The speaker outlines a four-step process for planning and tracking goals using Notion. This process involves listing areas of focus, breaking down long-term goals into smaller, measurable sub-goals, tracking progress with metrics, and creating actionable tasks, including recurring ones. The speaker also provides bonus tips for maintaining consistency, such as adding visual covers to goal pages, routinely updating metrics, and making goals easily visible on frequently visited Notion dashboards. The video concludes by promoting a purchasable template of the system.
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