Setting Quarterly Goals

Ever since I can remember, I’ve always been encouraged to set goals. Goals, goals, goals, goals! While I realize they are important to create, work towards, and achieve, I couldn’t remember the last time I actually sat down and thought out a plan.

This past December, my coworker gifted me a 2020 planner as my going away gift. Inside the planner was your typical daily, weekly, and monthly breakdown, but there was an extra section: quarterly goal setting.

Thank you Clever Fox for inspiring me to create and set goals! The journal has built-in sections where you can establish up to 5 goals for the coming three months, and check in at the end of every month.

While there are no guidelines for the types of goals, whether they be spiritual, economic, or health-oriented, I focus on creating ones that are attainable yet require effort. Below are some goals I’ve set for Q1 and Q2 of 2020:

  • Learn healthy and economical recipes – improve general cooking skills
  • Throw myself into learning more code, software programs, and skills to boost my capabilities at work
  • Get into the groove of a new and productive routine – early morning workouts, and getting into the office early (or signing on early, per COVID-19)
  • Limit myself to one coffee purchase a week
  • Learn how to phase out/substitute sugar in my diet

Have I accomplished all these? Certainly not! But writing them down on paper, and returning to them on a regular basis has been helpful. Additionally, I write down my quarterly goals on a sticky note that is taped to my wall. This way I see those reminders every single day and don’t lose sight of them.

Do you need this particular planner to set goals? Absolutely not, but I’m so happy my coworker gifted this to me because it kick-started something great.

Are you looking to set goals, but not sure where to start? Here are some ideas to get you started:

  • Creating/sticking to a monthly budget
  • Working out X days a week
  • Running X.X miles per week
  • Limiting yourself to one category purchase to a month
  • Swapping out 1 unhealthy meal per week
  • Aiming for a consistent time to get into the office
  • Making time for daily devotional with your spiritual following
  • Reaching out to one family member per week
  • Mailing out a card to a friend once a week

There really isn’t a right or wrong here, but it’s important to note that it’s never too late to start. One last thing to mention is rewarding yourself. For example with fitness, once you hit your running distance/time, treat yourself to a new pair of shoes! Rewards don’t have to be purchases, they can be time spent on yourself or other experiences.


Do you have other ideas? Please comment below!

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