How to Set Holistic Goals

How many times have you set a goal only to have it not work out? Or you end up throwing it out the window as quickly as you agreed to work toward it? (hint: this is common with new year’s resolutions). Or, even worse you feel like you “should” have goals, but don’t know where to start.

For me, this was almost all of my goals before I started committing to my Quarterly Personal Retreat process about 2 years ago (a process for holistically reflecting on the last 90 days and setting goals for the next 90 days - with plenty of reflection and evaluation along the way). I would slap something up on the goal board that sounded something like “I’m going to work out more!” and then I’d add the how which would be something like “I’ll just go straight to the gym everyday after work!”. The success rate of those types of goals was close to 0.


Those types of goals sound OK though, right? Isn’t a goal something you want to do and how you’re going to do it? But why the ridiculously low success rate?

Because I wasn’t looking at the big picture.

If this was a health goal, I wasn’t taking into consideration that I was working 50+ hours a week (career), or that at least once a week I had a prior commitment right after work (extracurricular), or that actually going to the gym right after work stressed me out because of the insane amount of humans that flock to the gym at that time (aka this did not fill my soul!). While the goal sounded great on paper, it wasn’t fitting in with the rest of my life.

Holistic goals are important because they help us ensure our life is empowering us to be successful. Focusing so narrowly on one area of our life can trip us up, or worse yet, be a false diagnosis for something else that could really use our attention.

The key to setting holistic goals is actually taking a holistic review of your life! I have several resources available for you to help with this process (oh, and by the way, I am a walking resource available for you - yes, this is actually what I talk with my clients about!).

Learn more about Quarterly Personal Retreats and how to incorporate them into your life with these links:

Or, check out this post on 5 different types of goals you can set.

If you want to get really fancy, I have a worksheet that I use with all of my clients to help get a big picture on how things are going in their lives. You can download the worksheet by filling out the form below! (This is also a great form if you’ve thought “I should reach out to Kelsey, but I’m not really sure what this is all about or what to say”).

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