This document provides information on setting goals through goal planning. It discusses the importance of setting goals and identifies reasons for doing so, such as taking control of your direction and avoiding having others set goals for you. It then outlines the basic steps to effective goal planning, including identifying current situations, priorities, and SMART (Specific, Measurable, Achievable, Realistic, Time-Based) goals. The document emphasizes writing goals down, making them personal, and developing a plan to overcome obstacles and track progress through actions and deadlines in order to achieve goals.

1. GOALS PLANNING 101
A SEMINAR/WORKSHOP
PRESENTED BY
JOHN M. LIPPITT,
PRESIDENT

2. Ralph Waldo Emerson

3. Without a goal in mind, trying to succeed in
doing anything is like setting out on a trip with
no idea of where you are going.
You will get somewhere but it may not be where
you want to be.

4. FOUR REASONS FOR SETTING GOALS:
1.If you don’t set your own goals, someone
else will set them for you.
2.All things need to be accomplish mentally
before you can accomplish them physically.

5. FOUR REASONS FOR SETTING GOALS:
3.It is easier, cheaper, and faster to get
things done when you know what you
need to do.
Consider how difficult it would be to build a
house without a blueprint.
3.It keeps you on target.
In the words of Emerson “Man becomes what he
thinks about all day long.”

6. KEYS TO SUCCESSFUL GOALS
PLANNING
THE “WHY” OF GOAL PLANNING
Written –Write your goals down.
Harmonious - Make sure your goals are consistent with
who you want to be
Yours – The goals you set should be what you want and
need to do.

7. KEYS TO SUCCESSFUL GOALS
PLANNING
When you write down your goals:
1.It makes the goals more “real”.
2.It allows you to clarify what you mean.
3.You can better define rewards and consequences.
4.You won’t forget it or unintentionally change it.
5.You can keep on track as you review, refresh, and adjust your
goals and action steps based on changing circumstances.

8. KEYS TO SUCCESSFUL GOALS
PLANNING
When your goals are harmonious with who
you want to be:
1.You are more likely to stick with the goal and action steps because
they reflect who you want to be.
2.You avoid personal conflicts that can distract or side track your
efforts to achieve your goals.

9. KEYS TO SUCCESSFUL GOALS
PLANNING
When your goals are yours:
1.You are more likely to become the person you want to be, because
you decided who you are instead of trying to be the person someone
else thinks you should be.
2.When you achieve your goal you will have accomplished something
that has meaning to you and brings you closer to being the person
you want to be.
3.As you get closer to being the person you want and need to be you
will be better able to help those that are important to you.

10. SETTING AND ACHIEVEING
GOALS
Until you know what you want to
achieve it is impossible to really
know what you need to do.

11. THE BASIC STEPS OF GOALS
PLANNING
CREATE YOUR DREAM BOOK
PERSONAL PROFESSIONAL
FAMILY
SPIRITUA
L
FINANCIAL
MENTAL
PHYSICAL
SOCIAL
PEOPLE
SKILLS
SALES/
INFLUENCING
SKILLS
TIME
MANAGEME
NT
PRODUCTIVIT
Y

12. SETTING AND ACHIEVEING
GOALS
If you want to take control
and chart your own course
you must know where you are
going and what you need to

13. THE BASIC STEPS OF GOALS
PLANNING
IDENTIFY YOUR STARTING POINTS
1. Where are you now.
Take some time and shade in your wheels to indicate
how you currently feel you are doing in each life area.
1. Review your past accomplishments.
2. Identify your strengths and weaknesses.

15. THE BASIC STEPS OF GOALS
PLANNING
PLAN FOR THE LIFE YOU WANT:
WHAT DO YOU WANT AND NEED TO CHANGE
1. Although you will usually start with the areas in your
life that are causing the most concern and stress, -
You need to address all aspects of you life with the ultimate goal of
establishing a meaningful, sustainable life balance.
2. In each area, identify what you could do differently to
get better results (often referred to as goals categories).

16. THE BASIC STEPS OF GOALS
PLANNING
PLAN FOR THE LIFE YOU WANT:
SET YOUR PRIORITIES
3. Determine which changes would get you closer to
where you want to be and can be implemented in a
reasonable period of time.
4. Select the top 1 or 2 changes in each life area and
write down a goal statement.
5. Begin the process of developing your goal planning
sheets.

17. MAKE YOUR GOALS
“SMART”
Specific
Measureable
Achievable
Realistically high
Time-Based

18. SMART GOALS
MAKE YOUR GOALS SPECIFIC
1.Make your goal statements clear and easy to explain.
2.You must be able to identify specific action steps that will
accomplish your goal.
3.The actions steps required to accomplish the goal should be
related to and compatible with each other.

19. MEASURE YOUR GOALS PROGRESS
1.You need to be able to measure the actions required to
implement your goals to maintain accountability and
track progress.
2.Give yourself a way to keep score, define how you will
SMART GOALS

20. SET ACHIEVEABLE GOALS
1.Make sure the scope of the goal can be accomplished
within the planed time frame.
2.Plan and be prepared to implement the actions
necessary to achieve your goals.
SMART GOALS

21. BE REALISTIC
1.Set the bar as high as you can, consistent with your
resources and time available.
2.Taking the easy way only applies if it is more effective.
SMART GOALS

22. SET A TIME-BASED LIMIT
1.Set a date for completion of each action step.
2.Determine the sequence of actions required and how
long it will take to accomplish your goals.
If a deadline is imposed on you and you do not have enough
time, adjust your goals and actions.
SMART GOALS

23. THE BASIC STEPS OF GOALS
PLANNING
1. DEFINE YOUR GOALS
2. MOTIVATIONS
A. LIST THE REWARDS OF ACHIEVEING THE GOAL.
B. LIST THE CONSEQUENCES IF YOU DON’T.
3. DEFINE THE ACTIONS NECESSARY TO ACHIEVE

24. THE BASIC STEPS OF GOALS
PLANNING
4. PRIOITIZE YOUR GOALS AND ACTION STEPS.
5. ANTICIPATE THE OBSTICALS AND IDENTIFY LIKELY
SOLUTIONS.
6. RECORD ACTION STEPS AND TRACK THEIR COMPLETION
IN YOUR DAILY PLANNER, PDA,TO DO LIST, ETC.
CELEBRATE YOUR SUCCESSES

25. KEYS TO SUCCESSFUL GOALS
PLANNING
If progress is delayed or new
obstacles arise, adjust your action
plan, do not just give up.

26. TO GET IMPROVED RESULT
S
DO SOMETHING DIFFERENT
MAKE A PLAN AND TAKE ACTION.
GOALS CAN ONLY BE ACHIEVED BY
TAKING ACTION.

27. IT IS YOUR LIFE,
MAKE IT THE LIFE
YOU DESERVE -
START TODAY