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5 Key Steps to Include in Your Goal-Setting Playbook

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When setting goals, do you follow a structured, repeatable process? Do you document it in a written playbook with measurable metrics? Most people don’t, which often limits their ability to achieve their goals.

Here are five key metrics to incorporate into your personal goal-setting playbook:

  1. Core Values: Start by identifying at least three values through a “Value Audit.” These should guide both your personal and professional life and align with each other. For example, values like "Spending quality time with family" should be compatible with "Maximizing income."

  2. Personal Goals: Before setting business goals, focus on personal ones—at least three. Ask yourself what you want life to look like in five years or at retirement. This clarity will make it easier to align business goals.

  3. Business Goals: Once personal goals are established, define business goals that support them. These goals should naturally stem from your personal aspirations.

  4. Supportive Behaviors: Develop a behavioral plan (or “cookbook”) that includes specific actions directly tied to your goals. Schedule and track these behaviors regularly to monitor progress.

  5. Accountability Partner: Choose someone you trust to hold you accountable. Meet regularly to review your commitments and progress. If you fall short, there should be a conversation about corrective actions.

By following these steps and incorporating these five elements into your goal-setting playbook, you’ll improve your chances of reaching your objectives.