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Many members of the Paperless MovementĀ® Membership ask me about my yearly planning strategies.
Despite managing four companies and a busy personal life, I've found a way to make yearly reviews effective and quick.
The outcome?
A crystal-clear roadmap, control, safety, and peace of mind.
But, let's start with the basics: What are yearly goals?
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In today's fast-paced world, traditional yearly goals seem outdated.
Life is unpredictable - a lesson I learned in 2020 when COVID hit my thriving businesses.
Goals should not be rigid targets but flexible directions that guide our efforts.
At the Paperless MovementĀ®, we use the ICOR methodology for goal setting.
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My yearly review boils down to two simple steps within the "MY LIFE" framework:
Let's delve into these.
Step 1: Set Goals (the WHAT).
Quickly outline goals for my KEs and roles, and identify up to three primary topics of interest.
Keep it clear but flexible.
Step 2: Create Projects and Habits (the HOW).
Achieve goals through projects or habits.
I prefer habits for their alignment with systems and ease of automation.
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I'm a firm advocate of system-building, recognizing that we, as humans, are systems ourselves.
The more we integrate into these systems, the more efficiently we perform and live.Ā
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I use a variety of tools to aid in this process, each selected for its strengths.
Tools like Tana for outlining, Goalscape for visualizing goals, and ClickUp, Sunsama, and Todoist for project and task management.
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Although I refer to it as my yearly review, that doesn't necessarily define my activities for the entire year.
I prefer to see it as āa moment to pause and reflect about my lifeā.
My planning is more dynamic, focusing on quarterly and monthly objectives with weekly targets.
This approach keeps me aligned with reality.
In conclusion, flexibility is key in today's world.
Read the full article here.
If you're keen on creating a productivity system that's just right for you, complete with the perfect set of tools to make it all work, I invite you to join our Paperless MovementĀ® Membership.
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