{"id":17281,"date":"2019-09-26T22:24:00","date_gmt":"2019-09-26T11:24:00","guid":{"rendered":"https:\/\/creately.com\/blog\/?p=17281"},"modified":"2023-01-05T17:26:37","modified_gmt":"2023-01-05T06:26:37","slug":"goal-setting-process","status":"publish","type":"post","link":"https:\/\/creately.com\/blog\/project-management\/goal-setting-process\/","title":{"rendered":"The Easy Guide to the Goal Setting Process"},"content":{"rendered":"<div id=\"bsf_rt_marker\"><\/div>\n<p>How excited do you get when you are setting goals for the new year ahead? If only that excitement lasted long enough to propel you towards actually accomplishing that goal &#8211; for once!&nbsp;<\/p>\n\n\n\n<p>Maybe the goals you set are often too general or unrealistic. Maybe you realized that\u2019s not the goal you should have prioritized in the first place.&nbsp;<\/p>\n\n\n\n<p>Well, the good news is, there\u2019s a way to overcome all these issues and set a goal that you will actually follow through to the end.&nbsp;<\/p>\n\n\n\n<p>In this post, we will walk you through a proper goal-setting process step-by-step. Goal setting worksheets and templates are at the bottom of the post, and you can use these right away to start planning your goals. <\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What Is Goal Setting and Why Is It Important?&nbsp;<\/h3>\n\n\n\n<p>Be it in your personal life or work life, \u201cgoals\u201d is a word we often hear. But what is it exactly? Let\u2019s pause for a moment and take a look.&nbsp;<\/p>\n\n\n\n<p>A goal is a desired result. And goal setting is the process of defining this desired result and planning how to achieve it within a specified time limit. Or in the most basic of terms, goal setting is planning for the future.&nbsp;<\/p>\n\n\n\n<p>There are 3 types of goals out there and the goals you set could belong to one or two of these categories.&nbsp;<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Time Goals &#8211; short-term goals that take less time to obtain and long-term goals that considerably take longer, fall into this category.<\/li><li>Focus Goals &#8211; this type of goal is usually long-term and involves life-changing achievements and the need to change different areas in life. For example, starting your own business. This may require you to find the relevant money, learning about managing a business and so on.&nbsp;<\/li><li>Topic-Based Goals &#8211; this type of goal applies to a specific area of your life. It could be related to an aspect of your career, finances, or personal life. For example, saving enough money to buy a new house.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<\/li><\/ol>\n\n\n\n<p>Goals are useful for setting direction to something you do. It helps you identify what you need to do to achieve your target. <\/p>\n\n\n\n<p>Moreover, it helps you properly organize your time and resources as well. In the context of a team, it plays a significant role in terms of keeping everyone on the same page.&nbsp;<\/p>\n\n\n\n<p>And someone who actually follows the goal-setting process will be more <a href=\"https:\/\/www.forbes.com\/sites\/womensmedia\/2013\/08\/01\/how-you-can-get-motivated-to-reach-your-goals\/#52095fcc697e\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"motivated and committed to achieving his or her goals (opens in a new tab)\">motivated and committed to achieving his or her goals<\/a> than someone who doesn\u2019t. <\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Goal Setting Process<\/h3>\n\n\n\n<p>Many a time we abandon our goals before we reach the finish mark. If we actually go the extra mile to follow a proper goal setting process, we can actually improve our chances of hitting our target.&nbsp;<\/p>\n\n\n\n<p>We have listed below the steps you need to take and you\u2019ll realize that it actually doesn\u2019t take much.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Step 1: Write down your goals&nbsp;<\/h4>\n\n\n\n<p>Does it seem like an unnecessary step? After all, why should you write it down when you can just remember it. <\/p>\n\n\n\n<p>Contrary to what you may think, writing your goals down gives you something tangible, something to sit back and look at and determine if it is really worth your time.&nbsp;<\/p>\n\n\n\n<p>When writing down your goals, think of what you really want to achieve and why you want to achieve it. And set due dates for completion and evaluation as well.&nbsp;<\/p>\n\n\n\n<p>This step will help you prioritize your goals. As you write them down, you will have the chance to evaluate which goal is more important and which can wait, and plan accordingly.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Step 2: Apply SMART&nbsp;<\/h4>\n\n\n\n<p>Now that you have selected the goal you want to pursue, it&#8217;s time to make sure that it adheres to the SMART criteria. Make sure that your goal is,<\/p>\n\n\n\n<p><strong>Specific<\/strong> &#8211; Your goal should be clear with its boundaries well-defined. It shouldn\u2019t be vague or general. For example, the goal \u201cI want to save $100 by the end of this month\u201d is more specific than \u201cI want to save money\u201d.&nbsp;<\/p>\n\n\n\n<p><strong>Measurable<\/strong> &#8211; How do you measure your success once you have accomplished your goal? Add measurable elements like dates, amounts, percentages, etc. when you are defining your goal.&nbsp;<\/p>\n\n\n\n<p><strong>Attainable<\/strong> &#8211; Do you have the expertise, money, time, or resources to achieve this goal?&nbsp; It\u2019s important to ensure that the goal you set is actually achievable and is not too far out of your reach. But this doesn\u2019t mean you should set goals that are too easy to gain. Setting challenging (yet realistic) goals will actually keep you motivated and committed.&nbsp;&nbsp;<\/p>\n\n\n\n<p><strong>Relevant<\/strong> &#8211; Does this goal align with the rest of the things? With your career? Your personal life? You need to stop and think whether, at the end of it all, you will be able to take something useful out of it.&nbsp;<\/p>\n\n\n\n<p><strong>Time-Specific<\/strong> &#8211; Your goals should have deadlines and they should be realistic. This will create urgency and energize you to get the work done without procrastinating.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/creately.com\/demo-start?tempId=Mw3iYnvZif9\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"660\" src=\"https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/09\/SMART-Goal-Template-1-1024x660.png\" alt=\"SMART Goal Template for Goal Setting Process\" class=\"wp-image-17284\" srcset=\"https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/09\/SMART-Goal-Template-1-1024x660.png 1024w, https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/09\/SMART-Goal-Template-1-300x193.png 300w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><figcaption>SMART Goal Template (Click on the template to edit it online) <\/figcaption><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Step 3: Identify the obstacles&nbsp;<\/h4>\n\n\n\n<p>There could be obstacles that could hold you back along the way. Maybe you lack experience and knowledge in a certain area, or you may not have the money. It&#8217;s important to figure out how to overcome these challenges when allocating time and planning the tasks you need to do. <\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Step 4: Create an action plan<\/h4>\n\n\n\n<p>Feel like there are way too many steps? Don\u2019t worry, you\u2019re almost ready to start working on your goal -soon after you create the <a href=\"https:\/\/creately.com\/usage\/action-plan-template-example\/\">action plan<\/a>.&nbsp;<\/p>\n\n\n\n<p>This is where you identify the steps you need to take to achieve your goal. Wouldn\u2019t it make things easier if you knew exactly what to do? <\/p>\n\n\n\n<p>If you have set a more challenging goal, you can break it down into smaller steps and set milestones to make it more manageable.&nbsp;<\/p>\n\n\n\n<p>Using an action plan, you can see what you need to do each day, week, or month before the due date is done. And make sure to insert the steps you need to take in order to overcome the obstacles as well, especially if they take time.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/creately.com\/demo-start?tempId=kSS737XxahW\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"593\" src=\"https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/09\/Action-Plan-for-Goal-Setting-1024x593.png\" alt=\"Action Plan Template for Goal Setting Process\" class=\"wp-image-17286\" srcset=\"https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/09\/Action-Plan-for-Goal-Setting-1024x593.png 1024w, https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/09\/Action-Plan-for-Goal-Setting-300x174.png 300w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><figcaption>Action Plan Template for Goal Setting (Click on the template to edit it online) <\/figcaption><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Step 5: Continue to monitor your progress<\/h4>\n\n\n\n<p>Remember to assess how you progress towards your goal throughout time. Are you falling behind or right on schedule? If you are falling behind, make sure to revise your action plan and add the necessary steps to catch up. <\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Goal Setting Worksheet and Templates<\/h3>\n\n\n\n<p>Ready to set your goals? Here are some useful templates to kick-start your process. Simply click on the template to open it in the Creately editor. Make necessary changes and download them as PNGs, SVGs or JPEGs. Or you can simply share it with others via a secure file sharing link. <\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Goal Setting Worksheet<\/h4>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/creately.com\/demo-start?tempId=DKE43NGvj4t\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"685\" src=\"https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/09\/Goal-Setting-Worksheet-1024x685.png\" alt=\"Goal Setting Worksheet for Goal Setting Process\" class=\"wp-image-17282\" srcset=\"https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/09\/Goal-Setting-Worksheet-1024x685.png 1024w, https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/09\/Goal-Setting-Worksheet-300x201.png 300w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><figcaption>Goal Setting Worksheet Template (Click on the template to edit it online) <\/figcaption><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Goal Setting Template <\/h4>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/creately.com\/demo-start?tempId=dWWGpYe9d9D\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"780\" src=\"https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/09\/Goal-Setting-Template-1-1024x780.png\" alt=\"Goal Setting Template \" class=\"wp-image-17285\" srcset=\"https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/09\/Goal-Setting-Template-1-1024x780.png 1024w, https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2019\/09\/Goal-Setting-Template-1-300x229.png 300w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><figcaption>Goal Setting Template (Click on the template to edit it online) <\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">What is Your Goal Setting Process?&nbsp;<\/h3>\n\n\n\n<p>You may already have a goal-setting process that you cherish. Do you think you can improve it with these steps? Share what you think with us in the comments section below. <br><\/p>\n","protected":false},"excerpt":{"rendered":"<p>How excited do you get when you are setting goals for the new year ahead? If only that excitement lasted long enough to propel you towards actually accomplishing that goal &#8211; for once!&nbsp; Maybe the goals you set are often&#8230;<span class=\"continue-reading\"> <a href=\"https:\/\/creately.com\/blog\/project-management\/goal-setting-process\/\">Read More<\/a><\/span><\/p>\n","protected":false},"author":24,"featured_media":17290,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3074,9264,9272,866,9285],"tags":[1311,1314,1312,1315,1313,1316],"class_list":["post-17281","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-education","category-marketing-sales","category-product-management","category-project-management","category-strategy-and-planning","tag-goal-setting","tag-goal-setting-and-planning","tag-goal-setting-process","tag-goal-setting-template","tag-goal-setting-worksheet","tag-what-is-goal-setting"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Goal Setting Process | 5 Tried &amp; Tested Steps with Templates<\/title>\n<meta name=\"description\" content=\"Here are the top 5 steps to an effective goal setting process. 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