Plan With Me For The Next 3 Months: A Step-by-Step Framework For Staying On Track With Your Goals

hello what is up and welcome to another episode of working hard hardly working at the end of last year I did a plan with me episode um and I was taking you through how I plan my goals for 2024 but also my kind of step-by-step process for how I believe very strongly this a very strong belief how I beli you should be goal setting if you choose to goal set and I also think everyone should choose to goal set even if it is just for 5 minutes because you cannot reach success if you do not define success so that's what I did at the end of last year and it was one of the most popular episodes ever and so many of you asked for regular check-ins um and I thought what better for a regular check-in than talking kind of approximately 3 months into the year so today as we approach the 3month Mark I'm going to take you through how I check in at this stage of the year and go through quarterly reflection and goal setting I'll be doing it a little bit earlier so that I can do it in a way that kind of shares that with you but I just thought if the first few months of the year for you have been a world wind you've got the tools to get back on track but if not if you feel like you're already on track then also to make sure that you're replicating this success throughout the rest of the year because it is so easy to set lots of goals in January and to feel like you have as I said before you get that dopamine release by feeling like you've reached those goals just because you're writing them down and they're exciting just for some important information a recent forb study has shown that only 6% of us managed to stick to one New Year's resolution one so if that doesn't show you that there's a problem with the way you're goal setting and generally people are goal setting I don't know what will so anyway let's talk about how to check in at 3 months how to set some goals for the next three months and how to make sure that January is not the only time of the year that you actually act like you're going into a new year and you have goals to reach because that is a disservice to yourself and you know what we're not doing this year is disserving ourselves okay so let's get into it lots to do I've just been planning out my day however with revolute as my main account I've got one less thing to worry about money I know my money is safe with revolute so I can focus on other important matters like planning a wedding that is why I pay with revolute if revolute detects anything suspicious with your transfer you'll receive an inapp warning straight away and how cool is this you create a single use card in the app with just one tap and then after the purchase is made your details disappear immediately so they cannot be reused now if you happen to lose or misplace your card which is never a fun time for anyone but a surprising regular occurrence for me you can freeze your card instantly through the revolute app and if there's anything I do need help with revolut's customer service team are on hand 247 via the inapp chat it is a huge reassurance for me and just one of the many reasons why revolute is the main account for all of my finances but don't just take my word for it over 35 million people around the world trust revolute with their money join us and create your account [Music] today we're going to be going through the step by step and get used to this step-by-step process because it will tweak each time but it's a framework that you should be using throughout the year in different things any times you're setting goals so Step One is reflection first things first we are back with our old friend reflection because what can we do nothing without self-awareness every month I like to do a check-in on how I'm feeling and how I'm progressing with my goals and generally my life as well because you might be progressing well with your goals and you might also realize that they are not the goals that you want anymore I think it's easy to procrastinate when reflecting so I've boiled it down to three simple questions that I asked myself this is not an exercise in working out how long you can write an essay on yourself I'm not interested in that your goals are not interested in that you can do that when you're journaling that is not what we are doing right now we're going to have some reflection questions in here for you but you can spend this time writing down generally just a perception of how you feel like your past 3 months or month or whatever time period you're reviewing went then also I want you to write down what went well and then also what could have gone better spend a little bit of time on this you need to get in touch with what you think you did well what you didn't do well so I do this for both my personal and professional goals and it helps me to check in on how I'm progressing without feeling guilty for skipping one day and kind of packing it all in now if you didn't do your January goal setting and you're coming into this from the first position first of all I would actually recommend that that you watch the January episode it doesn't need to be about setting goals at the beginning of the year that is a construct it doesn't even exist um but what does exist is a good framework that I actually talked through from um the beginning in terms of setting goals from square one but with that in mind the types of reflection you should be asking yourself that we talked about back then is number one what are my top five motivations I often find that's good to check in on multiple times a year because your top five motivations May well change usually your kind of why overall stays pretty similar I don't know whether it's like living a life that is financially free or whatever it might be like a lot of the time they are pretty consistent but I do think it's quite important to acknowledge whether your goals have stayed the same or changed in terms of that way like your motivations then the second thing that is really important to talk about here which we also talked about when in January and talking about setting goals for 2024 is what do I wish I had more time to do because I think by asking yourself what do I wish I had more time to do you're actually asking myself what have I not been prioritizing because ultimately as horrible as it sounds anything you're not spending time doing you are not prioritizing and you don't need to prioritize everything like I know that's horrible to hear when you're saying I haven't been spending time doing exercise and you haven't been prioritizing it and you've been like I haven't had time that's absolutely fine your priorities have been other things I'm not saying that's wrong you may have four priorities that are completely unmovable in terms of dependence in terms of financial needs whatever it might be but actually knowing where you've been priori I izing time whether it is a non-negotiable for your life and livelihood or not is incredibly important in order to be able to kind of look at whether you want to change any of that if you can change any of that and don't get me wrong different people will have different amounts they can change especially when it comes to dependence children caring any of these things um but it is really worth bearing in mind so step two on this is talking about your quarterly and monthly goals so I take a look at this check-in and then I go back to my year yearly goals and I use this to come up with my goals for the next month or quarter and the reason we're going to do this is because you might be looking at this now and this kind of plan with me episode and going like we did that in January yeah sure we did that in January it's not January now and I think that is the most important thing that like we allow ourselves to let slip because we allow ourselves to see one time a year of the time that we're reentering as we spoke about in the original planning episode these goals these monthly and quarterly goals need to be achievable and trackable so make sure you consider how you're feeling the capacity you have and how you're going to measure your success so in terms of what goals to set you might want to break down your goals from your year you might want to take a little bit smaller you might want to take it a little bit bigger it's totally up to you and how big this next quarter is for you or you want it to be for you you might have just had a really successful quarter and like done amazingly since 2024 and you want to go harder and you want to replicate that absolutely fine you might want to take it a little bit smaller because you bit off more than you could Cho so first of all if you have the planners you actually just need to go to the beginning of the planet and you can just fill this in it's written out so you can just fill in like the one two and three but I'll read it out in case you don't have the planners so in terms of areas to set goals I would generally do it around personal development career and education finances relationships and then I would also if you have like a specific interest in health and fitness for example um physical progress performance progress mental kind of well-being health and nutrition you can pick and choose you don't need three goals for all of these you do need to make sure that the goals you do have are specific and are measurable so that you can achieve success cuz remember what do we say you cannot achieve success if you do not define success I spend some time setting those goals generally they are taken from my annual goals and they are broken down into more bite size like what could I do in the next few months um but they might change like they genuinely might change I've had so many times in my life where I've thought that a year is going to look a certain way and then actually just sat there and I've been like that's not what success looks like to me I thought that was I thought that was what success was look was like in my career and it's just not um so anyway once I've set these goals I take five minutes to note down the steps I need to reach them or a little bit of a brainstorm sometimes I do this in mind mat format so for example if your monthly goal is to pitch to three people about an upcoming project I'd note down that I need to have an ideation session I need to build out the pitch docks I need to set up presentation meetings I need to like all of the different areas from Outreach all the way to actually getting things booked in um and then you need to make these goals into actions rather than just like plucking them out of the N so if there is anything that when you look at each of these goals and you're thinking like how am I going to get there I would even go so far as putting it in your calendar like if you have a goal that you need to reach by a certain amount of time like this pitching goal for example put into your calendar how that needs to look over the next 3 months does that mean that by the end of this month you need to have outreached to people if so put it in your calendar baby steps are very much the way to reach those big goals and if you want to read more on this I've added a reading list in the show notes and would hugely recommend Atomic Habits by James Clear then I make sure I translate these monthly goals into weekly goals as I said I'd even go as far as putting them in your diary weekly goals are always the first ones that drop for me as I get in on Monday and then get straight to work rather than taking the time to goal set which I find is incredibly important you can have some time to touch base every week but personally I find the more I can do at the beginning of a month or a quarter the better in terms of keeping me on track step three is habit tracking we've kind of alluded to this already as I always do I then break these kind of monthly quarterly goals down into habits and I add them to my habit tracker so for example if my weekly goal is to drink more water the habit I track is having six glasses of water a day this can be many other things this is going be about working out but it can be about so much more it can be about outreaching to six potential clients per day whatever it might be I think it's so easy to hear all of this and to think like that's a lot realistically I'm taking time to explain this I want it to make sense but let me tell you like none of this takes more than half an hour what takes longer is reaching your goals a roundabout way when you could have just reached them in a more linear way don't get me wrong nothing's going to be linear but it can be a lot more linear and you can have you can learn things a lot quicker and you can learn what aren't your goals a lot quicker so I wanted to have a little bonus within this episode around communicating your goals to your team I think this comes in a few different formats and I'm like well aware that not everyone runs a team okay so this isn't just supposed to be for that I do want to go into it because you know not all content needs to be for everyone but I think as part of this as well it doesn't just need to be your team like if you have clear goals and you are in a relationship like you live with someone for example and those goals come around like they're around finances or they're around buying a house spend some time checking in and communicating goals to any other stakeholders in like your life or any other of the things that kind of the affect this like when I sat down and wrote my 2024 goals a lot of my goals in like friendship revolved around doing more things that I wanted to do so things like going to more live music things like going to I don't know like whether it's like festival stuff whether it's like whatever but I'm going to be talking about like specific teams at the moment cuz I do think this is really important if you have professional goals if you work with a team or have anyone that you man man AG you are going to need for people to be aligned with this and you need to be able to communicate this effectively so I like to do this check-in and goal setting exercise with my teams at least once every 3 months but I think there are some specific rules to follow when you're setting goals for a group rather than as an individual which is why I really wanted to talk about this here um because it's easy to overwhelm your team or the people around you the people you're basically on this journey with with tons of wishes but it is not a goal without a plan isn't that a cute quote so firstly when you're reflecting I'd actually recommend getting the perspectives of your team on how they found the last three months if you're leading a team you have to know about the other people in the team so have they reached their personal goals how have they contributed to reaching their professional goals this means you're not setting goals which are completely out of sync with where they are and where therefore you are as a team even if it's just one part of your team and it's also useful to get an understanding of how they're finding their work and their jobs because you need to know if they feel completely out nearly burnt out when you're saying I want to double the amount we're doing this month next up when you're writing team goals you need to be thinking about who is going to be actioning them so your goal might be to go live with a certain number of campaigns but if you haven't got the resource it's never going to be realistic so when you set goals mentally assign them to individuals or groups and then if there's a gap between what you can do and what you want to do you know you might need more resource for that period or you might need to let some goals take a back seat that's fine you're not setting yourself up for failure and and not reaching your goals when they were never going to happen anyway because it wouldn't make sense with that resource lastly when you're communicating these goals to your team make sure that you emphasize the steps that will need to be taken to achieve these goals you all need to be in it together as a team one of the most important things that you are is that you are emphasizing teamw work and one of the best things you can ever do to elevate your own work is to get better work from your team so they need to be aware of what's expected of them what's realistic and what timelines they should be working towards then give them space and time to also ask questions it is categorically bad management to send a team a load of goals without any sort of inkling about how to get there so make sure you're sending them on a journey rather than kind of like firing wishes Into The Ether that also might not fully align with their personal goals or their professional goal but it is worth just really being able to touch base and therefore being able to set things with that in mind I am just going to quickly answer two dilemmas because these came through um we had a few dilemmas based on the kind of goal setting side and I just wanted to address these because I felt like they could be quite representative of a lot of people okay so hi Grace I've been running my business for 3 years now it's a pet food company but I'm so bad at setting goals I always overreach and then feel rubbish when I don't meet them how can I stop myself getting OV excited and setting unreachable goals so number one first thing you've got is self-awareness so that's a step in the right direction um you've said it yourself like you set unrealistic goals you overreach and then you end up feeling rubbish recognition of that cycle is one of the most important things because spoiler alert if you're constantly setting goals and you're constantly not reaching them there are two things that are probably going wrong you're either setting way too big goals or you're doing no work like it's one of those two things that's nothing to be offended at it's like it's one of those two things you might be doing all of the work in the world and it can still be unrealistic so the most important thing there is the fact that you have recognized that that is what you are doing and therefore why why not spend this quarter setting goals that are like painfully realistic just to realign yourself like set them that are so realistic that you know that you're going to reach them because ultimately when a business sets a forecast they're not looking at it and being like what could we do let's take that up by two times forecasts AKA goals are based off what you think you can do and so you need to reframe it away from like the idea of a goal being this kind of complete complely like shot in the dark type thing to a goal being almost like a plan take it back for one quarter or one month show yourself that you can do it and then go 20% higher 20% higher it doesn't need to be like a goal doesn't need to be a whole change in your life the next dilemma is hello Grace every single year I set a fitness goal and every single year I give up on it my goal for January was to run three times a week and I've already crashed and burnt how do you find the motivation to stick to your goal please we all know by this time that motivation means absolutely nothing motivation is like almost not a thing it's like a spark that you'll get occasionally you wouldn't like motivation will get you nowhere it is discipline that will get you somewhere that's all I can tell you no one achieves great things of motivation don't get me wrong it's great to have passion for things it's great to have motivation for things but like no one is motivated when they get up at like 6:00 a.m. and have to do something that they don't want to do that's discipline that's habits so you set it yourself you usually set goals again that are that you crash and burn on and I want you to reframe the idea of crashing and burning first of all I think that it is incredibly important that you start thinking of it as being a little bit more realistic and also about just taking it slower like say your goal is to run three times a week if someone's goal is to make £1,000 more a year for example you don't need to do that on week one I think what you need to bear in mind is you clearly get a excitement based off setting goals that have an opportunity to be reached and you get excited about that Prospect and actually what you need to start doing is you need to start slower because clearly for you the excitement is off that Rush at the beginning and actually you need to take away that rush because otherwise you're basically giving yourself just like a dopamine hit based off the idea of the goals and then doing them for one or two weeks so try and remove the crash and burn mentality you've learned one way that doesn't work reframe it I would say set a goal that you know you can do and the reason you know you can do it is because you're going to be disciplined about it I would just say just go for one run a week go for one run a week go for one run every other week whatever it might be start that now and once you start proving to yourself that you can do that you can take it up and it going slower and I think what a lot of people think and what I definitely think as well is like okay but that's slower than I wanted do you know what's even slower is crashing and burning so actually what you need to be able to do is you need to be able to take it back a step not allow yourself to have the excitement of like a Sprint and starting something new that changes your whole life instead only allowing yourself to have that three runs a week once you've got to a point where you've basically proved to yourself that that's a good thing for your life and it's not too far and therefore going to make you crash burn um so yeah it's again it's about realistic goal setting but also about taking things step by step and not allowing yourself to get too excited by that like dopamine hit of the Sprints mentality when realistically what you want to do is you want to end up running more overall and therefore you need to start slower so thank you so much for listening to this episode of working hard hardly working um I hope it is given you some goal setting J and excitement uh which is not just for January um I think that we all love to talk about Atomic habits and we all like to talk about habits Theory and how like 1% better every day but 1% better every day means only 1% better on the 1st of January and also 1% better on like a random day in March so I would say that like the more you can get this into your ethos in terms of how much you do this year like it should be fun it should be fun checking back in with yourself and working out like where you're going next what you haven't quite done right where what that means for you etc etc etc so any that's enough of my pep talks for the day so let me know what other solo episodes you'd like to hear one thing we thought it would be fun to add is I always get questions after these episodes asking for kind of I don't know asking about a specific thing we've talked about or more information or like reading recommendations or whatever it might be and like we all know that my big passion in life is books um so I'm glad we can share that or I can just like share it with you and you can just not use it at all if you don't want it so I've added a reading list to this episode description where you can find recommendations on the subjects of productivity and goal setting and as a further thank you we have set up as before a planner discount for the first 100 people who go to get the digital planner it will be working hard one word that will get you 50% off for the first 100 people but the first 100 people only you heard it here first I won't be putting that anywhere else uh but once the first 100 people have used it it is gone um and I will see you next week no

Channel: Grace Beverley

Views: 40,897

Keywords: gracefituk, flexible dieting, bbg, new makeup, must haves, intermittent fasting, vegan, weight loss, how to, grace fit uk, what i eat in a day, full day of eating, oxford university, entrepreneur, sophia cinzia, flossie, olivia neill

Id: XfdzeqnpX48

Length: 21min 7sec (1267 seconds)

Published: Mon Mar 18 2024