Live On Purpose: How to Create Time, Money, and Energy with Quarterly Goals

  Chad inspired over 4,000 volunteers to improve our world. Booyah!

Chad inspired over 4,000 volunteers to improve our world. Booyah!

Chad Was 21 Years Old

His goal? Clean up the Mississippi. So he started with a boat and his own two hands.

20 Years Later…

He’s cleared over 1 million tons of trash from riverbanks.

1 million tons. Let that sink in.

The biggest stadium in the US is Michigan Stadium. It holds over 100,000 fans.

If you filled it to the top with styrofoam cups... you’d need 50 stadiums!

Ever hurt your back lifting a couch?

1 million tons is 11 million couches. You could line them up from NYC to Beijing and back. (That sounds like a Kanye song.)

“Why Should I Care About Quarterly Goals?”

Chad is one person with a goal.

You’re one person. What’s your goal?

Defining goals helps you to:

  • Structure and harness your impulses

  • Stay focused

  • Get traction

  • Progress and

  • Expand your successful, mission driven organization

They Help You Create More Time, Money, and Energy.

So why only set goals on New Years? Do it every three months. You can multiply (by four!) your opportunities to:

  • Get back up

  • Start over

  • Learn from the past and

  • Adjust direction

So many benefits if you do!

And costs if you don’t… Without quarterly goals you’ll probably:

  • Feel scattered

  • Feel stressed out

  • Go backwards

  • Feel unconfident and

  • Not live your life to the fullest

If you want to be happy. Set a goal that commands your thoughts, liberates your energy, and inspires your hopes.
— Andrew Carnegie
  Carnegie was a poor immigrant. Then he became the richest man in America. He used that wealth to build 3,000 libraries, found a university, and start The Carnegie Endowment for International Peace -- to abolish war forever.

Carnegie was a poor immigrant. Then he became the richest man in America. He used that wealth to build 3,000 libraries, found a university, and start The Carnegie Endowment for International Peace -- to abolish war forever.

Lessons from Setting Quarterly Goals 15 Times

In 2015 my friend John and I reflected on a simple question:

“How do we want others to feel about us at our funerals?”

This cleared our minds.

We knew what we wanted to accomplish and contribute. Then we set two year goals to get us there. Finally, we set quarterly goals.

We discussed them weekly. And finally, at the end of every quarter, we reflected on our progress and what we learned.

  Zoom in real close like, and you'll discover my secrets.

Zoom in real close like, and you'll discover my secrets.

Then I made 30 new goals. Rinse and repeat for almost 4 years.

  Make your goals visible to feel growth viscerally and confuse burglars.

Make your goals visible to feel growth viscerally and confuse burglars.

John became our 2nd client at Applied Ideals. He also built a multi-million dollar company. Here’s what he said:

“I just really needed help organizing my strategic life and goals… That way I could make sure I kept my life in balance -- personal and business and relationships...

[Daniel] helped me to keep my sanity as my business was doubling every quarter for a year... and hiring people all of the time… [He also] helped me to cut my Starbucks addiction and lose roughly 50 pounds.” -John Bohlmann (full case study)

You’re about to learn the best of what we learned.

And because Applied Ideals helps our clients -- over 40 social entrepreneurs so far -- set goals, you’ll get the best of what they’ve learned too.

“Alright So What Do I Do?”

1. Think Long Term

Let’s say you live to 110 (maybe with medical advances to 150). Consider:

  1. What do you want to experience?

  2. How do you want to grow?

  3. And finally, what do you want to contribute?

Give yourself two minutes to brainstorm as many answers to these questions as possible.

(Thanks to Vishen Lakhiani for this exercise!)

2. Break It Down by Category

What are the major areas of your life? Pick 3-7. Here are suggestions:

Screen Shot 2018-09-19 at 10.30.16.png

3. Identify SMART Goals

Create 10-30 goals total. So if you have 6 categories, you’ll want 3-5 goals in each category. Too many goals ruins focus, and too few doesn’t stretch you enough.

Specific

  • No: “I will be a better romantic partner.”

  • Yes: “Two times a week, I will do something unexpected and fun for my partner.”

Measurable

  • No: “I will increase my fundraising.”

  • Yes: “I will increase the number of conversations I have with potential donors from 5 per month to 15 per month.”

Achievable

  • No: “I will lose 200 pounds in the next 3 months.”

  • Yes: “I will lose 30 pounds in the next 3 months.”

Relevant

  • No: “I’ll dabble with a few other startups.”

  • Yes: “I’ll give my current organization 100% focus. I’ll install processes and delegate so that my organization only needs me 5-10 hours/week. Then I’ll start another company.”

Timely

  • No: “I will have conversations with 100 of my old contacts.”

  • Yes: “I will have conversations with 100 of my old contacts by Dec 31st.

Okay, let’s tie these all together.

Remember awesome Chad?

After cleaning up all of that trash here’s what he did:

“[In] 2007 [they] set a new goal: to plant 1 million oak trees in communities across the country. [They hit the goal in 2016]

‘There are a million trees planted out there… It's a really big deal. We probably have 800,000 different families watching those trees grow up, and I think it's really impactful and really cool...

‘This goal of a million trees is a very big goal… I'm just a regular person, but it's always good to set big goals and keep working really hard and take all the small steps to achieve something big."

‘The new goal…. We'll just plant another million!’ -CNN


4. Understand You Have Permission to Dream BIGGER

Not only do you have the permission… the world needs you to dream bigger.

“If you look at the work of the Ashoka Fellows, you will see that there is no astrophysics involved in their solutions.  You could have come up with virtually any of those solutions had you only given yourself the permission to see the challenge and then to sit down and iteratively find your way to a solution.

The key, I believe, is to give yourself permission.  Just to see a problem. Then patiently and iteratively to edge towards a vision and then a solution and then a solution that is good enough to work and to spread.” -Bill Drayton

  Bill Drayton founded Ashoka, a global community of social entrepreneurs. They’ve awarded 3,300 of these “change makers” fellowships, representing 88 countries. These people have enormous leverage. 83% of them changed a system at the national level (e.g. updating public policy) after receiving their fellowship. Wazaam!!

Bill Drayton founded Ashoka, a global community of social entrepreneurs. They’ve awarded 3,300 of these “change makers” fellowships, representing 88 countries. These people have enormous leverage. 83% of them changed a system at the national level (e.g. updating public policy) after receiving their fellowship. Wazaam!!

You want to set a goal that is big enough that in the process of achieving it you become someone worth becoming.
— Jim Rohn

So for each category set at least one HUGE goal. It’s the kind of goal that, when you achieve it, it’ll transform your life. It’ll be a game changer.

Applied Ideals helped Dresden start a tour guide business in Portland. He never believed he could hit his original goal:

“Because of Applied Ideals, my tour guide company went from zero bookings to making $1450 in the last month… If I told myself 3 months ago that I'd hit that target goal I'd be floored." -Dresden de Vera (full case study)

  Dresden founded Throw Snakes Tours to showcase the positive values of Portland, Oregon to travellers in hopes they'll plant these seeds when they return home.    Read his story   .

Dresden founded Throw Snakes Tours to showcase the positive values of Portland, Oregon to travellers in hopes they'll plant these seeds when they return home. Read his story.

So what’s your dream?

Now give yourself permission to dream bigger.

5. Plan For Distraction

Pat yourself on the back. You’re read this far.

You might even have written your goals down, but this is only the first step.

You’ve got to plan for distraction:

  1. Put your goals on your refrigerator

  2. Put them on your wall, on a huge poster

  3. Put them by your bed and read them every morning

  4. Get an accountability partner to speak with every week about them

  5. Write the most important one on a piece of paper. Always carry it with you in your pocket, wallet, or purse. (Thanks to my man Earl Nightingale!)

  6. Get crazy with it. In 2016, companies spent $190B on advertising to Americans. The forces to distract you are enormous. Fight back. Plan to be distracted. Create many back up plans to remember you goals.

Yet Another Benefit - Confidence

Your confidence will skyrocket as you set and achieve goals.

Our client Alixandria experienced this very thing, and this led to greater sales:

“Before working with Applied Ideals, my business was slow! Since working with Daniel, I have noticed a major shift in my life... My peers have noticed my newfound confidence. The confidence is overflowing into my personal life/emotions as well. This mindset has forever changed my life…

[I now close] at least 2 clients a week... Whereas before, I was lucky to close that many in a month. [8X improvement]” -Alixandria Kaye Hopkins (full case study)

   Alixandria Kay Hopkins    helps business owners create more time. How? By delegating their work to U.S. based virtual assistants    Cc: My Admin   .

Alixandria Kay Hopkins helps business owners create more time. How? By delegating their work to U.S. based virtual assistants Cc: My Admin.

Take Action

I created a worksheet for you to set quarterly goals. Access it. Fill it out. Do it right now.

If you delay you’ll probably forget. If you forget, you’ll probably continue suffering by feeling:

  • Scattered

  • Stressed out

  • Going backwards

When you complete this worksheet, you’ll:

  • Structure and harness your impulses

  • Stay focused

  • Get traction

  • Progress and

  • Expand your successful, mission driven organization

Let’s solve world problems people. Tell me how I can help you.