Goal Planner
Turn an ambitious outcome into a clear, realistic plan. Goal Planner defines your objective, timeline, and daily effort, then generates steps that match your current ability and constraints.
What you will achieve
- Define a specific goal with a measurable outcome.
- Set a timeline and daily time commitment that is realistic.
- Generate a step-by-step plan you can execute.
- Refine the plan until it matches your real life.
Before you start
- Know your start date and how many hours per day you can commit.
- Capture any constraints (schedule, tools, experience level).
Step-by-step
- Choose a planner mode: Use the Manual Form for full control. If the AI planner is available on your account, you can switch to it for guided setup.
- Define the goal: Enter a clear outcome, timeline, daily hours, and a daily start time. The plan completion indicator should reach 100%.
- Add optional context: Open Add optional context to include location, skill level, progress, and constraints so the plan starts where you actually are.
- Run a goal quality check: Keep Run goal quality check enabled to validate clarity before you create the plan.
- Create an R8 reference (optional): Turn on the R8 reference option to generate a control-grade reference packet. Warnings will appear but will not block creation.
- Review the steps: The plan should total your full timeline. Edit step order, rename steps, or add new ones as needed.
- Engage the goal: Use the Engagement control above the timeline to sync reminders and dashboards.
- Save and execute: Save the goal, then use Goals andToday's Actions to run the plan each day.
AI Goal Planner notes (if enabled)
- Expect follow-up questions to sharpen vague goals (for example, "get fit").
- The plan can include more than ten steps when that creates a better progression.
- Summaries highlight timeline coverage and invite quick revisions.
AGEM Goal-Setting Agent (owner test)
- Owner-only workspace for testing AGEM planning with Macro Map + Execution Window.
- You will be asked for goal, timeline, availability, daily start time, and AGEM inputs (definition of done, primary metric, baseline, obstacle, constraints).
- Macro Map milestones become your high-level steps, so they must cover the full timeline.
- The Execution Window sets the next action and the 1-4 week slice used for daily execution.
- Optional R8 reference generation can be toggled before creating an AGEM plan.
Best practices
- Anchor the goal to a personal why for durable motivation.
- Prefer measurable outcomes with observable checkpoints.
- Keep daily hours sustainable so the plan holds over time.
Why this works
- PCT (control loop): A specific goal plus feedback reduces error between current state and desired state.
- COM-B: Planning builds capability (clarity) and opportunity (time), which supports motivation.
- Self-determination theory: You stay in control of the plan, supporting autonomy and competence.
If something feels off
- Plan feels too big? Shorten the timeline or reduce daily hours.
- Steps feel generic? Add more detail in Add optional context.
- Goal creation blocked by validation? Make sure your goal includes a measurable target, plus a timeline and daily hours, then re-run the quality check.
- AI answers feel off? Switch to Manual Form and enter your own plan.
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