Annual Goals Template - External
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2018 GOALS
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CategorySubcategoryGoalNotes / To DosHalf Year StatusEOY Status
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Overall objectivesFamily/FriendsSpend time 1x1 with friends, maintain close connection to family, be more grateful21
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PartnerInvest in common activities, have clear responsibilities in the partnership, have 1 date night a week11
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HealthActively invest in the health of your mind (mediation) and body (eating less, exercising more)12
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CareerDevelop well reasoned investment theses, take on more responsibility at work23
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Learning / HobbiesReactivate churned hobbies (Guitar, Squash), make sure to read (economist / 6 books) and write thoughts and share (blog)12
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Family/Friends
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FamilyParentsFacetime / call frequently, make part of daily routine11
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FamilySiblingsSee sister and her family 4-5x per year - make this priorityApril - London, June, USA 11
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FamilyImmidiate FamilyHelp my family improve their quality of life - e.g. upgrading their technology, helping them invest11
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FriendsExisting FriendsSchedule 1x1 dinner with 12 friends (1x per month) list friends here32
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Partner
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RelationshipHobbiesWeekly singles tennis game and monthly doubles game (couples)Schedule with Bill and Jane12
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RelationshipTravelHike Inca Trail in September11
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RelationshipRolesHome, Finance, Travel - decide who does what23
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RelationshipCareer planningHelp partner think through career goals by doing x,y,z21
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Health
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HealthDietLimit alcohol consumption to 1 glass of wine during the week2
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HealthDietPrep lunches for the week on Sunday - healthy, low carb2
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HealthExercisePlay sport (squash, tennis, bike ride etc) 2x per week1
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HealthExerciseGym classes - e.g. spinning 2-3x per week1
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HealthMindMeditate using headspace app every morning for 10 mins1
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Career
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CareerInvestingDevelop theses by doing X, Y, Z - Write down theses and share with Person X2
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CareerResponsibilityAsk for responsibility for new workstream
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CareerGrowthGet a public speaking coach - 1 lesson a month3
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CareerBloggingWrite 12 blog posts this year - they can be any length
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Hobbies / Leisure
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HobbiesSkiTake ski lessons on a 1 week trip to Utah - aim to ski down a blue
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HobbiesLearningRead economist weekly, and listen to a variety podcasts
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HobbiesReadingRead 6 books this year
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