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Last Updated on January 28, 2019

How to Set Goals and Achieve Them Successfully

How to Set Goals and Achieve Them Successfully

At the beginning of every year, many of us create New Year’s resolutions. We think about what we did or didn’t accomplish last year. And create new hopes and dreams for the coming year.

Unfortunately, not everyone knows the difference between a resolution and a goal. And few people understand how to set goals and achieve them successfully. According to the Statistic Brain Research Institute, only 9.2% of all people ever feel that they are successful in achieving their New Year’s resolution. And 42% give up after the first month.

But there is a way. If you’re looking to save money this year, or achieve some level of self improvement, like so many of us are. We can turn those resolutions into goals and achieve them successfully. Here is how to set goals and achieve them successfully.

What Is a Goal (And What Isn’t)?

A goal can be a lot of different things. But what a goal is not is a dream, or a hope. I dream of owning my own home. I hope to take better care of my health. Those are great and admirable dreams. But they are not goals.

A goal is specific. It’s measurable. Reframing those dreams into goals looks like this: I will save $40,000 in the next five years and have enough money for a down payment on a home. Or, I will lose 10 pounds in the next 3 months.

For something to truly be a goal, you need to know when you get there. When you reach it. Those are the kinds of goals that set you up for success.

When Setting a Goal: Dream Big but Start Small

One of the best ways to set a goal is to pick a small, tangible milestone.

If your dream is to save money for a home in the long term, then your first goal could be to save $1,000 in the next three months. If your dream is to feel healthier, decide what that means for you. Maybe it means eating 2 servings of vegetables every day for the next month. Or going on a walk 5 times per week.

Dream big, but start with a goal of reaching one, realistic step that will take you closer.

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Setting an actual goal should be small and tangible. Once you hit the first one, you can set another goal that brings you further down the path to your dream.

How to Achieve Your Goals

1. Tackle Your Scary Thoughts

Let’s get real for a minute. Your goal is scary. You doubt yourself. You don’t know if you can do it. You’ve tried before and failed. Also, what if it gets uncomfortable? What if you have to do things you’ve never done before?

Be realistic about what is going on in your mind. When you sit down to create your goal, also write down your scary thoughts. Take a look at them. And pick one, tiny, realistic thought that will help you reframe what that negative voice is telling you.

If the voice is telling you “I’m not good with money,” think about that sentence: Is it really true? What does a blanket statement like that mean? Maybe you haven’t always reached your goals in the past, but you’ve made some steps in your journey.

So instead, reframe that negative thought. You could try thinking: “Sometimes I have managed my money .” Or, “It’s possible that I can learn to manage my money.”

Because if your body is going in one direction and your mind is going in another, you’ll never get where you want to go.

2. Break down All the Steps to Get There

Let’s revisit the goal of saving $1,000 in the next three months. How will you do that? There are actually a lot of steps. Let’s break down an example of how you could approach it:

  • Write down/figure out all the places that you spend money over the course of a month (or several months)
  • Write down exactly how much money you earn each month, after taxes
  • In order to save $1,000 in three months, you will need to save $333 per month.
  • Look at all the places you spend money, and figure out where you can spend less
  • If it’s possible, determine if there are ways that you could earn more money in the next few months

The list might feel overwhelming, but remember, you don’t have to tackle every task at once.

3. Schedule the Time to Do All the Tasks

Once you have your full list, consult your calendar. Find some time, and schedule each task. On Tuesday at 2pm you will look at your spending. On Thursday at 7pm you will look at your sources of income. Work your way through the list, one step at a time.

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Scheduling each task is a great way to manage that giant list. When 2pm on Tuesday comes around, all you have to do is that one thing. You don’t have to worry about all the other steps. You’ve already planned when you will do each one.

Scheduling each step toward your goal is critical to achieving them successfully. And after all that analysis, the actual method of reaching your goal could come down to one, small change in your habits:

You realize that every weekday, you run out of your office and get coffee from Starbucks. You usually do this twice a day, and sometimes buy a treat to go with it.

When you add it up, it turns out you spend $15 every weekday buying 2 coffees and some treats at Starbucks. That’s $300 a month right there.

If you made one change and brought coffee from home every morning, you could make substantial headway toward that goal.

4. Ask Yourself: What Will You Do When Life Gets in the Way?

Dr. Peter Gollwitzer is a Psychology professor at NYU. He has done fascinating research on the power of planning for obstacles. He calls it creating “if-then plans.” He found that people are much more likely to reach a goal if they plan in advance for what to do when things go wrong.

And the reality is, life is going to get in the way.

You committed to the new habit of bringing your coffee from home every morning. Then one morning, your son spills your to-go cup all over the kitchen counter as you are scrambling to head out the door and drop him off on the way to work. No time to re-make your coffee. But coffee is what you desperately need, now more than ever. What will you do?

There are several options. You could figure out a coffee place with less expensive coffee that is also on your way to work. Or you could wait it out and drink your first cup once you get to the office – there is a coffee maker in the break room.

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But you are not going to want to think of these options in the heat of the moment. And you’ll be even less likely to actually do them.

That’s why you need to make a plan for when life gets in the way, in advance.

Pick one option for times when you can’t bring your coffee with you. You know it will happen. So why not plan for it?

Then in the heat of the moment, you don’t have to think. You don’t have to get frustrated and exasperated. You know the plan. You just have to follow it. And you will keep moving closer to your goal.

5. Reward Yourself for Your Efforts

You realized that the key to reaching your goal of saving $1,000 over three months is one, small habit change. A change in the place you get your coffee.

But research shows that you are more likely to reach your goal if you reward yourself for that habit change along the way.

Charles Duhigg, author of The Power Of Habit, talks about what is called a habit loop. There are three steps to the loop:

  1. The cue
  2. The routine
  3. The reward

In this instance, the cue is morning. The routine that you are trying to create is to bring your coffee from home. But in order to truly solidify the new routine, you need to make this new habit satisfying. You need to provide a reward.

Maybe your reward is to drink a special flavor of coffee from home. Or to use a travel mug that you really like. Maybe you top off that mug with a little more coffee than you’d drink if you got it from Starbucks.

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The choice is yours. But the research is clear. You’ll have more success reaching your larger goals if you find the right reward for the smaller steps.

Learn about how to build or break a habit effectively from this guide:

How to Break a Habit and Hack the Habit Loop

6. Don’t Beat Yourself up If You “Fall off the Wagon” a Few Times

Habit changes are hard. It’s difficult to reach new goals. You’re asking yourself to stretch, to grow, to try new things.

Of course, there will be times when you take a step back. Afternoons when you just want your favorite Starbucks coffee and nothing else will do. But if you are kind to yourself and realize that no one is perfect, you are more likely to keep moving forward and ultimately get where you want to go.

Then celebrate when you do!

Final Thoughts

“In the long run, men hit only what they aim at. Therefore, they had better aim at something high.” – Henry David Thoreau

Instead of simply drifting along reacting to what life brings you, take proactive steps to go out and create the future you want. While we can’t control everything that happens to us, we can control ourselves by setting goals to achieve our big dreams.

Featured photo credit: Estée Janssens via unsplash.com

More by this author

Deb Knobelman, PhD

Neuroscientist and C-Suite business executive who writes about the intersection of mindset, productivity, entrepreneurship and how to reach goals.

How to Set Goals and Achieve Them Successfully The Most Effective Way to Measure Your Team’s Productivity How to Start a Small Business That Thrives (From the Ground Up) 10 Steps for How to Change Habits When You Feel Stuck in a Rut

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Last Updated on September 30, 2019

How To Write Effective Meeting Minutes (with Examples)

How To Write Effective Meeting Minutes (with Examples)

Minutes are a written record of a board, company, or organizational meeting. Meeting minutes are considered a legal document, so when writing them, strive for clarity and consistency of tone.

Because minutes are a permanent record of the meeting, be sure to proofread them well before sending. It is a good idea to run them by a supervisor or seasoned attendee to make sure statements and information are accurately captured.

The best meeting minutes takers are careful listeners, quick typists, and are adequately familiar with the meeting topics and attendees. The note taker must have a firm enough grasp of the subject matter to be able to separate the important points from the noise in what can be long, drawn-out discussions. And, importantly, the note taker should not simultaneously lead and take notes. (If you’re ever asked to do so, decline.)

Following, are some step-by-step hints to effectively write meeting minutes:

1. Develop an Agenda

Work with the Chairperson or Board President to develop a detailed agenda.

Meetings occur for a reason, and the issues to be addressed and decided upon need to be listed to alert attendees. Work with the convener to draft an agenda that assigns times to each topic to keep the meeting moving and to make sure the group has enough time to consider all items.

The agenda will serve as your outline for the meeting minutes. Keep the minutes’ headings consistent with the agenda topics for continuity.

2. Follow a Template from Former Minutes Taken

If you are new to a Board or organization, and are writing minutes for the first time, ask to see the past meeting minutes so that you can maintain the same format.

Generally, the organization name or the name of the group that is meeting goes at the top: “Meeting of the Board of Directors of XYZ,” with the date on the next line. After the date, include both the time the meeting came to order and the time the meeting ended.

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Most groups who meet do so regularly, with set agenda items at each meeting. Some groups include a Next Steps heading at the end of the minutes that lists projects to follow up on and assigns responsibility.

A template from a former meeting will also help determine whether or not the group records if a quorum was met, and other items specific to the organization’s meeting minutes.

3. Record Attendance

On most boards, the Board Secretary is the person responsible for taking the meeting minutes. In organizational meetings, the minutes taker may be a project coordinator or assistant to a manager or CEO. She or he should arrive a few minutes before the meeting begins and pass around an attendance sheet with all members’ names and contact information.

Meeting attendees will need to check off their names and make edits to any changes in their information. This will help as both a back-up document of attendees and ensure that information goes out to the most up-to-date email addresses.

All attendees’ names should be listed directly below the meeting name and date, under a subheading that says “Present.” List first and last names of all attendees, along with title or affiliation, separated by a comma or semi-colon.

If a member of the Board could not attend the meeting, cite his or her name after the phrase: “Copied To:” There may be other designations in the participants’ list. For example, if several of the meeting attendees are members of the staff while everyone else is a volunteer, you may want to write (Staff) after each staff member.

As a general rule, attendees are listed alphabetically by their last names. However, in some organizations, it’s a best practice to list the leadership of the Board first. In that case, the President or Co-Presidents would be listed first, followed by the Vice President, followed by the Secretary, and then by the Treasurer. Then all other names of attendees would be alphabetized by last name.

It is also common practice to note if a participant joined the meeting via conference call. This can be indicated by writing: “By Phone” and listing the participants who called in.

4. Naming Convention

Generally, the first time someone speaks in the meeting will include his or her name and often the title.

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For example, “President of the XYZ Board, Roger McGowan, called the meeting to order.” The next time Roger McGowan speaks, though, you can simply refer to him as “Roger.” If there are two Rogers in the meeting, use an initial for their last names to separate the two. “Roger M. called for a vote. Roger T. abstained.”

5. What, and What Not, to Include

Depending on the nature of the meeting, it could last from one to several hours. The attendees will be asked to review and then approve the meeting minutes. Therefore, you don’t want the minutes to extend into a lengthy document.

Capturing everything that people say verbatim is not only unnecessary, but annoying to reviewers.

For each agenda item, you ultimately want to summarize only the relevant points of the discussion along with any decisions made. After the meeting, cull through your notes, making sure to edit out any circular or repetitive arguments and only leave in the relevant points made.

6. Maintain a Neutral Tone

Minutes are a legal document. They are used to establish an organization’s historical record of activity. It is essential to maintain an even, professional tone. Never put inflammatory language in the minutes, even if the language of the meeting becomes heated.

You want to record the gist of the discussion objectively, which means mentioning the key points covered without assigning blame. For example, “The staff addressed board members’ questions regarding the vendor’s professionalism.”

Picture a lawyer ten years down the road reading the minutes to find evidence of potential wrongdoing. You wouldn’t want an embellishment in the form of a colorful adverb or a quip to cloud any account of what took place. Here’s a list of neutral sounding words to get started with.

7. Record Votes

The primary purpose of minutes is to record any votes a board or organization takes. Solid record-keeping requires mentioning which participant makes a motion — and what the motion states verbatim — and which participant seconds the motion.

For example, “Vice President Cindy Jacobsen made a motion to dedicate 50 percent, or $50,000, of the proceeds from the ZZZ Foundation gift to the CCC scholarship fund. President Roger McGowan seconded the motion.”

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This vote tabulation should be expressed in neutral language as well. “The Board voted unanimously to amend the charter in the following way,” or “The decision to provide $1,000 to the tree-planting effort passed 4 to 1, with Board President McGowan opposing.”

Most Boards try to get a vote passed unanimously. Sometimes in order to help the Board attain a more cohesive outcome, a Board member may abstain from voting. “The motion passed 17 to 1 with one absension.”

8. Pare down Notes Post-Meeting

Following the meeting, read through your notes while all the discussions remain fresh in your mind, and make any needed revisions. Then, pare the meeting minutes down to their essentials, providing a brief account of the discussion that summarizes arguments made for and against a decision.

People often speak colloquially or in idioms, as in: “This isn’t even in the ballpark” or “You’re beginning to sound like a broken record.” While you may be tempted to keep the exact language in the minutes to add color, resist.

Additionally, if any presentations are part of the meeting, do not include information from the Powerpoint in the minutes. However, you will want to record the key points from the post-presentation discussion.

9. Proofread with Care

Make sure that you spelled all names correctly, inserted the correct date of the meeting, and that your minutes read clearly.

Spell out acronyms the first time they’re used. Remember that the notes may be reviewed by others for whom the acronyms are unfamiliar. Stay consistent in headings, punctuation, and formatting. The minutes should be polished and professional.

10. Distribute Broadly

Once approved, email minutes to the full board — not just the attendees — for review. Your minutes will help keep those who were absent apprised of important actions and decisions.

At the start of the next meeting, call for the approval of the minutes. Note any revisions. Try to work out the agreed-upon changes in the meeting, so that you don’t spend a huge amount of time on revisions.

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Ask for a motion to approve the minutes with the agreed-upon changes. Once an attendee offers a motion, ask for another person in the meeting to “second” the motion. They say, “All approved.” Always ask if there is anyone who does not approve. Assuming not, then say: “The minutes from our last meeting are approved once the agreed-upon changes have been made.”

11. File Meticulously

Since minutes are a legal document, take care when filing them. Make sure the file name of the document is consistent with the file names of previously filed minutes.

Occasionally, members of the organization may want to review past minutes. Know where the minutes are filed!

One Caveat

In this day and age of high technology, you may ask yourself: Wouldn’t it be simpler to record the meeting? This depends on the protocols of the organization, but probably not.

Be sure to ask what the rules are at the organization where you are taking minutes. Remember that the minutes are a record of what was done at the meeting, not what was said at the meeting.

The minutes reflect decisions not discussions. In spite of their name, “minutes,” the minutes are not a minute-by-minute transcript.

Bottom Line

Becoming an expert minutes-taker requires a keen ear, a willingness to learn, and some practice, but by following these tips you will soon become proficient.

Featured photo credit: Unsplash via unsplash.com

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