BOSTON - eTradeWire -- Lynn Bentley, President of Knobull announced, "How do you recommend planning for the upcoming year? Setting monthly goals? Mixing personal and professional goals each week? Creating quarterly profit marks? These tips to goal planning help professionals get great at it."

These steps for effective goal planning are rooted in the belief that without a destination in mind, we can't make a map to get where we want to go and end up meandering aimlessly. Once you have the high-level laid out, you can then break these into smaller objectives and action steps.

Step 1: Brainstorm

Jot down all of your goals, dreams, and desires with no judgment.

Step 2: Edit Your Notes

What goals do you really want to pursue and accomplish (versus which are imposed on you by external factors? Which don't excite you to tackle? etc.)

As counter-intuitive as it may seem to do less to achieve more, it works, and it also speeds you up to get momentum on your goal and invite in a new one.

Step 3: Find Your Mantra

Begin by brainstorming a list of words that describe the way you want to feel both during the pursuit of your goal(s) as well as when it's achieved.

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Step 4: Write A Narrative

Visualize the process and the outcome you're seeking and write it out in narrative format, incorporating it into the fullness of your life. Since your goals don't exist in a silo, personal and professional can blend because you're a whole person in every environment who can't be split apart.

Step 5: Vision Board

You can either get a large stack of magazines and cut and paste them the old-fashioned way, gathering words and images that resonate with your goals and mantras or create a digital board.

Step 6: Take Action

Small daily steps towards your goal(s) are what take something that seems out of reach and makes it your reality. Never underestimate the power of small, consistent, intentional, and strategic steps to add up over time and to create inertia and momentum to move you toward your vision.

Document Objectives

Now you are ready to document smart objects for the target planning period as follows (specific, measurable, action oriented, relevant, time bounded):

Launch product xyz which meets market requirements to increase revenue x% and within specified budget by November, 2023.

Action Steps

A…….(6/23)

B…….(8/23)

C…….(9/23)

D…….(10/23)

Bentley concluded, "When all objectives have been completed and reviewed with other relevant managers and personnel, schedule quarterly review meetings with boss to track results. For a more extensive and detailed planning guide, leave a request at the Knobull Contact page."