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Joanne Genealogy

Qualified Genealogist, Researcher & Business Mentor

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Goal setting

Posted on 5 January 20245 January 2024 by joannegenealogy

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A New Year and time to set those goals for the year ahead. Download my mountain of goals template, or create a list of goals and aims for the year. Break it down into manageable chunks – mountain of goals can be split into 3 or into 4 either a month at a time, or quarterly. Put a main goal at the top, and add milestones from bottom upwards, tasks that will help you to achieve a goal. It may be more than one – adapt the template and make it your own and tailored to your needs. Happy New Year everyone!


Business tip – Goal setting: Image a mountain, too high to climb in one go, but manageable in smaller bursts – that is similar to the Mountain of Goals. By splitting each goal or aim into smaller tasks, it makes the task easier to achieve and less daunting. Download my Mountain of Goals blank template, it has been pre-split into 3, although you could split into 4 if looking at 12 months. Here I’ve split into 3 for looking at 3 months at a time. Give them colours, tick the tasks off as you go, have fun planning ahead and remember to look back at what you have achieved and give yourself a well-deserved pat on the back!

Mountain-of-Goals-Blank-Template-Joannegenealogy_2023Download

  • 12 September 2025 by joannegenealogy Researching in Archives
  • 21 July 2025 by joannegenealogy Halfway There: Taking Stock and Steering Ahead in My Research Journey
  • 1 March 2025 by joannegenealogy Skill Stacking & Transferable Skills
  • 16 November 2024 by joannegenealogy Time flies when you're researching!
  • 10 April 2024 by joannegenealogy Professional networking & CPD
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© Joanne Genealogy 2025

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