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Joeel & Natalie of Transformation Services and Transformation Services

We are top Udemy instructors in the personal development category. Our courses have been taken by over 800,000+ happy students from 200 countries.

We have a thriving community in the course and we are actively involved and answer questions within 24h.

Goal setting is so much a key to success that it’s cliché. We know it, but most of us don’t do it. 

First, we want you to know that this is NOT just another lame goal-setting program: It gives you 

Read more

We are top Udemy instructors in the personal development category. Our courses have been taken by over 800,000+ happy students from 200 countries.

We have a thriving community in the course and we are actively involved and answer questions within 24h.

Goal setting is so much a key to success that it’s cliché. We know it, but most of us don’t do it. 

First, we want you to know that this is NOT just another lame goal-setting program: It gives you 

Second, regardless of how cliché it is, setting goals is VITAL if you want any chance of fulfilling your dreams with your career or your personal life. Most people only consider their goals once per year—around New Year’s Eve. And, according to a study published by the University of Scranton people who don’t set goals are missing out because:

People who explicitly make resolutions are 10 times more likely to attain their goals than people who don’t explicitly make resolutions.   

10 times more likely. Those are some good odds. However, your odds could be much, MUCH greater. What if you could learn what those who succeed at their goals actually DO differently than everybody else… and then DO THAT? Well, you can.  

In over a decade of studying human potential and psychology, coaching and training individuals and team members, and running our own businesses—we’ve learned why most people and businesses fail at achieving their goals. The truth is that most people don’t have the mindset for success.

  • They don’t have goals

  • They don’t make a plan

  • When they do, they don’t use an effective strategy for executing their plan  

In this course we will provide you with the blueprint we use to surpass our goals year after year. Whether you want to implement this proven strategy for yourself or your team or organization, you’ll be able to: 

  • Identify specific, achievable goals that inspire you 

  • Write a detailed, actionable short and long-term plan  

  • Check-in and reprioritize monthly and weekly 

  • Know exactly what steps to take right now 

  • Avoid common road blocks and easily navigate changing priorities 

  • Remain motivated and empowered along your journey to success 

 So, are you ready to transform your work life by setting achievable goals? If so enroll now, we look forward to seeing you in the course.

Guarantee: We know you will love this course. However, we offer a no-questions-asked 30-day money-back guarantee if the course does not meet your needs for any reason.   

So who are we? 

We are Joeel & Natalie Rivera, serial entrepreneurs, authors, speakers, and educators. We have over a decade of experience in the field of psychology and life coaching and our greatest passion is empowering others to live life on their terms, fulfill their potential, and embrace their greater purpose. All of our programs are designed based on our experience in coaching, social services, psychology, and education, as well Joeel’s Masters Degree in Counseling and research on happiness for his dissertation for a PhD in psychology. We have over 300,000+ students from 195 countries.

Copyright Transformation Services, Inc. All Rights Reserved

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What's inside

Learning objectives

  • Design a fool-proof monthly, weekly and daily plan and a strategy so you’ll know you’ll follow through
  • Avoid road blocks by being prepared in advance
  • Clearly identify achievable short and long-term goals

Syllabus

Celebrate!
Identifying Long-Term Goals
Welcome and Getting Started

Learn how this course will provide you a blueprint for both setting and achieving your goals, plus meet the instructors.

Read more

The importance of making sure your goals are Specific, Measurable, Achievable, Realistic, and Time-Framed

Brainstorming all possible ideas for long-term goals within the next year and narrowing it down to 1 to 3 main goals.

It's important to understand your motivation and the outcomes you believe you'll
achieve, including what will happen if you don't reach your goals.

Creating a powerful vision in your mind of how achieving your goals will look and feel, in order to boost motivation.

Take the long-term goals and brainstorm what will need to be accomplished in order to reach them, and then chart them into 12 sub-goals or milestones over the course of a year.

Focusing on the next 2 milestones, brainstorm ALL needed actions, tasks and accomplishments, prioritizing them by how long they will take and what needs to be done before next steps can be taken. Organize them into 60 and 30 day categories.

A process for checking in on your progress each month, including questions that will help you evaluate your progress, assess needed changes, and plan for the following month. Designed to be used every month.

Turning short-term goals into actionable steps and tasks that can be planned one week at a time using a "ta-da" list to track progress and plan for the following week.

How to stay focused on priorities each day and re-assess the weekly plan based on progress.

Road blocks and set backs are inevitable when working toward long-term goals. Anticipate possible obstacles and plan ahead for how to handle them.

Distractions and wasted time can be avoided by anticipating them in advance and setting yourself boundaries regarding what activities to avoid at all cost.

Identify common de-motivators and what will keep you inspired and accountable and create a plan for success.

Now that you've got a plan and direction, it's time to commit to achieving your goals!

Traffic lights

Read about what's good
what should give you pause
and possible dealbreakers
Provides a blueprint for setting and achieving goals, which can be valuable for individuals looking to improve their personal and professional lives
Emphasizes the importance of mindset in achieving goals, which is a crucial aspect often overlooked in traditional goal-setting programs
Includes exercises for identifying long-term and short-term goals, which helps learners break down larger objectives into manageable steps
Requires learners to brainstorm possible ideas for long-term goals, which may be challenging for those who are unsure of what they want to achieve
Includes exercises for anticipating roadblocks and setbacks, which prepares learners for potential challenges and helps them develop coping strategies

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Reviews summary

Practical goal setting blueprint

According to learners, this course provides a highly practical and actionable blueprint for setting and achieving goals. Students frequently highlight the essential workbook and exercises as key tools for breaking down large goals and creating a clear, systematic plan. The planning strategies (monthly, weekly, daily) are particularly praised for helping maintain consistency. Many find the instructors engaging, knowledgeable, and motivating. While the course is described as easy to follow and well-structured, some more experienced goal setters may find parts basic or slightly repetitive, suggesting it's most beneficial for those new to or struggling with structured goal achievement.
Instructors are knowledgeable and motivating.
"Joeel and Natalie are engaging instructors."
"The instructors are knowledgeable and motivating."
"The instructors are fantastic and their passion is contagious."
"Instructors are genuine and inspiring."
Teaches effective daily/weekly/monthly planning.
"The strategies for planning (monthly, weekly, daily) were very useful."
"The daily and weekly planning strategies are revolutionary for me. I'm finally making consistent progress."
"I found the sections on daily planning and avoiding distractions particularly valuable."
"The systematic approach to breaking down goals is excellent. I found the monthly review exercise especially useful for staying on track."
Includes practical exercises and tools.
"The workbook exercises were incredibly practical and helped me break down my big goals into manageable steps."
"The workbook is essential."
"The exercises in the workbook are key - they force you to think deeply and plan effectively."
"Good course, well-structured. The workbook is a great resource."
"Life-altering information and practical tools. The workbook is a must-use."
Provides a clear, actionable framework.
"This course was life-changing! It gave me a clear framework for setting goals and actually sticking to them."
"A solid course on goal setting. overall, it's a good blueprint."
"Excellent course! Very practical and easy to follow. ... Highly recommend for anyone serious about achieving their goals."
"I've taken other goal setting courses, but this one actually provides a step-by-step system."
"Simply amazing! ... I feel empowered and finally have a clear plan."
Content can feel slightly repetitive.
"Some of the content felt slightly repetitive..."
"the video lectures sometimes just reiterate what's in the text."
"The pace is a bit slow at times..."
May be basic for those experienced.
"The SMART goals section was a bit basic..."
"If you're already familiar with basic goal setting principles, some sections might feel like a review."
"It felt like a lot of common sense wrapped up in motivational language. ... Maybe it's better for complete beginners?"
"Decent introduction, but lacks depth for experienced goal setters. Good for novices."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Setting and Achieving Goals with these activities:
Review SMART Goals
Reinforce your understanding of the SMART goal framework, a foundational concept for effective goal setting.
Browse courses on SMART Goals
Show steps
  • Read articles or watch videos explaining the SMART goal framework.
  • Identify examples of SMART and non-SMART goals.
  • Rewrite non-SMART goals to make them SMART.
Create a Goal-Setting Resource Library
Gather and organize resources related to goal-setting to create a personal reference library for future use.
Show steps
  • Collect articles, videos, and templates related to goal-setting.
  • Organize the resources into categories.
  • Annotate each resource with a brief summary.
Review 'Atomic Habits' by James Clear
Explore the principles of habit formation to enhance your ability to achieve your goals.
View Atomic Habits on Amazon
Show steps
  • Read 'Atomic Habits' by James Clear.
  • Identify key strategies for building good habits.
  • Apply these strategies to your own goal-setting process.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Daily Prioritization Exercise
Practice prioritizing tasks daily to improve focus and efficiency in achieving your goals.
Show steps
  • List all tasks for the day.
  • Prioritize tasks based on importance and urgency.
  • Focus on completing the most important tasks first.
Share Your Goal-Setting Journey
Document and share your goal-setting process and progress to reinforce your learning and inspire others.
Show steps
  • Choose a platform for sharing your journey (e.g., blog, social media).
  • Document your goals, plans, and progress.
  • Reflect on your experiences and share your insights.
  • Engage with others and provide support.
Create a Personal Goal Dashboard
Develop a visual dashboard to track your progress towards your goals, reinforcing accountability and providing a clear overview of your achievements.
Show steps
  • Choose a tool for creating your dashboard (e.g., spreadsheet, Trello, dedicated app).
  • Define key metrics for tracking your progress.
  • Regularly update your dashboard with your latest progress.
  • Analyze your dashboard to identify areas for improvement.
Review 'Measure What Matters' by John Doerr
Learn about the OKR framework to enhance your goal-setting and tracking abilities.
View Measure What Matters on Amazon
Show steps
  • Read 'Measure What Matters' by John Doerr.
  • Understand the principles of the OKR framework.
  • Apply the OKR framework to your own goals.

Career center

Learners who complete Setting and Achieving Goals will develop knowledge and skills that may be useful to these careers:
Entrepreneur
An entrepreneur starts and manages their own business. This course helps an entrepreneur define their vision, set achievable goals, and create a roadmap for success. The ability to write detailed, actionable plans and regularly check in on progress helps the entrepreneur navigate the challenges of starting and running a business. By learning to avoid common roadblocks and stay motivated, the entrepreneur may be better equipped to turn their dreams into reality. The course will provide a blueprint to surpass goals year after year.
Project Manager
A project manager is responsible for planning, executing, and closing projects. This course helps equip a project manager to better define project goals, create actionable plans, and stay motivated throughout the project lifecycle. By identifying specific, achievable goals and creating detailed plans, this course helps a project manager keep projects on track and within budget. The course also provides tools for monthly and weekly check-ins, which supports a project manager in reprioritizing tasks and addressing roadblocks effectively. This is important to implement proven strategies for a team or organization.
Personal Development Coach
A personal development coach supports individuals in reaching their full potential. This course is useful because it provides the structure and strategies needed to guide clients in identifying and achieving their goals. By emphasizing the importance of detailed, actionable plans and regular check-ins, the course helps a personal development coach empower their clients to overcome obstacles and stay motivated. The course may help a personal development coach learn to coach people with the right mindset for success. The blueprint for goal setting is crucial for those who want to inspire others to succeed.
Financial Planner
A financial planner helps individuals and families manage their finances and achieve their financial goals. This course is useful because you will develop a system to guide clients in defining their financial objectives and creating actionable plans to reach them. By learning to identify specific, achievable goals and implement regular check-ins, you'll empower clients to stay on track and motivated towards their financial success. The course also provides tools for navigating changing priorities and avoiding common roadblocks. This is important to implement proven strategies for your clients.
Guidance Counselor
A guidance counselor helps students explore their academic, personal, and career goals. This course offers valuable strategies for helping students define achievable objectives. Guidance counselors can use the material to draft comprehensive plans, and conduct routine check-ins to ensure progress. Furthermore, this course may provide methods for navigating obstacles and cultivating student motivation, all of which are essential for academic and personal success. The blueprint for goal setting is crucial for those who want to inspire others to succeed.
Life Coach
As a life coach, you guide clients to achieve their personal and professional goals. This course is tailor-made for aspiring and practicing life coaches because it equips you with the tools to empower clients to identify specific, achievable goals. Because goal setting is a key to success, you can help your clients write detailed, actionable plans and check in with them regularly so they reprioritize and stay motivated. The course provides a blueprint for goal-setting, which is crucial for those who want to inspire others to succeed. The course may also help an aspiring life coach in understanding human potential and psychology.
Sales Manager
A sales manager leads a team of sales professionals to meet or exceed sales targets. This course helps create a high-performance sales environment by teaching sales managers how to set clear, achievable goals for their team. The course provides tools for creating detailed, actionable plans and regularly checking in on progress, ensuring that the sales team stays focused and motivated. The course may also help a sales manager learn to navigate changing priorities and overcome obstacles, leading to increased sales and revenue. The course provides a blueprint to surpass goals year after year.
Team Leader
A team leader guides a group of individuals to achieve common objectives. This course provides tools for creating a structured and motivated team environment. It helps a team leader learn how to identify specific, achievable goals that inspire each team member. It also coaches them how to write a detailed, actionable plan that everyone can follow. With the tools in this course, a team leader may avoid common roadblocks, easily navigate changing priorities, and keep their team motivated throughout their journey to success. This helps implement a proven strategy for a team.
Marketing Manager
A marketing manager is responsible for developing and executing marketing strategies to promote products or services. This course allows a marketing manager to set clear, measurable goals for marketing campaigns. It coaches the manager to write detailed, actionable plans and implement regular check-ins to ensure that campaigns stay on track and achieve their objectives. The course helps navigate changing priorities and overcome obstacles, leading to more successful marketing outcomes. This course is practical to implement a proven strategy for a team.
Business Consultant
A business consultant advises organizations on how to improve performance and efficiency. This course helps build a foundation for creating and implementing effective business strategies. By teaching how to identify specific, achievable goals and create detailed, actionable plans, the course helps a business consultant guide their clients toward success. Furthermore, the course's emphasis on monthly and weekly check-ins helps a business consultant adapt to changing priorities and overcome roadblocks, ensuring that their clients stay on track. This would be relevant for implementing a proven strategy for yourself or your team or organization.
Nonprofit Director
A nonprofit director oversees the operations and programs of a nonprofit organization. This course helps align the organization's mission with specific, measurable goals. It coaches one to write detailed, actionable plans and implement regular check-ins to ensure that the organization stays on track and achieves its objectives. The course may also provide tools for navigating changing priorities, overcoming obstacles, and maintaining motivation, which are essential for leading a successful nonprofit. This will help implement a proven strategy for yourself or your team or organization.
Management Consultant
A management consultant advises organizations on how to improve their overall performance and effectiveness. This course can provide you with a framework for helping clients define their strategic goals and develop actionable plans to achieve them. By learning how to identify specific, achievable goals and implement regular progress checks, you'll be equipped to guide clients in navigating challenges and maintaining momentum. Additionally, this training might offer insights into avoiding common pitfalls and staying motivated, which are crucial for driving successful organizational change. This is important to implement proven strategies for a team or organization.
Academic Advisor
An academic advisor guides students in making informed decisions about their education and career paths. This course is helpful because it can equip the advisor with the tools to empower students to set achievable academic and career goals. By learning how to write detailed, actionable plans and implementing regular check-ins, an academic advisor can help students stay on track and motivated towards their goals. The course may also assist in navigating changing priorities and overcoming obstacles, leading to greater student success. The course will provide a blueprint to surpass goals year after year.
Executive Assistant
An executive assistant provides high-level administrative support to executives. This course helps an executive assistant become more organized, efficient, and proactive. By learning how to identify specific, achievable goals and create detailed plans, an executive assistant can better manage their workload and prioritize tasks. The course's emphasis on regular check-ins helps the assistant adapt to changing priorities and anticipate potential roadblocks. You'll know exactly what steps to take right now. The course may also provide strategies for remaining motivated and empowered, ultimately increasing productivity and effectiveness.
Human Resources Generalist
A human resources generalist manages a wide range of HR functions within an organization. This course may be useful because it helps HR professionals to develop and implement effective employee development programs. By teaching how to identify specific, achievable goals and create detailed plans, the course helps HR generalists ensure that employees are motivated and engaged. The course may also provide tools for navigating changing priorities and overcoming obstacles, leading to improved employee performance and retention. The course provides a blueprint to surpass goals year after year.

Reading list

We've selected two books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Setting and Achieving Goals.
Provides a practical framework for building good habits and breaking bad ones. It emphasizes the importance of small changes and continuous improvement, aligning perfectly with the course's focus on actionable steps and consistent progress. 'Atomic Habits' offers valuable insights into behavior change and habit formation, complementing the goal-setting strategies taught in the course. It useful reference for understanding the psychology behind achieving goals.
Introduces the Objectives and Key Results (OKRs) framework, a powerful goal-setting system used by successful companies like Google and Intel. It provides a structured approach to defining ambitious goals and tracking progress effectively. 'Measure What Matters' offers practical guidance on implementing OKRs in both personal and professional settings, adding depth to the course's goal-setting methodologies. It is more valuable as additional reading to expand on the course's concepts.

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