How to Conduct a Goal Check-In

A couple is learning how to conduct a goal check-in by deliapg
Source: Canva

“New Year, New Me” is on everyone’s lips at the beginning of the year once they set their personal and professional goals. The real work begins at the goal check-in. A goal check-in is when you review or adjust your goals regularly. You’ll know if you’re on track to complete your goals or have to do more work.

Conducting a goal check-in is not rocket science but requires a structured approach. In this post, you will learn practical strategies to conduct a goal check-in and measure your progress. Whether striving to achieve personal or professional goals, these tips will help you stay on track and succeed. So, let’s dive in and discover how to conduct a goal check-in that will take you closer to your dreams.

The importance of goal check-ins

Goal check-ins are critical to achieving success. They help you stay on track, measure progress, and adjust your goals. Without goal check-ins, it’s easy to get sidetracked and lose motivation. Most people are juggling their families and careers while trying to build wealth. By conducting regular check-ins, you can stay focused and motivated to achieve your goals. 

Goal check-ins reinforce the purpose of the task and calm the feeling of failure. Like everyone, I set this year’s goals in January and recently checked in.  I met three small goals: five features in major media outlets, guest posting, and an affiliate marketing project.

Another benefit of goal check-ins is that they help you identify the obstacles or challenges hindering your progress. You can develop strategies to overcome these obstacles and stay on track by identifying them. Although I have yet to accomplish my long-term goals within my business, I’m still on track. Goal check-ins also help you celebrate your wins along the way, which can boost your confidence and motivation.

Set realistic goals, keep re-evaluating, and be consistent.

-Venus Williams

Progress tracking and success measurement tools

Before conducting a goal check-in, you need tools and resources to measure your progress. Nowadays, you have so many options to help you track your progress and measure success. One method I use may date me a bit, but I keep track of my goals in a planner. A planner works for me because it’s simple and inexpensive. I typically write out my goals for the month and the date I plan on completing them. Then I write down the actions I will take toward the goal. Over time, I’ve noticed that writing my goals down was crucial. Writing your goals down is like telling the universe you want something.

A gentleman checking the progress of his goals on a app
Source: Canva

In 2023 there are apps for just about anything. And goal setting apps are one. Here’s a list of the best FREE goal check-in apps:

  • Click Up allows you to create folders, lists, and different spaces to keep your goals organized and easily see where you are in the process.
  • Weekdone is a great way to track your long-term and short-term goals, whether you’re a solo-prenuer or a small business owner.
  • Way of Life tracks your daily habits and goals and is available on Google Play and Apple. The benefit of this app is that you visually see your progress via graphs, color-coded charts, and set reminders.

Finally, consider using a mentor or accountability partner. I have been seeing my accountability partner weekly for the last six months, and it’s my favorite tool. Unlike goal-tracking apps and planners, avoiding your goals when consistently meeting someone face-to-face is more complicated. Additionally, accountability partners provide guidance, support, and motivation and can quickly turn into brainstorming sessions. If you want to join my blogging accountability group, message me here.

Frequency of goal check-ins

The frequency of goal check-ins depends on the nature of your goals. Someone may check in daily or weekly if their goal is short-term. At the same time, someone working on long-term goals may check in monthly or quarterly. The key is to find a frequency that works for you.

When determining the frequency of your check-ins, consider the complexity of your goals, the resources available, and your schedule. Doing what works for your lifestyle ensures you can stick to the scheduled check-ins. As the saying goes, people don’t plan to fail; they just fail to plan.

Check our my post Goal Setting For Personal Growth for strategies on how to effectively set goals.

Setting Long-term and short term goals
Source: Canva

Mistakes to avoid when conducting goal check-ins

Don’t get lost in the wilderness by making the most common mistake when conducting goal check-ins. One of the most common mistakes is not setting realistic goals. Unrealistic goals can lead to frustration and a lack of motivation.

Imagine your goal is to build wealth through real estate and purchase a million-dollar home in the next year. But your income is unstable, and you’re in debt. Initially, you may not consider the steps to minimize your debt or increase your income. But you need to if you want that million-dollar home in the next year. Create benchmarks and check in frequently. Skipping the check-in may cause you to quit too soon because the goal feels hard and less attainable. Challenge yourself but make sure it’s achievable.

Another common mistake is not tracking progress effectively. You need to track your progress to determine what’s working and what’s not. In Secrets of the Millionaire Mindset by T. Harv Eker, he recommends writing down the actions that worked and didn’t at the end of the day. 

Finally, some people don’t adjust their goals as needed. Goals can change over time, and adjusting your goals as needed is essential. If you’re struggling to achieve a particular goal, it may be time to adjust the goal or develop a new strategy.


Conducting a goal check-in is critical to achieving success. It helps you stay on track, measure progress, and adjust your goals. You can achieve your goals and reach your dreams by using tools and resources to track progress, determining the frequency of check-ins, and avoiding common mistakes. Remember, setting goals is just the first step. The real work begins at the goal check-in.

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Goal Setting For Personal Growth

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