Goal Setting: Breaking Down Big Goals into Monthly Ones

The last post discussed how to set overall goals for the whole year. Part of why people have trouble reaching their goals is that a year can seem like a long time so it’s easy to get overwhelmed with a larger goal and not know where to start. Unfortunately, sometimes when people don’t know where to begin, they either don’t start at all … or they start but give up before reaching the goal.

If you have a larger goal for the end of 2020, you want to reverse engineer that goal and break it down month by month. This way, you start with small, manageable steps that build on each other and it becomes way easier to reach your goal. I’ll give you a few examples and I’ll also provide a free monthly planning template you can try out.

Health Goal Example:

If you have a year-end goal of being healthier, think of a step you could implement first. Not ten steps–like exercising more, drinking more water, eliminating sugar, cutting carbs, increasing vegetables, meditating, etc. Pick one thing first and do that. Also, try not to be extreme in that one step. For instance, if you are currently exercising ZERO times per week and you put that your goal is to exercise every day for two hours … well, you are most likely going to fail in that goal. You want to set yourself up for success which will cause increased motivation and happiness. So, for my clients who exercise zero or once a week, we set the goal for the first month to increase exercise 2X per week. That’s it. Then, if they exercise more days some week, it feels amazing to them, like they’ve gone above and beyond. Keep it simple.

Financial Goal Example:

If you have a goal of saving for a specific vacation, kitchen appliance, etc, then research what you need to save per month given your desired timeline and make that a monthly savings goal–and put that money into a separate account for that specific thing if possible. Some online banks let you name your savings accounts whatever you want which is a fabulous idea as it creates excitement and motivation. So you can name an account “European escapades” or “kitchen remodel” which makes it even more fun to put money into it.

You would apply these same concepts to career goals, relationship goals, spirituality goals, etc. Start with the first step the first month and then assess how it goes before deciding what to implement the following month. Next week, we will go into specific weekly goal planning in a way that sets you up for success. In the meantime, you can grab this Monthly Planning Sheet to use if you want somewhere to list your goals for this month.

Make sure to check out plenty of other tips on the blog such as 5 Questions to Help You Determine Your Ideal Career.  Already know you’re ready to invest in making your ideal future a reality? Schedule a free coaching consultation today with Dr. Kristi to see if coaching is a good fit for you!