I have a confession to make , I had always struggled with the “just right ” planner to do everything for me . And I have always printed tons of pages from everywhere in search for just ONE planner that will streamline everything in my head hoping to get the perfect Goal setting worksheet.
I had always been looking for , buying , printing “Just the right” planner. And I love how creatively designed planners are out there. But I’m sorry dudes and dudesses (is it even the right word?). None served the task of planning out this blogging graphic designer , who is an artist.
So what did I do ? You know me I designed my own version of goal planning worksheet. Maybe it wont fit requirements of many of you who are like me . But for me it work like a charm. I have been 80% more productive after starting to do this goal planning exercise along with finding my focus workbook.
My personal workflow for projects is this baby , but I will admit , I rarely use the monthly , weekly and daily pages included in this. But I did include them because I know there are many who will love it.
I have shared this planner before on the blog but now I wanted to give you an updated walk through ,So lets get working , I will walk you through my goal planner system and let you download each section of goal planning worksheet as we move forward.
Why would you even need a project planner
Let me be clear here , YOU MUST ALWAYS , sit down before you even start working on a projct , yours or someone else’s . And walk through visualizing its completion. You will be amazed that if you only go through this planner , even if you decide to through these planner sheets out the window , into the trash . This planner would already have done its job. that is to make you visualize the project you are getting into.
You will have a clear understanding before you start
If you are working with a client you will know before you even start that which section might need some client input . You can note it down and send to client to start working on that section before you are at it.
So basically this goal planning worksheet or project planner whatever you need to call it walks you through project visualization.
Lets get started
Out of your mind and onto the paper!
Project Planner Supplies
You might need the following supplies if you are a neat freak and one who likes to manage their lives better. I have linked them to external source so should you decide to get the best out there , it is easier for you to get it.
A 3-Ring Binder (I like this one and this one.)
Dividers ( I like these ones with pockets and these ones without.)
Clear Sleeves (Like these, optional.)
Hole Punch (I use this heavy duty one.)
I like to use this label maker + clear tape to label my divider tabs.
Lets start the walk through.
The first thing is the cover , many binders have a pocket to slide in the cover page , but if yours does not have then dont worry you can either paste it over the front of just leave it . But “it looks pretty”.
I will suggest that you print out the dividers and then either have them managed as Sections or projects. What i mean by this is
Print the divider with the project name and insert it where it belongs . And then print the goal planner pages , its phases pages and then monthly pages. Insert these in the projects section. While in the end of the who planner binder you can insert monthly and weekly and daily tasks sheet.
You can print the dividers and name them as sections , that is , Projects , Monthly pages , Weekly pages , Daily to-dos.
I personally prefer Projects way of managing it, but it is totally upto
Brain Dump page for GOALS or project
You are your master , think away! dream big
This is the master goal planning worksheet if you have multiple projects and goals that you want to accomplish. Just print this buddy out , and write down your goals in a big picture. You can also include personal goals , relationships , financial goals or projects just get everything out of your head and onto the paper.
Get working on the planning now . Now take the notes out of your brain dump pages and write them more clearly with some key dates! . These are your Yearly goals , these can be spanning to 5 years to, this is all ok!.
You will be taking ONE goal to the next step that is use the goal planning worksheet page to break it down. This is where things get more fun. You will be now focusing on ONE goal and breaking it down into its time frame and timeline. Give it a time mapping it out to 12 months if needed. This way you have a clear understanding of when you need to get it done.
One yearly goal is broken down to 12 months with a due date , then to 6 months , then 3 months , 30 days and finally 7 days . Key is to start thinking backward and visualizing that what you must have achieved by 30 days , 3 months or 6 months.
Goal Planner To-Do tasks
Next lets break it down to further to-do master list which will consist of further breaking it down and focusing more on next job to do ahead.
You will break down your goal span of 12 months into phases now , refer to the goal planning worksheet above and then dump to-do tasks . Track your progress and give yourself even smaller goals by filling in “By the end of phase 3 I will have ____”.
Monthly planner pages
Moving on to now monthly tasks. Once you have mapped out the tasks now you can just totally forget about next 6 months and 12 months and just concentrate on the next month. Use the tasks pages to fill out your current month plan.
This monthly planner page can handle 3 projects so you get a birds view of the current work plan. How neat is that!!
Monthly Tracker pages (Bonus)
This system also includes tracker pages , so if you are working on a social media task and want to map it out or your blogging habbit OR just your water intake this is your planner page to go!. Print as many as you like.
Daily and Weekly planner pages (Bonus)
Included are daily and weekly planner pages as well which you can use to plan out your day to day tasks . I suggest that you fill each day out at night so when you wake up you know where to start your day from.