards achieving them. It's better to fully commit to a few important goals than to juggle many goals without making substantial progress.
Keep in mind that everyone's capacity for goal-setting is different, and what works best for you might be different from what works for someone else. It's crucial to find a balance that feels manageable and aligns with your personal aspirations and lifestyle.
Learn more about how to effectively set goals.
Goal setting is just the start. Goal achieving is what we all really want, and keeping track is where the magic happens.
At Everyday Design, we want to help you build momentum toward your goals. When you begin stacking daily wins, something magical happens—you feel progress. This momentum fuels your focus and commitment, even through setbacks and detours.
If you want to measure progress toward your goals, follow these steps.
Below I break down each step into more detail to help you stay on the path to success!
Celebrating your achievements is an important part of the goal-setting process. It helps to reinforce positive behavior, keeps you motivated, and gives you a sense of accomplishment. Here are some ways to celebrate achieving your goals.
Remember, the celebration should be proportionate to the size and significance of the achievement. Small victories deserve recognition too, but they might not warrant the same level of celebration as larger, more significant achievements. The key is to find a way to celebrate that feels rewarding and meaningful to you.
Learn more about how to effectively set goals.
Team leadership is a management approach focused on leading and guiding a group of individuals working together towards a common goal. A team leader is responsible for providing direction, support, and guidance to the team members, while fostering a positive and productive work environment.
Team leadership involves setting clear goals and expectations for the team, communicating effectively, and building trust and relationships with team members. It also involves empowering team members to take ownership of their work and contribute their unique skills and perspectives to the team's success.
Some key characteristics of effective team leadership include:
Overall, team leadership is a collaborative and empowering approach to management that values communication, trust-building, and results-driven performance.
There are several different styles of team leadership, including:
Overall, each style of team leadership has its own strengths and weaknesses, and effective leaders may use a combination of different styles depending on the situation and the needs of their team.
There are several key skills required for effective team leadership, including:
Overall, effective team leadership requires a combination of interpersonal, decision-making, and management skills, as well as the ability to inspire and empower team members to work collaboratively towards shared goals.
Servant leadership is a leadership philosophy and management style that emphasizes the importance of serving others first before considering one's own needs and desires. It's an approach to leadership that focuses on the well-being and growth of others, rather than solely on achieving organizational goals.
A servant leader prioritizes the needs of their followers or team members, providing them with support, guidance, and mentorship. They are committed to empowering their team members to reach their full potential and achieve their goals.
Some common characteristics of servant leaders include:
Overall, servant leadership is about creating a supportive and empowering environment for others to thrive. By prioritizing the needs of their followers, a servant leader can inspire trust, loyalty, and commitment, ultimately leading to better outcomes for the organization as a whole.
Learn more about how to cultivate servant leadership.
Servant leadership is a leadership philosophy and management style that emphasizes the importance of serving others first before considering one's own needs and desires. It's an approach to leadership that focuses on the well-being and growth of others, rather than solely on achieving organizational goals.
A servant leader prioritizes the needs of their followers or team members, providing them with support, guidance, and mentorship. They are committed to empowering their team members to reach their full potential and achieve their goals.
Some common characteristics of servant leaders include:
Overall, servant leadership is about creating a supportive and empowering environment for others to thrive. By prioritizing the needs of their followers, a servant leader can inspire trust, loyalty, and commitment, ultimately leading to better outcomes for the organization as a whole.
Learn more about how to cultivate servant leadership.
Servant leadership can be beneficial in the workplace in a number of ways, including:
Overall, servant leadership can lead to a more positive, productive, and fulfilling workplace environment, benefiting both employees and the organization as a whole.
Learn more about how to cultivate servant leadership.
Servant leadership differs from many other leadership styles in several key ways:
Overall, servant leadership is characterized by a focus on serving others, prioritizing empathy and collaboration, and taking a humble and accountable approach to leadership. While other leadership styles may be effective in different contexts, servant leadership can be a powerful tool for creating positive change and empowering others to reach their full potential.
Learn more about how to cultivate servant leadership.
Strengths-based growth doesn’t encourage you to ignore your weaknesses but not to spend too much time trying to turn them into strengths. Instead, you may need to find team members or systems to fill in your gaps.
Learn more about how StrengthsFind influences your leadership.
For some people, their strengths ranked 5, 6 or 7 are almost even. You could also be misattributing a skill or behavior to a specific strength.
Learn more about how StrengthsFind influences your leadership.
Seeing your other 29 strengths can help give you a fuller picture. But initially, someone should focus on further developing those top 5 strengths rather than trying to give attention across the list. Once you have a good grasp on what it looks like to lead from your top 5, it can be helpful to explore the rest of the list.
Learn more about how StrengthsFind influences your leadership.
A talent is your natural way of thinking or behaving. A strength is a talent developed over time through knowledge, skills and practice.
Learn more about how StrengthsFinder influences your leadership.
Are you striving to align your goals with your values and passions?
Wondering how to measure progress or break down large goals into manageable steps?
Are you ready to transform your dreams into reality?
Our Goal Focus Guide + Worksheet is designed for you to discover how effective goal setting can transform your personal and professional life.
Download the Goal Focus Worksheet