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.
Why Is an Action Plan Important?
An action plan is critical in accomplishing goals because it will help you stay motivated and ensure that you’re on track to complete your goal in a reasonable amount of time.
Have you ever planned to do something but procrastinated? Having an organized action plan will help you overcome procrastination by keeping you motivated with a visual map of exactly what you need to do and when you need to complete each task. It’s easy to put off that big project when you don’t have a solid plan to get it done.
You may lose motivation because it feels overwhelming. But after you create an action plan, you may find that you aren’t overwhelmed anymore because all of the tasks are laid out in an organized, step-by-step manner.
The action plan will help you monitor your progress. You’ll have an official start and end date, and you’ll know approximately how long it will take to finish each step. It can also help ensure that you’re staying within a certain budget and if you need to make adjustments to your time or resources.
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.
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.
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.
This is especially true for business owners. If they don’t schedule their time, it’ll be scheduled for them.
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. 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.
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, and 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. List and Weigh Your Options
Now that you have your goal, list all of your options and the costs and benefits of each one. Continuing with our dieting example, you’d research the different dieting options and then list the pros and cons of each one.
Maybe the Mediterranean diet is the best one for you. Perhaps the keto diet would work well. Or maybe you want to create your custom diet. If necessary, get help from experts in the area in which you’re doing research.
5. Define Your Budget and Identify Resources
Not all goals require a defined budget, but many do. Define your budget up front. Then, identify the resources you need to complete each step of the plan.
The main resources you will need to achieve your goals are time, money, people, and technology. There may be certain technologies you want to use, but you don’t have enough money to buy them. If you have more money, you can buy more technology and hire more people to help you complete certain steps, which decreases the amount of time it will take to finish your project.
If you have fewer resources, it will take more time to reach your end date. Find the ideal balance for your goal.
6. List the Steps You Need to Take
Just like what I did in this article, you should list the steps you need to take in your action plan.
First, create a detailed, prioritized list of steps you must take to achieve your goal. Start with the very first step and end with the last one. Some steps will involve a series of other steps. Finding a good nutrition specialist may involve doing internet research, checking your current health plan for nutrition specialists, and talking to friends to see if they have specialists they can recommend to you.
Next, make sure you document all of the steps and, if applicable, all sub-steps involved in achieving your goal. Also indicate who is responsible for performing the steps, if necessary. And include what tools, technologies, and other things you need to finish the steps, along with the price of these things.
Then, ensure that you’re operating within your budget.
Finally, Document how long it will take to finish each step. If you have people helping you, make sure you work with them to determine exactly how long it will take to finish each step.
7. 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.
8. 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.
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
9. 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. This will keep you from procrastinating on a given task.
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 due dates 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).
10. Stay on Track With Healthy Habits
Without healthy habits, it’s going to be even more challenging to reach your goal, even if you have an action plan. 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 as you complete your projects.
11. 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 by showing you completed tasks.
There’s something else special about lists of tasks completed. When you cross off a task in your action plan, your brain releases dopamine. 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.
12. 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 develop an action plan—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.
Featured photo credit: Estée Janssens via unsplash.com