Part I: Create yearly plans view (Yearly)

This is where you will fill in your information after each planning step. You can put this view anywhere on your computer or in real life to look at for regular reference.

20xx: Yearly & Quarterly Plans

Part II: Set yearly goals (Yearly)

Have a look at the aspects of life. Consider each category and rate it from one to ten according to its importance for you.

Health Career
Recreation Money
Social Life Personal Growth
Romantic Life Physical Environment

What are your top three aspects according to the score? Write them below.

Top Aspect #1 Top Aspect #2 Top Aspect #3
Goal #1 Goal#1 Goal#1
(Goal #2) (Goal #2) (Goal #2)
(Goal #3) (Goal #3) (Goal #3)

Set a maximum of three goals between your top three aspects. This might mean 3 goals for one aspect, 2 goals for one and 1 goal for another aspect or 1 goal for each aspect.

Make sure your goals are SMART (Specific, Motivating, Attainable, Realistic, Time-Bound). Instead of writing "Eat healthy", write "Quit sugar and soft drinks".

Part III: Setting Milestones, Habits & Actions (Quarterly)

Step One: Quarterly milestones

Look at each goal and think about how much you can accomplish towards it in the next quarter. This is your quarterly milestone.

SMART Goal #1 SMART Goal #2 SMART Goal #3
Milestone #1 Milestone #2 Milestone #3

Step Two: Quarterly habits & actions

Are there any habits that you need to adopt to achieve your quarterly milestones? If not applicable, are there any actions that you need to take to achieve your quarterly milestones?

Write down one to two habits or actions that you can realistically perform and track in the next quarter to achieve your milestone.