Do you find it difficult to keep track of the action steps that you have mapped out for each month? Does it get confusing when you end up working on different steps or milestones at the same time?
You probably already have your quarterly goals and your monthly goals set up with our templates. But it can be a lot easier to make sure you are knocking tasks off your list when you take a more detailed approach.
So now it’s time to go one step further to create weekly goals. Setting weekly goals will help you to really get focused on what you need to accomplish through each week of the month. With the weekly goals template, you can really get into how you need to divide up your time among the different tasks involved.
Logic Behind the Weekly Goals Template
The weekly goals template was designed to answer in more detail the time management needs of the busy entrepreneur. Like the others, this template is based on Connor’s real-life experiences building multi-million dollar businesses. The weekly goals template was developed to highlight specific tasks involved within previously set monthly goals, or milestones.
This template presents an overview of the quarterly goal covering the three-month period with its per-month goals. It then breaks down the action steps from the monthly goals template into daily deliverables per week.
If you are more of a long-term thinker like Connor, you might find that you need a little help with the daily stuff. The weekly plan will help you to recommit to fulfilling your action steps this month. If you are more of the short-term thinker, the weekly template is right up your alley, yet help you remember that you have larger monthly and quarterly goals to answer to. You can then stay focused on your one-year vision by seeing how the day-to-day must go so that you can achieve your overall goals.
Using the Weekly Goals Template
So let’s get right to it with the details of using this template. If you haven’t already, download the weekly goals template here.
The main point of this template is to help you stay on track. So, make sure that you are copying over your quarterly goals and monthly goals from your monthly goals template.
This space beside the heading is where you will enter what quarter – Q1, Q2, etc. – you are working on your goals for, and the gist of that overarching quarterly goal.
The next three rows are for the monthly goals that you have previously set for that quarter. Copy over the gist of each monthly goal into these three spaces. You will notice that the boxes are color-coded. This is to help you quickly identify the monthly goals and the specific daily deliverables below.
This part of the template is composed of three sets of calendar-type sections. Each section refers to one of three months in the current quarter. On the first row of each weekly calendar, enter in the name of the month that it stands for. For instance, you would enter “January” if you are working on Q1 or “April” for Q2, and so on.
Next comes the real bulk of the work in setting up this template. Before you start, it’s a good idea to go back to your monthly goals. Review the milestones and actions steps that you set for your business. Then hone in on a specific set – for a one-month-period.
Take the first action step for the month and break it down into smaller tasks that you will accomplish over several days. Each of these tasks will go into your calendar on a particular day.
For each month on your weekly goals template, navigate to the day that you will begin working on your actions steps. On the days that you choose to tackle a task, enter in the action step number and a few details to guide you on what you will be doing specifically.
For example, Day 1 could be “AS1- set content calendar theme with blog manager.” And Day 4 could be “AS1 – approve content calendar, write blog post descriptions.” – after your blog manager has had some time to complete their assignment. Then you will have Days 2 and 3 to work more on another action step for the month. Don’t forget to leave some days open or loose for when you will take well-deserved and much needed breaks.
Cross off the tasks and days as you progress to get a feel for where you are at within any given week. As you progress, you will also get a clear picture of where you are at for that entire month – and how much you need to hustle if you’re falling behind.
Stick to It
The weekly goals template is designed to make sure that you can stay on track on a day-to-day basis throughout each week. It will help you plan out those exact, specific tasks that you need to finish each day and week to push forward towards your monthly goals. These are the real steps that you can realistically complete each week.
Busy entrepreneurs need to be as efficient as possible every day of the week. If you value your time, this weekly goals template will be very useful. It ensures that you are knocking those tasks down to steadily make your way to monthly and quarterly goal completion.
You can also use this weekly template to motivate your teams. By being able to show them what the schedule looks like, they will know why and how important it is for them to stick to their schedules as well. Everyone has their deliverables, and they will see how each of their parts fits into getting everything done on time. The team will also feel more involved this way, and learn what their stake is in everything – it’s very fulfilling to know that you are part of something big!