I’ve used a number of ways to track my goals and my year, and I have found spreadsheets the best way to do it.
Below are snapshots of the two worksheets I used in my spreadsheet. The first image is the worksheet I use for the goals I have regarding my responsibility for people and other things. The second image is the worksheet I use for the goals I have regarding myself. Each row is a week in the year. If I did nothing to advance the goal that week, I colour the cell red. If I did something but fell short, I use yellow. If I had a good week, the cell is green, and if I had a great week the cell is purple.
What’s nice about using colour like this is that I can zoom out and see how I am progressing over the year.
In the first two columns above I track how much I do for my son and daughter. Pretty good there. The next column is what I do for my brother and sister: I started weak but picked up throughout the year. It was good, and better than last year, but it can be better still. Next column is for keeping in touch with friends. It’s tough in a pandemic but I could email and use social media. The last three columns are my home, my finances, and my involvement in politics. I was much better with political engagement last year: this year the pandemic wore me down. Likewise I did ok managing my home and finances this year but it could be better. All in all too much red and yellow in those last 2 columns. (Part of the problem is I find them thankless tasks that provide little or no good feedback.)
After my responsibility to others, my goals are managing myself. I found I did poorly on the hard parts of this but better on the soft parts. lol! The first two columns above are fitness (do more exercising) and reading (do more reading). I get a D to an F grade for much of the year there. The third column tracks how much I draw and do other art. Again, D or maybe a C-. I did well writing (column 4): I wrote every week in my main blog, and sometimes elsewhere. After that comes column 5 and IT skills development: I got maybe a B- there. Often that takes a backseat to other things. In terms of cooking (column 6) that was easy in a pandemic! I did a lot of cooking and cooked hundreds of different recipes. (I track all the meals separately because I am a nut.)
For a long time I felt homebound and never did things for myself, so I tried to improve that and make them goals. So the last three columns are Treats, Restaurants I’ve tried, and new and good things I have done. Mostly I’ve done well there, compared to reading and fitness. Sigh. Ah well. (Those are easy to do, since the feedback you get once you do them is really good.)
The colour coding is subjective, of course, and in a pandemic the bar to green and purple is lower. But as a consultant, I quite like this way of tracking my goals.
Now I have a lot of goals, I admit. One thing nice about that is that I usually feel like I am accomplishing something. So if I am not getting in shape, at least I am keeping in touch with people and taking care of other things.
I also don’t track everything in a spreadsheet: I have some goals I track elsewhere, for example for some relationships and responsibilities. Likewise I sometimes have goals that are in a limited time window of weeks instead of months: they don’t go here.
It may seem like a lot to track, but I find I spent a few minutes each day then I can get it done. Plus I can course correct this way too and shift my priorities around.
If you struggle with goals and tracking them and moving forward, I recommend this approach. It’s fast and painless.
Here’s to achieving your goals, small and big, in 2022.