Step #1: Assess
Determine where you are right now.
- Did you meet last year’s goals. If not, why?
- What is working?
- What needs changing or refining?
- How has your company or role changed and evolved?
Step #2: Define
Reflect thoughtfully about what you need to achieve for your job and/or business and also what you want to achieve professionally this year. Take some time to write down anything that may come to mind. Don’t be afraid to dream big! Think of achievements and activity that motivate you. You will refine this list with the next steps.
Step #3: Prioritize
Make two columns on paper or a computer document: Individual and Team/Business. In each column, record the top 2-3 goals you feel will be most realistic and make the biggest impact to you individually and to the team or company you work with. Order them by level of importance. Include one in each column that stretches your comfort zone, but feels exciting. Is there a problem you see that you can solve, but might need to take a class or acquire additional tools to implement? If it adds value to your company, evaluate what tools or resources would be necessary. If it seems like a possibility, courageously give it a go!
Step #4: Specify
Be concise and focused. Define your goals according to the SMART method (Specific, Measurable, Attainable, Really Wanted, and Time-Bound). Print and display your goals where you will see them on a daily basis. Once you’ve set SMART goals, break each goal into milestones and a set of tasks and activities to incrementally achieve the end result you want. Use an app, create a spreadsheet or use a white board in your office to track progress and serve as visual motivation. Commit to the process.
Step #5: Be Flexible
Even the best laid plans can derail or need changing. Calendar a time to review your goals monthly. Take stock and adjust either your action plan, or goal as necessary. Avoid insanity by making your SMART goals SMARTER, with the addition of ‘Evaluate’ and Re-do‘. As companies, roles, and people evolve and change, so too should your goals.