How to Set Monthly Goals

What’s Included?

  • Choose a Format
  • Assess the Areas
  • Choose Goals
  • Create Weekly Goals

1. Choose a Format

Before you can start writing your goals, you need to figure out the best format for you personally. What are you MOST LIKELY to check everyday? What is MOST CONVENIENT? What is most enticing? For me, I’m a paper and pencil type of person. I love being able to physically cross something off or color it in. For others, something on their computer might be easier to remember & easier to create. It’s totally up to YOU what will work best. So let’s get started! Get a piece of paper (any size works, but make sure it’s at least a standard letter size or bigger) or power up an excel sheet if you prefer to go digital.


You can also use reminders or calendars on your computer to remind you to check your goal sheet each week to mark off the ones that you’ve accomplished & figure out which ones you’ll tackle next!

2. Assess the Areas

So the next step is the most important one – you’re going to choose anywhere between 6-8 (or a few more, or a few less) focus areas for your goals, depending on your own life.

Personally, I focus on the following areas:

  • Health
  • Fitness
  • Social
  • Career
  • Financial
  • Mental & Personal Growth
  • IG & Social media
  • Projects

These areas may change over the years as your priorities shift – and that’s totally okay. Your areas should be personal to you right NOW in the stage & season you’re in. They should also match some of the bigger visions that you have for yourself and your life – while also touching on some of those unexciting but necessary areas that you need to regularly keep track of (finances, I’m looking at you). Not sure which areas to pick?


  • Health
  • Fitness
  • Social & friends
  • Family
  • Work or career
  • Finances
  • Mental Health
  • Emotional Health
  • Energy
  • Personal Projects – blogs, books, hobbies, etc.
  • Organization
  • Spiritual
  • Romance, love, or relationship
  • Personal Growth
  • Fun or recreation

3. Choose Goals

Okay, now it’s time to actually set your goals! You’re going to choose 3-4 BITE-SIZED, attainable, goals for each of the 6-8 areas that you selected in the step above. Remember – these are NOT supposed to be BIG, LOFTY, goals – rather – the more specific, the better.


Instead of writing “start practicing Spanish,” write, “Download the Duolingo app” as one goal and, “Practice Spanish for 5 minutes everyday” as a second goal – the more specific you are, the more likely you are to actually get it done!

In addition, make sure it’s realistic! What can sometimes happen with goal-planning (it’s happened to me at least) is that you get WAY too ambitious and then end up setting these big goals that you can’t actually get done – and then you have to look at them on your goal list ALL MONTH LONG – talk about a major motivation drain. If you want to gain momentum and actually make this habit STICK – start SMALL. Sit down and truly think through what you can handle this month and what you’d need to do to achieve it. Think about what’s important to you, which challenges and competing demands may get in the way, how much you can handle in each area of life, and which area is needing the most TLC.

Here are a few examples of some specific monthly goals:

  • Do abs 3x per week (FITNESS GOAL)
  • Have 120 oz. of water each day (HEALTH GOAL)
  • Post to my blog 3x/week on Monday, Wednesday, and Thursday (BLOG GOAL)
  • Organize the image files on my computer (MENTAL HEALTH GOAL)
  • Practice gratitude for 5 minutes per day (EMOTIONAL HEALTH GOAL)


If you’re having trouble making your new goals/habits stick – make them even MORE specific. So instead of, “practice gratitude for 5 minutes per day” – make it “practice gratitude for 5 minutes per day at 6:00 a.m. after I do my Spanish practice.” This makes your goal more specific AND it bundles it together with a pre-existing goal, making it more likely that you’ll follow through on it!

4. Create Weekly Goals

Now that you have your monthly goals created, you can use WEEKLY goals to help you stay on track & knock them out one at a time! Check out this article: WEEKLY GOALS for more on how to set effective weekly goals!

Amy Haas
Run with Aim, LLC
UESCA Certified Running Coach
NASM Certified Personal Trainer
NASM Certified Nutrition Coach