Monthly Planning

Dec 14, 2015
Joe Buhlig
~3 mins

We’re sneaking up on the annual goal setting push. It’s exciting to sit down and dream about what you want to do next year. But what if your life moves and changes too fast for annual goals?

Setting goals is something I’ve struggled with. And it has generally been instigated by the company I worked for. I went through the typical annual review process when I worked in corporate and at the virtual company I worked for. You find it just about everywhere.

Annual Expectation

It always felt like I did it because I should. I even completed a similar process personally because I thought it was the silver bullet to achieving more. I was wrong.

Annual planning doesn’t work for me. That’s one reason I’ve always struggled with it. Putting a plan together for how you’ll build new technology is fun, but often very inaccurate. It moves quickly and you learn a lot in the building process. That typically means that when 12 months have passed, I’ve discovered a new area to work on that is more beneficial or more advantageous. Year-end reviews typically involved a discussion of why I didn’t hit the original goals.

Move to Monthly

12 months is simply too long in my world. So I’ve scaled it back. I still set goals, but I turn those into projects and plan them month by month. And most of those projects are only two or three months long.

Because I can usually see the next two - sometimes three - projects that are coming up, I go ahead and plan those out. I’m only looking at the next seven or eight months at a time, and even those later months will typically change a few times before I complete them.

What It Looks Like

I keep a simple list of my monthly goals. Each goal is a single line item with a brief description. For the GTD fans, this is synonymous with my 30,000 Horizon of Focus. Here’s what it looks like:

I have multiple goals per month. I put the name of the month in the title of the task so I can keep them in order, and that’s all it takes for me to stay on track. When I see this list, I know what’s coming up and I can plan my days and weeks appropriately.

Working The Plan

A plan is worthless if it isn’t reviewed, so I read each line item once a week and let that dictate what I work on each day. I make sure that I’m on track and that the direction I’ve chosen is still accurate. I don’t get bent out of shape when I change the plan for the next four months; I’m being realistic with myself.

When I’m finished looking over the Monthly Plan, I translate it into a plan for the upcoming week - my Weekly Plan. The Weekly Plan is a simple two or three item list of the things I need to complete next week in order to make progress on the Monthly Plan. It breaks it down into pieces I can digest that week.

Overkill

I’m terrible at remembering, that’s why I need these systems. This sounds like a lot of work even for me, but here’s the point: 12 months is too far out, and I need guidance. I use this month by month plan to help me decide what to work on each day. It’s a single, uncluttered list that is easily reviewed and updated. I don’t want complicated. I want it to keep my head on straight and help me hit my goals. If it does that, it’s a success.