My annual end of the year goal [review/planning] time snuck up on me this year. Last year was the first time we combined goals with an overnight getaway — and I really like this as a new tradition. It’s really helpful to get out of my daily routine/distractions to take some time and reflect and plan for the coming year. So on Saturday night, realizing 2013 was steadily approaching, I started thinking Astoria would be a closer and cheaper option than back to Pacific City (like last year). And turns out there’s a cool, budget hotel in Astoria now that didn’t exist when I lived there for half a minute. The Commodore Hotel is right downtown, with “European-style” bathrooms and rooms from $75. Think McMenamins meets The Ace Hotel. The perfect quick trip from Portland.
Astoria is the oldest settlement west of the Rockies (which feels positively ancient in the States). I’ve always loved Astoria for it’s old soul and big, small town vibe. One of the many places I say “I could live here” about, which usually receives a response of “you say that about everywhere.” Not about everywhere, but quite often. :) After a quick trip up to the Astoria Column and watching the sunset, we headed back to the waterfront for a beer at [the also relatively new] Fort George Brewery, and then settled down to goal time with my trusty, annual goal setting template. On to the goals!
I feel like a lot of my goals are pretty similar to last year (travel! local adventures! Save!), but I do have fewer goals this year. I’ll get back to you in 365 days on if that was a wise idea or not. :)
I finished up my 2012 goal setting in Pacific City (home of the other Haystack Rock on the Oregon coast) yesterday. A perfect one-night getaway from Portland — ocean view from our inn, beers at Pelican Pub & Brewery, walking on the beach, morning mimosas, and a rainy, but stunning afternoon hike out to Cape Lookout. Exceptional way to end 2011!

So as Part 3 of my End-of-the-Year wrap-up, here are a few of the things on my list for 2012…
And to kick things off, January is going to be some kind of hybrid “be healthier and cook at home” goal + no alcohol. And with that, Happy New Year!
Part 1 – Yearly Goal Setting Template
Part 2 – 2011 Year-End-Review: So Long, Farewell, Auf Wiedersehen, Adieu…
Part 3 – My 2012 Goals
What’s on your 2012 goal list?
I love goals. Perhaps it started by running around with a miniature notebook and a stockpile of colored pencils instead of going to preschool, either way I’ve loved goals and challenges, and lists of epic proportions ever since I can remember. So as my annual “end of the year musing and scheming” has arrived this week, I’ve been excited to take a day or two and reflect on 2011 before I get carried away with planning for 2012.
Since I’ve been asked for a bit of the process behind my personal planning, I decided to share an example of my Yearly Planning spreadsheet this year. (After downloading this Excel file, you can import into Google Docs or just use Excel or OpenOffice to use the template for your own goals).
Accountability
I like the idea of posting all of my goals for the world to see for accountability, but some are also personal, so while I’ll mention a few here on my blog, I keep a Google Doc with all my goals. Whatever your system is, share it with someone (start with your BFF!)
The Grand Picture
Some of my yearly goals tie into my 30 Before 30 list (which is now a 31 Before 31 list), some were new goals, bigger goals, smaller goals, BHAGs, etc.
Pick a theme
I’ve seen some people have a theme for their year or a one word description, which I’ve done in the past but I decided to do a quote this last year. 2011 was “Let the beauty of what you love be what you do” — Rumi. This quote really covered the different areas of my life from work to personal to fitness, and I added it to my chalkboard inspiration stripe in my bathroom to remind myself all year.
Categorize!
I like to break out my goals into broad categories. In previous years, I’ve done really specific categories (eg. job, fitness, learning, money, family, blog etc), but this last year I decided to go a little wider with the general themes of: Health, Wealth, Happiness. They all go together, yes, but then I could stick the usual sub-categories under each, like “Health” has Fitness & Learning, and Service & Spiritual etc.
What by when?
Just like typical goals, I try to follow the GTD method to my year-end personal planning. I will… {do what?} {by when} and the {next action step} is. With a {quarterly review area} and {final review}.
Example: I will put $5,000 in my IRA for 2011 contribution by April 15 (tax time). Next step: Transfer money from my savings account to my IRA account.
A more fun example: I will list my condo on HomeAway or AirBnB by June 1. Next step: Look at current studio listings in Portland for ideas.
An even more fun example: I will take a cooking class in 2011. Next step: Look at class options and schedule at Sur la Table.
Part 1 – Yearly Goal Setting Template
Part 2 – 2011 Year-End-Review: So Long, Farewell, Auf Wiedersehen, Adieu…
Part 3 – My 2012 Goals
Do you do an “annual review” of your personal life?
I have entered a new decade of life!

This also means that my 30 Before 30 List is over. And once again, I didn’t complete my entire list. I finished about 50.5% of the things on my list this year. A few favorites include: visiting Iceland, buying my first house, trying standup paddleboarding, biking the San Juan Islands, buying a mixte bike, doing yoga for a month, and going to 200ish new restaurants.
So of course the next logic step is to create a 31 New Things Before 31 list. And then I need to try harder this year! :)
It’s been a few months since I did a 10 things that make me happy post… so stuff that has my attention lately…
What’s on your list?





