Blog Short #260: Instead of Making an Annual Goal List, Do This! (A 4-Step Process)

Photo by Jordan González for Unsplash+
It’s that time of year again when most of us consider what we want to accomplish in the year ahead. If you’re like me, you create a mental goal list and use a method to remember it, like writing it down, developing task lists, or putting everything on a calendar.
I do this every year, but looking back at last year’s list, I find myself laughing and shaking my head because I didn’t do half of it. It was way too ambitious, and I got lost in other things that cropped up as the year progressed.
I’ve decided to try something different this year that you might like to use yourself if you haven’t been successful in achieving your goals. It’s a four-step plan, and it’s not elaborate. It’s simple.
I’m borrowing the first three steps from Marie Forleo. She asks herself three questions each year before setting any new goals, which clarifies and lays the groundwork for where to start. Here they are.
Step #1: Review what you did well this past year.
Ask yourself what you achieved and felt good about this past year.
Make a list. Include accomplishments that are work-related, personal, relationship-oriented, or any particular event or experience that added value to you or someone else.
You don’t want to leave anything out.
Most of us generally think first about what we didn’t accomplish. Our natural tendency is to dwell on what we did wrong, or what we didn’t do that we should have.
We have a bias toward negativity.
When I first looked at my 2024 goal list, I immediately saw what I hadn’t accomplished and chastised myself. If you’re a perfectionist, you likely do that with everything.
But when you make a list of all that you did do, some of which wasn’t pre-planned but is nevertheless valuable, you quiet that negative voice and generate some energy to keep striving.
You probably did more than you think; just not what you originally planned.
Step #2: Review your mistakes and what you learned from them.
Now that you’ve recognized your accomplishments, you can review what goals you didn’t reach, habits that got in the way, and mistakes you made.
When you go through this exercise, do it with some emotional distance so that you can pull out the lessons you learned as opposed to beating yourself up.
This step helps you recognize where you need to change and how to make those changes.
Your list doesn’t need to be super elaborate, but don’t shy away from being honest with yourself so that you can use the information to improve this year.
You’ll find it easier to be clear about obstacles that prevent you from succeeding, and remove them next time around.
Step #3: Decide what you need to let go of.
Aha! This step is essential, especially if you tend to get overly excited and enthusiastic about new goals.
You know the routine. You sit down with your list, begin imagining all kinds of wonderful goals and outcomes, imagine how good you’ll feel reaching them, get all juiced up, and start with a bang.
Then, a few months in (or less), you’re already off track, have abandoned some of the goals, maybe feel frustrated, and those gnarly bad habits creep in, like procrastination. Before you know it, your goals have flatlined.
If you want to succeed at anything, you need to streamline your goals and activities so your attention and interest are captured and remain steady.
You have to balance your initial enthusiasm with what’s actually possible.
That means pruning your activities, involvements, mental distractions, and emotional baggage that get in the way.
I personally find this step the hardest. What if you want to do a lot of things and are good at them? Can’t you swing it?
Not usually, and if you pull it off, you’ll probably pay the price in some other area of your life. You have to be choosy and bring your aspirations down to earth.
What’s truly possible, and what do you need to let go of or remove to make it happen?
This step includes both emotional and concrete issues related to the goals themselves.
What are you ignoring or not facing that’s screaming at you and keeping you stuck?
Once you’ve answered these two questions, you’re ready for goal-setting.
Step #4: Make one goal.
Here’s where you are now:
- You know your assets and how you’ve achieved them.
- You identified your mistakes and blind spots and learned from them, so you won’t repeat them.
- You’ve identified obstacles and streamlined your activities so you’re free to pursue new goals.
Your next step is to create your goal list. However, let’s try something different this year. Here’s what I propose, and it’s something I’m doing too.
Work in two-month segments. Don’t make an annual goal list. Identify one single goal you’d like to achieve in the first two months of the year. So by February 28, 2026.
Write the goal down with specifics. Start from the end and work backward.
What will your accomplishment look like? How will it add value for you, and how will you feel when you reach it? In other words, what’s your why?
Once you know that, work backward and list the actual tasks you need to do to reach your goal. Schedule them weekly, and then go through each week daily.
Don’t allow yourself to set another goal until you complete this one.
You may need to adjust the timeline as you go because unexpected things can set you back.
It’s also necessary to keep an eye out for obstacles coming from you, such as procrastination or letting frustration get in the way.
Stick with your plan. And keep it simple!
Why This Approach Works
Two months isn’t so far out that you feel like you have a lot of time.
When you make an annual goal, you can fool yourself into thinking you have lots of time. And as time goes on, you don’t do the actual tasks you need to succeed. Time gets away from you.
Two months is easier to manage.
Secondly, this approach rewards you much sooner. Getting results is a big motivator. If you accomplish something you set out to do, you’re much more likely to tackle something else.
Third, it’s easier to keep your attention and interest intact when the distance in front of you is shorter. It’s a tighter pocket to work within, so your energy is conserved.
Things to Consider
As you create your single goal, keep these issues in mind.
- Make sure the goal you set is achievable within two months. Start small. Make it something you know how to do or can easily learn.
- Make it concrete and specific. Use numbers, tasks, outcome measures, or whatever you need so you know exactly what you’ll be doing.
- Use an accountability system. Share it with someone, get an accountability partner, or join an accountability group.
- Track your progress weekly. I can’t emphasize this one enough. If you don’t track your work, you’re much less likely to succeed.
I’m going to do this exercise with you and report back on how it’s going. In other words, you can hold me accountable. I might be sorry😊, but hopefully not, and I hope you’ll join me.
My two-month goal is to complete a mini-course. Specifically, write it, record it, create handouts, and develop a marketing plan. I already have most of the content, so two months should be doable.
Feel free to share your two-month goal with me so I can cheer you on! And by the way, it can be anything. Doesn’t need to be elaborate.
At the end of two months, we can share what we all worked on and how it went.
That’s all for today!
Happy New Year!
All my best,
Barbara










