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Goal Tracker and Planner

Set-up

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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

getting your own copy of this doc

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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

Yearly Goals⁠

table.

Taking those goals, we break them down into quarterly goals. These get added to the

Quarterly Goals⁠

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:

Daily, review the week’s to-dos and goals

Weekly, review the month’s goal and evaluate on how fulfilling it is going

Monthly, review progress made towards quarterly goal

Quarterly, review progress made toward yearly goal

Yearly, repeat the exercise from the top!

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,

Copy this doc

⁠

Clear Sample Data

⁠

, 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)

Name

Work

Academic

Health & Fitness

Finances

There are no rows in this table

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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

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Add Yearly Goal

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Yearly Goals

Yearly Goals

Work

Academic

Health & Fitness

Finances

Earn a promotion

000

Get straight A’s

000

Run a 8 minute mile

000

Save $10k

000

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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

Create Quarterly Goals

Get straight A’s

Academic

Create Q Goal

Run a 8 minute mile

Health & Fitness

Create Q Goal

Earn a promotion

Work

Create Q Goal

Save $10k

Finances

Create Q Goal

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Great, now see the table below. Be sure to have goals for at least the first two quarters of the year.

Quarterly Goals

Quarterly Goals

Quarter

Goal

Goal Area

Find a math tutor

Academic

Time my current best mile time

Health & Fitness

Finish project X

Work

Create a concious spending plan

Finances

Study for 3 hours every Sunday

Academic

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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.

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If the table below is blank, try adjusting the filter above to a different quarter

Create Monthly Goals

Create Monthly Goals

Goal

Goal Area

Quarter

Create Monthly Goal

Find a math tutor

Academic

Create Monthly Goal

Time my current best mile time

Health & Fitness

Create Monthly Goal

Finish project X

Work

Create Monthly Goal

Create a concious spending plan

Finances

Create Monthly Goal

No results from filter

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Monthly Goals

Monthly Goals

Goal Area

Assc Quarterly Goal (Q)

Month

Goal

Academic

Find a math tutor

1. Jan

Determine what areas I most need tutored in

Health & Fitness

Time my current best mile time

1. Jan

Get new running shoes

Finances

Create a concious spending plan

1. Jan

Copy the Conscious Spending Plan coda doc

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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

Rituals⁠

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