- Goal
- Goal 1
- Area
- Health
- Why I want it
- Get through the year without getting sick
- Success criteria
- Exercise 3 times a week for 40+ weeks
- Status
- Empty
TemplatesSpending & habits · Yearly goals
This year's goals and quarterly check-ins
When you set goals for the year by area, look back each quarter and choose actions for the next one
What's inside · Table 3 · Polls & decisions 1 · Checklist 3
Preview · a new document starts like this
This year's goals and quarterly check-ins
- Year
- Not set
- Shared with
- Not set
- Next review date
- Not set
Replace the first row of this year's goals table with your own goal and write its success criteria as a number.
This year's goals
One per area, four at most. If you rename a goal, update the ‘Goal’ options in quarterly actions to match.
| Goal | AreaLabels | Why I want it | Success criteria | StatusStatus |
|---|---|---|---|---|
| Goal 1 | Health | Get through the year without getting sick | Exercise 3 times a week for 40+ weeks | Empty |
| Goal 2 | Money | Stay steady through sudden expenses | 3 months of emergency savings | Empty |
| Goal 3 | Learning | Learn one new thing | One small finished piece | Empty |
| Goal 4 | Relationships | Spend time with people who matter | Meet once a month | Empty |
- Goal
- Goal 2
- Area
- Money
- Why I want it
- Stay steady through sudden expenses
- Success criteria
- 3 months of emergency savings
- Status
- Empty
- Goal
- Goal 3
- Area
- Learning
- Why I want it
- Learn one new thing
- Success criteria
- One small finished piece
- Status
- Empty
- Goal
- Goal 4
- Area
- Relationships
- Why I want it
- Spend time with people who matter
- Success criteria
- Meet once a month
- Status
- Empty
Quarterly actions
Break each goal into quarterly actions. See them by status in Kanban view.
Quarterly actions
Not set
- Goal
- Goal 1
- Period
- Q1
- Goal
- Goal 4
- Period
- Q1
- Goal
- Goal 3
- Period
- Q2
- Goal
- Goal 2
- Period
- Q1
Planned
In progress
Done
Quarterly check-in
At the end of each quarter, write one line on what went well and one on what to change.
| Period | What went well | What to change | CheckedCheckbox |
|---|---|---|---|
| Q1 | Empty | Empty | Unchecked |
| Q2 | Empty | Empty | Unchecked |
| Q3 | Empty | Empty | Unchecked |
| Q4 | Empty | Empty | Unchecked |
- Period
- Q1
- What went well
- Empty
- What to change
- Empty
- Checked
- Unchecked
- Period
- Q2
- What went well
- Empty
- What to change
- Empty
- Checked
- Unchecked
- Period
- Q3
- What went well
- Empty
- What to change
- Empty
- Checked
- Unchecked
- Period
- Q4
- What went well
- Empty
- What to change
- Empty
- Checked
- Unchecked
One focus for next quarter
After the check-in, pick just one and write it down.
One focus for next quarter
☐
Wrote success criteria for each goal.
☐
Set due dates for the quarterly actions.
☐
Recorded the one focus in the decision after the quarterly check-in.