Setting and Resetting your Goals

July – the middle of the summer, the mid-way point of the year, and the beginning of a new quarter! Where are with your 2007 goals?

I recently attended a 3rd Quarter Planning session to keep my business on track. I realized that the same process can easily be used in each of our personal and work lives. Here’s how it works:

1. Refresh your list of goals and write them down in order of importance – this may include those not yet complete and new ones you want to add
2. Review and list what happened last quarter – what were your desired results and what were the actual results? What actions need to be taken to either continue progress or make a correction for each unfinished one? Be sure to add completions and successes to your Accomplishments List and celebrate those!
3. What are some key successes you want to happen over the next quarter – in July, August, and September? List them and be specific about when you want that to occur.
4. Now, take each of those key success points and break them down into manageable pieces to create your Quarterly Plan: List the Desired Result, the overall Strategy to make it happen, then get very specific and list Action Items for each. Answer the question “How do I get there?”
5. Finally, assign dates to each of those Action Items and insert them into your calendar system.

At the end of this exercise, you’ll have a powerful written plan for how you want the next 3 months to go. Be it personal and home related, or focused purely on your career or business, you now have a map and a plan for getting to where you want to go. Happy Planning!


“Goals serve as a stimulus to life. They tend to tap the deeper resources and draw out of life its best. Where there are no goals,
neither will there be significant accomplishments. There will only be existence.” - Anonymous

As always, let me know your thoughts!