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Why quarterly goals?

Quarterly goals are great because they break big tasks into smaller, more manageable chunks. They are the action steps, that take you closer to your bigger life goals without feeling overwhelmed

It keeps you focused and motivated, with enough time to see how things are going and make changes if needed.

If you are just getting started with goal setting, start by defining your larger life goals and breaking them down into action steps. These action steps are your quarterly goals, which you can then break down into to-do items. To-do items are usually manageable in one session.

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A little note on choosing your goals

• Be realistic - set achievable goals
• Don't set too many goals - prioritize the 2-4 most important ones.
• Mix it up - finding a good balance between personal and professional goals is key </aside>

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The weekly review - How to make sure you’ll stay on track

This will help you stay on track with your goals. Once a week, you review the past week and write a note about your progress and successes. Then plan for the week ahead by selecting the to-do tasks you want to tackle next.

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This week’s To-Dos

My goals for Q2 - 2025

Weekly Reset Checklist

• [ ] Write a quick progress note for each goal
• [ ] Drag next week's to-dos to the main page (Tip: open to-dos in side view)
• [ ] Set the reminder for the next weekly review

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March 9, 2025

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