7 Steps to Effective Goal Planning

Before we dive in, if you haven’t checked out my last blog and video around Goal Setting, I highly recommend you do that before tackling this one because it’s going to go hand-in-hand with what you’re learning here and I want you to get all the juicy goodness out of this. 


You can find that episode here!


Okay - so now let’s dive into this 7-step formula for creating your goal and your flight plan, and I’ll explain some of my personal examples to help you get a better idea of what exactly each step should sound and look like. 

1. Create Your Goal Statement >> This is your destination! Where do you want to be, and what do you want to accomplish - make sure this is specific and add timelines!!

Example: Launch a beta program to re-create how I am currently doing 1-1 coaching by August 10th. 


2. What is Your WHY for Your Goal Statement >> Get a clear understanding of the motivation behind why you want to accomplish the goals you have set. 

Example: I want to launch this beta program because it’s important that I am able to impact more lives than I’m able to with the time constraints of 1-1 coaching. Also it’s important that I create a support system of other amazing entrepreneurs for the people in this program.


BONUS TIP: Your “WHY” for your goal should always align with your overall mission and purpose.


3. Decide What Resources & People You Need to Accomplish This Goal >> We may be entrepreneurs, but we can’t do it alone! Take some time to review what needs to be done, the software you may need, and who will help you with those bits and pieces in order to execute! 

Example: I need my copywriter, graphic designer and team to help execute all of the bits and pieces that need to go into having the beta program ready for my clients to be part of. 


4. Outline the Steps >> This is when your flight plan comes into action! Be ULTRA specific around each step so you know exactly what needs to be done. 

Example: I need to outline my avatar, get my copywriter to send content to my designer, get the program out to my previous clients...etc Do you see what I mean?


5. What are Your Measures of Success? >> This could be as simple as how you measure your end goal, or even how you measure your success along the way.  

Example: I have a “good, better and best” idea of the results of my beta program, so if X number of people join, that’s good, if X+ join, that’s better, and if X++ join, that’s BEST!


6. Add Dates to Your Action Steps >> Circle back to #4 and take a look at those steps you’re ready to tackle, and NOW I want you to add dates to each one along the way so you are able to track your progress even better and ensure that you are able to efficiently complete everything that needs to be done by the time you wanted your end goal to be in action. 


7. Plan the Celebration >> Too often as high-achieving women we SKIP this step and keep thinking, “Okay what’s the next thing, the next goal, the next step etc”. But that can cause burnout and I want you to be able to bask in your success along the way! Plan what your celebrations are going to be when you hit those measures of success and allow yourself to be proud of the work you and your team have done. 


Example: I’m going to take Friday off once I close registration and go for a spa afternoon. 


Entrepreneurship is a marathon, not a sprint. 


Okay, that is what I have for you today! I hope that you found this super helpful and gained some accountability and momentum to crush the rest of the year. 

I have all kinds of additional resources around goal setting and more in the private Facebook Community, not to mention I do live coaching and love love LOVE engaging with you all in there so check it out, I would be thrilled to see your face in there.

Leave me a comment and let me know which one of these 7 steps you found most beneficial for goal setting, and which you struggled with the most!


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