The document outlines a workshop on goal setting for 2023, emphasizing the importance of establishing written and actionable goals across various life aspects. It references a Harvard study that highlights the financial success of graduates who set clear goals and plans, demonstrating the impact of disciplined goal setting. Key strategies for effective goal setting include specificity, realism, prioritization, and the use of S.M.A.R.T. criteria.

1. 2023 GOAL SETTING
WORKSHOP
CHUCK HOLMES
AUTHOR, ENTREPRENEUR, & BUSINESS COACH

2. PURPOSE
The purpose of this training is to help you set goals for 2023, for different aspects of
your life.

3. DISCLAIMER
INDIVIDUAL RESULTS
WILL VARY
THIS IS JUST MY
OPINION

4. WHAT IS A
GOAL?
“A goal is a dream with a
deadline.” Napoleon Hill
“A goal is an idea of the future or
desired result that a person or a group
of people envision, plan and commit
to achieving.” ~ Wikipedia
In my own words, a goal is something
you want to do or accomplish,
combined with a date/time of when
you will do it.

5. HOW GOAL SETTING IMPACTED ME
• Learned about the importance of goal setting during my time in Amway, circa
2003.
• I had heard of it before, but never applied it.
• Setting written goals has 100% changed my life for the better.
• Goal setting helped me become a high achiever and accomplish most of the
things on my bucket list.
• I believe it will do the same for you.
You will miss 100% of the shots you don’t take. ~ Wayne Gretzky

6. THE
HARVARD
STUDY
• In the Harvard Business School MBA study on goal setting, the graduating class
was asked a single question about their goals in life. The question was this:
Have you set written goals and created a plan for their attainment?
Prior to graduation, it was determined that:
• 84% of the entire class had set no goals at all
• 13% of the class had set written goals but had no concrete plans
• 3% of the class had both written goals and concrete plans
The results?
• Well, you’ve likely somewhat guessed it. 10 years later, the 13% of the class that
had set written goals but had not created plans, were making twice as much
money as the 84% of the class that had set no goals at all.
• However, the apparent kicker is that the 3% of the class that had both written
goals and a plan, were making ten times as much as the rest of the 97% of the
class.
• Ten times as much? If the study is actually true, which most people believe it not
to be because there doesn’t exist a single shroud of verifiable evidence, then it
would be saying a lot.
Source: https://www.wanderlustworker.com/the-harvard-mba-business-school-
study-on-goal-setting/

7. TIPS FOR
SETTING GOALS
Be specific with time and date.
Make sure your goals are realistic but force
you to stretch out of your comfort zone.
COMMIT your goals to paper (write them
down).
PRIORITIZE, don’t set too many goals for
each category (keep the main thing the
main thing).
Always write your goals in the present tense.

8. S.M.A.R.T.
GOALS
• Specific (simple, sensible, significant).
• Measurable (meaningful, motivating).
• Achievable (agreed, attainable).
• Relevant (reasonable, realistic and
resourced, results-based).
• Time bound (time-based, time limited,
time/cost limited, timely, time-sensitive).

9. TYPES OF GOALS
• Personal Goals (includes hobbies, health,
leisure)
• Financial Goals (personal, business, and
family finances)
• Family Goals (things you want to do or
achieve as a family)
• Business Goals (anything you want to
achieve with your business)

10. PERSONAL
GOALS
Goals for your personal life
Health, spiritual, hobbies, personal development,
etc.
Examples:
• I will weigh 180 pounds or less by December
31st
• I will walk 1,500 miles this year
• I will eat <20 grams of carbs every day this
year
• I will read 36 books
• I will go fishing at least 12 times

11. FINANCIAL GOALS
Goals for your personal and family finances.
Goals for paying off debit, budgeting, investing, saving, etc.
Example:
• I will pay off my credit card in full by December 31st.
• I will pay off my spouse’s credit card in full by December 31st.
• I will pay off our vehicle in full by December 31st.
• I will add $5,000 to our emergency fund by December 31st.

12. FAMILY GOALS
I will take my wife
to Virginia for a
week in August to
visit with her sister
and brother-in-law.
01
I will vacation to
Maine in October to
visit with my
parents and go bird
hunting.
02
I will take my
parents on a fishing
trip to New York
this summer.
03
I will take Rachel on
a one-week
vacation to attend
the World’s Longest
Yard Sale.
04

13. BUSINESS GOALS
Goals related to your business
Example:
 I will achieve at least $500,000 in business
revenue this year.
 I will add 120 new posts to my blog.
 I will publish 240 YouTube videos.
 I will publish 240 podcasts.
 I will generate 40,000 leads.
 I will have 800,000 visitors to my blog and 1.2
million-page views.
 I will personally enroll 120 new reps this year.
 I will reach the rank of DIAMOND by December
31st.
 I will add 250,000 new team members this year.

14. CREATING YOUR ROADMAP
Once you determine your goals, divide it by 12 to determine what you must do
each month to stay on track.
Examples:
Lose 50 pounds this year (lose 4.2 pounds per month)
Save $5,000 this year (save $420 per month)
Invest $10k in 401k (invest $800 to $820 per month)
Take it even one step further and determine what you must do each week and each
day. This will become your ACTION PLAN.

15. PUTTING IT ALL TOGETHER
Put your goals on paper.
Be specific.
Write your goals in the present tense.
Set goals for the different aspects of your life.
Set realistic goals but goals that force you out of your comfort zone.
Review your goals frequently.
Break your yearly goals into monthly bite-sized goals so you have an action plan.
If possible, have an accountability partner such as your spouse or best friend.

16. LET’S CONNECT
 Chuck Holmes
 Certified Small Business Coach
 Network Marketing Professional
 mrchuckholmes@gmail.com
 (443) 421-8260 text
 http://www.CharlesHolmes.net (about
me)
 https://onlinemlmcommunity.com (my
blog)
 http://www.startafunbiz.com (my
business)