Step 5: Goal Setting

Goal setting is step 4 of the Annual Planning process if you’re doing it for the first time, but in subsequent years you need to add in a step (review last year) that bumps it back to step 5. As we discovered at our second annual retreat, you also need to modify this step some.

We weren’t sure what to do about this step. I was thinking to just re-do the whole goal-setting process, because I was afraid that re-using the same goals year after year would lead, eventually, to growing disconnected from our own goals. I wanted to be sure that our objectives grew and changed as we did. But my partner felt (quite accurately), that it would be silly and wasteful to just duplicate all the effort we went to last year, and that we’d be so busy trying to remember what we said last year that we wouldn’t think about new stuff. What we came up with, to answer both of our concerns, was this:

Write down last year’s goals

Just like last year, write down each goal on a separate piece of paper or an index card (or if you happened to keep last year’s cards, you can just pull them out again.)

Write down any new goals

A friend of mine is opening a business this year, and I’m helping him out – that obviously wasn’t on our list last year. You might have discovered something new you want to try doing, or a new event to which you’d like to travel. Or you might have thought of something you forgot last year. Whatever the reason, write down any new goals you may have, each on a separate piece of paper.

Sort them

This process is the same as last year: take all your goals, draw them out one at a time, and put them in order of priority. (They’re on separate pieces of paper so you can easily rearrange them.) This is likely to be faster than last year, because you already have a feeling of how these goals compare to each other, but you should still discuss why the goals are important to you as you decide where to place them.

Ta-Da!

You now have a prioritized list of what’s most important to you, and if you did this with a partner, you guys are now on the same page about where you want to go. That’s pretty sweet!

The next step is to make it tangible and turn it into a plan for the year, so move on to Your Projects: Assembling the Plan