What Are Annual Goals?
Annual goals are your big-picture objectives for the year—the milestones that will make this year a success. You Win Planner allows you to create up to 10 annual goals, each organized by life area (Health, Career, Financial, Relationships, Personal Growth, Spiritual, or Fun & Recreation).
Each goal follows the SMART framework (Specific, Measurable, Achievable, Relevant, Time-bound) to ensure you have clarity and direction throughout the year.
Getting Started
When you navigate to Annual Goals from the sidebar, you'll see:
- Goal Counter: Shows how many goals you've created
- Filter Dropdown: Filter goals by life area
- New Goal Button: Create a new goal
- Goal Cards: Each goal displayed with progress and actions
Creating Your First Goal
- Click "+ New Goal" in the top right
- Fill out the form:
- Goal Title (e.g., "Launch my side business")
- Life Area (Health, Career, etc.)
- Winning Description (what success looks like)
- Target Value & Unit (optional, e.g., "26.2 miles")
- Completion Date
- Why It Matters (your motivation)
- Reward (how you'll celebrate)
- First Actions (2-3 immediate steps)
- Click "Create Goal" to save
Tracking Progress
Click "View Details" on any goal to:
- Update your progress (0-100% slider)
- Add progress notes and reflections
- Review your action plan
- See your timeline and milestones
- Share your goal with accountability partners
Pro Tip: Update your progress weekly for best results. Be honest—progress isn't always linear!
Best Practices
- Start with 3-5 goals (not all 10 at once)
- Make them SMART (Specific, Measurable, Achievable, Relevant, Time-bound)
- Review weekly to stay on track
- Celebrate milestones at 25%, 50%, 75% completion
- Be flexible - adjust goals as you learn and grow
Next Steps
- Create your first 3-5 annual goals
- Set up your Quarterly Plan to break goals into 90-day milestones
- Review your goals weekly from the Dashboard
- Update progress regularly to stay motivated