Mastering Goal Setting: Strategizing, Creating & Implementing | Julia Kay | Skillshare

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Mastering Goal Setting: Strategizing, Creating & Implementing

teacher avatar Julia Kay, Certified Health & Wellness Coach

Watch this class and thousands more

Get unlimited access to every class
Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Watch this class and thousands more

Get unlimited access to every class
Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Lessons in This Class

    • 1.

      Introduction

      1:40

    • 2.

      Goal Setting Questionnaire

      2:26

    • 3.

      Micro Goals

      2:05

    • 4.

      Stretch Goals

      0:22

    • 5.

      SMART Goals

      1:11

    • 6.

      Goals Worksheets

      2:22

    • 7.

      Goal Tracker Worksheets

      1:23

    • 8.

      Worksheet Checklist

      0:34

    • 9.

      Notes

      0:32

    • 10.

      Resource Toolkit

      0:32

    • 11.

      Your Why

      3:04

    • 12.

      Content VIsualization Creation

      2:32

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About This Class

Goals are a driving force for people who are always on a journey to self improvement and betterment.  You might know someone who is constantly setting goals yet never following through with them. Or you personally might have a goal in mind that is really important to you but you just don’t know where to start.

In this course, you will be learning how to clear the noise around goal setting, and will be building a framework of success around both setting goals and achieving them in the short and long term.

This course will show you how to make goal setting a lifestyle change that is consistent and that works for you and your schedule.  Let’s begin the journey of creating New Goals and a New You! 

Meet Your Teacher

Teacher Profile Image

Julia Kay

Certified Health & Wellness Coach

Teacher

Hi! I’m Julia, Certified Health & Wellness Coach passionate about helping people lead better, more fulfilling lives. 

 

For as long as I can remember, I’ve always wanted answers. Who am I? How can I truly find myself, thrive on my path to fulfillment, set (and achieve) actionable goals, master the art of patience, understand the present moment better, and more? The list went on and on. 

 

So, I spent years unearthing the answers I needed, and now, I’m ready to share them with you.

 

Today, I spend my days creating engaging content that supports healing and healthy, happy living. I want to help you build a life you’ll genu... See full profile

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Transcripts

1. Introduction: Welcome to mastering goal-setting. I'm really excited that you're here with me. Goals frame your future and help you work towards something tangible. They are driving force for those of you who are continuously on a journey of self-improvement and betterment. For many of us, goal-setting isn't necessarily an area in life that we need assistance in following through, could be the real issue. Or maybe you don't know where to start and end up giving up hope long before the process has even begun. In this module, I'll help you quiet the internal noise that surrounds your goal setting journey. This will aid you and clearly seeing how to be the best, most successful person that you can be by setting and sticking to long-term goals. This module, we'll show you how goal setting requires a lifestyle change. One that requires consistency, that works for you and your schedule. Here's what we're going to cover during this 11 step module. Mastering goal-setting. First, let's start off with the goal-setting questionnaire and go into micro goals, stretch goals, smart goals, a goal worksheet, goal tracker worksheet, the worksheet, checklist, notes, Resource Toolkit, your why, and finally, content visualization creation as we go through this module as well as any of my others, I invite you to move at your own pace. Pause and reflect as it feels right to you. Take the time you need to fill each of the handouts as well as take some time for breath work, water stretching t. This is time for you. And when you're ready, I'll be here for you. 2. Goal Setting Questionnaire: Step number one, goal setting questionnaire. What are three to five goals that you've set and achieved in the last 90 days. No matter how big or small the goal, go ahead and write those down. We often set goals and once we complete them, we just get on, keep trucking forward. And almost don't even take the time to savor the journey of our accomplishment. And this is huge when mastering goals, the success in print is there and we want to keep tapping into that. Now, when you reflect on the three to five goals, I invite you to think about how you were feeling when you achieve these goals. You did it. So congratulations. I invite you to feel it and really soak it in. Clients have said that they feel calm, brave, proud, excited about their accomplishment. Describe how you felt when you achieve these goals. Now, we want to flip this around. What are three to five goals do you set but didn't achieve in the last 90 days? It's okay. It's good to come from a place of compassion and non judgment. And that's exactly why we're here. Let's turn these goals that we didn't achieve into opportunities. And go ahead and list the goals that you didn't achieve in the last three months. Once you are complete, describe how you felt when you did not achieve those goals. You might even check in with yourself right now, reflecting on how you're feeling of that non follow-through are facing the reality that you have set these goals in the past but haven't achieved them. How does that make you feel? What does your heart saying to you by not achieving those goals? What emotions are coming up for you? Now, self-awareness is a key component to tapping into the mastery of goal-setting. And of course, that accomplishment, how do we want to feel versus how we might feel, really harnessing the motivating feelings when we're ready, let's continue on to page to select from the list how you would like to feel when working towards your goals, and how you will feel when you're accomplishing and achieving them. Feel free to write in any of the spaces below if it's not included already, would you like to feel accomplished or brave, carefree, fears in tune? Go ahead and circle any and all that you would like to feel. This is really going to pull into our motivation, the continued motivational source, even saying that you want to feel it is setting that intention. 3. Micro Goals: Step number two, micro goals. And before we begin this process, I'd like to go over the importance of both micro goals and stretch goals. Now the definitions as well as some examples that are really going to support us. First, why is it important to set micro and stretch goals? Well, it's simple. We get overwhelmed when we focus on only the stretch goal, that long-term huge goal, it can feel a bit unachievable or even daunting. Now another reason is that we really want to anchor success with micro goals, those micro wins, and we're more likely to keep it going forward for that stretch goal. Think about it. If we set one goal and that was to lose 51 pounds, that can feel very overwhelming, like we've already become defeated yet, if we set a weekly micro goal and let's say this is to lose two pounds a week. Well, does this feel a little bit more doable, more motivating? Maybe these micro victories, we'll be getting into step three, which is stretch goals in the moment. So I'll be mentioning some more examples covering both micro and stretch goals. For micro goal, I will research hiking trails. Stretch goal for that, I will hike Machu Picchu. Another example for micro goal, I will sign up for a tennis lesson. Stretch goal. I will join a tennis league micro goal. I will lose two pounds. Stretch goal. I will lose 50 pounds. So micro goal, I will walk four times a week. Stretch goal, I will lose ten pounds. When working towards goals, it's critical to set micro goals, small, actionable, bite-sized steps that are paving the way to that stretch goal, that long-term goal, when looking at your goals of which you want to achieve. Remember, micro goals consistent of what steps you would like to achieve, to what stretch goal, the large goal. Let's go ahead and write down your four micro goals and the space is provided on page three. 4. Stretch Goals: Step three, stretch goals. Now pull from each micro goal and create your stretch goals. Think about what you really, really want from each micro goal. What is the stretch goal that you're working towards? These are your goals. This is your optimal life. Take the time you need. I'll be right here. 5. SMART Goals: Step number four, smart goals. Let's review. A smart goal is an acronym for specific, measurable, achievable, realistic, and time limited. Let's turn your micro goals into smart goals. Micro goal, I will research hiking trails, micro smart goal, however, I will research three hiking trails by next Tuesday, April 23rd, micro goal, I will sign up for tennis lessons. Micro stretch goal. I will research to tennis clubs by Friday, April 26. When you are ready, write out your four micro smart goals when those are complete. New bond to start your stretch smart goals, which is on page six. This is really exciting. I know it's a lot, you can do it. I invite you throughout this course and all of my others to check in with yourself. Throughout each process, how are you feeling, what emotions are coming up? Allow yourself to observe your emotions, feelings, and reactions with no judgment. Just allow them to be there and witness that. 6. Goals Worksheets: Step number five, which is found on page seven, goal worksheet. Each worksheet is organized, so all of your micro goals, all four of them will be broken down into micro smart goals. Once those are complete, each stretch goal will be broken down into stretch smart goals. We're getting crystal clear here, aren't we? At the top, you will write in your micro smart goal. Go back to page five and look at your notes as you wish. Let's begin micro smart goal number one, I will research three hiking trails by next Tuesday, April 23rd. Now let's break this down. Continuing with this example, what needs to get done in order for us to accomplish researching three hiking trails by next Tuesday, we'd need to schedule time to research. I have a few friends that hike, maybe I can reach out for referrals and I've heard that there's some hiking apps. Maybe I can download one of those, so great. Now let's create action steps to achieve each mini goal. We do not want to leave any stone unturned. So check our calendar. Perhaps we need to block off time and a calendar as well, childcare and charging our computer and continue on to mini goal number two, which is to reach out to friends for referrals by Sunday. What action steps needed to go wander your mini goal number to continue on until you feel complete. There are eight spaces available for your action steps to achieve many goals, you may use all eight. You may not need to go through each handout, breaking each and every micro goal, then onto stretch goals down. These range from page seven to 14. You've got this. Congratulations on going through each of your micro goals and stretch goals. Making them smart. Going through our goals with a fine tooth comb really sets us up for success around achieving each and every goal. Relish in the work that you've just did. I'm sure you found certain goals more or maybe even less important to you, which may have shifted your priorities. And that's what this is all about. Our priority is aligned with our goals and then in turn create our lifestyle. I want to take a moment to acknowledge you for really going through this process that took some time and it also took some introspection and processing. It's a great job. 7. Goal Tracker Worksheets: Step number six, goal tracker. I loved the next two handouts, seeing where we are making progress is so motivating. Maybe you are someone who loves having a checklist or a to-do list. And if so, these handouts are just for you. The next two are specifically every time you make progress in each of your goals, micro smart and stretch smart. Check it off, cross it off, and don't forget to have many celebrations for each and every goal. And rewards and celebrations are big, not only big but extremely important on our subconscious and conscious level, your brain evokes positive emotions by rewarding yourself, your brain realizes that these efforts are positive and your brain will start to link pleasure to accomplishing the goals at hand. Some of my clients have reported back and different ways that they've celebrated their successes. And some have been to get a massage, go for the beach, walk, checkout a work early, and even some have taken art classes. I invite you to think of ways that you would like to reward yourself upon successfully accomplishing your goals. Now, remember, each goal can have different rewards, so have fun with it. And the most important thing is to allow and receive you to the work. When is the right time? Go and celebrate it. 8. Worksheet Checklist: Step number seven, worksheet checklist. This is on page 16. This is a great one-stop shop for your goals and step-by-step checklist. Feel free to make copies of these and use them as you break down each and every goal, go ahead and as you complete a step, check it off. It's going to feel so good once you complete each goal. That's when you get to implement the reward. And always remember, check in with yourself. How are you feeling about the progress you're making? 9. Notes: You will find on step eight a full note page to follow through, continue more reflection and some journaling. Some clients like to journal how important each goal is to them. Some like to vent and empty out their feelings around each goal. And one that I personally love is that some clients like to write out a story around each goal and how it will feel when they achieve it. Remember, the power of visualization, the power of intention. 10. Resource Toolkit: Step number nine, Resource Toolkit. This is great for finding continued support and motivation. What resources do you need to thrive around each of your goals? Is it a coach? Is it that you need compassion, perhaps more energy, or patients? Is it that you need a permission slip? Whatever you need, you can fall back on this resource toolkit to support you through this journey and all the other ones to come. 11. Your Why: Step ten, your y. Here I have eight powerful and thought-provoking questions to uncover your true why behind each and every one of your goals. Not only the ones you have done during this module, but all of your goals moving forward, these materials are so powerful and useful throughout each phase of life. Remember to always pull these tools out as part of your mastering toolkit. Here we go. First question, when you think about your goals, what are the top five dash seven driving forces in you accomplishing them? Is it feeling a sense of accomplishment? Maybe it's a financial freedom, are getting promoted. I often hear a major driving force supporting optimal health by accomplishing a goal around weight-loss, e.g. I. Hear, yes, to lose weight is the driving force of that health. But moreover, it's getting off medications, comfortably walking, feeling confident in your body, getting to play with your kids, your grandkids, keeping up with them. Who is involved with accomplishing your goals? Family, your coach, friends, spiritual community, athletic community. Is any additional support needed in accomplishing your goals? Maybe it's having a support group, having accountability are even having more structure. What support would that be for you? It went back into a few client notes and saw a common theme around taking the time to structure out of plan. This, of course, it encompasses structure and mind-mapping, but it also touches on accountability. Is that what you need to accomplish your goals, write it all out. Moving to page number 20, in what ways will your life be positively impacted by accomplishing your goals? Maybe you'll have more time or more flexible schedule. You'll be happier, maybe reduce stress. What comes to mind for you? Question number five? Can you identify it any ways in which your life might be negatively impacted by you accomplishing your goals. The unknown of what to do next maybe will be bored or have a feeling of lack of control, feeling lost. What emotions come up when you think about accomplishing your goals? Is it excitement, feeling accomplished, relieved, complete? And next, he'll be the first two to three people you tell that you did indeed accomplish your goal. You might have different people for each goal, maybe one person is as passionate about one of your goals as you are, and that's what you need. Maybe there's camaraderie or enthusiasm. Now let's go to question number eight, the last question, how will you celebrate once you accomplish your goals? We went over a few examples earlier, getting a massage, going to the beach. Maybe having a few of your closest friends over for a lunch or maybe taking the whole day off, just being for you. We all could benefit from that way of celebrating. So celebrate big. 12. Content VIsualization Creation: Step number 11, content visualization creation. Are you a visual person? This will be great for you if it is, and even if you're not, I still think you might have some fun. And studies show that the more you see your goals, the more you visualize them, the more likely you are to achieve them. And like Dr. Wayne Dyer said, You get what you think about whether you want it or not. So let's think about some good stuff. Let's get thinking about these goals and visualize them. You have done such a great job mastering goal setting, this journey, and now it's time to really create your content visualization creation and really see it. Here's what you'll need for this exercise. Magazines, images, photos, scissors, glue sticks, or tape, mid to large size poster board, and a space that you feel the most un, now, collect any words and those images that speak to you, there doesn't need to be a reason why speaks to you. Just allow that feeling, that creative side. It could be a tree, it could be a shape, it could be a word. Just allow yourself to collect these images as freely and accepting as possible. You might notice that you're drawn to hiking trails. And if that might be one of your goals, then I'd imagine why it's calling you or photographs of food. If one of your goals is around we're learning new things. It also might be an image that doesn't really pertain to any of your goals. Keep that and put it on your content visualization creation board. It might be a goal that is to come, take your time that you need. Do not rush this, just spend time being creative. When I host content visualization creation workshops, I often like to have music on candles burning, religious have a nice pace and a nice environment. Feel free to space the photos, the words in the way that you want. There's no exact right or wrong way because this is all you, it's your creativity. And how fun when you're ready and complete. Take three to 5 min to look at your content visualization board with eyes have compassion, strength, allowance, motivation, kindness, curiosity. What you see is part of you. This is you. Congratulations, mastering goal-setting is officially complete. Continue doing the work and remember your tools. They're always here for you and I'm always here for, you know, you were doing amazing and you are so appreciated. Live with love, live with light.