Ultimate Yearly planner in Notion

Imagine having a planner that doesn’t just keep track of your daily tasks but connects every small action to your long-term goals. In this post, we’ll dive into building a yearly planner in Notion designed for maximum productivity, goal achievement, and habit formation.

Creating a yearly planner in Notion is a game-changer. The YEARLY PLANNER WITH GOALS, TASKS AND HABITS Notion template is built on the idea that achieving big goals requires breaking them down into small, consistent actions over time. The structure of the planner ensures that every daily task, habit, and learning step directly supports your broader goals, keeping you organised and motivated.

The Process Flow: From Goals to Daily Tasks

The structure of this template centers around four key databases:

1. Goals & Objectives – the heart of the system, where you set the big goals.
2. Tasks – where daily action steps connect to your goals.
3. Habit Tracker – to keep track of habits that support goal achievement.
4. Learning Journey – a unique space for personal growth, skills, or anything you want to learn throughout the year.

Each database is connected to ensure that your daily actions and routines are all aligned with your overarching objectives.

How the Databases Work Together

The process flow is simple but powerful. Here’s how it all comes together:

1. Goals & Objectives

This is the starting point. Here, you define what you want to achieve over the year—whether personal, professional, or both. Each goal has attributes like deadlines, priorities, and a place for tracking your progress.

• Relational Property: Each goal is linked to individual tasks in the Tasks database, which brings us to the next step. This connection helps to break down big goals into smaller, achievable actions.

2. Tasks Database

Now that you’ve set your goals, the next step is to break them down into tasks. This database is where you plan daily or weekly tasks, assigning them to specific goals through a relational property.

• Example: Say your goal is to “Improve Physical Health.” You’d link specific tasks like “Go for a morning run” or “Prepare a healthy lunch” to this goal. This way, every time you complete a task, you’re making measurable progress toward your larger objective.

The relational link between tasks and goals means that every task you tick off also updates your progress in the Goals database, keeping you focused and motivated.

3. Habit Tracker

Habits are often the secret sauce in achieving goals, so I created a dedicated Habit Tracker. This database lets you track habits separately, even though they contribute to your goals indirectly.

• Example: If a goal is to “Read 12 Books This Year,” you might add a daily habit to “Read for 20 minutes.” While the habit doesn’t directly relate to the Tasks database, it reinforces your goals by building consistency.

The Habit Tracker is especially useful for tracking routines and lifestyle changes that may not have specific deadlines but are essential for achieving your long-term vision.

4. Learning Journey

Personal growth deserves its own space. This database is where you can track learning objectives that align with your goals, whether it’s mastering a skill or learning about a new topic that could benefit your career or personal life.

• Example: If your goal is to “Advance in Career,” you could add entries here for courses, books, or certifications. This creates a mini-curriculum that keeps your growth aligned with your broader goals.

How to Use the Template

This Yearly Planner is designed to be easy to navigate, and each database plays a distinct role in the overall system. Here’s how you can start using it:

1. Identify Your Goals in the Goals & Objectives Database – Start by outlining the main goals you want to focus on this year. Keep them SMART (Specific, Measurable, Achievable, Relevant, Time-bound).
2. Break Goals into Tasks – In the Tasks database, plan out weekly and daily tasks that support each goal. Using the relational property, link each task to its corresponding goal.
3. Develop Supporting Habits – Add any supporting habits in the Habit Tracker. Check these off daily or weekly to keep consistency and help solidify the routines needed to reach your objectives.
4. Track Learning Progress – Use the Learning Journey database for any personal or professional growth activities. Link learning objectives to your goals for added motivation.

This template is designed for ease and accountability. With the relational links, you can visually track how your day-to-day actions feed into your larger aspirations. No matter how big or small the goal, this setup ensures that each effort counts.