HWH015: Happiness: Winning by Creating a Success Schedule

You’re probably asking yourself right now, “What the heck is a success schedule?” In short, it’s a tool that helps you achieve your short-term and long-term goals. You’ve heard me time and time again say that you need to create goals if you want to reach your dreams, right? A success schedule is part of the goal creating and achieving process. It’s a one page document that lists your goals and action items out on a yearly, monthly, and weekly basis. But before we jump into more about success schedules let’s do a little review on goals. When creating goals the first thing you need to do is figure out what exactly you want to accomplish. Maybe you want to start putting away money for retirement or start a small remodel project at home. The thing that you want to accomplish can be anything. It can be something big like saving up for a down payment for a house or it could be something small like cleaning out the garage. So, what is your goal? Obviously in life you have a lot of goals. You have them for your work life, you have them for your home life, and you might even have goals that are not really a tangible thing, like maybe it’s finding more happiness by being a better person. The goal is the answer to “How do I get what I want?” It’s what you want to accomplish so you reach your dreams. Ok, we get, the goal is like a race with a finish line. But how do know where to go in order to get to the finish line? We get there by creating a road map, a game plan. In other words, we accomplish our goal by creating a step by step process. This process is where the success schedule comes in.

Once you’ve identified your goal and you’ve identified the steps that it’s going to take to get there, then it’s time to create your success schedule. This schedule is going to list the things that you need to do on a weekly, a monthly, and a yearly basis so that you know what you need to do in order to reach your goal. For me a weekly schedule works great because I tend to plan for my week on the weekends and it helps me to stay on track throughout the week. I’ve created a success schedule template that you can download for free on my website buildwithkeegan.com under the “Success Tools” page. You can use this success schedule as it is by simply filling in your goal information, you can use it as a model in order to create your own success schedule, or you can modify this success schedule to be customized to your goals. One thing to take into consideration is that you can create several success schedules for different goals or you can use one success schedule that lists several of your goals. So, let’s look at an example of what you might put on your success schedule. (As a side note, to help you follow along with this example, you might take a look at the success schedule template that I’ve put on my website.) In the yearly section of the success schedule I’m going to put an item for retirement because I want to be intentional about putting away money for retirement. For this yearly retirement goal I’m going to put a dollar figure amount so that my goal is a SMART goal. A SMART goal is one that is specific, measurable, attainable, realistic, and time-based. So, I’m going to type in the yearly section of my success schedule “Retirement goal: contribute $5,500 to Roth IRA”. For me, I contribute to my retirement once a month, so in the “Monthly” section I’m going to also write in “Retirement goal: contribute $460 to Roth IRA”. In this example I wouldn’t have a weekly goal since I contribute to my retirement monthly but if you contribute to your retirement weekly you could add a line in your weekly schedule that says something like “Retirement goal: contribute $115 to Roth IRA”. You see, the schedule breaks down my big goal of saving for retirement into yearly, monthly, and weekly goals. The nice thing about the calendar is that it tells you what you need to do, how much you need to do it, and it keeps your eye on your goals so that they are in the forefront of your mind. Reminding yourself of your goals can be a big deal because it’s easy to get really busy in life and loose sight of why we’re working so hard.

So, I would like to encourage you to create a success schedule of your own filled full of all your weekly, monthly, and yearly actions to reach your goals. Like I mentioned you can download a success schedule for free on my website, buildwithkeegan.com in the “Success Tools” page. Make your success schedule fun! Use different font colors and put pictures of things that represent your goals around the border. It doesn’t have to be structured exactly like mine but it should allow you to see what you need to do this week, this month, and this year in order to accomplish your goals. I put my success schedule on the wall just above my computer so that way every time I sit down at my desk I’m reminded of what my goals are and what I need to do in order to accomplish them.

Takeaway:

The success schedule helps you:

  1. Keep on track to reach your goals.
  2. Break down your big goals to small actionable weekly, monthly, and yearly goals.
  3. Be intentional about making choices that will help you reach success.