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Daily, review the week’s to-dos and goalsWeekly, review the month’s goal and evaluate on how fulfilling it is goingMonthly, review progress made towards quarterly goalQuarterly, review progress made toward yearly goalYearly, repeat the exercise from the top!
Set-up
Welcome to the Coda Goal Tracker and Planner doc!
This doc will help you create the yearly, quarterly, monthly and weekly goals to deliver you to your dreams. Keep reading to learn how to get started, or start by
Initial Set-up
First, we determine for what areas you want to set and accomplish goals. These might be Academics, Work, Spirituality, and Fitness, for example.
Then, we decide what in those areas you want to accomplish this year. Add these to the table.
Taking those goals, we break them down into quarterly goals. These get added to the table, and serve as the milestones along the path to accomplishing the larger yearly goals.
Similarly, we then break the quarterly goals down into monthly goals to really start to focus on the specifics of what needs to get done to accomplish the big stuff.
Finally, at the most granular level, you will set weekly goals. These are as granular as we will get in this doc, but you can schedule them for individual days.
On-going basis
You’re going to want to review your progress and upcoming to-dos! So there is some on-going maintenance that you can do to stay on track.
This might look something like:
The example data below is meant to help guide you in getting started! Click the red Clear Sample Data button to start with a clean slate.
Use the sample data below as a guide for how to use this doc.
When you are ready to get started for yourself, , , and get planning!
Goal Areas
What main areas do you want to set goals in? Overwrite the sample goal areas already there, or click the + at the bottom of the table to add rows.
(3-5 recommended)
There are no rows in this table
Yearly Goals
With these goal areas established, what do you want to accomplish this year in each area? Click the button below to add a goal.
1-2 goals per area recommended
Yearly Goals
Work
1
Academic
1
Health & Fitness
1
Finances
1
Set Quarterly Goals
Create a quarterly goal for each yearly goal.
2-3 recommended
Note, you can always come back to this section to add goals for quarters that are too far away to plan for right now.
These quarterly goals will be added to the table below. In the end, you should have a quarterly goal for each annual goal.
Create Quarterly Goals
Great, now see the table below. Be sure to have goals for at least the first two quarters of the year.
Quarterly Goals
Set Monthly Goals
Now, set monthly goals. You’ll start with Q1, but later quarters you will return here and use the selector below to filter for a create goals for subsequent quarters.
If the table below is blank, try adjusting the filter above to a different quarter
Create Monthly Goals
No results from filter
Monthly Goals
Look at you! You’ve created yearly goals, broken them down to quarterly goals, then broken them down even further to monthly goals. Great job!
Going forward, you may need to revisit this page to create goals for quarters or months later in the year, but that can be done later. For now, continue on to your .
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