How are you keeping track of the progress of your longterm goals (like quarterly goals)?
There was a recent thread on Hacker News asking a similar question: https://news.ycombinator.com/item?id=17586375&utm_source=hackernewsletter&utm_medium=email&utm_term=ask_hn
Personally, I keep a monthly journal summarizing my accomplishments. I have rough benchmarks for each month (e.g. How many blog posts to publish).
Monday.com has been showing up EVERYWHERE for me. Haven't tried it yet, but it could work for this.
Hi, it's Laura from Teamweek. As I use DN daily and sometimes participate in the discussion, I had no other chance than to promote the tool we're developing here. Teamweek is meant for users like you who need an overview of their plans and keep an eye on their long-term goals. We use the tool ourselves as well, and combined with others like github and slack, it provides an important feedback on who's doing what, what projects have been completed and what's waiting for us in a month. You can check our own timeline here: https://app.teamweek.com/#pg/dsuar0oy47wtjtbquwa6 We're also a remote team which means we are very careful in communication and believe over-communicating is far better than not doing it enough. Which means weekly standups with smaller teams as well as the whole groups and monthly one-on-ones with every employee.
Quarterly goals, plus the metrics we're using to track 'em, live on index cards pinned to the kitchen wall. So we see 'em multiple times a day — and explicitly revisit them once a week in our retrospective.
But how do you track the progress? Like when you’re half way in reaching a goal? E.g. when your goal is to do a certain thing twice a week for the next month or so; how do you keep track if you did it twice a week every week on those index cards?
Lists, checkboxes, graphs — whatever seems most appropriate. This is what is on the board ATM.
I keep a bullet journal to get a holistic view of my goals. Each month I try to list down what I want to accomplish, and go through the standard migration process (http://bulletjournal.com/)
At the end of the month I try to reflect on what I can do better to accomplish my goals. In the journal I also keep a daily habit tracker to help me visualize my accomplishments.
But do you do weekly checkins or something like that? To see the ongoing progress.
The way I usr my BuJo I use it everyday so something like a weekly checkin is unnecessary. But bulley journaling is incredibly flexible so if you feel the need to have weekly checkins, I have seen formats that allow you to do so.
To your original question of long term goals, I break down long term goals to manageable steps so there isn't quite something I need to track per se. Accomplishing the tasks should bring me closer. For instance, if I want to make an app, I'd break it down to brainstorming, conceptual testing, wireframing, high fis, prototyping etc. When I accomplish any of those I shouldn't have to 'keep track' of long term goal.
I recently made a notebook for exactly this purpose: https://vimeo.com/252014662
Each weekly spread prompts you to plan and review, based on your longer term goals (10-week periods x 2, first half, and second half). Happy to send you a freebie if you'd like to try it out! (I'm still gathering feedback)