Goal Setting and Personal Planning Training Course

Duration 5 days 10 modules · 33 contact hours
Level Intermediate Certificate on completion
Who attends Team Leaders, Project Managers and others
Fee from USD 1,100 KSh 95,000 for Kenyan organisations
Where 52 cities + online See dates by city
Next start 16 Nov 2026 Course code SD-PE-040

Before you join: Participants should have at least one year of professional experience managing their own workload, deadlines and routine stakeholder requests.

Dates & prices

Two start dates a month in every city, and live online on weekdays or weekends. Fees are per participant; classroom fees include tuition, materials, lunch and refreshments, and the certificate.

Suggest a date or city

Showing the next six months. Later dates, other cities and private deliveries for your team are available on request.

Course overview

Professionals often carry too many commitments, respond to urgent requests before important work, and set goals that remain intentions rather than completed results. The cost is missed deadlines, fragmented attention, weak follow-through and uncertainty about what should be declined, delegated or rescheduled. Effective personal planning requires more than a list of ambitions: it requires clear outcomes, realistic capacity assumptions, visible next actions and disciplined review routines.

This five-day Goal Setting and Personal Planning Training Course teaches participants to turn professional and personal priorities into measurable goals, staged plans and workable weekly commitments. Participants use SMART criteria, the Eisenhower Matrix, future-back planning, work breakdown structures, implementation intentions, time audits and weekly reviews. They learn to assess competing demands, protect time for priority work, communicate boundaries, recover from disruption and adjust plans using evidence rather than optimism.

Instruction combines short tutor briefings with realistic cases, planning clinics, group analysis, decision simulations and individual application planning. Cases reflect common pressures in government, banking, NGO and corporate roles, including conflicting stakeholder demands, project deadlines, recurring meetings and changing priorities. Each participant builds a personal operating plan containing goal statements, milestones, calendar blocks, habit supports, review measures and a 30-day implementation schedule. Participants receive a certificate of completion.

The course is suited to professionals who already manage a varied workload and need a more reliable system for setting priorities, planning delivery and maintaining progress. It is particularly useful for managers, specialists, project staff and emerging leaders whose results depend on self-management as well as coordination with others.

What you will be able to do

  • Formulate measurable goals using SMART criteria, success evidence and deadline controls
  • Prioritise competing commitments using the Eisenhower Matrix, Pareto analysis and capacity limits
  • Translate long-term aims into annual outcomes, milestones, next actions and dependencies
  • Construct weekly plans using time audits, calendar blocking, buffers and task batching
  • Apply WOOP and implementation intentions to overcome predictable barriers to follow-through
  • Diagnose workload conflicts using decision criteria, opportunity cost and stop-doing lists
  • Conduct weekly and monthly reviews using PDCA, variance analysis and after-action reviews
  • Produce a 30-day personal operating plan with goals, measures, routines and accountability dates

Benefits of attending

For you

  • A practical method for converting ambitions into scheduled, measurable commitments
  • Reduced last-minute pressure through earlier milestone and dependency planning
  • Clearer decisions about what to accept, defer, delegate or decline
  • Protected focus time for high-value work and professional development
  • A repeatable weekly review routine for sustaining progress

For your organisation

  • More reliable delivery against individual and team commitments
  • Earlier identification of workload risks, dependencies and conflicting priorities
  • Better use of staff time through planned focus blocks and reduced reactive work
  • Clearer escalation and expectation-setting with internal and external stakeholders
  • Stronger accountability through visible milestones, measures and review cadences

Course modules

10 modules over 5 days

Participants can formulate goals that connect values, outcomes, measures and visible next actions.

  • Outcome-based goals distinguished from tasks, intentions and performance measures
  • Goal domains mapped across career, role, health and personal commitments
  • Values clarification used to test whether goals merit sustained effort
  • SMART criteria converted into observable, time-bound goal statements
  • Approach and avoidance goals assessed for motivation and behavioural consequences
  • Goal hierarchy links long-term aims, projects, milestones and next actions

Participants can rank commitments against importance, urgency, value and available capacity.

  • Urgency and importance classified using the Eisenhower Matrix
  • Roles and responsibilities translated into outcome-based weekly priorities
  • Pareto analysis identifies high-yield activities and low-value demand
  • Must, should, could priorities negotiated against capacity constraints
  • Opportunity cost assessed before accepting discretionary commitments or requests
  • Priority filters separate strategic work from reactive activity

Participants can define a credible future direction and translate it into annual outcomes.

  • Future-back planning converts a three-year vision into annual outcomes
  • Life and career roles reviewed for competing commitments
  • Wheel of Life ratings identify imbalance and neglected priorities
  • Personal mission statements connect values, contribution and desired reputation
  • Desired outcomes framed with measures, deadlines and success evidence
  • Assumptions challenged through premortem questions and alternative future scenarios

Participants can break major goals into sequenced work, milestones and accountable actions.

  • Work breakdown structures decompose outcomes into deliverables, tasks and dependencies
  • Milestones sequenced using backward planning from fixed completion dates
  • Critical path reasoning identifies tasks that determine completion timing
  • Implementation intentions specify cue, action, time and location
  • Next actions written as visible, physical steps under two minutes
  • Action registers assign owners, due dates, status and follow-up

Participants can build realistic weekly schedules that protect priority work and recovery time.

  • Time audit records actual use, energy patterns and interruption sources
  • Weekly planning reserves blocks for priorities, administration and recovery
  • Calendar blocking protects focused work against routine meeting requests
  • Task batching reduces setup time for repeated administrative work
  • Pomodoro intervals applied selectively to bounded concentration tasks
  • Buffers sized for uncertainty, handoffs and urgent stakeholder requests

Participants can design behavioural supports that make planned actions easier to sustain.

  • WOOP method links wishes, outcomes, obstacles and response plans
  • Habit loops analysed through cue, routine and reward
  • Behavioural friction reduced by redesigning prompts, environment and defaults
  • Two-minute rule converts resistance into an immediate starting action
  • Progress tracking combines leading measures, streaks and completion evidence
  • Accountability arrangements define check-ins, commitments and escalation triggers

Participants can make and explain priority decisions when demands exceed available capacity.

  • Decision criteria weighted before comparing competing demands and requests
  • RAPID roles clarify recommendation, input, decision and execution accountabilities
  • Cost-benefit analysis tests commitments against expected value and effort
  • Stop-doing lists release capacity from obsolete or low-return work
  • Decision logs record rationale, assumptions, deadlines and review points
  • Escalation boundaries distinguish delegated choices from manager-level decisions

Participants can communicate commitments, constraints and trade-offs clearly with stakeholders.

  • Stakeholder mapping identifies people affected by personal delivery commitments
  • Expectation agreements define scope, response times, quality and deadlines
  • DESC script structures assertive requests, refusals and boundary conversations
  • Negotiated trade-offs address conflicting priorities without hidden commitments
  • Status updates communicate progress, risks, decisions and required support
  • Meeting agendas protect preparation time and secure clear actions

Participants can review progress systematically and revise plans using performance evidence.

  • Weekly review reconciles commitments, calendar, task lists and waiting items
  • Plan-do-check-act cycle corrects priorities using performance evidence each week
  • Leading and lagging indicators distinguish effort from achieved outcomes
  • Variance analysis compares planned milestones with actual progress
  • After-action reviews capture causes, lessons and revised countermeasures
  • Monthly resets retire stale goals and rebalance available capacity

Participants can maintain an adaptable personal planning system through disruption and changing demands.

  • Risk registers identify threats, triggers, responses and contingency actions
  • Scenario planning prepares responses to workload shocks and changing priorities
  • Recovery routines protect sleep, breaks and sustainable work intensity
  • Attention management limits notifications, context switching and digital distraction
  • Personal operating plan integrates goals, calendar, habits and review cadence
  • Thirty-day commitments specify first actions, measures and accountability dates

Exercises and examples are adapted to each cohort's sectors and roles.

What you take back to work

  1. SMART goal-setting template
  2. Personal priority matrix
  3. Weekly time-blocking planner
  4. Goal-to-milestone action register
  5. Weekly review checklist
  6. 30-day personal operating plan

Who should attend

  • Team Leaders — need to meet delivery commitments while managing competing staff and stakeholder demands
  • Project Managers — need visible milestones, realistic capacity plans and reliable follow-through
  • Programme Officers — need to coordinate multiple deadlines, partners and reporting requirements
  • Functional Specialists — need to protect focused work from reactive requests and meeting overload
  • Emerging Managers — need a repeatable system for planning priorities and setting boundaries
  • Experienced Professionals — need to replace informal task lists with disciplined review routines

Skills and tools covered

Goal formulationPriority managementPersonal planningTime blockingHabit formationProgress review

Tools and standards

SMART criteria, Eisenhower Matrix, WOOP, Plan-Do-Check-Act

How the course runs

Training methodology

The course uses short briefings to introduce each planning method, followed by case work, group exercises, structured discussions and individual planning activities. Participants analyse realistic workload conflicts, plan time-bound deliverables, practise boundary conversations and test responses to disrupted schedules. Simulations focus on prioritisation, decision-making and stakeholder expectations. Throughout the programme, participants apply each method to their own goals and commitments, receiving tutor feedback as they assemble a practical personal operating plan and 30-day action schedule.

Requirements and prerequisites

Participants should have at least one year of professional experience managing their own workload, deadlines and routine stakeholder requests. They should be familiar with calendars, task lists and basic workplace planning, even if their current approach is informal. Participants should bring examples of real goals, commitments or workload challenges they want to address. No prior training in project management, coaching, productivity systems, finance or behavioural science is required. The course does not require specialist software; participants may use paper, a spreadsheet or their usual calendar and task-management tools.

A typical training day

08:30 – 10:30First session
10:30 – 10:45Refreshment break
10:45 – 12:30Second session
12:30 – 13:30Lunch and networking
13:30 – 15:00Third session
15:00 – 15:15Refreshment break
15:15 – 16:30Workshop and daily review

Live online deliveries follow the same structure in East Africa Time, with shorter screen blocks and longer breaks.

What the fee includes

  • Instruction by a practitioner facilitator
  • Full course workbook and materials
  • Exercise files, templates and case studies
  • Refreshments and lunch on classroom deliveries
  • Certificate of completion
  • Post-course application plan

Frequently asked questions

You should have experience managing a professional workload, deadlines and routine requests from colleagues or stakeholders. No prior training in productivity systems, project management or coaching is required.

Bring examples of current goals, projects, recurring commitments and planning difficulties. You may use your preferred paper planner, laptop, calendar or task-management system during personal planning activities.

The course suits professionals who manage several priorities and want a consistent method for planning, deciding and following through. It is relevant to managers, project staff, specialists, programme officers and emerging leaders.

Time management courses often focus mainly on diaries, interruptions and task lists, while project management courses focus on formal project controls. This course links personal goals, prioritisation, behavioural follow-through, stakeholder boundaries and review routines.

You will leave with a personal operating plan based on your own commitments, including measurable goals, milestones, calendar blocks and accountability dates. The 30-day schedule provides a structured starting point for applying the methods immediately.

Training runs from 08:30 to 16:30 each day, with about 6.5 contact hours daily. The programme is organised into ten modules taught in sequence, supported by planning activities, cases, discussion and application work.

Questions about this course?

Ask about dates, fees, group bookings or running it for your team. Our training team replies by email.