HOW TO PLAN YOUR LIFE IN 2020 (design a life you ❤️ with a goal setting workbook)


In today’s video I’m going to share an
overview of how I plan my life… how I plan my life goals.. how I plan my year
and I’m going to share a brief overview of my goal-setting workbook. If you’re
interested, keep watching. Hello hello! Welcome back to The Whole Happy Life. I’m Ria. So it’s that time of year again… that time of year where we start to
plan our next year. So as many of you know, I have a goal-setting workbook and in
today’s video I’m going to go through an overview of all the basic steps and how
that helps me plan my year. If you’re interested in getting a copy of the
workbook that I use to plan my year you can find it in the pinned comment and in
the description. Before I get into the core of the video, I wanted to talk a
little bit about why I have a goal setting workbook… why I created one and
how it’s helped me, but if you like to go straight to the steps that I take to
plan my year. you can do that too. Let’s talk a little bit about my
goal-setting journey. So I first started setting goals in 2013. That first year…
all I did was write down my goals on a piece of paper and then nothing happened.
There was no process, there was no action plan. I just didn’t get anything done so
in 2014…. I thought well you know what 2013 didn’t work out very well, might as
well not set goals. Maybe it’s not for me. So I didn’t really take things seriously
until 2015. I thought.. you know what… there has to be something out there that will
work for me. So I tried different tools, different techniques and over the years
I realized that I’m someone who needs structure. I’m someone who needs a clear
process and I’m someone who needs to do SMART goals, which we’ll talk a little
bit about later. Basically I realized what worked and what didn’t and I ended
up creating my own workbook in 2017 and I’ve been using it since then. Now that
you know why I have my own workbook I wanted to share a few of the things that
having this workbook has helped me accomplish over the years. So when I
first started the goal-setting process, at that point I only had 300 subscribers
on YouTube. I wasn’t really taking YouTube that seriously… I didn’t have a
process… I didn’t have any goals but then I started using the goal-setting
workbook, I started creating proper goals. I started
thinking about my action plans. I started reviewing what I was doing. Things got a
lot better so now I’m at 228 thousand subscribers and I think it has been a
result of goal-setting as well as other things of course. But goal-setting has
helped me stay on track. I’m someone who falls off track very easily. I’m
inherently a lazy person, so I need a process. I need something that’s going to
help me stay on track. Another example.. so in 2019 my goal was to figure out
additional sources of revenue for my online business because my eventual goal
was to create an online business which could replace a full time income and
thankfully this year I have replaced a full time income. It’s almost the same as
what I was earning when I was working at Deloitte as a risk consultant. So those
are 2 YouTube examples.. I have other examples – meditation.
Making it a daily habit was a goal in 2019 that has been met. Another example
is reading more books. I did not read very much a couple years
ago but I’ve been putting goals in my workbook that I want to read more books
and it’s definitely made a difference. I read a lot more than I used to. So you
can have different goals. Your goals will be very different from my goals but the
point is to have goals that push you a little bit outside of your comfort zone.
I feel like a lot of us have dreams and aspirations but we just don’t have a
process for them… we don’t have a method to the madness… to get things done and I
personallu found that by having a method I am more likely to get things done. The first thing is to figure out your
vision and values. So this is a new section in my workbook I didn’t have
this in the last workbook. I added this because I’ve realized that a lot of
times when we set goals we end up setting goals that we think we should be
doing or sound great on paper, but they’re not actually things that we
really truly want to work on. So let me give you an example… one of the years I
set a goal to learn Spanish.. to spend about 10 minutes a day learning the
language and halfway through the year I realized that this goal wasn’t really in
alignment with my life vision. I knew I was never going to use Spanish anywhere
and here’s a thing with languages, if you don’t use it, you lose it. So it was a
goal that didn’t make sense for me and I spent a lot of time on it and I didn’t
really get anywhere because of that. So it’s really important to set goals that
are in alignment with your vision.. short-term vision… long-term vision and
also your core values and that’s why I’ve added this section to the workbook
and I found the exercises to be really helpful because now I am setting goals
that really makes sense for the life that I want… that really makes sense for
the values that I have. The next step is to do a review. So every single year I
like to do a review at the end of the year just to think about all the things
that went well during the year and the things that didn’t go so well. And what I
can do going forward to make the next year better. So it’s just basically a
time of reflection and because 2020 is the start of a new decade I thought it
would be a great opportunity to review the last 10 years before we go into the
next ten years. So I had such a great time doing the decade review exercise
from the workbook… I did it with a friend. So every year I set goals with a friend…
we sat down and we talked about what had happened in the last 10 years and it was
kind of eye-opening.. you gain a lot of perspective when you think about how
much you’ve accomplished and how much changes in 10 years. So I thought it was
a very useful exercise. Basically the point of review is to figure out what it
is that you have accomplished, think about what it is that you want to do
going forward and just reflect. It’s a good time to reflect. The next part of the
process is to think about my intentions for the upcoming year..
so this is where I like to think about a theme for the year. A word that embodies
what I want my year to be. Something I want to focus on. And I like to search
for a quote that also is related to that theme and write it down because that
quote is something that’s going to keep me inspired through the year and remind
me of my theme for the year. The other thing I like to do here is to figure out
which areas of my life I want to focus on. So these are my goal categories.
Examples of goal categories are career, relationships, mind, health and so on. And
I don’t think it’s possible to work on all facets of life every year because
that would mean too many goals and it’s overwhelming, so I like to pick and
choose which areas I want to focus on during the year. So for 2020 I have
picked seven goal categories.. some of them did not make the cut this year and
that’s okay. I can work on them in later years. Next up is gold brainstorming. So a
lot of goal-setting workbooks don’t have this step and I’ve added this because I
like to brainstorm first. I like to do a brain dump… write down everything that’s
on my mind and then I can pick and choose the goals that are truly exciting
to me in the next step when I refine the goals further. After goal brainstorming,
the next step is to do SMART goals. So a SMART goal is a goal that is specific,
measurable, actionable or attainable, relevant and time-bound. You may have
heard of this. This is the technique to write goals in a specific way and I
found it to be very helpful. So as an example, let’s say you have a goal that
you want to eat healthy. So if you wrote down I want to eat healthier that’s very
vague.. is going to become very difficult to take action on that but if you
convert it to a SMART goal.. something that’s more specific… something like I
want to eat half a plate of fruits and veggies with two meals a day… that’s
actually a lot more specific and it’s a lot more measurable. You’re actually
going to make a lot more progress. So I think the key really is to write SMART
goals. If you need a little bit of help with SMART goals, there’s in
information in the workbook. Next is making it happen and this is where the
magic happens. You can write down the best goals, the best SMART goals but if
you don’t have an action plan to make them happen, they won’t happen. So in the
making it happen step it’s where I like to write down a very detailed action
plan… very clear in simple steps and also write down any tools and resources that
I’m going to need to make that goal happen. The next step is to do a monthly
review. Now I think you can have a great goal… you can have a great action plan
but if you don’t review regularly, you’re going to end up falling off the wagon at
some point.. it always happens. So it’s really important to do monthly reviews
and that’s why I have a section in the workbook where you can write down your
progress every month on particular goals. So I just think it’s helpful to have
that all in one place, so over the year I can see how I’ve made progress on a goal.
In addition to monthly reviews, I do think it’s a good idea to do a mid-year
review. I didn’t have this in my last workbook… I’ve added it to the new one so
you can do a mid-year review some time in June or some time in July just to see
where you’re at. And to see if there’s anything that you need to change to make
your goals happen for the remaining part of the year because usually by the time
it’s June you kind of start to fall off track, so you need that little boost of
inspiration and I think a mid-year review is a good idea to do at that
point. So that covers the basic steps I used to plan my year now the thing is
you could plan your year but sometimes you need a little bit extra. So part 4
and part 5 of the workbook give you that little extra. So in part 4 I have tools
for success. I have a number of different worksheets and different tools such as
productivity tip sheets… something that you could print and paste up in your
workspace to remind yourself of all those productivity habits that you
should be doing. Then I also have a weekly planner and I have a gold tracker
that you could use to track goals that are weekly and daily as well. Part 5 is
called staying on track. It has a bunch of different worksheets on topics such
as procrastination, time management, self-doubt, fear of failure and a lot
more to help you stay on track. So as you can see this workbook helps me
from start to finish. From thinking about my vision.. all the way to creating the
goals, to reviewing them, to structuring them and also staying on track. And to be
honest if I did not have this tool, I don’t think I would accomplish as much
as I do. I’m inherently a very lazy person and I need structure and I need a
process in place. If you want to learn more about the workbook and get your own
copy, you can find the link in the description as well as the pinned
comment. It is a PDF that you can download, print and write in by hand. It’s
not a fillable… I just wanted to point that out. It is a printable. If you need
any help with the transaction, you can always email me at [email protected] and if you happen to have any questions about the workbook
and you want to know if it’s the right fit for you, you can send me an email too.
Anyway I will see you in the next video where I will talk about my decade review
and my 2019 review. Until then… happy planning! Bye!

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Reader Comments

  1. The Whole Happy Life

    ⭐MAKE 2020 AMAZING! Life Goals Workbook ⭐ can be downloaded from Gumroad here:

    https://gumroad.com/l/2020-goals-workbook

    If you have any issues with the transaction, you can email me: ria [at] thewholehappylife [dot] com .

    Thank you for your support! I hope this workbook helps you achieve your goals and dreams in 2020! ❤️❤️

  2. Nena Lavonne

    ♥️ Wishing everyone joy, love, abundance, and the realization of all their dreams in 2020. Here’s to designing a decade in perfect alignment with our values and goals 😊♥️♥️♥️♥️

  3. Tahasin Atar

    Thank you for sharing your goal setting technique, Ria! I'm not someone who believed in setting yearly goals, but lately I have been thinking that may be I should try having a proper process in place if I wish to achieve more. Your video was inspiring and helpful as always.
    Wish you a Happy and Productive New Year!

  4. G3brenda

    this is SO informative! I see how I must make my 'goals' in more detail and specific!! I 'brain dump' in a journal every day. I am going to have a sticky note on the first day of each month reminding me of these goals. For me, I am going to do a review each month, and note what 'tweeks' I need to make for the new month to make these goals successful. I'm hoping my goals will be good habits by the end of the year. LOVE your videos!!!!!!!!!

  5. Lillian

    Am having fun with the workbook and kinda amazed at the discoveries I've had about myself. As always, love your feminine and smart energy! So inspiring! Happy Holidays!

  6. Mariela Merino

    So excited to start a new year with a fresh start! My goal is to grow my channel in 2020 and keep working on improving my content. Your channel has grown so much so fast and you're an inspiration to me 💖🤗💖🤗 happy new year everyone!

  7. Elizabeth Lucy

    Wishing everyone a wonderful 2020🙏💗
    Writing goals down is one of the best ways to achieve big things next year.
    I hope 2020 is amazing for you Ria❣😘

  8. Monica M. Bergsvann

    Hi. I miss your episode about social media detox to do before 2020 as you talked about in a previous episode(the one you talked about dry skin). I hope you will air it.

  9. zipi wolsner

    Ria, you are wonderful! Thank you for wanting to help us, lazy people that need structure as well as you…It's you who gave me the idea that I DO need it and a plan for how to lead on my life! Though it sounds somewhat a lot of steps to do, writing everything down, I think it gets easier with time when getting used to it. Love your energy and your smart vision and ideas. Happy holidays to you and to everyone!

  10. Leluche King

    I do monthly goals as a way to keep myself on track, but I really love the idea of thinking of goals in terms of a year and breaking them down to really achieve them. I have been falling a bit behind on some goals lately and hoping the workbook can get me back on track and more motivated. Thanks for the amazing work that you do!

  11. Loubaina Peer

    Thank you very much for your video so full of information and yet so to the point.
    I am still a little apprehensive as I am at the doorstep of major life changes (long overdue) but you are definetely helping. Thank you again.
    Warm greetings all the way from Mauritius 😊

  12. Core Create

    I actually like how you reviewed your last year workbook with the updated version. And the thought put into it. Well explained and valuable tool.

  13. lardoss

    I liked your workbook very much, but it took me quite some time to get through it and I ended up not finishing the plan. this is why I did not consider buying it this year. I read below in the comments about monthly planning. Maybe I should follow the process on a smaller scale until I find the discipline to complete a year plan. I would be happy to hear any suggestions!
    Thank you for your work!

  14. Mili Acharya

    Thanks RIA…ur previous year planning help me soooooo much that I really achieve some of difficult goals this year. Thanks a lot…from my heart

  15. Stephanie Henao

    I really love how you're honest with and about yourself like when you said that you NEED structure or are "inherently lazy". I find it so hard to admit things like that outloud because I like to think that I'm not actually that way. But I can see that admitting faults are the first step to work with and around them. Thank you so much for this!

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