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Words By Tara Wagner

How to Achieve Your Goals With a Daily Goal Planner (Goal Crazy Planner Review!)

Goal crazy planner

I want to walk you through how to achieve your goals using a daily goal planner, specifically the Goal Crazy Planner that I have been using recently.

Now I’m not usually one to do sponsored videos. When Jason reached out to me, I was like, “You can send me a planner, but the likelihood that I’m going to like it and want to do a video on it is slim to none.

I was wrong. I actually really love this planner and I want to walk you through how I’m using it and how you can either use this one or something like it to help you stay focused on what you’re working towards every day, every week, every month to actually move you towards your goals.

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I’ve been coaching for 10 years and so much of what I know about coaching, personal development, goal achievement, and mindset is built into this planner.

I’m actually pretty thankful because I’ve been looking for something that includes the things that this has included.

I’m going to walk you through how this actually works and how to use it. Click here to watch the video.

The first part is like a coach to guide you. It’s going to walk you through how to set up your goals, and the intention is to do this basically quarterly (or at least review it quarterly).

The second part is going to actually walk you through the planner. It is the planner itself. So every planner comes with a goal planning section. And then will breakdown your days, weeks, and months.

So let me walk you through what this looks like.

The Basics

I’m going to walk you through a little bit of a how you do this, the basics, and cover some of the things it brings into focus like:

  • Accomplishments – which is self-explanitory.
  • What you intended to do but didn’t – I love this.
  • Benefits – You’re going to be looking at the benefits you would have right now if you had done these things that you wanted to do. This helps to create some motivation. And I love this as a coach, this is a technique that I use as well and it’s super helpful what’s been holding you back. So you’ll look at some different questions to answer there.
  • My learning experiences – so things that maybe you messed up, you’re not proud of, but you learned something important from them.
  • Why does any of this matter? -I love, love, love this
  • Rating yourself – I’m looking forward to doing this on a quarterly basis. Essentially you’re rating yourself in your health, your family, social, financial and career, educational, fun, spiritual and faith,on a scale of 1-10, and figuring out just where you are. Then you’re able to put that into the wheel of life. So this allows you to take your percentages from the previous page and really look at where you are in the wheel and get a great visual of what’s missing and where you’re not very well rounded.
  • Dream list – It’s anything that you want to create in your life essentially. So then we’ve got forming your goals, your long-term goals. You’re kind of ranking your dream list in terms of one year, five year, 10 year, lifetime and dreams. So like a dream is to travel into space.
Goals Into Plans

Next you’re looking at turning those goals into plans.

You plan out your goals for this year starting with your most impactful goal. This is really important because this is basically your #1 focus. And as I go through I’ll show you where you use that throughout the book, and I’ll explain what mine is and give you some examples of it.

It also gives you a little bit of coaching if you don’t know where to start. Once you have your most impactful goal (the one that is going to make the biggest difference on all the other goals), you’re going to write down:

  • What the goal is
  • Today’s date
  • The date you’ll achieve it
  • Benefits you’ll gain by achieving it
  • What you’re willing to sacrifice to get there
  • People who need to know about your goal
  • Possible obstacles
  • Possible solutions to those obstacles
  • Steps to achieving your goal.

If you remember in last week’s blog, when I talked about how I had actually shifted my work hours from 40 or 50 hours a week down to 20 hours a week so that I could focus on my health, my health being my most impactful goal. These were actually some of the steps that I took to be able to do that.

I love that they were already built into this book. There’s so many great strategies that are already in here.

After that you’ll find your goal tracker and your milestones to reach this goal. I love this because it reminds me of middle school when you were trying to raise money for a field trip and you would mark it on the thermometer. It’s the little things in life, people, that just make me super happy. *Check out the video for visuals.

Your planner

Then you get into part 2, which is your planner.

What this will actually do is break down by month, then breakdown each month individually, followed by a month overview, and then at the end of the month you’ll have an end of month reflection.

Week by week you’ve got what you’re going to accomplish this week and when you’re going to accomplish it. And then you have your daily pages, a morning page and an evening page to review that day, with your habit card.

Then at the back of this book you’ve got 3 cards that will actually allow you to write down the top 10 habits that you’re focusing on for that month. And then this is actually your habit tracker, and you’re using this day to day.

Beginning and End of the Day

At the beginning of every day, you’re going to write:

  • The date
  • Your most impactful goal
  • What you’re grateful for
  • What you’re excited about
  • Affirmations for the day. I don’t actually write three affirmations. I use this as a paragraph of affirmations instead.
  • Your #1 goal for the day
  • The most important things you want to accomplish
  • Things that would be nice to get done
  • The NOT to do list for today. Mine is usually like don’t work past 1:30 or don’t stress out about how much I get done today.

At the end of every day you write:

  • A positive sentence to describe the day
  • Top 3 accomplishments
  • Your best moments from the day
  • Any new ideas that you had.
  • Any notes
  • How will I improve tomorrow? *My favorite

It’s including all the most important things that are really going to be helpful in keeping your mindset in the right place and moving you forward in the things that matter the most in your life.

I’ve used other planners in the past, but I either found that they didn’t have everything that I needed all in one place. So I was using multiple planners, or it was too much and I was spending too much time on it. Or maybe it was only to be used once a day or it just wasn’t clicking. This one clicks.

The thing that I love about it is that everything I want:

  • scripting
  • affirmations
  • #1 focus
  • planning things out
  • taking notes
  • tracking my habits

It’s all in one place and it takes me 3 minutes in the morning and 3 minutes at night.

I leave it right by my nightstand and I do it as I’m getting ready in the morning as I’m doing all of my other mindset work. And I do a check-in, which helps me to focus in on what I need to focus in on, both big picture and that day, and then at night I’m coming in and I’m checking in again. “How did I do today? What stands out for me? How can I improve tomorrow?

Creating a Constant Focus

The most important piece of any goal setting planner is the fact that you are creating a constant focus

By doing so you’re activating what’s called your reticular activating system. This is a part of your brain that filters out the non-essentials and pulls into focus the essentials.

By giving yourself checkpoints every morning and night to remind yourself: “what is your most impactful goal, what are the things I’m working on, what are the things that matter most?”, This is allowing you to filter out all the things in life that like to distract us from what really matters, so that you can pull into focus what actually matters and you’re able to spend more time and energy there.

If you don’t already have a system that’s helping you to create that focus and you’re looking for a planner like this, I highly recommend the Goal Crazy Planner. It’s what I’m using now. I’m absolutely loving it and I even got you a discount.

If you use my name Tara Wagner, you can get a 15% discount on your order!

I started this at the beginning of the year. It’s undated, so that means you don’t have to do it at the beginning of the year or the beginning of the quarter.

I would recommend that you get one now, and plan to start it before the quarter starts so that you can go through the first part of it, setting up your goals, really getting things aligned, taking your time with that and then starting with the undated planner as soon as you’re ready to start with it.

What about you, boss lady?

I’d love for you to share with me in the comments what you use to help you track your goals on a monthly, weekly, daily basis to be able to create that focus and keep you on track.

xoTara-teal

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Tara Wagner

Tara Wagner

I’m Tara Wagner, creator of the Breakthrough Boss®. I help small biz owners overcome burnout and create part-time schedules with full-time profits. Not with some new marketing strategy, but with a holistic approach to how you operate. Click here to learn more.
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