How to start the year with clarity. How to start new year with new goals and goal setting help. The Burnout Doctor Podcast. Clarify Simplify Align planner and journal.

How to start the new year with clarity and goals.


Listen to Podcast: iTunes | Spotify | Stitcher

Subscribe: Apple Podcasts | Android | Email | Google Podcasts

Download Podcast Workbook

Mentioned on Ep 142: How to start the new year with clarity and goals.


Welcome back to The Burnout Doctor Podcast, I’m your host Dr. Jessica Louie. It’s New Year’s Eve and we are SO excited about what is to come in 2022! Many of you are taking action by using our complimentary Burnout Starter Kit and What If Protocol – don’t forget to download yours today! We all write our own stories in our lives and homes. Let’s all bring joy into home and joy into work.

Remember, we all write our own stories in our lives and homes. Let’s all bring joy into home and joy into work.

On today’s episode, we are diving deeper into How to Start the New Year with Confidence and Clarity. I get this question a lot. How do I goal set? How do I actually stick to my goals and achieve them in the timeframe I said I would?

Now, the first step is remembering that we do NOT need to start on January 1st with goal-setting. I am a big advocate for taking action in our lives and that means we can start any day of the week, any week of the month and any month of the year. So…if you’re reading or listening to this podcast on a Tuesday in February, TAKE ACTION NOW!

I’m going to be highlighting how to CURATE your Goals today! Some of you may be familiar with this method because I apply it within our Clarify Simplify Align method and within my Planner/Journal that is available via Amazon with undated sheets. Reminder to also download our FREE Podcast workbook to take action on these items today.  

CURATE Method to set goals:

  • Clarify your why and purpose
  • Unpack and brain dump
  • Reduce and simplify
  • Align
  • Take action
  • Evaluate and enjoy

Step 1: Clarify your purpose and values

  • WHY do you want to make this change that I’m setting out to make?
    • Where is this coming from?
    • Is it coming from my desire to be the best version of myself?
    • To leave a stronger legacy?
    • If this is coming from a place of performing for somebody else or impress somebody else? – it’s not going to stick and it’s not how I want to live my life

Step 2: Unpack

  • I call this the brain dump step – we need to get all those ideas and thoughts out of our heads and onto paper
    • I find writing out these thoughts and ideas by pen and paper is easier to see visually but if you prefer a digital method, go right ahead! Always do what works best for YOU – this is not a black/white process my friends

Step 3: Reduce and Simplify

  • Now, we all know you can’t do everything and achieve everything.
    • Let’s apply our Less is More principle and simplify our ideas from Step 2.
    • Group like items together
    • Visualize what a day in my life will look like after I’m done implementing this change – really write down this visual and feeling you have when you’ve gotten to your end goal/destination

Step 4: Align

  • WHY, HOW, WHEN
    • We have our WHY we want this to happen from Step 1 on clarifying and Step 3 on reducing and simplifying with our visualization step
    • HOW am I going to make this change?
    • Reverse engineer or take the end goal and end destination and write down the steps it takes to get there
    • Place priorities on the HOW steps

Step 5: Take Action

  • WHEN step – put it on your calendar to take action
    • I like placing this visually somewhere where I can see it and hold myself accountable
    • One idea is a yearly plan or quarterly plan on your office wall
    • Live your Goals!

Step 6: Evaluate and Enjoy

  • Set-up an accountability system
    • Is this a coach, friend, spouse, or colleague who will check in and ensure you are taking action?
    • Make sure you also place these accountability sessions on your calendar
    • Take a CEO day each month to evaluate your progress on your quarterly goals.
    • I use my custom planner & journal to track progress on a Daily, Weekly, Monthly & Quarterly basis.

Recap on how we use the CURATE method to set goals!

  • How to take action right away?
  • How to curate a life you love?
  • How to live intentionally and joyfully each day
  • How to set goals, work on your goals and achieve them?
  • How to make a decision and lighten your mental load?

In my Joy at Work Course, you can get even more advice and action steps on how to make decisions with confidence and how to say no with confidence.

Make sure you’re following along on our YouTube channel (youtube.com/drjessicalouie) as well with new videos going live every Saturday!

Until next time, spark joy my friends!

Note, my views are my own and are not associated or representative of my employer(s).
This podcast is for educational purposes only and not medical advice.