Oct
31
Now Available: Goal Tracker Template! Check it out…
Filed Under Templates, Goal Setting, Success/Career Growth, Motivation
If you're new here, welcome!You may want to subscribe to my RSS feed. You can also subscribe for email updates if you'd like. Thanks for visiting!
Download the PDF: Goal Tracker Template
I’m very excited to be sharing with you the first EA Tool Box Downloadable Template. It’s a Goal Tracker and here’s the scoop:
What is the Goal Tracker used for?
Using the Goal Tracker template helps you:
1. Define clear goals
2. Breakdown your goals into specific “actions”, making sure they support the “roles” you define as being important to you.
3. Visualize your goals by creating affirmations
4. Track your progress on a goal by noting each day an action is completed
5. Visually interpret where you are on track to achieve goals and where more work is needed
Many people have written about the positive impact of putting goals in writing. Further, it has been proven time and time again that everyone loves getting those little gold stars. Similar to the satisfactions of checking off an item on your “to do” list, marking when you’ve completed an action that supports a goal provides a motivating sense of achievement. It also gives us visual learners a clear illustration of how we are doing in each category.
How do I use the Goal Tracker?
Using the Goal Tracker couldn’t be easier! I’ve been using it for about a month now and I love it. I’ve made several adjustments to it along the way, but this is the final product (for now). If you choose to use it in some other way, or if you have suggestions for changes, I’d love to hear it.
The only thing I ask is that you do not make multiple copies and pass them out to all your friends. If you’d like to share it with others, please give them the website address (http://www.eatoolbox.com/) and they can download a copy themselves. Also, please do not post a link directly to the template on your website without my permission. However, anyone is welcome to post a link to this article.
You’ll notice that the Goal Tracker is broken out into 6 sections. Above each, there is a space labeled “Role” followed by a number. You don’t necessarily have to use all 6 sections; just use what you need. You’ll want to consider each “role” you perform for which you would like to set goals. You don’t really have to give them labels in the form of roles though; I usually just use this as a way to set categories: work, home, health, blog, relationships, etc.
Assign each role a priority (1 through 6) and fill in the appropriate role (in priority order) next to each number. Under each role, there is a big blue arrow with blank space for you to write in an affirmation - a positive statement of how you’d like things to be for that role or category.
Examples -
For “work”: I am highly organized and recognized for my ability to juggle various complicated tasks.
For “relationships”: My boyfriend and I spend a lot of quality time together and feel closer now than ever before.
For “health”: I am fit and energized and looking forward to getting even healthier in the future.
As you can see, the affirmations for each role can be fairly general. They are just intended to be used as an overall positive statement to keep you focused on the end result for that category.
Next, you’ll see a space with lines for Actions. This is where you will define the specific tasks that will help you achieve the affirmation for each role. Tasks should be clear and concise. There is space for 6, but again, use only as many as you want. Don’t force yourself to come up with more if you can’t think of 6. It would be a lot to have this whole sheet filled!
So, here is an example of the tasks I have under my “Health” category are:
1. Go to yoga 3 times per week
2. Follow set meal plan
3. Walk on 30 minutes on my lunch break 4 times per week
4. Drink 8 glasses of water per day
5. Take multi-vitamin 2 times each day
Next to the Actions list for each role, you’ll see a box for each day of the week. Whenever you complete a task on your Actions list, put an “X” in the box for the day. This makes it very easy to look at my Goal Tracker and see that, if there are only 2 “X’s” for yoga, I need to make sure I go again before the week is over. It’s very motivating to see how many boxes I can fill up!
At the end of the week, you can sit down and review the sheet in its entirety. You’ll be able to see quickly which category needs more attention. It may also help you plan your schedule easier in the future. For example, when I first started, I was trying to go to yoga 3 times during the work week so I could take weekends off. I quickly saw that this was pretty much impossible for me. So I realized that I could move some other things around and do it on a weekend day instead. That ensured that I was able to always meet my goal of 3 times per week.
I’ve used it quite a bit and I really love this tool. Hopefully, someone else out there will get something out of it too! Please comment when/if you do. And please share suggestions for future template development.
Download the PDF: Goal Tracker Template
If you enjoyed this post, please be sure to subscribe to our feed (or subscribe for email updates) so you never miss any of our great tools!!
Don't Miss Out! Subscribe to The EA Toolbox Feed or Register for Email UpdatesComments
5 Responses to “Now Available: Goal Tracker Template! Check it out…”
Leave a Reply
-
The E-book: Learn More
Only $10.99 USD
[…] Goal Tracker Template | The Executive Assistant’s Toolbox“Using the Goal Tracker template helps you: 1. Define clear goals; 2. Breakdown your goals into specific ?actions?, making sure they support the ?roles? you define as being important to you; 3. Visualize your goals by creating affirmations…” […]
This appears to be very similar in concept to the template in Stephen Covey’s book, The Seven Habits of Highly Effective People.
Looks good, certainly would be something I’d use if I wasn’t so satisfied with my own weekly planner. I’m all for using roles and responsibilites to track my work and life
It’s interesting that you use the number of X’s to judge your performance and motivate yourself. I give myself a score of 1-to-5 each week for each role and record the results over a 4 week period as my way of gaining motivation (for example, I keep asking myself what can I do that will take me to a 4 this week?)
[…] For more help tracking goals throughout the year, check out The Goal Tracker Template. […]
[…] Executive Assistant’s Toolbox has a very useful Goal Tracker template […]