Goal Management

LifeOS's Periodic Notes naturally form a top-down goal management system: from annual direction to daily action, goals are broken down layer by layer and implemented level by level.

Goal Hierarchy

Annual Goals (Sense of direction)
  └── Quarterly Goals (Sense of purpose)
        └── Monthly Tasks (Sense of rhythm)
              └── Weekly Tasks (Execution)
                    └── Daily Actions (Recording)

The higher the level, the more abstract and long-term; the lower the level, the more specific and actionable. The key is that each level is broken down from the one above, ensuring daily actions serve long-term goals.

Yearly Notes: Setting Annual Goals

The yearly note is the starting point of the entire system. At the beginning (or end) of each year, set goals from two dimensions:

Key Focus Areas

The AreaListByTime code block in the yearly note template lists all areas. For each area, consider what you want to achieve this year:

## 要事维度

- 健康 -- 体重降到 70kg,建立运动习惯
- 职业 -- 晋升高级工程师,完成 2 个核心项目
- 财务 -- 储蓄率达到 30%,开始基金定投
- 学习 -- 读完 24 本书,学习 Rust 语言

Role Dimension

Set goals from the perspective of life roles to ensure balance across all aspects:

## 角色维度

### 职员

- 完成 2 个核心项目,获得晋升
- 带好 2 个新人

### 丈夫

- 每月至少一次约会
- 一起完成一次旅行

### 父亲

- 每周陪孩子阅读 3 次
- 参与所有学校活动

### 儿子

- 每月与父母通话 2 次
- 节假日回家探望

### 自己

- 坚持运动,每周 3 次
- 阅读 24 本书

The two dimensions cover all aspects of life from different angles and complement each other.

Quarterly Notes: Breaking Down Quarterly Goals

Each quarter, start from annual goals to formulate specific goals for the quarter.

Area Snapshots

The <% LifeOS.Area.snapshot() %> in the quarterly note template automatically lists a snapshot of current areas. You can review the status of each area and then set improvement goals for the quarter:

## 要事维度

- 健康 -- 本季目标:建立每周 3 次运动的习惯,体重降至 75kg
- 职业 -- 本季目标:完成用户通知系统项目,输出技术分享 2 篇

Role Dimension

Break out the parts from annual role goals that can be implemented this quarter:

### 职员

- [ ] 完成用户通知系统上线
- [ ] 输出技术分享 2 篇
- [ ] 完成新人 A 的培养计划

### 自己

- [ ] 读完 6 本书
- [ ] 运动 36 次(每周 3 次)

Monthly Notes: Breaking Down Monthly Tasks

Monthly notes start from quarterly goals and further refine them into actionable tasks for the month.

## 角色维度

### 职员

%% 作为职员,对于这个季度的目标,你如何拆解本月任务呢? %%

- [ ] 完成通知系统数据库设计 📅 2026-04-10
- [ ] 完成通知系统后端 API 📅 2026-04-20
- [ ] 输出一篇技术分享 📅 2026-04-30

### 自己

- [ ] 读完《深度工作》和《原子习惯》
- [ ] 运动 12 次

Tasks in monthly notes with deadlines will automatically appear in the calendar and task inbox.

Weekly Notes: Breaking Down Weekly Tasks

The weekly note is the level closest to execution. Select the portions to complete this week from monthly tasks:

## 要事维度

ProjectListByTime -- 查看本周各项目耗时

## 角色维度

### 职员

%% 作为职员,对于这个月的任务,你如何拆解本周任务呢? %%

- [ ] 设计 notifications 数据表
- [ ] 编写数据库迁移脚本
- [ ] 实现通知创建 API

### 自己

- [ ] 读《深度工作》前 5 章
- [ ] 运动 3 次(周二、周四、周六)

Daily Notes: Daily Actions

Daily notes don't require setting goals -- just execute and record. Open your daily note each day, pick tasks from the task inbox to work on today, and use the Pomodoro timer for focused execution.

The daily note is the "last mile" of the entire goal system -- all directions, goals, and tasks ultimately materialize as individual action entries each day.

Top-down and Bottom-up

Goal management isn't just one-way decomposition. During reviews, information flows from the bottom up:

  • Discovering certain tasks are repeatedly deferred during weekly review --> the monthly plan may be unreasonable
  • Discovering slow progress in a certain area during monthly review --> need to adjust quarterly goal priorities
  • Discovering annual goals are too aggressive during quarterly review --> adjust direction in a timely manner

This cycle of top-down planning and bottom-up feedback is the core of LifeOS goal management.