I usually conduct goal reviews on a weekly, monthly, or quarterly basis. It changes based on the goal. The purpose of a goal review is to…
The purpose of a goal review is to maintain focus by keeping the goal front and center, measure progress, and make adjustments when needed. A goal review can be done by yourself, in groups, or with someone like a coach/mentor.
When setting goals, I will include the following information:
The goal nickname
Acquire New Members For The Academy
The goal category
The goal type
The goal itself
I will acquire 30 new members for The Academy by asking for referrals, launching a social media marketing campaign and networking with other online businesses. This will allow me to increase membership and grow my business by May 31, 2016.
The next update
April 30, 2016
The next update field indicates when you intend to do a goal review.
Keep in mind that you should have a clear understanding of all the goals you’re working towards, at any given point in time. Why? To make sure they align with your ultimate vision and purpose and, to help keep things organized. That means coming up with a way to track your goals.
At a bare minimum, when preparing for goal reviews, you can create a basic overview which includes the following:
Count of goal statuses
On track –
Off track –
Count of goal types
Count of goal categories
While categories can be different for everyone, counting categories such as health, intellect, finance, travel, career/business, relationships, personal development, and spirituality etc…can get tricky. For example, think about the career/business category. You might have more than one business or be working on more than one project at a time. In this situation, create subcategories that roll up to the main category.
After you’ve put together a basic overview of all the goals you’re working towards, provide an update for each goal. You can include the following:
- The Goal Nickname
- The Goal
- The Status
- The Update – keep it high level
- The Next Update
During the review, depending on the goal type, you might also want to consider having a copy of the full status report and, the strategic plan for each goal.
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