Achieving long-term goals goes a long way to improving your life and requires you to consistently work at them over a long period of time. Most people get excited when they start on a long-term goal but soon find themselves doing less-and-less once the initial excitement has worn off. One day they realise they’ve done nothing towards the goal for months and give up. Other people do worse and don’t even get started because the size of the goal overwhelms them and they don’t know where to begin. Successful people approach goal-achievement differently from most people and you so can you if you’re willing to learn and work for it.
The secret to achieving your long-term goals is to chunk them down in to smaller projects, then chunk down these smaller projects down to achievable tasks and schedule in these tasks in to your calendar so that you always know what to do and when to do it. Your natural day-to-day routine becomes one where you’re constantly working towards your long-term goals without really thinking about it.
In this article I’ll share with you my own personal system for achieving long term goals. This system is something I derived from several other systems I’ve read about online and adapted to what works for me personally. The system consist of:
- The initial creation of several planning documents
- On-going retrospective analysis, which are called “retros” for short
- On-going updates of your planning documents
- Doing scheduled tasks several times a day
The initial planning takes around 20 hours investment if done properly which on the face of it seems like a lot. Personally I did this in small chunks over the space of a few weeks. If this is the first time you’ve done something like this then it’s fine if you simply skip large amounts of this this processes and focus on a couple of things to get yourself started. If all you do is take a project you’ve been meaning to do for a while, chunk it down in to smaller tasks and then do those tasks then I’d consider that a great success.
Using Google for everything
Google docs and google calendar are freely available tools and are just fantastic because they live “in the cloud” meaning they’re accessible from any computer with an internet connection. The benefit of this is you can usually access everything from both your home and work internet connections and not have to worry about keeping your copies of files in sync or ever loosing anything. I use google tools pretty much exclusively and refer to them in this article though if you’re more comfortable with something else then that’s fine.
Planning
Planning involves working out the the things in your life that you’ll focus your efforts on. You’ll create long term goals, 90 day projects and daily tasks. The end result is that you’ll have an accessible list of tasks that you can easily knock-off throughout your day. The lists/tools that you’ll use are:
- A Google docs document that outlines your long-term goals and 90-day projects
- A Google docs spreadsheet that has your 90-day projects chunked down to individual tasks
- Google calendar which has time allocated to individual projects and tasks
- A smartphone to sync up with google calendar so that you get reminders to do tasks throughout the day
Long term goals
The first step is to work out what long-term goals you’d like to achieve within the next few years. These don’t need to be things that you’re currently doing, they just need to be things that you’re personally interested in. They should be ambitious goals and it would mean that you would’ve grown a lot as a person when you achieve them. A good way to create subheadings for different areas of your life and write down goals underneath them. After you’ve done this you can keep the ones that you feel passionate about and delete the others ones which don’t really interest you. You can use the following subheadings to get you started:
- Skill set
- Career
- Relationships
- Social
- Fitness
- Health
- Dietary
- Sleep patterns
- Hobbies
- Financial
- Possessions
- Travel
90 day goals and projects
You’ll probably have a somewhat daunting list of long-term goals and it’s probably not realistic to tackle them all at one. So the next step is to take a subset of your long-term goals and turn them into projects which you’ll work on for the next 90 days (roughly 3 months). All the other projects you haven’t included can wait until another quarter. Use the 90 day quarters January-March, April-June, July-September, October-December, if you’re halfway through a quarter then make your goals go the the end of the current quarter, so they may be 26 day goals which is fine.
A good way to write goals is in present tense and make them quantifiable. Present tense mean they’re written as if you’ve already achieved them so instead of “I want a million dollar” you’d write “I’ve earned a million dollars”. Quantifiable means they have a numerical metric attached to them so you can track your progress and you know when they’ve been achieved. For example the goal “I want to be better at running” should be written as “I can run 20km” or even better “I have run a half marathon (21km)”.
The difficulty of goals is important so that you feel motivated to achieve them. You don’t want it them so easy you’re not inspired, nor do you want goals that feel so unrealistic you won’t even try. You should set goals that are mostly within your current skills set and achievable when you stretch yourself.
Project/Task spreadsheet
This is a google docs spreadsheet that has each project listed with tasks underneath alongside the number of hours estimated to complete the task. I’ll have this open constantly when I’m working on a project and will highlight the task that I’m working on and delete it once it’s been completed. Tasks are constantly being added to the list when appropriate. Projects are sorted top to bottom by priority and then by the total estimated hours, shortest to longest, for projects that share the same priority. If you want to segregate projects and have more than one spreadsheet you can add another tab down the bottom of spreadsheet. You might find it useful to separate life changing 90-day projects with more mundane weekend projects like fixing a tap.
Google calendar + smartphone
Putting your tasks in to a calendar is an absolutely fantastic way to keep your life on schedule. Better still, if you own a half-way decent smartphone you’ll be able to sync the calendar in your phone with Google calendar meaning you’ll carry you calendar around with you all day. Personally I use an Nokia E63 with I’m just in love with. By default any task that I have synced from Google calendar will have an phone alarm that goes off 10 minutes before it’s due so I’ll always be reminded to do that task when it’s time.
When you start scheduling tasks on your todo list into Google calendar and getting phone alarms all the time this truly amazing thing happens – you actually start doing all these tasks you intend to do instead of the usual procrastination routine. It’s awesome!
Retrospective analysis
Retrospective analysis, or as I call it “retros”, is the simple process of looking back over a time period and looking at what went well, what didn’t go so well and working out what adjustments could be made going forward. The time periods used are:
- Daily
- Weekly
- Monthly
- Quarterly
Use a single google docs document for all your retros and write the most recent retro at the top of the document. You’ll probably never look at old ones so you don’t need a clever filing system.
To do a retro, open your retros document and create three subheadings:
- Things that went well
- Things that didn’t go so well
- Adjustments to make going forwards
Underneath each subheading just write stuff down for the appropriate time period (day, week, month or quarter) Write stuff down without any regard to readability because nobody will ever read this so just do a quick brain dump! You can write sentences or bullet points, it doesn’t matter.
Schedule in time do to retros as recurring events in Google calendar.
Nightly retro
Daily retros are done shortly before going to bed each night and take around 5 minutes. Typically I’ll write about things like interactions with other people that went well, what my energy levels were like and if I achieved tasks that I’d set for myself. I’ll also include interesting novel things that I’d never done before. Adjustments to make often includes no longer eating certain foods or avoiding certain activities because they don’t agree with me.
Daily planning
At the start of each day after you morning shower, do a quick plan of what you’re going to go today. Look at your scheduled tasks for the day and add in any extra things and reschedule others if appropriate. Doing this reminds you of what you need to achieve each day and gives you focus. This is a positive way to start your day and only takes you a couple of minutes.
Weekly retros and planning
Weekly retros are similar to daily retros though you look back over an entire week instead of just a day and it take around 15-30 minutes. These are best done at the end of the week on Sunday though it’s OK to do them on Saturday instead. You’ll have a higher level view than the daily retros and you’ll see things like if you’re calendar was well balanced or not and how productive you are. You can also work out what new things you want to achieve next week and update your tasks and calendar accordingly.
Monthly retro and planning
These are down at the end of each month in preparation for the next one coming up and take around 30-60 minutes. These are similar to daily/weekly retros with an even bigger time frame to look back over. Looking back over a month is great because it’s so easy to forget what you were doing last week and you’ll see how well 90-day projects are progressing.
At this point you also do a review of your 90-day projects and decide if you want to continue with the project and if so whether you want to keep the existing goals or modify them slightly. If you decided not to continue with a project because you’ve discovered that you’re really not that interested in it then that’s fine, that’s part of learning about who are are and what you like, so just choose another project to take its place.
Quarterly retro and planning
These are major session which you do at these end of each quarter in preparation for the following one which will take you 1-2 hours. Here you can see if you managed to reach the goals you set for yourself 90 days ago – and if you did then congratulations! Take time to reflect on your feelings and what you’ve learned on this journey. And by reflect I mean type a lot of words in to your computer
Now that you’ve completed this quarter it’s time to repeat what you did 3 months ago and take subset of your long-term goals and turn them in to 90-day projects. Refer to the section earlier in this article on how to do this.
In a further 3 months you’ll repeat this process again