PPF Goal Tracker
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Welcome to your PPF Goal Tracker!
A simple system for setting and achieving your Personal, Professional, and Financial goals across multiple time horizons.
How This Template Works
The PPF Framework (by Natalie Dawson) organizes your goals into three life categories:
| Category | What it covers |
|---|---|
| 🧘 Personal | Health, relationships, hobbies, lifestyle, personal growth |
| 💼 Professional | Career, skills, impact, leadership, learning |
| 💰 Financial | Income, savings, investments, net worth, financial freedom |
Goals are then layered across time horizons:
- 1-Year — What you'll achieve this year
- 3-Year — Medium-term milestones
- 5-Year — Your North Star vision
⚡ Quick Start (5 minutes)
- Step 1: Review the sample goals below to understand the structure
- Step 2: Delete or modify the demo data to make it yours
- Step 3: Start with your 5-Year vision — where do you want to be?
- Step 4: Work backwards to set 3-Year and 1-Year goals
- Step 5: Break 1-Year goals into projects with due dates
🚀 Active Projects
Projects are the how behind your goals. Each goal should have at least one active project.
📅 Review Rhythm
Consistency beats intensity. Use this cadence:
| Frequency | What to do |
|---|---|
| Weekly | Review active projects, update task progress |
| Monthly | Check 1-Year goal progress, adjust priorities |
| Quarterly | Assess all goals, celebrate wins, course-correct |
| Annually | Full PPF reset, update 5-Year vision |
Weekly Review Template
Week of [Date]
🏆 Wins this week:
🚧 Blockers:
🎯 Focus for next week:
Quarterly Review Template
Q[X] [Year] Review
Personal Goals Progress:
Professional Goals Progress:
Financial Goals Progress:
Key Learnings:
Adjustments for Next Quarter:
💡 Tips for Success
Do: Start with your 5-Year vision, then reverse-engineer backwards. Be specific and measurable.
Don't: Set too many goals. 2-3 per category per horizon is plenty. Focus beats volume.
Remember: Goals should stretch you but remain achievable. If a goal feels impossible, break it into smaller milestones.
📚 Resources
- Natalie Dawson on Goal Setting (PPF Framework origin)
- SMART Goals Guide
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