It’s always a good time to start planning your goals! And today, we are going to talk about how to plan your business goals with Trello.

If you don’t know what Trello is, you can read my blog post about how to use Trello. In this article, I explain everything you need to know to get started!

You can also watch my video on YouTube: HOW TO MAKE A CONTENT CALENDAR FOR SOCIAL MEDIA IN TRELLO // Trello tutorial for beginners.

So, now, let’s dive into how to plan your business goals with Trello.

how to plan your business goals with trello


Once you are in the tool, you need to create a new board.

Name your board: BUSINESS GOALS 📈

I love using emoji in my title. It makes it more enjoyable.

Next, choose a background that you love. I believe that when things are pretty, it’s easy to go back to look at it.

I always choose images like clean desks. It motivates me.


So, you’ve to think of your lists like your “TODO”.

I like to start with the big picture. For example, since we are in September and there are only 4 months left until the end of the year. I would start with the list: GOALS TO ACHIEVE IN THE NEXT 4 MONTHS.

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The next list would be WHERE AM I AT the end of August and the last one will be what are the goals to hit in September.

See the example down below.

how to plan your business goals with trello

This method helps you achieve your goals month by month. You can also see your progression from where you started to where you are now.

If you work hard to achieve your goals, seeing your growth will keep you motivated.


To be extra organized, I like to set up my goals by cards!

Let me explain.

I am a social media consultant and content creator. My goals are related to social media, taking care of clients, and create content.

So, I would set up my next 4 months of goals like this:

Card number one would be INSTAGRAM. How high I want my engagement rate to be at for the next 4 months? How many followers and leads I want to get?

Card number 2 would be Pinterest, etc.

Once I’ve set up my goals per card and category in my first list. I would keep on going that way on the next list.


Like so:

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Here is an example of my business goals board with Trello!

how to plan your business goals with trello

I hope you guys enjoy reading how to plan your business goals with Trello.

If you’ve any questions, leave a comment or DM me on Instagram.

Thank you,

Justine Lamer

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