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Notion for Productivity: Goal Planner Template

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The Goal Planner Database

The goal planner table shows a category and sub category dropdown menu to organize goals by subject. Each goal has a difficulty drop down as well with three options:

  1. High: a goal has prerequisite steps the user has little to know experience with, or there is a lot of knowledge barrier that must be overcome.

  2. Medium: a goal has prerequisite steps the user has moderate experience with, or there is only some knowledge barriers that must be overcome.

  3. Low: a goal has prerequisite steps the user has great confidence to complete, and there is little to no knowledge barriers that must be overcome.

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The Goal Planner Properties

Each goal includes a start date, predicted timespan selection, and formula that calculates the desired end date for the goal.

Insert new Timespan options as:

  • Number (#) + ‘days’ or '‘weeks’ or ‘months’ or ‘years’ or ‘quarters’.

The desired end formula

dateAdd(prop("Start"), toNumber(replace(prop("Timespan"), "[A-z]", "")), replaceAll(prop("Timespan"), "[ 0-9]", ""))

The Keys To Success For Each Goal

Each goal page has an option to click a new template called New Goal. A checklist will appear as a Keys to Success database. The database includes:

  • Difficulty: options from high-low.

  • Impact: Impact indicates how vital this step is to the final goal.

  • Investment: how much money are you willing to invest into this step. All investments will be calculated into a sum of investments found in every parent goal entry.

  • Desired Outcome: what is the ideal outcome upon completing this step? How will this push you toward completion of the parent goal?

  • Done checkbox: as checkboxes are ticked, the parent goal will calculate a percentage to completion.

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Further Reading

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