Anyone who’s ever worked with a personal or professional coach will tell you it’s much easier to stay on top of your goals and milestones when they’re documented. While handwritten lists work well for some, many people prefer to use one of the countless available technology tools designed for this very purpose.
The members of Forbes Coaches Council often use apps and programs to set and track goals for themselves and their clients. Below, 11 of them shared their favorite goal-setting app and how it has helped them or their clients better themselves.
Mind-mapping tools can be great tools for organizing your thoughts and tracking goals. There are many free tools on the market that offer lots of functionality. MindMeister has been my go-to for the past couple of years! – Brian Tait, Brian Tait International
My firm loves using the monday.com app. It is very user-friendly and allows for the tracking of goals via both private and shared “goal boards.” It has helped both our team and our clients stay proactive in completing milestones with great features such as a customizable setup, due date reminders, color coding, instant notification when someone posts an update and storing files and documents. – Karan Rhodes, Shockingly Different Leadership
Daily, weekly and monthly disciplines drive the engine of successes. The Streaks app is a very powerful way of tracking your repetitive and life-transforming habits. For example, I started tracking my yoga hoping to do it for 365 days in a row. As of this writing, I’ve surpassed 1,000 days of yoga. What you track, you can improve. What you track and share, improves exponentially. – Matthew Ferry, Matthew Ferry International
My favorite goal tracking app is Evernote, hands down! I love that I can use it on my laptop, tablet and phone—it’s so convenient to add notes and check off items on my lists, wherever I am. And since I brainstorm by handwriting ideas into my tablet, I appreciate the integration of Penultimate (a digital handwriting app) with Evernote. All of my doodled tablet notes move right into Evernote! – Kate Dixon, Dixon Consulting
You get reminders in direct messages and can connect Tability to Slack, which we are already on as a team. This allows us to share messages in Slack without getting out of Slack and logging into another software—a pain. You can set up ways to get the Tability projects guided to the right channels as well. It helps you prompt goal owners when they miss their goals and/or deadlines, which works. – John M. O’Connor, Career Pro Inc.
6. Google Forms And Sheets
Scorecards and dashboards are important for tracking goals. Two Google tools saved as shortcuts on your home screen work like an app. Create a Google Form with your focus on the top. Set the form up with questions to track the status of your daily goals. Use the “quiz” template to score each item. Use a Google Sheet to create a dashboard to see overall progress. Measure what you want to improve. – Christy Geiger MCC, CPCC, Synergy Strategies Coaching & Training
Trello is a great tool that can help you map out the execution of various goals and help you see your progress. Because it has an app and desktop capability, you can even set up a group board for shared goals among friends or your team. Collaboration in goal setting is great, plus the tool will allow you to add documents or links and see things through. – Maresa Friedman, Executive Cat Herder
When goals require complex action, with or without a team executing, I use Wrike to break my goals into the smallest delegable bites. Here, I can make and track assignments, and capture relevant details, documents and conversations with automated updates. – Dodie Jacobi, The Consultant’s Consultant
I use a framework to set up goals or desired outcomes that are exciting and relevant for clients to pursue. We start by planning for the year but breaking down their top three priorities by quarter. Then, we develop desired outcomes based on their personal values. Finally, we brainstorm the next steps to take. Those steps are put in HabitShare to share progress and create accountability. – Rosie Guagliardo, InnerBrilliance Coaching
10. Basic Calendar App
It’s a bit old school, but honestly, my basic calendar with the task-tracking function. If it’s in my calendar, I make it happen with very few exceptions. I can connect my emails directly to tasks so I always have the history of the project at hand and can set definitive dates for completion. My phone is one thing I almost always have with me so I always have access to add, complete or update. – Tonya Echols, Vigere
11. Whichever App Works Best For You
There are so many great tools out there it’s difficult to choose, and these days many people spend too much time deciding or don’t decide at all as a result. The most important thing is to choose one app and go all in. Be religiously faithful to it. Use it every day. Eventually, you will realize you don’t need it. When you arrive at the destination, you no longer need the map. – Josef Shapiro, Clear and Open