Achieve Your Dreams! Goal Tracking Template by Biscuit

Image of Golden Retriever looking at a chalk-board easle with text related to dogs like 'balls' 'sticks' 'digging' etc.

It’s important to have all the things you care about documented somewhere!

Where are your New Year’s Resolutions right now? In an envelope, sealed, to be opened next New Year’s to see if you met them? In your head? If so, you aren’t setting yourself up for success.

In this post I’m excited to share Biscuit’s first free template, a Goal Setting Template. Writing down your goals is one of the most important things you can do to ensure they actually happen!

There is way more to be written about goal setting than I can possibly structure in this one blog post. I’m going to just start with sharing my template and how I use it. I’m writing this post first because this template has been the foundation for me to keep track of my goals for well over 2-years.

Components of A Goal

  1. Long-Term Visions
  2. Actions in the Next 3 Months
  3. Individual Tasks

This goals template is what I use to document #1 and #2 only. It’s the single document that houses my vision, although my day-to-day actions and tasks are measured elsewhere. This document is my fun place to keep track of all the awesome things I could be spending my time working towards.

Goal Planning Screenshot

Screenshot of Biscuit’s One-Page Goal-Tracking Template.

 

Tracking Long Term Goals

I consider these boxes my warehouse for things I’m interested in but don’t want to work on right now. It’s my ‘someday’ list. I have things like…

“Have a house welcoming enough to nature that I have hummingbirds””

“Hike the Inca Trail to Machu Pichu in Peru”

“Run a 10K”

Tips for the Long Term Goals

  • Don’t expect to have a goals sheet that fills every box. Mine does, but I’ve been slowly adding to this and morphing the one-page template for over 2-years. There are many things that are only on this list because I’ve carried this with me and been able to jot down a note when thinking  of it.
  • If you don’t want a full sheet, that’s okay, too. I treat this as my full-inventory, but my boyfriend Will, using the same template, finds it being too full distracting and intentionally keeps it light on content. He uses this for things that he wants front & center and puts the really far-off things in a separate document.
  • Totally have fun with it. Looking at this should bring you joy. It’s up to you, but for a while I was adding things that would just be totally awesome, even if they’re realistically never something I’d start working towards. I removed it only because I ran out of room, but for a while I had “Swim with and train the Belugas at SeaWorld!” Really? Probably never. But the thought made me smile.

Tracking 3-Month Goals

I use the 3-month section to store anything I’m planning on working towards in the next three months.

This is where I try to always get more detailed with my goals. Any visions need to become more digestible when they move to these columns.

Tips for the 3-Month Goals

  • It’s with the goals that are near-term that I try to use a practice called S.M.A.R.T goals. They should be Specific, Measurable, Attainable, Realistic, and Timely.
  • Despite a full sheet, I do think about assigning themes for a given 1-3 month period of time. Deciding on a theme means that I pick one or two of the big buckets on this sheet that are most important for me right now. I still do things in other categories, but maybe less focus on new improvements.
    • For the first quarter of 2015, my themes have been my new position at work and launching Biscuit!
    • For the second quarter of 2015, I think I’m going to focus my themes on Health and Relationships (new habits to alleviate my headaches and a variety of things with friends and family).
  • 3-months is still a long time-frame for the human mind to digest. Once it’s printed, on a monthly or weekly basis, circle with a colored pen the things you’re zoning in on.

How to Use This Template

If you want to start simple, follow these steps below:

  1. Download the Template. Start today. Don’t wait for the 1st of the year, 1st of the quarter, or 1st of next month. This is an ongoing process.
  2. Write down a few things! Start with the fun things of that’s easier. Keep your version saved on your computer somewhere you can find it.
  3. Print it. I can’t stress this enough. Print it out! You are going to forget about it if it’s buried in your computer files.  I’d recommend one of two things: Tape/Pin it up somewhere where you’ll see it, like above your desk or on the fridge. OR (what I do), actually keep it with you. I keep mine folded in half, tucked in the front of a 6×9 notebook that I keep in my bag.
  4. Circle items you want to focus on with a pen or highlighter
  5. Over-time, make notes in the white space as you think of new things or as goals change. I’m a little bit ‘Type A’ but I try to keep the right time and place for that. Write on the front. Write on the back. Cross things out. Spill your coffee on it. Fold it in your notebook. It’s okay! (If you need help practicing, check out Wreck This Journal for a fun, therapeutic exercise.)
  6. Every 2-3 months, go back to the document on your computer and update it. Remove completed items (store them somewhere else if you’d like, I keep an un-fancy Word document that I cut & paste completed items to), type new items and notes from the margins, and move things you want to start on over from long-term to next three months.

How to Download

Visit our downloads page for the Biscuit Goals Template!

Bonus!

I do also have a two-page goal template. This goal-template has a 1-month window that is separate from 2-months, and more space to write spanning two pages.

I still tend to find myself using the one-page version, but what works best for me might not be what works best for you. I’m sharing this version too, in case you like it better.

You can download this version on our downloads page.

Goal Planning Screenshot _ 2 Pager

 

 

 

 If you already have a way of tracking your goals, how are you doing it? I’d love to hear about it.