Life Coaching Worksheet: Year End Goal Assessment

I have to admit that I love this time of year! Not just because of all the cooking, family time, and snuggling with my dogs by the fireplace. I love that it’s a perfect time to take stock of the year and then make plans for the next one. Whether or not you reached all of your career goals, personal goals, or other goals, it’s so important to focus your energy ahead on what you want rather than dwell on your perceived shortcoming. Give yourself credit for every win you had, no matter how small you think it is. One of my favorite quotes by Wayne Dyer is: “when you change the way you look at things, the things you look at change.”

It’s your choice whether to see the glass as half-full versus half-empty! Did you have a goal to lose 10 pounds but “only” lost 5 pounds? Rejoice in losing 5 pounds. Have a goal to meditate daily or increase your income by a certain amount but didn’t quite reach it? Celebrate meditating at least several times a week or increasing your income at all. Then make a plan for 2020 where you set actionable and specific goals. Make the overall end of year goal big but make your daily action steps small and doable–even a marathon is only accomplished step by step.

Later, I will share a sheet for setting your monthly goals to set you up for success in 2020, but for now, here is a free year-end worksheet for you to download so you can take stock of 2019 (download below). I hope you all have a wonderful and relaxing holiday season!! Love and light, Kristi

5 Steps to Smart Goal-Setting in 2019

I’m not a fan of resolutions because they often don’t work—my husband tells me every year how crowded his gym gets in January but then empties out each February after people give up on their yearly gym resolution. However, I am a big believer in goal setting and the New Year is a great time to get started. Why set goals? Well, if you do the same thing you’ve always done, you will get the same results. Therefore, this year will look pretty much the same as last year if you don’t change anything, which is great as long as everything is already amazing for you. If not, decide what changes would feel good to you and make those your goals. I do an annual goal-setting session with all of my clients at the outset of each year and the following is the basic outline so you can set your own goals in order to make 2019 your best year ever!

 

  1. Begin at the end. Close your eyes and flash forward in your mind to the end of 2019 where you see yourself happy and satisfied with your year. I often use creative visualization with my clients as it helps to quickly clarify what they want out of life. The trick to visualization is to do it until you really feel the emotions of happiness, excitement, well-being, etc. Then evaluate what you just experienced in the visualization by asking “what was different than right now?” In that visualization, are you in a different, more rewarding job? Are you healthier or in better shape? Is your relationship with partner lighter and happier? Did you save more money? Does parenting feel easier and more enjoyable? Did you write that book? You get the idea. Jot down what would make the next year feel amazing to you.

 

  1. Use reverse engineering. After writing down some notes about what you would like to have happen in the next year, work backwards to see where you would need to start now. This can be tricky, especially if the difference between where you would like to be and where you are now feels huge to you. If you want to write a book but have written zero words, then pick the very first step—e.g. decide on a book topic. If you want to save more money, your first step might be exploring savings accounts or investment options. Starting a business and running your own company is a common goal I see with clients, so creating a business plan might be the first step for you before looking for office space, etc. Picturing the end goal and then breaking that down helps to see where to start.

 

  1. Start small. This may seem counter-intuitive to the “go big or go home” thinking that is prevalent in the U.S., but stick with me a minute. Too often, I have clients with a big goal and the amount they have to do to reach that goal can be overwhelming. If you want to get healthier, but your initial goals are “drink 8 glasses of water a day, give up sugar, exercise daily, master yoga, and become a vegetarian,” then you are likely setting yourself up to fail. When we cannot do everything, we often throw up our hands and say “oh well, I tried” and give up (hence the emptier gym in February). It is better to pick one thing until it becomes habit before adding another. If you currently exercise 0-1 time per week, then setting a goal of exercising 2 times per week is a realistic goal where you are setting yourself up to succeed—and then you can increase or add the next goal.

 

  1. Schedule regular check-ins. Too often, people set amazing goals…but then the whole year goes by before they revisit them and are disappointed when they didn’t reach them. Goals take time and energy to reach which is why it’s important to revisit them often. I have most of my clients do weekly assessments of their goals and it does not take much time at all. Schedule 10 minutes on a Sunday and assess where you are. Then decide what small step or steps you need to take the following week and write those down. If you do even 1-2 steps per week, think where you will be at the end of the year compared to doing nothing. Small steps add up to huge accomplishments when done consistently.

 

  1. Do it now. As in, right now. Stop and do one thing related to your goals you just created. Drink that first glass of water, open an online savings account, schedule your two weekly workouts into your planner, make plans for a date night with your spouse. Getting started is always the hardest part, but action begets action. You will feel better the sooner you take that first small step and the next steps become easier to take once you get started. Once you start making progress, the intrinsic motivation kicks in and the excitement level builds until you are well on your way to the amazing year you visualized for yourself.

 

Kristi Helvig is a Ph.D. Licensed Clinical Psychologist and Certified Life Coach who helps clients reach their goals all over the world through the magic of Skype. If you would like more help reaching your goals or would like a free consultation to see if coaching is right for you, please email her at kristi@prosperitycoachingandconsulting.com.