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Last Updated on September 28, 2020

How to Create an Action Plan and Achieve Your Personal Goals

How to Create an Action Plan and Achieve Your Personal Goals

There’s no denying that goals are necessary. After all, they give life meaning and purpose. However, goals don’t simply achieve themselves—you need to write an action plan to help you reach your goals.

With an action plan, you’ll have a clear idea of how to get where you want to go, what it will take to get there, and how you’ll find the motivation to keep driving forward. Without creating a plan, things have a way of not working out as you waver and get distracted.

With that in mind, here’s how you can set goals and action plans that will help you achieve any personal goal you’ve set.

1. Determine Your “Why”

Here’s a quick experiment for you to try right now: Reflect on the goals you’ve set before. Now, think about the goals you reached and those you didn’t. Hopefully, you’ll notice a common theme here.

The goals you were successful in achieving had a purpose. Those goals you failed to accomplish did not. In other words, you knew why you put these goals in place, which motivated you to follow through.

Simon Sinek, author of Find Your Why: A Practical Guide for Finding Purpose for You and Your Team, explains:

“Once you understand your WHY, you’ll be able to clearly articulate what makes you feel fulfilled and to better understand what drives your behavior when you’re at your natural best. When you can do that, you’ll have a point of reference for everything you do going forward.”

That, in turn, enables better decision-making and clearer choices.

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I’ll share with you a recent example of this in my life. Earlier this year, I decided to make my health a bigger priority, specifically losing weight. I set this goal because it gave me more energy at work, improved my sleep, and helped me be a better father—I really didn’t care for all that wheezing every time I played with my kids.

Those factors all gave me a long-term purpose, not a superficial short-term goal like wanting to look good for an event.

Before you start creating an action plan, think about why you’re setting a new goal. Doing so will guide you forward on this journey and give you a North Star to point to when things get hard (and they inevitably will).

2. Write Down Your Goal

If you really want to know how to create an action plan for goals, it’s time to get your goals out of your head and onto a piece of paper. While you can also do this electronically through an app, research has found that you’re 42% more likely to achieve your goal if it’s written down[1].

This is especially true for business owners. If they don’t schedule their time, it’ll be scheduled for them.[2]

When you physically write down a goal, you’re accessing the left side of the brain, which is the literal, logical side. As a result, this communicates to your brain that this is something you seriously want to do.

3. Set a SMART Goal

A SMART goal pulls on a popular system in business management[3]. That’s because it ensures the goal you’ve set is both realistic and achievable. It can also be used as a reference to guide you through your action plan.

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Use SMART goals to create a goal action plan.

     

    By establishing a SMART goal, you can begin to brainstorm the steps, tasks, and tools you’ll need to make your actions effective.

    • Specific: You need to have specific ideas about what you want to accomplish. To get started, answer the “W” questions: who, what, where, when, and why.
    • Measurable: To make sure you’re meeting the goal, establish tangible metrics to measure your progress. Identify how you’ll collect the data.
    • Attainable: Think about the tools or skills needed to reach your goal. If you don’t possess them, figure out how you can attain them.
    • Relevant: Why does the goal matter to you? Does it align with other goals? These types of questions can help you determine the goal’s true objective — and whether it’s worth pursuing.
    • Time-bound: Whether it’s a daily, weekly, or monthly target, deadlines can motivate us to take action sooner than later.

    Learn more about setting a SMRT goal here: How to Set SMART Goal to Make Lasting Changes in Life

    4. Take One Step at a Time

    Have you ever taken a road trip? You most likely had to use a map to navigate from Point A to Point B. The same idea can be applied to an action plan.

    Like a map, your action plan needs to include step-by-step instructions on how you’ll reach your goal. In other words, these are mini goals that help you get where you need to go.

    For example, if you wanted to lose weight, you’d consider smaller factors like calories consumed and burned, minutes exercised, number of steps walked, and quality of sleep. Each plays a role in weight loss.

    This may seem like a lot of work upfront, but it makes your action plan seem less overwhelming and more manageable. Most importantly, it helps you determine the specific actions you need to take at each stage.

    5. Order Your Tasks by Priority

    With your action steps figured out, you’ll next want to review your list and place your tasks in the order that makes the most sense. This way, you’re kicking things off with the most important step to make the biggest impact, which will ultimately save time.

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    For example, if you have a sedentary job and want to lose weight, the first step should be becoming even a little more active. From there, you can add more time to your workout plan.

    The next step could be changing your diet, like having a salad before dinner to avoid overeating, or replacing soda with sparkling water.

    Learn these tips to prioritize better: How to Prioritize Right in 10 Minutes and Work 10X Faster

    6. Schedule Your Tasks

    Setting a deadline for your goal is a must; it prevents you from delaying the start of your action plan. The key, however, is to be realistic. It’s highly unlikely, for example, that you’ll lose 20 pounds within two weeks. It’s even less likely that you’ll keep it off.

    What’s more, you should also assign tasks a start and end date for each action step you’ve created, as well as a timeline for when you’ll complete specific tasks. Adding them to your schedule ensures that you stay focused on these tasks when they need to happen, not letting anything else distract you.

    For example, if you schedule gym time, you won’t plan anything else during that time frame.

    Beware the temptation to double-book yourself—some activities truly can be combined, like a run while talking to a friend, but some can’t. Don’t trick yourself into thinking you can both write and catch up on Netflix simultaneously.

    While you can use a paper calendar or planner, an online calendar may be a better option. You can use it to set deadlines or reminders for when each step needs to be taken, and it can be shared with other people who need to be in the know (like your running buddy or your mentor).

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    7. Stay on Track With Healthy Habits

    Without healthy habits, it’s going to be even more challenging to reach your goal. You could hit the gym five days a week, but if you’re grabbing burgers for lunch every day, you’re undoing all your hard work.

    Let’s say your goal is more career-oriented, like becoming a better public speaker. If you practice your speeches at Toastmasters meetings but avoid situations where you’ll need to be unrehearsed—like networking gatherings or community meetings—you’re not helping yourself.

    You have to think about what will help transform you into the person you want to be, not just what’s easiest or most comfortable.

    8. Check off Items as You Go

    You may think you’ve spent a lot of time creating lists. Not only do they help make your goals a reality, but lists also keep your action plan organized, create urgency, and help track your progress. Because lists provide structure, they reduce anxiety.

    There’s something else special about lists of tasks completed. When you cross off a task in your action plan, your brain releases dopamine[4]. This reward makes you feel good, and you’ll want to repeat this feeling.

    If you crossed out on your calendar the days you went to the gym, you’d want to keep experiencing the satisfaction of each bold “X.” That means more motivation to go the gym consistently.

    9. Review and Reset as Necessary

    Achieving any personal goal is a process. Although it would be great if you could reach a goal overnight, it takes time. Along the way, you may experience setbacks. Instead of getting frustrated and giving up, schedule frequent reviews—daily, weekly, or monthly—to see how you’re progressing.

    If you aren’t where you’d hoped to be, you may need to alter your action plan. Rework it so you’re able to reach the goal you’ve set.

    The Bottom Line

    When you want to learn how to set goals and action plans—whether you want to lose weight, learn a new skill, or make more money—you need to create a realistic plan to get you there. It will guide you in establishing realistic steps and time frames to achieve your goal. Best of all, it will keep you on track when you stumble, and we all do.

    More on Goal Action Plans

    Featured photo credit: Estée Janssens via unsplash.com

    Reference

    More by this author

    John Hall

    John Hall is the co-founder and president of Calendar, a leading scheduling and productivity app that will change how we manage and invest our time.

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    Last Updated on September 30, 2020

    Effective vs Efficient: What’s the Difference Regarding Productivity?

    Effective vs Efficient: What’s the Difference Regarding Productivity?

    When it comes to being effective vs efficient, there are a lot of similarities, and because of this, they’re often misused and misinterpreted, both in daily use and application.

    Every business should look for new ways to improve employee effectiveness and efficiency to save time and energy in the long term. Just because a company or employee has one, however, doesn’t necessarily mean that the other is equally present.

    Utilizing both an effective and efficient methodology in nearly any capacity of work and life will yield high levels of productivity, while a lack of it will lead to a lack of positive results.

    Before we discuss the various nuances between the word effective and efficient and how they factor into productivity, let’s break things down with a definition of their terms.

    Effective vs Efficient

    Effective is defined as “producing a decided, decisive, or desired effect.” Meanwhile, the word “efficient ” is defined as “capable of producing desired results with little or no waste (as of time or materials).”[1]

    A rather simple way of explaining the differences between the two would be to consider a light bulb. Say that your porch light burned out and you decided that you wanted to replace the incandescent light bulb outside with an LED one. Either light bulb would be effective in accomplishing the goal of providing you with light at night, but the LED one would use less energy and therefore be the more efficient choice.

    Now, if you incorrectly set a timer for the light, and it was turned on throughout the entire day, then you would be wasting energy. While the bulb is still performing the task of creating light in an efficient manner, it’s on during the wrong time of day and therefore not effective.

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    The effective way is focused on accomplishing the goal, while the efficient method is focused on the best way of accomplishing the goal.

    Whether we’re talking about a method, employee, or business, the subject in question can be either effective or efficient, or, in rare instances, they can be both.

    When it comes to effective vs efficient, the goal of achieving maximum productivity is going to be a combination where the subject is effective and as efficient as possible in doing so.

    Effectiveness in Success and Productivity

    Being effective vs efficient is all about doing something that brings about the desired intent or effect[2]. If a pest control company is hired to rid a building’s infestation, and they employ “method A” and successfully completed the job, they’ve been effective at achieving the task.

    The task was performed correctly, to the extent that the pest control company did what they were hired to do. As for how efficient “method A” was in completing the task, that’s another story.

    If the pest control company took longer than expected to complete the job and used more resources than needed, then their efficiency in completing the task wasn’t particularly good. The client may feel that even though the job was completed, the value in the service wasn’t up to par.

    When assessing the effectiveness of any business strategy, it’s wise to ask certain questions before moving forward:

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    • Has a target solution to the problem been identified?
    • What is the ideal response time for achieving the goal?
    • Does the cost balance out with the benefit?

    Looking at these questions, a leader should ask to what extent a method, tool, or resource meets the above criteria and achieve the desired effect. If the subject in question doesn’t hit any of these marks, then productivity will likely suffer.

    Efficiency in Success and Productivity

    Efficiency is going to account for the resources and materials used in relation to the value of achieving the desired effect. Money, people, inventory, and (perhaps most importantly) time, all factor into the equation.

    When it comes to being effective vs efficient, efficiency can be measured in numerous ways[3]. In general, the business that uses fewer materials or that is able to save time is going to be more efficient and have an advantage over the competition. This is assuming that they’re also effective, of course.

    Consider a sales team for example. Let’s say that a company’s sales team is tasked with making 100 calls a week and that the members of that team are hitting their goal each week without any struggle.

    The members on the sales team are effective in hitting their goal. However, the question of efficiency comes into play when management looks at how many of those calls turn into solid connections and closed deals.

    If less than 10 percent of those calls generate a connection, the productivity is relatively low because the efficiency is not adequately balancing out with the effect. Management can either keep the same strategy or take a new approach.

    Perhaps they break up their sales team with certain members handling different parts of the sales process, or they explore a better way of connecting with their customers through a communications company.

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    The goal is ultimately going to be finding the right balance, where they’re being efficient with the resources they have to maximize their sales goals without stretching themselves too thin. Finding this balance is often easier said than done, but it’s incredibly important for any business that is going to thrive.

    Combining Efficiency and Effectiveness to Maximize Productivity

    Being effective vs efficient works best if both are pulled together for the best results.

    If a business is ineffective in accomplishing its overall goal, and the customer doesn’t feel that the service is equated with the cost, then efficiency becomes largely irrelevant. The business may be speedy and use minimal resources, but they struggle to be effective. This may put them at risk of going under.

    It’s for this reason that it’s best to shoot for being effective first, and then work on bringing efficiency into practice.

    Improving productivity starts with taking the initiative to look at how effective a company, employee, or method is through performance reviews. Leaders should make a point to regularly examine performance at all levels on a whole, and take into account the results that are being generated.

    Businesses and employees often succumb to inefficiency because they don’t look for a better way, or they lack the proper tools to be effective in the most efficient manner possible.

    Similar to improving a manager or employee’s level of effectiveness, regularly measuring the resources needed to obtain the desired effect will ensure that efficiency is being accounted for. This involves everything from keeping track of inventory and expenses, to how communication is handled within an organization.

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    By putting in place a baseline value for key metrics and checking them once changes have been made, a company will have a much better idea of the results they’re generating.

    It’s no doubt a step-by-step process. By making concentrated efforts, weakness can be identified and rectified sooner rather than later when the damage is already done.

    Bottom Line

    Understanding the differences between being effective vs efficient is key when it comes to maximizing productivity. It’s simply working smart so that the intended results are achieved in the best way possible. Finding the optimal balance should be the ultimate goal for employees and businesses:

    • Take the steps that result in meeting the solution.
    • Review the process and figure out how to do it better.
    • Repeat the process with what has been learned in a more efficient manner.

    And just like that, effective and efficient productivity is maximized.

    More on How to Improve Productivity

    Featured photo credit: Tim van der Kuip via unsplash.com

    Reference

    [1] Merriam-Webster: effective and efficient
    [2] Mind Tools: Being Effective at Work
    [3] Inc.: 8 Things Really Efficient People Do

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