Are you ready to take your goals to the next level? The start of a new year is the perfect opportunity to clarify your focus and make a solid plan. Tula XII’s Refined Goals Insert Insert is the ultimate tool for breaking down your big goals into actionable steps while keeping your motivation strong. The newly updated layout gives you a clean and structured way to plan, track, and progress toward success.

The beauty of this insert is its simplicity and effectiveness. With just four key steps, you can go from feeling overwhelmed to having a clear roadmap for achieving your goals.

In this post, I’ll share four practical steps to using this insert effectively, complete with two real-world examples:

1. A personal goal of losing weight and improving health, and
2. A direct sales business goal of hosting a virtual event.

By including both examples, you’ll see how versatile and impactful this insert can be—no matter what goals you’re working toward.

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1. Define Your Goal

Start with the big picture: What is the ultimate goal you want to achieve? This is where you get specific and intentional. Use the SMART goal method to make your goal:

• Specific: What exactly do you want to accomplish?
• Measurable: How will you measure your success?
• Achievable: Is the goal realistic for your current circumstances?
• Relevant: Does it align with your overall vision and priorities?
• Time-Bound: What’s your deadline for completing this goal?

Write your goal clearly in the space provided at the top of the page. Seeing it written out gives you a sense of accountability and helps you stay focused as you move forward.

Personal Example: Weight Loss Goal

Big Goal: “Lose 20 pounds by June 30th to improve my health and feel confident in my clothes.”

• Specific: Focus on weight loss with a healthy eating and exercise routine.
• Measurable: Lose 20 pounds.
• Achievable: Track calories, plan meals, and exercise 3-4 times weekly.
• Relevant: Improving health will increase energy and confidence.
• Time-Bound: The deadline is June 30th (6 months).

Direct Sales Example: Hosting a Virtual Event

Big Goal: “Host a successful virtual event on [date] to connect with customers and sell 10 starter kits.”

• Specific: Host a Facebook or Zoom event featuring product demos.
• Measurable: Sell 10 starter kits by the end of the event.
• Achievable: Use promotional content, invite attendees, and follow up.
• Relevant: Hosting events grows your audience and boosts monthly sales.
• Time-Bound: The event happens on [specific date].

Pro Tip: Visualize your goal as if you’ve already achieved it. How does it feel? Who are you impacting? This clarity will help you stay committed.

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2. Identify What You Need to Achieve Your Goal

This section allows you to outline what’s needed to reach your goal. Think of it as building a strong foundation to support your progress. Ask yourself:

• What resources do I need (time, skills, tools, or support)?
• What potential obstacles might come up, and how can I overcome them?

Be as detailed as possible! Writing down these key pieces helps you identify any gaps early and allows you to prepare for success.

Example 1: Personal Goal – Weight Loss Journey

Ultimate Goal: Lose 20 pounds over the next 6 months by exercising regularly and eating healthier meals.

What’s Needed to Achieve This Goal:

1. Time:
   • Set aside 30-45 minutes daily for workouts (block it into the morning routine).
   • Time for weekly meal prep (Sundays for 2 hours).
2. Tools:
   • Gym membership or workout app.
   • A meal planning guide and healthy recipe books.
   • Tracking app for progress (like MyFitnessPal).
3. Skills:
   • Learning how to prep balanced meals with the right portions.
   • Researching effective workout routines for beginners.
4. Support:
   • Accountability from a friend or workout partner.
   • Guidance from an online community or fitness coach.
5. Obstacles & Solutions:
   • Obstacle: Lack of time in the mornings.
     • Solution: Prep gym clothes and meals the night before.
   • Obstacle: Motivation dips after the first month.
     • Solution: Break the 20-pound goal into smaller 5-pound milestones. Reward yourself (non-food treats) after hitting each milestone.
   • Obstacle: Snacking on unhealthy foods.
     • Solution: Stock up on healthy snack options like fruit, almonds, or protein bars to curb cravings.

Example 2: Direct Sales Goal – Hosting a Virtual Event

Ultimate Goal: Host a virtual event in January that generates $500 in sales and brings in 3 new customer leads.

What’s Needed to Achieve This Goal:

1. Time:
   • Schedule the virtual event date and set aside 2 weeks for planning.
   • Create a timeline for pre-event promotion, follow-ups, and post-event wrap-up.
2. Tools:
   • A virtual platform like Facebook Groups, Zoom, or Instagram Live.
   • Pre-created graphics and videos to share leading up to the event.
   • A checklist for event flow, including welcome messages, product demos, and Q&A.
3. Skills:
   • Learning how to create engaging event content.
   • Practicing product demonstrations to feel confident on camera.
4. Support:
   • Encourage team members to invite their networks.
   • Partner with a fellow direct seller to cross-promote.
   • Use customer testimonials and feedback to build trust.
5. Obstacles & Solutions:
   • Obstacle: Low attendance.
     • Solution: Send personal invites and reminders via email or messages. Offer an incentive (like a giveaway) for RSVPs or sharing the event.
   • Obstacle: Technical issues during the event.
     • Solution: Do a tech run-through beforehand. Have a backup plan, like sharing prerecorded product videos.
   • Obstacle: Low sales during the event.
     • Solution: Showcase bundles or limited-time offers to create urgency. Have follow-up calls or messages ready to connect with attendees afterward.

Why Identifying These Details is Key

Writing down everything you need – from tools to support to solutions for obstacles – makes your goal feel more achievable. It allows you to proactively address challenges and ensures you’re fully prepared to take action. Whether it’s your weight loss journey or hitting new sales goals in direct sales, this step sets you up for success!

By clearly identifying resources, tools, and potential roadblocks, you’ll feel more focused, organized, and empowered to take the next step in reaching your goals.

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3. Break It Down: Action Steps and Tasks

Once you have your main goal in place, it’s time to break it down into manageable pieces. Use the Action Steps section to list the tasks required to move closer to your goal. These tasks are smaller, bite-sized milestones that will make achieving the bigger goal feel less overwhelming.

Under each action step:

• Add a due date to stay on track.
• Indicate whether the task needs to be done daily.

Regularly reviewing your tasks keeps you accountable and helps you evaluate if your day-to-day actions are actually moving you toward your goal. If something feels like busy work, don’t hesitate to adjust and refocus.

For Weight Loss

1. Month 1: Focus on consistency—track meals, drink more water, and exercise 3x weekly.
2. Month 2: Add meal prep Sundays to ensure healthy eating all week.
3. Month 3: Increase workouts to 4x weekly, incorporating cardio and strength training.
4. Month 4-6: Maintain consistency and track progress every 2 weeks to adjust as needed.

Each milestone is a small win, helping you stay motivated and focused on progress rather than perfection.

For Hosting a Virtual Event

1. Step 1: Choose a date and platform for the event.
2. Step 2: Create promotional content—graphics, event posts, and email reminders.
3. Step 3: Invite attendees—personally message 20-30 customers and post sneak peeks.
4. Step 4: Prepare product demos, giveaways, and offers for event day.
5. Step 5: Follow up with attendees to close sales and offer additional support.

Breaking it down makes a virtual event manageable and ensures no step is overlooked.

Ask Yourself: Are my daily tasks helping me reach my goal, or do I need to eliminate or delegate something to free up time?

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4. Stay Motivated: Know Your Why

This final step is your anchor. Every big goal needs a meaningful WHY behind it. Your “why” will serve as the fuel to keep going, even when challenges arise.

Take a moment to ask yourself:

• Why is this goal important to me?
• How will achieving this goal improve my life, my family, or my work?

Write your “why” in the dedicated space so you can revisit it regularly. Motivation fades over time, but your purpose—your why—will keep you pushing through the hard days.

Why for Weight Loss

My health is my top priority because I want to feel strong, energetic, and confident. Losing weight will help me play with my kids, improve my stamina, and feel good in my favorite clothes again.

Why for Hosting a Virtual Event

This event will allow me to serve my customers better, grow my business, and reach my monthly income goal. It will give me confidence in running future events and provide extra financial support for my family.

Remember: “Your vision should be big enough that it makes you feel at least a little bit uncomfortable.” — Brian P. Morgan & Michael Lennington, The 12 Week Year.

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Bonus Tip: Track Your Progress

The Goal Progress Bar included at the top of the insert is a game-changer for staying motivated. Use it to:

• Track the percentage of your goal you’ve completed.
• Celebrate the small wins along the way.

Updating your progress visually creates momentum and reminds you that every step forward counts.

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Final Thoughts

Setting and achieving your goals doesn’t have to feel daunting. By using the Refined Goals Insert in your Tula XII Planner, you’ll:

• Define your ultimate goal with clarity.
• Outline what you need to get there.
• Break it down into actionable steps.
• Stay motivated with a clear sense of your WHY.

Your goals are worth it, and this tool is here to help you make them happen. Whether you’re working toward personal, family, or business growth, small daily actions lead to big results.

Ready to crush your goals in 2024? Grab your Tula XII Refined Goals Insert and let’s get planning!