Goal Templates

No matter where you track these goals, the top level should be a table that cross-links relevant notes and information so that it acts like your master page for everything you do that year. It may seem like overkill at the time, but looking back even a couple years from now, you’d be surprised at how many of the small details got lost or fell through the cracks of your memory.

🗓️ Yearly Goal Tracker

🗓️ Yearly Goal Tracker

Goal

Competency

Success Criteria

Progress

Activities

Done Date

There are no rows in this table

⁠

Activities (TMP)

Use this template to create activity sub-pages in your goal documentation.

Description

Who or what is involved, which products or teams or people are impacted, how do you know when the work is finished, how do you gauge if it was successful or not, etc...

Dashboard

Break the project down into parts / phases you can track at a more granular level, hitting incremental milestones over the course of the project instead of one big project over time.

📝 Granular Activity View

📝 Granular Activity View

Part / Phase

Description

Link

Progress

Done Date

There are no rows in this table

⁠

Resources

Links to templates inside tools like Notion, Loop, Obsidian, Figjam...

⁠

Notion template⁠

⁠

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.