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6 Simple Steps to Setting Goals Without Feeling Overwhelmed

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Years ago I found myself caught up in conventional wisdom (or wisdumb as I call it). I was trying to set goals in every area of my life. I had three goals for each of my five key areas: faith, family, friends, finances and fun. I added that last category only because it started with an “F” and my OCD told me five categories was a better number than four. That’s how scientific my goal-setting process was.

By the last week of December, I had designed them with beautiful checkboxes, and I permanently inserted the sheet into my planner. It made me feel great to “have it all together.” I was, after all, part of the 3% who set goals. This was going to be the most comprehensive goal-setting method ever!

Rather than becoming an overnight success, I became an overnight statistic: I was one of the 93% of people who give up on their resolutions by February. The rest of my year was spent feeling guilty every time I noticed my goal sheet in the back of my planner.

“I should do one of these.” But which one? And, how? Where do I start? Then, “Squirrel!” After trying this for a few Decembers (I’m a slow learner), I discovered a lesson in life I will never forget: if you try to focus on 15 targets at once, you will hit exactly zero of them.

I can’t remember where this system came from but I can tell you it’s a great way to overwhelm yourself. However, these types of ideas are out there in the world of goal-setting. Apparently, people even pay money to overwhelm themselves!

Since that time, I’ve learned a lot such as studying from some of the world’s greatest achievers, and putting principles and tactics to the test. I came out on the other side with a few key insights about the correct way to set goals.

So if you’re one of the small percentage of folks who set goals, especially for the new year, let me help you avoid a few years of banging your head against the wall:

1. Define your core

When most people think of setting goals, they sit down and start writing them out without having answered some fundamental questions. People who build homes don’t start with a 2×4. They pour through stacks of blueprints and renderings before picking up a shovel so they know exactly where they are going and what it will take to get there.

It’s worth an hour or two of your time. Sit down, clear any distractions and ask yourself some fundamental questions: Who are you? What are your strengths and weaknesses? Your assets? What do you want? Why do you want that? Explore all your possibilities and rule nothing out. You can always clean it up later.

2. Write a lifeplan statement

Start by identifying the single most important target. If other things you are doing in your life do not align perfectly with your plan, then do not include them in your statement. When you come across new ideas and opportunities, use your lifeplan statement as your barometer to keep you on track. There can be only one most important goal at a time. In fact, when you “focus” on more than one goal at a time, it defeats the whole idea of “focus.” If you don’t believe me, try multitasking two important tasks at the same time.

Next, break out your goals into as many action items as you can. Make sure you include things you still need to learn because the odds are you don’t know how to get there (because you’ve never been there before). Categorize these notes into monthly, weekly and daily action items.

After writing your goals, determine the sacrifices you are willing to make to achieve it. Finish your lifeplan statement with your purpose, vision and values. Go deep and write honestly, clearly, and powerfully in the first-person, present tense. Keep in mind, this is a living, breathing document you will update and modify as needed. Keep it handy as this will become one of the most important documents of your life.

“Leadership is the capacity to translate vision into reality.” – Warren Bennis

3. Write a dayplan on a 3×5 card

Index cards are inexpensive and just the right size. On one side, write your top five most important items, with the most important at the top. The other side is reserved for ideas so you can get them out of your head and keep you focused. Write down anything that strikes you as interesting: ideas, headlines, quotes, funny stories, etc. Carry this card around with you everywhere you go and leave it out where you can see it. Check off items as you complete them.

4. End your day holding a five-minute meeting with yourself

Look through the list and see what did not get done. Ask yourself: is it truly important? If the answer is yes, transfer it to tomorrow’s card. If the answer is no, cross it off and forget it. Finally, finish filling out tomorrow’s plan on a new card so you wake up to it the next morning.

End your meeting by filing away today’s card. Every few weeks, go through your stack of goal cards and transfer the ideas from paper to an online journaling system (Google Drive, Dropbox, Evernote, etc.). You’ll be amazed at the ideas your brain will produce when you give it a chance.

5. Develop and religiously follow a meaningful morning routine

I can’t tell you how consistently this one habit is among high achievers. I see it again and again- it’s almost comical. Nearly without exception, successful people follow some kind of daily routine. I recommend early mornings but take your pick because how you start your day is generally how your day will tend to go. It’s more important that you do it, not when.

There are dozens of activities you could do, and there are no right or wrong answers. Whatever you chose, incorporate two things. First, exercise- the benefits are endless. Second, incorporate your LifePlan Statement by reading, feeling, and visualizing it every morning.

“Be pleasant until ten o’clock in the morning and the rest of the day will take care of itself.”- Elbert Hubbard

6. Reward yourself and celebrate your wins

Take time to recognize what you did right and don’t feel guilty for giving yourself a reward for it. As you implement this system, be patient and don’t expect everything to change overnight. It’s simple, but not easy. However, when done right, this system is powerful and will change your life. If you mess up, don’t let yourself have two in a row. Regardless of how some make it seem, success is a marathon, not a sprint. You’re in this for the long haul.

How are you making sure you achieve the goals you set for yourself this upcoming year? Let us know your plans below!

Image courtesy of Twenty20.com

Matthew Wilson is an award-winning creative director, productivity geek, father of five and a partner and creative director at a Phoenix-based advertising agency. He is also a consultant, speaker and creator/founder of 3x5Goals.com, the market’s simplest goal setting system, using daily goal cards to help achievers focus on what's most important. More information can be found at www.3x5goals.com. To order a free 15-day set of cards, visit this link - 3x5 Cards.

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2 Comments

2 Comments

  1. Bogdan

    Jan 26, 2018 at 7:25 pm

    I really like point no. 5! Developing a routine is essential if you want to make long lasting changes.

  2. Jomy J

    Dec 13, 2017 at 6:37 pm

    I’ve actually started to commit to a particular goal for the new year and develop my own blog (www.thesumoflife.com). I’ve also taken up exercise every morning.

    The points you mentioned on breaking it up into smaller action items and focusing on each item is a really helpful idea and I’ll try to do it systematically.

    Thanks for the tips again.

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