A goals reprieve – quarterly and seasonal goals

I wrote in this Instagram post “April is the new January”, partly as a joke but mostly because I really believe that any time you want to set goals is perfectly in order and just great. Please set any goals rather than no goals.

You know that I set annual, monthly and weekly goals so I’m firmly in the detailed goals camp.

However, today I’m talking to many of you who need permission to lighten up with your goals.

Maybe you want to set quarterly or seasonal goals instead?

Let me give you some ideas:

Quarterly goals

In my Let’s Do This workbook (you can still get it here) there’s a page for quarterly goals. I put this in the workbook originally because some things in my life (personal/ house/ holidays) happen very much in seasons.

For example, the first part of the third quarter of the year is all birthdays around here.

Can you think of what happens in your life in terms of quarters? Birthdays, work pressures, house projects, annual holidays? Perhaps if you set goals in quarters it would help you instead of making you feel overwhelmed?

Seasonal goals

We’ve all seen those summer lists on Pinterest and Instagram. I do some seasonal lists but definitely not summer (summer is not my favourite season as long-time readers know). I do make a Christmas list (which happens during our summer), autumn and winter lists though.

Here’s my current autumn list.

I find seasonal goals very helpful in reminding me to get to the things I do want to do, but if I don’t write them down and name them, they often go by forgotten.

E.g. in Spring, I always put jacaranda photowalks on my list. Our city is carpeted in purple blooms and it’s just gorgeous.

The co-host of the Best of Both Worlds podcast, Sarah, divided this year into quintiles (I had never heard of this before) but it made perfect sense because she was on maternity leave for the first two months of the year, and then the rest of the year is divided as she saw fit. Loved it – makes sense for her situation.

I re-read her post now as I’m writing this one, and I realized she combined the concept of quarters and seasons.  By the way, Sarah is an upholder 🙂

So try something different – grab a page or your bullet journal and write down a few autumn/ spring goals, or some 2nd quarter goals.

Has this helped you to reframe from the standard periods of annual and monthly goals?

Did you set some goals? 😉

March recap and in-progress projects

Wow, this month was something else.

I haven’t been as overwhelmed with work in a long, long time as I have been this month.

Picture this – working on a Friday and telling yourself, I’m now up to date with last Monday’s work (almost two weeks behind). Basically that kind of thing times ten. As you know, I’m an ESTJ, enneagram 1, and an upholder, so you now know this being behind business doesn’t sit well with me at all.

I’m not out of the woodwork yet – who knows when that will happen? – but I set myself 5 mini work goals and I achieved those, so I’m feeling satisfied with some progress at least.

I’m planning to do exactly the same every month so that even though things are crazy, I can still feel somewhat accomplished. I’m also sleeping well and exercising to take care of my body, and of course, doing all my tricks.

exhausted and depleted!

On the whole, if I look at my entire life, not just work, it was still a good month, but it didn’t feel that way, largely because we spend so much time at work.

There were many life-giving things though – books read (more on this next week), house projects, connections with friends and family, and lots of fun. And at the risk of being superficial, I got my hair done and coloured this month, so that is awesome, if expensive!

Have you downloaded the monthly review sheet from my site yet? It has 6 questions and an “on a scale of 1 – 10, this month was a ____” to help you review your month.

You can write one word answers or a whole paragraph – it’s completely up to you.

You don’t even have to use the printable if you want; simply copy the questions into your bullet journal.

I honestly find it to be one of the most helpful tools I’ve ever created, and I want you to enjoy using it too. I’m focusing on a different question each month in these blog posts although I do the full review privately.

One of the questions on the printable is Do I have any in-progress projects?

This month my in-progress projects are:

  1. tons of work things (there is literally not one client who is completely up to date with everything). To that end, my mantra is “I let go of the need to be completely up to date, and to process all client requests according to my self-imposed, currently hugely unrealistic deadlines”)
  2. insurance claim for a leak in my house due to heavy storms a week ago
  3. getting us all into a new nanny schedule (we’ve reduced her hours)
  4. sell table, etc.
  5. weeding in garden!

I am thrilled that all the upstairs painting is done. The rooms spark joy every time I walk into them. This feeling is what I need to focus on when I think of the mess of painting!

What are your in-progress projects? House? Life? Personal?

What I want less of this year

Last week I wrote about what I want more of this year. Today we’ll talk about what I want less of 🙂

  1. Buying impulsively without first answering the “where will it go?” question

This is one of my self-imposed rules that has started slipping a bit. I need to get better with impulsive buying. I’m even considering doing a spending fast for a month or two. What do you think?

2. 3.Boomerang errands

When I listened to The Happiness Project last month, Gretchen Rubin mentioned the concept of boomerang errands. It resonated deeply because I’ve had so many boomerang errands of late. A boomerang errand is one that keeps coming back over and over, and can’t just be crossed off your list.

I’m a high J on Myers Briggs and I love to cross things off and get them done, so this feels doubly as frustrating to me.

Here’s to no more boomerang errands this year.

3. Internet problems

We are now on modem number 4. Enough said.

4. Children’s disorganisation

This year I told the kids that I won’t simply be organising their spaces but I’m going to teach them to organise their own spaces. I want them to realise that they have the power to create an organised space.

If you click through to my Instagram highlights, tap on the circle that says DREAM organising. You can see how I helped Connor to organize his underwear drawer.

Specifically, I want them to focus (a lot!) on the 1 in, 1 out principle, that physical space is an actual boundary, and how they want their rooms to feel. Kendra has mentioned when I tidy and chuck things out how “nice and calm” the room feels.

5. Scrolling mindlessly through blogs and Instagram

I wrote a fair amount about Instagram here. As for blogs, I’m still quite a heavy blog reader. But blogs have changed and I know that I need to declutter those that no longer align to my values. Otherwise there’s a ton of stuff I just mindlessly scroll through without providing any value.

What do you want less of this year?

Switching up what’s not working for you

I’ve had a goal on my list since the beginning of the year, and that was to increase the amount of exercise I get in a week, in particular, to strengthen my core.

This was not happening despite wishing it were so. Imagine that.

Then my usual Zumba instructor had an operation and she was off for 6 Saturdays. One of those Saturdays we had a visiting lady do a Pound class.

A post shared by Marcia Francois (@marcia0608) on

That pound class opened my mind to new possibilities and reminded me that I had a fitness goal I’d made exactly 0% progress in.

Another gym in my neighbourhood opened earlier this year, still in the same network. So I checked their classes and phoned them to see if I could try out a Barre180 class.

I tried the class, loved it and have been going ever since.

But that’s not the end of the story.

You see, I’ve been in a habit where we, as a family, go to the gym together every Saturday morning for years and years. I love the time together, that we’re prioritising fitness and health, and I still (two months in) miss going to gym with them. It’s complicated, but basically, there is no kids’ programme at the new gym and in order for me to go with them on a Sat and still go to my new one during the week would cost me a lot of money, which I just can’t justify.

I’m trying not to focus on the missing part too much, and I’m going for more walks with the kids 🙂

And the best thing is… two of my jackets can now close and my flexibility has increased such that I can easily touch the floor again. Yay.

Over to you.

Think back to the goals you wrote down at the start of the year. Are there any you’re completely stuck on? Do you need to shake things up?

Do you need a goals re-set? There’s still time to make inroads into a couple of your goals. If you need a goals brainstorm and strategy session, email me and let’s set that up on Skype or Facetime.

{My year of happy} June update and my July project – refresh

My June project’s theme was to nourish myself in 3 main areas – more sleep, more walking and eating better.

The sleep was excellent – I ended off the month on an average of 7 hrs 45 minutes. It is exactly what I said before – if I don’t track it or intentionally go to sleep more, my sleep is awful.

My goal was 4 walks and I managed 3, so not bad, but could be better. I feel really good about one of those walks though because it completely nourished my soul.

The eating better? Yes and no. I chose better meals on the whole, but I could have done much, much more. It’s just so darn cold to eat salads at home during winter. I don’t mind in an airconditioned office but at home I don’t want to see a vegetable straight from the cold fridge.

Onto July…

This month I’ve set a theme of refresh for my life.

  1. We’re going on a family holiday and I want to use the time to completely relax, read some unputdownable novels and rejuvenate my spirit.
  2. I intend to take at least one walk every day with whoever’s game, no matter the weather 🙂 I’m putting this here for accountability.
  3. I’ve been doubting my value in friendships recently and God’s been whispering to me that I am still enough (word of the year – 2015!) so I want to spend time writing down these truths and meditating on what He says about me. I feel like this is the perfect time to get filled up on His Word, just before my birthday month.
  4. We’re coming up on one year in our house so I also want to take the occasion to refresh areas of my home by doing a bit of decluttering, reorganising, sprucing up, etc.
  5. Our house also needs its upstairs outside windows cleaned. Desperately. What is the point of a house with a view if you can’t see properly through the windows, right?!
  6. Then, I think I will try one last time to get my book back from a PR company who has not returned it for a whole year. After that, I’m going to let it go.
  7. And besides all that, I have some birthday parties to throw to celebrate another circle around the sun for all 4 of us.

How are you going to refresh during July?

6 questions to ask as you do your half-year goals review

As many of you know, I do a monthly goals review every month before I set goals for the new month ahead.

I find that it helps me take stock of what went well and why, and what I need to work on.

We’re now half way through the year and my question to you is this – are you on track with your goals?

For now, go through these questions with me about the 6 months that have just passed, and answer them honestly.

1. When I think about the last 6 months, what do I feel? Am I excited, disappointed or apathetic about my progress?

You want to get an overall sense of the feeling of the half year. Was it too busy? Did you get big things done? Was it a period you just want to put behind you so you can move on?

2. Which areas of my life are working well, which are neutral and which are not doing so well?

This is to drill down into the areas making up each category so you can fix the not-so-good areas if there’s something you can do about them.

3. Why? Or why not?

For this one, write a little bit about the reasons you feel the way you do about each area.

4. What do I need to let go of or are there places I need to lower my expectations of myself?

These could be actual goals or projects, or unrealistic expectations.

5. What can I do differently to make sure the next 6 months move me closer to my goals?

These are the things you know are true for you.

Some of my ideas are:

  • First work on my own goals and then scroll social media.
  • Schedule important project work.
  • Don’t compare yourself to others.

And the last question…

6. How am I living out my word of the year?

If you chose a word for the year, are you living it out intentionally? Do you think about how to incorporate it in your daily life? Is it just not working for you? If yes, here’s your permission to change your word.

Over to you.

My challenge to you is to answer these 6 questions honestly to take stock so you can have a successful second half of the year.

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