Live Your Legend | Simple Goal Setting that Gets Results: Make 2011 Epic + Free Workbook (warning: hard work required)
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Simple Goal Setting that Gets Results: Make 2011 Epic + Free Workbook (warning: hard work required)

Simple Goal Setting that Gets Results: Make 2011 Epic + Free Workbook (warning: hard work required)

Goal Setting Take Action

“What gets measured gets done.”

~John E. Jones

Update: Check out the updated 2014 Goal Setting and Action Workbook in this post!

Note from Scott: Check out my Free Goal Setting and Action Workbook at the end of this post.


A million people write about goals this time of year. So why add to the mess?

Because goals get results. And I have a system that works.

In the past year I ran my first barefoot ultramarathon, swam across the San Francisco bay, grew my investment fund from $1m to $3m, worked out with Tim Ferriss, grew my following here at Reading For Your Success from 100 to just over 2,500 subscribers (thanks guys!) and most importantly got married.

I don’t rattle these accomplishments off to brag. I mention them because they were all huge goals of mine at the beginning of 2010 and as a result of some serious planning and ridiculously hard work, they are now a part of my reality. I want the same for you.

Goal Free Living Is a Myth

Lately I’ve heard buzz about goal free living. While I subscribe to the belief that life is not all about accomplishments and checking boxes, I also know that for 99% of people out there, if we don’t set goals and create a plan, we’ll never get off our asses and do something meaningful. I’m one of them. If you’re that 1% who is totally set and done being epic then you might want to stop reading here. You might even want to unsubscribe.

For the rest of us let’s go make some magic!

I freaking love the New Year. It’s a time for reflection and a time for making kick ass plans for the upcoming year. Something about the clock striking midnight on December 31st fills the world with passion and energy to make big plans. I love it.

The problem is that’s usually as far as people get.

Let’s start with some stats.

A now famous 10-year Harvard study* found that:

  • 3% of Harvard graduates set and write down clear goals
  • 84% didn’t give even a thought to goals or planning
  • Ten years later the people with any written goals at all earned twice as much as the 84% who did nothing
  • The top 3% earned 10x that of the other 97% (I know it’s not all about the money, but these results make a powerful point)

* Taken from the stellar book What They Don’t Teach You in the Harvard Business School

Last year FranklinCovey Co. found that:

  • 75% of people break New Year’s resolutions by the end of 3 months
  • 33% will break them by the end of January
  • 43% never even planned to follow through with them in the first place

Granted, there are arguments about the specific stats of the above studies, but the only important points to take away are:

  1. Hardly anyone sets and sticks to goals.
  2. Goals make a big f*?/ing difference.

We need a practical system that works.

I use the below process every year. The key is to keep it simple, actionable and exciting. Clear your calendar, get out your journal and let’s get to work.

Important tip: Print this post out or download and print out the accompanying workbook. Then take it to a coffee shop or park, WITHOUT an internet connection or a time limit, and let the awesomeness begin. I spent many hours (and days) writing this. I did not write it to simply be read. I created it to help you take action to make 2011 your best year yet. If you’re only going to read this and do nothing about it, you’re better off stopping here.

But since I know my readers take this stuff seriously, please read on…

A Simple Goal-Setting Process that Gets Massive Results.

1. Reflect – Review what made last year Awesome (and not so awesome).

This is the most important step. Any planning process–for the day, week, year or lifetime, begins with reflection. Take stock of what you’ve accomplished and what you’re proud of. Give yourself some time to bask in the glory. You deserve it. Also think through the low points of the year and what you don’t want to repeat. It’s crucial to nail the ups and the downs.

Use the below questions to guide you (These were borrowed from a good friend and San Francisco Career Coach, Suzannah Scully):

  1. What are you most proud of in the last year?
  2. If there were a newspaper headline describing this past year for you, what would it say?
  3. What unfinished business do you want to resolve before the year end and when will you do it? (i.e. lingering relationships, apologies, goals yet to achieve)
  4. When were you most excited about life in this past year? What were you doing? Who were you with?
  5. Looking back, what would you have done differently in 2010?
  6. What new dream for yourself did you achieve?
  7. Where did you let fear hold you back from a goal you had?
  8. What was boring to you this year that you hope to change for next year?

2. Define your Areas of Attention.

Breaking things down helps make them more manageable. Start by figuring out the core parts of your life where you want to get results. I call these Areas of Attention. For me they are: Health, Continued Learning, Helping Others, Marriage, Business (this site and my investment partnership), Exploring and Personal Organization.

It can dramatically help to name your Areas of Attention in a way that creates some emotion in your body. Something that gets you excited. For example mine are: Expand the Mind, Building the Snowball, Making Money While I Explore, Get Her Number, Give it Away, Making Ears Ring, Flying Out of the Gym and Never Stop Exploring. Can you guess which is which?

The point here is to nail the areas in your life that matter and have fun with it.

List your Areas of Attention.

3. Create a core goal in each area.

Now it’s time to think big. These don’t have to be massive, but that certainly makes it more fun. They just have to be meaningful to you. It’s not necessary to pick something for every category but I encourage you to doso or else we’re at the risk of sacrificing parts of our life that matter.

If you have only one goal and it’s to have your most profitable year in your business, then you might find yourself working 12 hours a day, 7 days a week to make it happen, while losing sight of the family that means the world to you or the body you love to keep fit. You may achieve your goal but you’ve left the rest of your life in shambles, so does it really matter?

Always keep balance in mind.

List 1-3 goals per Area of Attention.

4. Get Specific – Define what you really want.

It’s not enough to say “I want to be healthier” or “I want to make more money” – Here’s a dollar now get lost. No, they must be quantifiable and measurable. Define what you want exactly. If you want to lose weight, then how much and by when? Or better yet, stick to things in your control and make a goal related to the number of workouts you’ll do and the food you’ll consume (since losing the actual weight is not in your control, but what is in control are the actions that generally lead to weight loss). If you want a bigger salary, then how much is enough? You want a girlfriend, then how many dates will you go on each month? You want to write a book, then how many words a day can you commit to?

If you don’t know the rules of the game, then how could you ever expect to win?

List the quantifiable outcomes and the specifics of each goal.

5. Get Leverage – Find a compelling and emotional reason why.

There was once a man who tried for years to quit smoking. His friends tried to help. His wife begged. But nothing worked. Then one day his 6-year old daughter came into his office, looked up at him with a scared look on her face and said “daddy I don’t want you to die before I’m 10”. He never smoked another cigarette. That’s leverage.

If I asked you to go out and get $1,000,000 by tomorrow night, could you do it? Most would laugh and say no. What about if there was a gun to your child’s head? Do you think you could get a little more creative? That’s what I thought.

What massive reason can you find for making your goal a must? It could be fitting into your wedding dress or being sure you’re alive to teach your grandson math. It’s your call. Just be sure there is major emotion behind it.

Leverage can come from one of two places. You can focus on the wonderful things you’ll experience if you complete your goal (i.e. happiness, personal freedom, finding the love of your life). Or you can focus on the awful things that might happen if you don’t (i.e. loneliness, a heart attack, or the death of a loved one). Positive or negative, discover what will make it an absolute must to accomplish your goal.

Nothing gets done until there is enough motivation to take action.

6. Fill in the details – Create baby steps.

Thinking of a long-term goal as a single item to accomplish can be massively overwhelming. But every goal has all kinds of 5-minute or one-hour tasks leading up to it. Take writing a book for example. If you haven’t yet written a word and you look at your goal one day that says “write a book”, the intimidation is going to make it almost impossible to begin. But what if you had, “write the first page” or “write a few chapter titles” as one of your tasks? That can be done in one sitting. All of a sudden you’re a step closer and you’ve got momentum.

Take each core goal and divide it into 4-8 Minor Steps. Then create 3-5 Baby Steps for each Minor Step. You may need more or fewer steps depending on the size of your goal. Feel it out.

The point is to make the steps so small and manageable that you can check them off relatively quickly and feel the accomplishment and motivation of making progress.

7. Get them on a calendar.

Everything we do takes up physical time in our lives. Without putting things on the calendar, it’s easy to plan way too much. Too much then leads to overwhelm which leads to the opposite of progress.

Get out a calendar where you can see all 12 months at once. Or just take a piece of paper and make 12 squares on it. Now look at the goals you’ve created. Begin to place each goal into various months. Be conscious of your life. If you know you’ll be traveling all of April then don’t expect huge results that month. If some of your goals will take the whole year to complete then fill in your Minor and Baby Steps in the months where you will take the action.

Laying things onto a calendar allows you to visually see what you plan to tackle each month. The visual makes it much more obvious when you’ve over planned. Your mind will not conceptualize this if you just write down your list of goals with dates next to them.

Bonus points: Once you have each month generally laid out, dig down into the weeks of the first few months and get really specific. Then pull out your calendar and schedule things.

8. Get Accountable – Tell at least 4 people about them.

We tend to keep our word much better with others than with ourselves. Pick at least four people close to you to tell about your goals. Walk them through your process. Explain why it’s so important to you and even give them a copy of your goals and plan. Ask for their help.

This could mean simply checking in with you each month or actually working with you on something they are especially good at. This will help get them and you more committed to your outcome.

Warning: Pick people you know will genuinely support you – not those who will be jealous of your dreams and try to put you down (there’s more of those people out there than you think, so be careful).

A huge part of my Personal Freedom Coaching is related to accountability and being in someone’s corner to help them get results. If you’re looking for more official one-on-one accountability, perhaps I could help. I’ll be taking a few new clients this year. Let me know if you’re interested.

9. Routinely review your progress – Weekly or monthly at the least.

For most people, goal setting ends just before this step. That’s why 75% or more will not see results.

But for those who want results, this is just the beginning. To see massive progress you must keep your plans front of mind. Create a routine that allows you to review the above on a weekly basis. Anything more infrequent than weekly, makes it too easy to keep the ideas and dreams just that – ideas and dreams. They become reality when we consistently address them and make small gradual progress. In a year that can become enormous.

“Most people overestimate what they can accomplish in a year, and drastically underestimate what they can achieve in a decade.”

~Tony Robbins

It’s so easy to get excited about goals and put a bunch of stuff on paper. Anyone can do that. The real work happens when it’s time to turn plans into actions. This requires a routine and accountability – on the part of yourself and others. I review mine every Monday morning, first thing. Because it’s the things you do each week that lead to the achievements of a lifetime.

10. Do something NOW – No matter how small.

Never leave the site of a planning session without taking some action to get you closer to victory. It could be the tiniest thing in the world. Maybe send a short email or make a quick list. Pick something that only takes 5 minutes or less. And do it. Let the momentum begin.

What one or two small things can you do right now to get you closer?

Follow a process, any process!

Congratulations. You now have a process that is guaranteed to work…unless it doesn’t. If you don’t see results, either you weren’t diligent with the steps, you didn’t want it bad enough or it wasn’t meant to be. You are in control of the first two and the third will sort itself out. You’ll know where you fall.

There are currently over 10 million results on Google for ‘Goal Setting’. To be honest, I bet just about any of them would get results. Whether you follow my steps or one of the other 10,000,000 I honestly don’t care. The key is to follow a process. Any process.

Do whatever you will consistently stick to. I want you to get results – for you to take action and experience an Epic Life. That’s my goal.

Prioritize Happiness

Remember, happiness not spent today does not equal more happiness tomorrow. You will never experience life’s great accomplishments if you don’t have fun along the way. There is no waiting.

Don’t confuse goal setting, planning and the process as some type of delayed gratification. It only works if you love and are deeply committed and aligned to the things you want to accomplish. You must be congruent. This will make the daily actions fun and exciting. If they aren’t then it’s not worth it. Don’t get caught up in the tasks for the sake of checking boxes. Always prioritize happiness. It’s possible to have both. Trust me.

Become Your Dreams – Just Add Hard Work

Dreams don’t become reality by dreaming. That is the very first and simplest step. The magic happens when a consistent process of dedicated action is applied to the things that matter most in your life. And make no mistake. Massive hard work is required. If you were hoping for more of a get results quick solution, you’ve come to the wrong place. But I doubt that’s you anyway ;).

When you get committed on such a level, the sky is literally the limit. That is what has turned the impossible into the possible and is what makes the difference between an Epic Life and an ordinary one.

Every life can be Epic in it’s own way.

All we have to do is want it badly enough. That part is up to you.

So how much do you care about making meaningful things happen in 2011? Share your goals and process in the comments below because together we can make magic.

Stay tuned next week for my full no-holds-barred 2011 plan. Big things to come this year!

A Free Goal Setting and Action WorkBook to Keep You on Track

Goal Setting and Action Workbook 2011After writing this I realized that it’s a lot to digest on your own. You can certainly be 100% successful following the above, but I know a little hand holding makes action more likely. So as a new years bonus I’ve created a Free Goal Setting and Action Workbook for stepping through the process described above and achieving moster things in the new year. I suggest you print it out and put pen to paper.

Download the good stuff here: Free Goal Setting and Action Workbook

Other Resources to Help You Get Results:

11 Steps to Insane Focus: Do More of What Matters

The Importance of Being a Beginner

The Most Dangerous Word in the World

Image courtesy of JD | Photography
  • Joe D.
    Posted at 12:51h, 05 January Reply

    Just downloaded the word version here, Scott. Looks like a nice resource to build 2011 into a great year, while learning from the failures of 2010. Will let you know how this goes…


    • Scott
      Posted at 14:25h, 05 January Reply

      Please do Joe. I really hope this sets us all up well for 2011. This process has been huge for me!

      Keep me posted,


  • Stepan
    Posted at 13:58h, 05 January Reply

    Thanks for taking the time to write the article bro.

    Leveraging goals and reviewing weekly — rather than quarterly –was very insightful for me.


    • Scott
      Posted at 14:27h, 05 January Reply

      Awesome. The more frequent the better really. I found weekly to be the best balance even if I only look at them for a few minutes.

      Have fun with it and let me know about your progress.


  • Jake
    Posted at 14:56h, 05 January Reply

    Timely and useful article, Scott. Hopefully a lot of people will actually use it and achieve their goals. Here’s to a big 2011.

    “Human felicity is produced not so much by great pieces of good fortune that seldom happen, as by little advantages that occur every day.”
    ~Ben Franklin

    • Scott
      Posted at 10:09h, 06 January Reply

      Ben Franklin is THE MAN! Perfect quote. If this post and workbook is helpful to just one person, that’s success. And so far 400+ people have downloaded it!

      Big things to come,

  • Michael Venn
    Posted at 15:07h, 05 January Reply

    This post couldn’t have come at a better time, Scott. Thanks! I look forward to exploring the workbook further.

    I think you make a good point that it’s important to focus on having fun along the way, if not, why bother with the goal in the first place?

    All the best in 2011!

    • Scott
      Posted at 10:12h, 06 January Reply

      Awesome Michael. I hoped that waiting until the holidays had cleared and dust settled, would catch everyone at a time when they were more focused to take some serious action. I look forward to hearing what you think of the workbook. Please follow up and let us know in the comments of the Workbook download page.

      Happiness first. Results will follow.

  • Jon
    Posted at 15:30h, 05 January Reply

    Amen to all that, Scott, and thanks for the workbook. I tried to live goal-free a few years ago with the result that I turned into a fat, lazy slob with no purpose and no incentive to climb out of my dull daily routine. Luckily I have some great friends who dragged me out of it and once I got back to goal-setting again, I wondered why the hell I ever stopped. Everything in this post is the truth, take note.

    • Scott
      Posted at 10:16h, 06 January Reply

      Ha ha. Hilarious Jon…and so glad you’re back on track! Goal free living is something that will always intrigue me and I think is really an aspirational thing that comes when you’re at the top 1%-2% of your capabilities. The dangerous thing is that the 99% of us who desperately needs goals and accountability to create change may see goal free living as an excuse to fall into the trap it looks like you fell into years back. I know that was never the ‘goal’ of the folks who coined the term.

      The funny thing is that deciding to give a shot at goal free living is setting a monster goal in itself. Go figure…

  • Matt
    Posted at 06:23h, 06 January Reply


    *Fantastic* post. You know, I’m a new subscriber, and at first I was a little bummed because there isn’t something new here every day, but NOW I get it–you actually put TIME into your posts! If they’re all this awesome, they’re worth waiting for.


    • Scott
      Posted at 10:21h, 06 January Reply

      Thank you Matt. You have no idea how incredible that is to hear. There is a lot out there suggesting to do more frequent shorter posts and some bloggers even do it every day. I deliberated over this a while as I built our site. Then I came back to my biggest goals I’ve set for the community that’s been created here:

      1. Provide the most kick ass unbelievably powerful and useful content I am capable of creating for my Epic readers.

      2. Do it in a way that I can sustain indefinitely.

      Everything I do comes back to those two, in that order. Awesome that you’ve seen some value.

      Welcome to the adventure!

  • andrea
    Posted at 09:16h, 06 January Reply

    This was a great blog! I’m thoroughly enjoying your blogs since I recently stumbled across it. I’m glad I did and have been learning lots. Though your blog was very insightful and most definitely useful. I have somehow been able to figure this out on my own. So the blog was a checklist that I have been on the right track. So, thank you! I have already been working on my master plan and yes have been putting in the hard work necessary, plus with the right attitude and support, I know I will achieve it.

    • Scott
      Posted at 10:23h, 06 January Reply

      Now we’re talking Andrea. If this served as nothing more than an affirmation that you’re on the right path–your own, then that’s exactly what it was meant to do for you. I look forward to having you along for the ride and hearing what you create as we all go headfirst into whatever’s next.

      Welcome to the adventure!

  • Adina Amironesei
    Posted at 11:39h, 06 January Reply

    Excellent idea !
    Excellent work !
    Congratulations !

    • Scott
      Posted at 11:06h, 07 January Reply

      Well thank you Adina. Let me know what big plans come to mind as a result. Please come back and share the experience along the way!

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  • david
    Posted at 02:11h, 15 January Reply

    FYI … harvard goals study is a hoax:

    • Scott
      Posted at 20:13h, 17 January Reply

      I appreciate you sharing this David. I will do some more digging. I have seen a number of studies on this. Lot’s of competing data. The main point to get across is that goals get results, period. I am not as concerned about the specifics but will certainly do more poking. I hope this process has still been helpful. It certainly has for me.

      Happy New Year!

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  • Pierre Bastien
    Posted at 11:20h, 18 February Reply

    Scott, OK. I am going to give your workbook a try. I commit to reporting back by Tuesday 2/22 with how it went.

    • Pierre Bastien
      Posted at 14:07h, 22 February Reply

      Alright, I have finished the workbook. It did not go perfectly. Many of my goals were “sensible” and these were easier to plan out. One of my goals is a huge stretch, and this was harder to wrap my mind around. But I’ll stick to a weekly schedule of reviewing my progress and try to fill in the gaps as I go. It was helpful to have promised to post a followup update on this page, so if you don’t mind I promise to return in a month’s time with a further update. Here’s to a successful 2011.

      • Scott
        Posted at 18:02h, 27 February Reply

        Amazing update Pierre. Thank you for staying accountable to us and to yourself. Please do report back monthly and let us know how the big plans unfold. And don’t worry, the process shouldn’t be ‘easy’. You are on the right track! Congrats.

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  • Christina Crowe
    Posted at 09:54h, 26 April Reply

    Wow, what a seriously awesome and massive guide, Scott!

    It’s only about 4 months since the start of the year, and already I’m straying off track of my initial goals. This was a good reminder to take a second look at them and see where I’m standing. I did make some progress, though not as much as I’d like.

    I’m definitely going to check out your workbook, and go through each step of this guide soon. I did look into a few online goal tracking software and found this one that I really liked called 42 goals ( It’s easy to use and has been a huge motivator in the passed few days I’ve been using it. 🙂

    Thanks for taking the time to share this with us – it was uber helpful!


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  • Ciara Conlon
    Posted at 06:33h, 04 January Reply

    Great article Scott, I totally agree that goal free living is a myth. A lot of the talk now is about creating positive habits and not setting goals, to me that’s just phrasing it in a different way. Creating a new habit is a goal, a habit just breaks it down for you into bite size chunks. I too love resolutions and goal setting it’s filled with so much hope and excitement for the future.

  • Nathan Agin
    Posted at 20:10h, 04 January Reply

    Fantastic amount of information and a great approach, Scott! I downloaded the guide and plan on tackling it this weekend! I’ve already done brainstorming on goals, and am excited to apply even more specifics to it.

    One question: could you explain more about your investment fund, even general terms? Is this something you created, or did you partner with others? Just totally clueless and yet – interested! Any info/links are appreciated!


  • brand
    Posted at 12:00h, 20 December Reply

    Im really lucky to have the opportunity to read such a well written with useful details on topics that a lot of people are interested on. Go ahead do what you do as we enjoy reading spot on articles by an author who is obviously knowledgeable on their chosen subject.The fact that the data stated are all first hand on actual experiences even help more.I’ll be subscribing this Red Moon » Blog Archive » Pic of the Day, 4-8-09 with much interest. Keep up the good work, catch you later..

  • brand
    Posted at 08:31h, 22 December Reply

    Hey, are you having problems with your hosting? I needed to refresh the page about million times to get the page to load. Just saying

  • brand
    Posted at 08:32h, 22 December Reply

    it is very helpfull.

  • brand
    Posted at 23:07h, 22 December Reply

    Great design first thing Second thing the prespective at which you see the sport is quite neutral quite in my words wikipedia style. This is a welcome change from people who are either racist or support a particular agenda.!

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  • Mike
    Posted at 05:33h, 18 August Reply

    I agree that setting goals can be useful… That being said, the Harvard Study is a myth – it never happened. Just a rumor someone started to “prove a point”.

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  • Timmy
    Posted at 18:39h, 30 January Reply

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    Posted at 12:57h, 22 September Reply

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  • Jeroen Au
    Posted at 03:34h, 04 March Reply

    Hi Scott, thank you for making the workbook and spreading it. This year
    is the second year I’m using it. I have a question about it: in this post you
    encourage to ‘prioritize happiness’. However, in the workbook (for
    example of 2015) this part of prioritizing happiness is left out. Does
    this mean you no longer believe in this recommendation as strongly as
    you did in 2011? In other words, should people filling in the workbook
    in 2015 still follow the recommendation of 2011 of prioritizing
    happiness? Also it would be nice if you could tell us where we could
    find more thoughts and argumentation for this ‘life principle’ or
    explain more about this point. Thanks for your attention.

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