If you’re anything like me, staying on top of and finding a way to track your goals and habits feels like juggling a dozen balls in the air. That’s where a goals and habits tracker comes into play. Whether you’re a seasoned planner enthusiast or just getting started with goal setting, this insert is a game-changer. The structure of the Tula XII Goals & Habits Tracker Insert is designed to help you set clear goals, track daily habits, and reflect on your progress.

With a clear, easy-to-use layout, this insert encourages consistency, which we know is the key to seeing progress over time. Today, I’ll walk you through the three main sections of the Goals & Habits Tracker Insert, (or at least how I use it, so you can learn to track your goals too), share how to use it effectively, and introduce two new goals & Habit tracker insert options that add flexibility to your planning journey.

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Section One: Track Your Goals with Goal Planning

The first section to help you track your goals, is where you set your intention for the week or month. This is the “big picture” section where you list out your primary goals. I recommend focusing on 3-5 goals at a time—keeping things simple and manageable prevents overwhelm. You can also use the Refined Goals insert to help you determine what to bring over to this section. You can read more about using this insert:

Four Steps for Setting Up Your Refined Goal Insert from Tula XII

Here’s how to use this section:

Be Specific: Instead of saying, “I want to exercise,” write “Exercise for 20 minutes, 3 times this week.” Even if you don’t write complete sentences, be specific about what you want to accomplish within the month. In the example below, I share what percentage of completion I want for my content plan, how many YouTube videos, newsletters, etc., I want to work on for the month of January. You can track your goals the same way by incorporating measurable targets that you want to achieve throughout the month.

Add Supportive Habits: Think about small, goal-aligned habits you can use to track your goals, by incorporating them into your daily or weekly routine. These habits should help you make progress without feeling overwhelming. For example:

• If your goal is to grow your business, you could add: “Reach out to 2 potential customers daily.”
• If your goal is personal growth, you might write: “Dedicate 15 minutes daily to learning something new about [insert goal topic here].”
• For content creation goals, you could track habits like: “Draft 2 social media captions daily” or “Batch-create visuals on Mondays.”

By linking habits to your goals, you create momentum with small, consistent actions that add up to significant results.

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Section Two: Track Your Goals with Habits to Support Them

Once you’ve established your main goals, it’s time to track your goals and break them down into smaller, daily actions. I often skip around in my use of this insert, and instead of reading down the page in order, I move to the other side to start my actual daily tracking. This section is all about tracking habits—those small, intentional steps you take each day that inch you closer to your goals.

Why it matters:

• It builds momentum: Checking off a habit each day creates a sense of accomplishment and keeps you moving forward.
• It keeps you focused: By tracking your goals and daily habits, you can ensure your efforts are aligned with what truly matters.

Pro Tip: Limit your habit list to no more than 5 daily habits to avoid burnout. Start with habits that directly support your goal.

Example Habit Tracker for Hosting a Virtual Event (Direct Sales):

• Write and schedule daily event reminders.
• Share a sneak peek or value-packed tip on social media.
• Follow up with attendees.
• Organize sample products to showcase during the event.
• Spend 20 minutes refining my script/presentation.

By tracking these habits daily, you’ll stay on top of the little tasks that add up to big results.

Personal Example: Building Consistency with Fitness Goals
One of my personal goals was to focus on my health by committing to regular movement. To track my progress, I broke this big goal into smaller habits:

• Walk for 30 minutes 5 times a week.
• Drink 8 glasses of water daily.
• Stretch for 10 minutes every morning.
• Prep healthy snacks on Sunday for the week ahead.
• Track my progress in the insert every evening before bed.

By tracking these habits, I started to see progress and felt motivated to keep going. Each small step added up, helping me stay consistent without feeling overwhelmed.

The Takeaway: Whether you track your goals for business or personal growth, breaking them into daily habits is a game-changer. With this insert, you can keep all your daily tasks in one place, check them off, and celebrate the progress you make—one small step at a time.

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Section Three: Track Your Goals with Reflection & Review

While the Tula XII Goals and Habits Tracker Insert is originally designed to track weekly habits, I’ve found a slight adjustment makes it even more valuable for my planning process. Instead of solely tracking habits, I use this section as a weekly reflection space to review progress, identify lessons learned, and fine-tune my approach moving forward.

Taking the time to reflect allows me to look back on the week with intention, beyond just checking boxes. By turning this area into a reflection section, I can stay connected to my goals while identifying opportunities to improve. This small tweak has made a huge difference in helping me track my goals effectively and stay on course.

Here’s how I use this altered section:

1. What Went Well? Celebrate wins—big or small. Recognizing progress keeps you motivated and gives you clarity on what’s working.
2. What Needs Improvement? Be honest about the struggles or obstacles you faced. This isn’t about judgment—it’s about identifying gaps that need attention.
3. What Did You Learn? Use your experiences to uncover lessons that will help you move forward with confidence and focus.

Reflecting weekly allows me to pivot and adjust my plan as needed instead of falling into the trap of “doing without learning.” Tracking your goals this way turns each week into a chance to grow and refine your approach.

Example Reflection for Hosting a Virtual Event:

• What Went Well: I had consistent attendance and engaged with new customers. My follow-ups were timely and well-received.
• Needs Improvement: My promotional materials needed more lead time to build excitement and awareness.
• What I Learned: Planning earlier allows me to tweak my promotions, gather feedback, and avoid last-minute stress.

Personal Example – Fitness Goals:

• What Went Well: I stayed consistent with my daily walks and even added a new trail to my routine, which kept it interesting.
• Needs Improvement: I missed two strength training sessions because I didn’t have a clear plan for the days or times I’d work out.
• What I Learned: Blocking time for workouts in my planner helps me prioritize them, and I’ll keep tracking my progress weekly to ensure I’m staying on track.

Why This Works:
By slightly altering how I use this section, I’m able to focus not just on the habits I complete, but also on the lessons I learn along the way. Weekly reflection helps me see patterns in my progress and make adjustments that align with my goals. Whether you’re working toward business, personal, or fitness goals, this approach keeps you connected to the bigger picture.

Pro Tip: Treat this space as a conversation with yourself. Reflect on your wins, note areas for improvement, and use those insights to set intentions for the next week. Not only does this keep you accountable, but it ensures you’re always learning, growing, and finding new ways to track your goals effectively.

This simple shift has transformed how I use this insert, turning it into one of my most powerful tools for personal and professional growth. It’s a small tweak with big results!

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Why Consistency Matters

Consistency is what bridges the gap between where you are now and where you want to be. If you’ve struggled in the past to meet your goals or stick with new habits, using a structured insert like the Goals & Habits Tracker can help you build the kind of consistency that makes a real impact.

Take it day by day, celebrate small wins, and use this tool to guide you along the way.

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Introducing Two New Goals & Habits Inserts

I’m thrilled to share two new insert options to fit your planning style and needs:
While I’ve highlighted one way to use the vertical version of this insert, Tula XII also offers two additional options to explore.

1. Horizontal Goals & Habits Insert

If you prefer a layout that spreads across your planner horizontally, this version gives you a streamlined view of your goals and habits. It’s perfect for those who love a little extra space to write or enjoy seeing their week at a glance.

Best for:

• Users who want a wider, visual layout for tracking goals and habits.
• Planners who need flexibility to customize sections.
• Less focus on goals and more focus on daily, weekly and even monthly habits.

2. Micro Goals & Habits Insert

For those who love a smaller, more portable option, the micro version packs the same powerful punch in a compact format. It’s ideal for slipping into a purse, tote, or micro planner, so you can track progress on the go!

Best for:

• Busy users who prefer a minimal, condensed format.
• Planners looking for a portable, easy-to-carry option.

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Final Thoughts

The Goals & Habits Tracker Insert from Tula XII is more than just a tool—it’s a proven way to stay focused, take meaningful steps, and celebrate your progress. Whether you’re tackling a personal goal like fitness, or hosting your next virtual event for your direct sales business, this tracker keeps you grounded in your purpose and moving forward.

Ready to elevate your planning game? Explore both the horizontal and micro versions to find the perfect fit for your goals and habits. Remember, big changes start with small, consistent actions.

What’s your big goal for the month? Drop it in the comments—I’d love to cheer you on!