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Goals: Models & Theories

  • personal995
  • May 6, 2024
  • 8 min read

Updated: Nov 12



Index





Purpose


Goals: Models & Theories is a section of Goals.

This page and section exists to provide useful tools for understanding, exploring, and interacting with your Goals.

The more useful Models & Theories you have in your mental toolkit, the more prepared you will be to make quality decisions amongst complexity.




Introduction


Models & Theories are essential tools for understanding, exploring, and interacting with the world around us. They help us unlock the mysteries of nature, solve practical problems, and drive progress and innovation in various fields of human endeavor.

With that in mind, first we want to align this with what we are trying to achieve. Ultimately we want to grow and achieve our Goals. The Models & Theories then, need to help us to formulate strategic plans that can do just so.


The thing with strategic plans is they are more often than not dealing with systems of chaos (human nature, environments, economies, complex adaptive systems etc), and as such can not be completely fixed. They need to be adaptable.

Dwight D. Eisenhower, the American military officer and statesman, once said, "In preparing for battle I have always found that plans are useless, but planning is indispensable."

There are very few perfect models or theories that suit every situation. Every individual's unique goals have specific requirements to successfully execute them.


However, there are often general, timeless, adaptable or customisable Models & Theories that can be utilised to begin building momentum, or which are suitable to create from, a unique and flexible strategic plan.

These Models & Theories are selected and continually curated with this aim in mind. 

Get creative. Use the Models & Theories verbatim, if they serve you in that form. If not, use them purely as idea generators, as partials to build upon or as starting points to adapt and customise.


If none specifically suit, move on to the Self Review, Lessons and Case Studies and create your own working model.



Process


With your Values front of mind, what is it you are aiming to do or achieve? Once you have that clear for yourself:

  1. If helpful, use the Goals Template as a guide. 

  2. Review all the Models & Theories below. Do any appear to provide the beginnings of a structure you can use as a strategic plan?​

  3. If so, start working through the steps and build momentum, adapting as it suits for your specific situation.

  4. If not, do some partial aspects or a sum of parts approach to help you customise a strategic plan?

  5. If still not, simply move on to the Self Review, Lessons and Case Studies for inspiration, ideas and further momentum.



Models & Theories



Tip: Goals and Action Planning are very closely related, so review their Models & Theories in unison. Also, for further depth review Aspect 28: Planning. Action Plan: Models & Theories Aspect 28: Planning




1. On SMART Goals


Introduction: By implementing SMART Goals, you can elevate both personal and professional endeavors, ensuring focused direction, measurable progress, and meaningful outcomes.

Overview: SMART Goals is a framework designed to craft objectives that are Specific, Measurable, Achievable, Relevant, and Time-bound, fostering clarity and accountability. 


Steps

Specific: Define your goals with clarity and precision. Instead of setting broad goals like "improve my health," specify exactly what you want to achieve. For example, "lose 10 pounds in three months" or "reduce stress by practicing mindfulness for 15 minutes daily."

Measurable: Establish criteria for measuring progress and success. Determine how you will track your progress and know when you've achieved your goal. This could involve quantifiable metrics such as weight loss, revenue growth, or number of clients served.

Achievable: Ensure that your goals are realistic and attainable given your resources, skills, and circumstances. Set challenging goals that push you out of your comfort zone, but avoid setting goals that are so ambitious they feel impossible to reach.

Relevant: Align your goals with your values, priorities, and long-term objectives. Consider how each goal contributes to your overall well-being, personal growth, and professional success. Focus on goals that are meaningful and relevant to your life and work.

Time-bound: Establish deadlines or timeframes for achieving your goals. Set target dates for completion and break down larger goals into smaller, manageable tasks with deadlines. Having a clear timeline creates a sense of urgency and helps keep you accountable.

For example:

Scenario: You want to improve your productivity at work.

SMART Goal: "Increase my productivity by 20% within the next three months by implementing time management strategies and minimizing distractions during work hours."


Specific: The goal specifies exactly what you want to achieve (increased productivity) and how you plan to do it (implementing time management strategies and minimizing distractions).

Measurable: You can measure your productivity using metrics such as the number of tasks completed, projects delivered on time, or time spent on focused work vs. distractions.

Achievable: A 20% increase in productivity is challenging but attainable with the right strategies and effort. It's within reach given your current workload and capabilities.

Relevant: Improving productivity is relevant to your professional success and overall well-being. It aligns with your goal of performing your best work and achieving your career objectives.

Time-bound: The goal has a clear timeframe of three months, providing a sense of urgency and focus. You have a deadline to work towards and can track your progress over time


Conclusion: Using SMART Goals, you can enhance your ability to live well and do your best work by providing clear direction, motivation, and accountability.




2. On Goal Setting Theory


Introduction: The essence of Goal Setting Theory by Edwin Locke and Gary Lathamm is advocating for clear, challenging goals to fuel motivation and performance. By embracing clarity, challenge, commitment, feedback, and task complexity, you unlock a roadmap for setting and executing your Goals.

Overview: The Goal Setting Theory, developed by Locke and Latham, emphasizes the importance of setting clear and challenging goals to enhance motivation and performance. 


Steps

Clarity: 

  1. Clearly define your goals in specific terms. Make sure you understand exactly what you want to achieve and why it's important to you.

  2. Break down your goals into smaller, actionable steps. This clarity helps you focus on what needs to be done and reduces ambiguity.

Challenge: 

  1. Set goals that are challenging but attainable. Push yourself out of your comfort zone to foster growth and development.

  2. Choose goals that require you to stretch your skills and abilities. This challenge keeps you engaged and motivated to perform at your best.

Commitment: 

  1. Fully commit to pursuing your goals with dedication and perseverance. Make a sincere effort to achieve what you've set out to accomplish.

  2. Develop a strong sense of ownership and responsibility for your goals. This commitment drives your actions and helps you overcome obstacles along the way.

Feedback: 

  1. Seek feedback on your progress towards your goals from trusted sources, such as mentors, peers, or supervisors.

  2. Use feedback to assess your performance, identify areas for improvement, and make adjustments to your approach as needed.

  3. Regular feedback keeps you accountable and provides valuable insights for refining your goals and strategies.

Task Complexity: 

  1. Consider the complexity of the tasks involved in achieving your goals.

  2. Break down complex goals into smaller, manageable tasks to avoid feeling overwhelmed.

  3. Prioritize tasks based on their importance and urgency. Focus on completing high-priority tasks first before tackling less critical ones.

  4. Allocate time and resources effectively to address the various aspects of goal pursuit, taking into account the complexity of each task.

Set Goals and Take Action: 

  1. Based on your prioritized values and areas for improvement, set specific, actionable goals that reflect your values. Break down larger goals into smaller, achievable steps.

  2. Regularly review your progress and make adjustments as needed to stay aligned with your values. Celebrate successes and learn from setbacks along the way.


Conclusion: By applying the principles of clarity, challenge, commitment, feedback, and task complexity from the Goal Setting Theory, you can enhance your ability to live well and perform at your best in both personal and professional endeavors. These principles provide a framework for setting meaningful goals, staying motivated, and achieving success.


Further reading you may find useful

  • New Developments in Goal Setting and Task Performance edited by Edwin A. Locke and Gary P. Latham - Read the review at Library: Human Nature




3. On WOOP Framework


Introduction: The WOOP Framework, developed by psychologist Gabriele Oettingen, is a practical and research-backed approach to goal setting that helps turn dreams into actionable plans.


Overview: The WOOP Framework (Wish, Outcome, Obstacle, Plan) combines goal-setting with mental contrasting to help you define meaningful goals, visualize success, identify internal barriers, and prepare actionable plans to overcome them. This method encourages motivation, realistic thinking, and sustained effort.


Steps

  1. Wish: Start by identifying a meaningful goal or aspiration. Think big but keep it realistic. For example, “I want to deliver a compelling presentation at the next team meeting.”

  2. Outcome: Visualize the best possible outcome of achieving your wish. What will success look and feel like? For example, “I’ll feel confident, get positive feedback, and make a strong impression on my team.”

  3. Obstacle: Acknowledge the main internal barriers that might prevent you from achieving your goal. Be honest about the habits, emotions, or tendencies that could get in the way. For example, “I tend to procrastinate and get nervous speaking in front of groups.”

  4. Plan: Create specific “if-then” strategies to address obstacles and stay on track. For example, “If I feel nervous, then I will practice my speech in front of a friend beforehand. If I feel tempted to procrastinate, then I will set a timer for 30 minutes and work on one slide at a time.”


For example:


Scenario: You want to improve your confidence in public speaking.


WOOP Application:

  • Wish: "I want to become a more confident public speaker and give a great presentation at the quarterly meeting."

  • Outcome: "I’ll feel proud of myself, receive positive feedback from my colleagues, and feel more comfortable speaking in future meetings."

  • Obstacle: "I often get anxious and doubt my abilities when preparing for presentations."

  • Plan: "If I start feeling anxious, then I will take five deep breaths and review my preparation checklist. If I start doubting myself, then I will remind myself of the positive feedback I’ve received in the past."


Conclusion: The WOOP Framework empowers you to achieve your goals by helping you define what you want, visualize success, confront challenges, and plan for obstacles. This structured approach keeps you motivated, realistic, and prepared for the journey toward success.


Further reading you may find useful

  • Rethinking Positive Thinking: Inside the New Science of Motivation by Gabriele Oettingen - Read the review at Library: Human Nature





By reviewing these models and theories above you can pick and choose what may work best for you and your own unique situation, try, test and refine your process to suit. To the point where you begin to see improvements and compound your results moving forward.




Output Checklist


  • Completed Strategic Review Worksheet from The Workbook for approaching any Goals related opportunities or challenges, guided by all key learnings from this section.



 

Next Steps


  • If you feel you have key learnings to takeaway, return to Goals: Main to integrate into your Output Checklist.

  • If you feel you are still in explore and discovery mode, continue onto Goals: Self Review




< Goals: Main - Previous

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