How to Use a Digital Planner to Set and Track Your Yearly Goals

a tablet on a table

Disclosure: This website is a participant in various affiliate programs, including the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to Amazon.com. As an Amazon Associate, we earn from qualifying purchases. We also participate in other affiliate programs and may earn commissions through purchases made through our links. Any opinions, reviews, recommendations, or endorsements expressed on this site are our own and are not influenced by any third-party products or services being promoted.

See also  Digital Planning 101: Notability vs Goodnotes

It’s that time of year again… fresh starts, fresh coffee, and a planner you’ll actually use. If paper planners fizzle by March, a digital planner can be the cozy reset you need.

Browse My Favourite Digital Planning Tools

Why a Digital Planner Works

A digital planner is reusable, customizable, and always with you… duplicate pages, rearrange layouts, and refresh your look without buying new supplies each year.

Step 1: Pick Your Planner Setup

Start simple. The free planner above includes goal pages, monthly layouts, and reflection sections so you can begin right away. Want to upgrade or customize your vibe… explore the curated picks here:

See also  How to add & use DIGITAL STICKERS in Goodnotes 

My Favourite Digital Planning Tools

Add a little personality with these extras:

Step 2: Break Your Big Goals into Categories

Vague intentions fade… focused categories stick. Use separate sections in your planner for:

  • Health & Wellness… meals, movement, self‑care
  • Career & Learning… projects, courses, networking
  • Personal & Family… hobbies, trips, memory keeping

Step 3: Create Quarterly Checkpoints

Plan once… revisit often. Set up four lightweight reviews to keep momentum:

  • Q1… January to March progress check
  • Q2… April to June mid‑year boost
  • Q3… July to September momentum check
  • Q4… October to December wrap‑up

Duplicate your review pages and tweak as needed. No perfection required.

Step 4: Track Habits and Projects

Turn goals into tiny actions you can check off. Use the planner’s habit and project trackers to:

  • Log daily or weekly habits
  • Break projects into bite‑size tasks
  • Mark start… due… and review dates

Personalize your trackers with stickers and washi so checking boxes feels a little more fun.

Step 5: Celebrate… then adjust

Each month, highlight what worked and what felt heavy. Digital planning makes edits effortless… move a goal to the next quarter, resize your workload, or swap in a new routine without losing momentum.

Make It a Cozy Annual Ritual

When the new year rolls around, simply refresh your covers and inserts… no need to buy new. Start with a clean dashboard, set three gentle focus areas, and keep your quarterly reviews. Your goals will feel lighter and more doable.

See also  Digital Planning 101: Notability vs Goodnotes

Quick Start Checklist

  • Download the free planner
  • List 3 yearly goals… max
  • Choose categories and add 1-3 habits per category
  • Block your four quarterly reviews
  • Decorate a little so opening your planner feels joyful

Grab your FREE planner!

Leave a Reply

Your email address will not be published. Required fields are marked *