Hey, guys. Welcome back. Happy New Year. Merry Christmas. All of that jazz. It's a new year, which means we're making
a goal setting video, obviously. So what I'm going to cover
today is setting your goals the way I go about setting my goals
and kind of the process of building that out
and also how they set them up in ClickUp . Okay. So if you have watched
any of my previous videos where I go through parts of myClickUp
build out, you will know that previously I was using just a list format to plan and track my goals. But this year I have decided to try out ClickUps actual goal
setting feature that they have. So that's what we're going to do
to find that feature. It's located over on the left
hand side here. You'll see it's got a little trophy
icons as goals. You can just click that there and
it will bring you into this goals section. So before we dive into building
that all out and ClickUp, making it cute, making it pretty, all those things,
we need to actually set our goals. So the first step is coming up with a goal
that you want to achieve this year, figuring out the time frame
that you want to achieve that goal in. What are the tangible targets that you're going to be striving to achieve
and then what the minute tasks that you need to achieve
to be able to hit those targets. So let's run through one of mine. I'll explain how I've broken that down,
how what my thought process is when I'm building out these goals. So coming back in here,
we'll go into my business and jump ahead a little bit and talk about timeframes first,
because this really dictates kind of the level of goal
that you're trying to achieve. It is great to have like one year goals,
like what's your plan for the entire year? If you're like me,
and that can be pretty overwhelming and very unlikely
that you're going to reach them. What I prefer to do
is to break them down into chunks. So previously. So last year, for example,
I just did mine in quarters. So quarter one, quarter
two, quarter three, quarter four for the year. So every goal that I set was for a 12 week
period. That did work well, but I just felt like I wanted to break it out a little bit less, if that makes sense. So instead of doing quarters this year,
I'm doing I'm calling them phases because I'm going to do them
in four month blocks. So instead of having four blocks of three months,
I'm doing three blocks of four months. So each goal chunk is basically on average 16 weeks. So that's what I'm working with for my goal setting. I have like rough annual goals,
but really I'm just focusing on the goals
for this first phase. And you can say, I've written this as P1,
which just means phase one, which is just the first 16 weeks
or four months. My goal,
one of my goals in this first phase is to hit 1000 YouTube subscribers. Now I feel currently I'm
sitting at 330 ish subscribers, so obviously
I've got to get 770 subscribers. I feel like at the way my channel is growing at the minute,
that's a very achievable goal for me. But to achieve that goal,
what do I need to do? Firstly,
I need to stop posting consistently because if you've seen
anything on my channel, you'll see that there's big chunks of time
between nearly every single one of my videos
because I'm terrible at being consistent. But that's what's changing this quarter. Because if I want to hit my goals, I've
got to be consistent and be pumping out content more frequently. So with that goal, how am I going to reach a 1000 YouTube subscribers first,
only to be more consistent? What does that mean? To me? That means I need to be publishing one
YouTube video every single week. That is my main goal. So you'll see on target,
my target is to publish one YouTube video every single week. That's super easy to say, really. But you then need to build out processes
however you choose to build them out. That's going to assist you with that. Whether you're going to be batch
creating content, whether you're allocating specific days of the week
specifically for that goal. So doing whatever task necessary
to reach that goal, however it's going to work for you. I personally have built in tasks. So if I come over into my marketing tab,
if you want a more in-depth look at how I've setup my ClickUp,
I already have a video going through my entire ClickUp
process and each one of my spaces. I'll link that below and up here for you. But if I come into my marketing,
into my YouTube calendar, you'll see that I've already sat down
and I've mapped out what the next four videos,
five videos of my channel are going to be, which is great. That's just a planning phase. But if I click into this particular video
that we're currently looking at now, you'll see I've created in here subtasks for that YouTube video. So these are all the my minute tasks
that need to get done to be able to push that video out, to be able to put myself
one step closer to achieving my goal. So that's how I've done that. And then I've built in on a weekly basis
to sit down and map out when I plan to get all these tasks done
during the week. So that is the actionable process
that I've set out to be able to achieve that goal. So I'm not just setting goals
and hoping for the best. I'm sitting down and I'm working out
how it is I'm going to achieve that particular goal
and I've worked off that goal because that's kind of the top tier goal
that I've set for myself. I've also set some income goals
and some email subscriber goals. But these will pretty much if you're been around in the marketing
or online content space for a while,
you'll know that most of your income revenue
email subscribers is slightly dictated by the amount of actual subscribers
that you have. So those are kind of sub goals
to that main tier goal for myself. So that's my process
for setting out a goal in the system. But what we'll do now
is I'll actually go back out, start from scratch,
and we'll create one together so that you can see
how this process works back here or now. Only main goal dashboard page. Just before we dive in that, I want to talk about the different
sort of ways that we can do this. You'll see that I've just set mine up
as one singular goal for the phase. I haven't broken my goals down on this
top tier section of the goal dashboard. I've kind of bulked mine together. Now that is one way to go about doing it. If you would prefer to go more in-depth in terms of the targets
on each of these goals, I would recommend maybe building them out
as individual goals in this section. So instead of having
just P1 business goals goal here, I could actually take these targets
within here and make them their own individual goal
with their own individual targets. So you could have published one
YouTube video every week. You could sit out here
as its own target as far as its own goal. That's an alternative way to do it. If you prefer to see everything
laid out that way, and if you have multiple targets,
or tasks underneath each goal, that would be the way to go
about doing that. All right.
So let's create a goal together. We will we'll just stick to the YouTube subscriber,
one that we just talked about because that will be the easiest
one for us to put in here. So to create a new goal, we go new goal, goal name will be whatever
the goal is that you want to achieve. So we want to achieve 1000 YouTube subscribers. Click. Okay. Who owns the goal? That will be me. This is more
so if you have a team and such that you can dictate whether you want them
to see these goals or not. It's just me in here for the minute so
that doesn't particularly matter. Is there a date
that your goal should be completed by? So this will be
when you want to achieve that goal. I, as mentioned, set mine
for a four month period, some mine are due on the 30th of April. So that's the date
that I'm going to put in. And then description, you can put whatever
you like here, you can leave it blank. It's entirely up to you. You'll see on the one that I had set, my description
just broke down the individual goals or core goals I wanted to achieve
because like I said, I bulk mine together. We haven't done that here, so I'm just
going to leave that blank for the minute. And now we have a goal set. So we have a thousand YouTube subscribers
by the 30th of April and then we're going to go in
and we're going to create a target. So when you're building out these goals,
you want to think of what the actionable, sorry, the tangible targets that you want to achieve, something
that you can actually track. So for instance,
like I said, I was publishing publish one video week. Wow, great spelling today. One video a week. Again, who it is. Now, this next section is where you can choose how you want to track that target, what the units are
that you want to be striving for, the options we have. Number, true/false, currency, and tasks. So with number, this is just that is just
you can dictate what you want to achieve. For instance,
this is publishing one video a week. We've done the calculations. We know that there are 16 weeks
in that period before the 30th of April. So our target is going to be
the number 16. That's one way to do it. If you have a task that is either done or
it's not, so it's just a one time thing. You can opt for true/false
or done or not done. So if we were to click this one,
it doesn't give you any options to fill anything in. It's just going to give you the option
to complete that task at any point. This is a great one. If you've just got little minor tasks that need to be done
as part of a bigger goal. But they don't really
have a process behind them. For instance, one of the goals that I have as part of my larger goal being my income goal is I need to go and set up
a business PayPal account. Currently, I'm just using my personal one. I need to go and set up a business one. That's a pretty straightforward task. It's just a matter of signing up for a PayPal business account,
so it doesn't really need a list of tasks. It's not multiple things
that need to get done. So that's something that I could just put
true or false. It is a target that needs to be completed
to achieve my goal, but it doesn't have to be multiple things. So that's where you would use
true or false currency. Again, this is similar to a number and
you could use this for your income goals. So you could say that you want to achieve
like I've written $500 in that period. You can do so
and you can change the currency as well. Now, tasks let's talk about this one for a second
because this is a really great feature. However, it may or may not work
depending on what you are trying to do. So tasks
what this can do is it can actually link directly to a task
or to a list within your ClickUp. So this is an important way. This is why it's important
to actually go in and set up the back end of your goals before
you build them out in the goal dashboard. I'm going to step away from that one
for a second because I have one with that set up and I'll take you into it
and show you in just a moment. But for the minute,
let's just set this number to 16. So publish one video a week. So leave that as is. You'll see it's a zero out of 16. Once we publish a video,
we can come in here and we can increase the number by one. And you could opt to put in the link
to the video or the video title
just as like a note there. And I could hit save. You'll see that the target has now changed
to one of 16 complete in our timeline,
which just is more like a note section or like a tracker of the changes
in your goal. It'll show here note video titles
so you can say what that video was. Okay, so let's talk about the task
list option within targets. I'm going to take you back
into my business goals because I have a couple in here
that I want to show you. I have one that I have two here that are set up as tasks
and one here that is set up as a list. One of my goals or my targets is to become
an Amazon Australia affiliate. I also have this set up as a task within my marketing task within ClickUp because it needs to go on
my calendar and needs to be set. It needs to be completed. So I have that linked to this goal
so that I'm not then double handling. Once I hit complete on
that task outside of this goal section, it will automatically complete
the task within the goals section. So you say here by hover over this one
task, it's going to actually show me the task here
for that particular target. This one down here, create and sell my first digital product, this one is set up as a list because obviously there are a lot of steps
and processes that go into building out a digital product. So if I click on this one list,
you'll see it says 'ClickUp Temp TBA'. The reason for that is because that's not a target that I'm working towards right
this second. I haven't started building it out. I haven't started researching
or planning that just yet. I just know that I want to do it. So what I've done in the backend
under my digital products space, I have actually created a list. Once I'm ready to start that process,
I can just dive in here and do that. I'll obviously rename this
and it's automatically linked up with my goal here, this list here. So as I start to tick through items
on that list, it's automatically going to update the tasks here within my goals
and it has automatically pulled through. How it says Tasks 0/14
Because it has already pulled through automatically
the fact that there is 14 tasks within that list. To do that, you'll want to make sure you've built out
the list before you build the goal. Otherwise you won't be able to link it. Which is why I've just put a basically a placeholder list. So let's quickly
talk about when you wouldn't use that. So for instance, this publish one YouTube video
every week that I have here. The reason
I've opted to enter that manually over setting it up with a list because obviously I do have a YouTube calendar list here. The reason I haven't done
that is because of that pull through that pull through of tasks because within that marketing list, my
YouTube Calendar list here. I have a bunch more things
that you can't see here. I actually have a content ideas section
that I just brain dump all my content ideas here
and this changes day to day. There's going to be a heap in here. So what will happen is
when I go to pull through that list,
let's say I want to use this as my list. It's going to pull through every single
task in that list in which it's going to. I initially did that
when I was play testing this. It pulled through about 89, 89
different tasks. Now, obviously, we're not trying to
achieve 89 videos in a four month period. That's insane. So that's why I opted to just do it manually
instead of pulling it through from a list, because I would have had to change
a bunch of things in the backend to make that goal work,
and I just wasn't willing to do that. So that's why I've done that one as well as the blog post manually, because
when you're pulling through those list, it will pull through everything
in that list, whether it's in an active status or not. So keep that in mind when you're
setting up your goals for that. And that's
basically how I plan to use this goal dashboard for myself for this year. I've also gone in and set up personal goals
for myself as well with targets, how this is looking, how this is going to look for me
for updating and on a weekly basis
is I've actually, like I said, if you've seen any of my videos previously,
you'll know that I use what's called a weekly reset reoccurring task,
which looks something like this. This pops up on my calendar
every Saturday through Sunday, and it automatically repeats
every single week. And I've called it a weekly reset. And one day that's just a few tasks
that I have that I want to get done each week so that I'm set up and organized
for the following week. And I've actually updated this to include reviewing
and updating my goals dashboard. So this is a repeat task for me
that every single weekend I'm going to get a prompt to say,
Go in and check your goal dashboard. So I'll just go in and update
anything that needs to be updated. Any of these tasks and the list down here that are part of these bigger goals,
they're going to fall into my review task dashboard section as well as create
my to do list for the upcoming week. So as part of that weekly reset,
I will sit down, I will look at my goals dashboard. I'm going to look at my task dashboards. I'm going to plan out
what I need to get done that week, what day
I'm going to get those things done. I'm going to plug them into my calendar
so that I'm constantly reviewing and constantly planning
what needs to get done next to be able to achieve those goals.
And that's basically my process. That is how I'm planning on achieving
my goals this year, how I've set it up, how I've set tangible targets and made
actionable steps and put processes in place to make sure that I'm working
towards those goals every single day. So I hope you found this helpful. Be sure to give it a like, hit the subscribe. I've got more videos coming this year. I promise I will not make you wait
four months for the next one and I will see you guys next time. Bye!
