Catalyst Canvas™: A Goal Setting Tool

We all know how to set goals. Or at least, we think we do. You've probably heard of the SMART method to goal setting: If it is Specific, Measurable, Attainable, Relevant, and Time-Bound, then it's a "good" goal. The truth is, even SMART goals can fail to be reached if the path toward the goal lacks structure.

Objectives and key results (OKRs) have become a popular method for managing goals, but they lack the human element behind what drives us to achieve goals — emotion.

When we set goals, work toward them for a time, then revert back to the old way of doing things, we are activating our unconscious habits. Bringing these habits into awareness helps us avoid falling into default mode. Understanding the goal — and the habits that will keep us from achieving them — is important.

Then, we have the Salesforce approach, V2MOM, developed by Marc Benioff. This method considers the emotion with the second V, "values" and reflects on why the goal is important in the first place. If you're familiar with Simon Sinek's famous TED Talk, Start With Why, this is an obvious addition to the goal setting process.

We've reimagined the V2MOM model into the Catalyst Canvas™ — a visual model that helps us look at goals with a more 360º perspective. 

Why visualization? Because it is a powerful force! It has the ability to bring something from unconscious to conscious, enabling our ability to make sense of information.

When it comes to goal setting, it's important to understand four things:

1. Why now? Why is the goal important to me now?
2. Obstacles. What will hinder my progress toward my goal?
3. Measures. How do I know I’m making progress on my goal?
4. Small steps. What actions can I take to make progress on the goal?