Discovering the Heart of Your Goals: Part 2 | Setting Goals First, Not Tasks


We have made it through the first half of the first month of the New Year!! This is part 2 of my New Year Series in Discovering the Heart of Your Goals. 

Yay!! How is it going? Do you feel that renewed energy of resetting? I always feel like by the end of the year, things go into crapshoot mode. That’s one of the reasons why I knew that I needed to make a better,  more intentional roadmap for 2018.  If you got your worksheets from Part 1 of my New Years series to dig into the heart of your goals, how did it go? You can still grab them HERE

Are you digging deeper than the “how” and looking at the why? Discovering, the heart of your goals and if they line up with what you truly desire to do with your time…your life…gives you such a clearer picture of what you need to do and then you can figure out the HOW. 

The best way I have found to work this out is with a good old fashioned piece of paper and a pen. So grab those and then take a look at the example I show below. This helped me 100x more than anything else to sort of the goals from the tasks, because as I have learned the hard way, they are NOT the same. 


Confession…my instinct for working through goals does NOT go that direction. It goes from the bottom up and I get lost in the TASKS of how to do something.… but don’t really have a true picture of what that even is. Spoiler alert: that doesn’t work out. When you are planning out your goals, do you get lost in the HOW and totally lose sight of the WHY?  I am guessing that you are either :

  • A: in the same boat as me or

  • B: figured this out already and are already crushing your goals and how’s.

If you are an A, grab your coffee and let’s chat. I have a brilliant business (and life) bestie, Sarah who runs STAND FOR MOM and she is in lots of amazing ways, my opposite. (If you run a business, get a business bestie…life changer, I will share more about this in a later post!) She is the nutella to my spoon when if comes to this stuff. Anyways, let’s get to the point… Why are you doing what you do? Say it out loud…go ahead....ok now, why is that important to you? Or, do you know? If not, you need to do some soul searching and figure that out.

Those big goals and where you want to be, what that looks like to you… that is where the goal setting and planning starts! Then you can work down picking WHAT larger things that will best do that for you and drop down again and work out HOW you are going to accomplish that. 

Now that you know, you can work on those goals and flesh them out into the WHY and HOW to make it happen. Grab this worksheet and print out as many as you need. Once I had a clear picture of what I was trying to accomplish with my life, it made it SIMPLE to fill these out. Next week I will show you how to take those goals and fill them into your year so that you can stay on track with what you are ultimately working towards.


Remember, there is NO magic in Jan 1, get those goals clear so you have that roadmap. I’m cheering for you! I want to see you crushing those goals every month, quarter, year….and see that WHY happen!