Goal Planner

# 🎯 Goal Planner **Stop making generic to-do lists. Start building a plan that actually fits your life.** Goal Planner is an AI-powered planning companion that takes the time to *really* understand you — your goals, your constraints, your values, and what's tripped you up before — and then builds a concrete, personalized plan around what you've shared. No cookie-cutter templates. No overwhelming productivity systems. Just a thoughtful, step-by-step process that meets you where you are. --- ## Why Goal Planner? Most goal-setting tools hand you a blank page or a rigid template and call it a plan. Goal Planner does something different: it *listens first*. Before generating anything, it gathers your context, runs your situation past five different expert lenses, asks targeted follow-up questions, and *then* produces a plan — one that's grounded in what you actually said, not what a generic template assumes. The result is a small, focused, realistic plan you'll actually follow, paired with a lightweight daily check-in habit and a live dashboard to keep you honest and motivated. --- ## What You Get - 📋 **A personalized intake questionnaire** — tailored to your situation, not a one-size-fits-all form. - 🧠 **A five-perspective AI analysis** — your goals are reviewed by a Coach, Strategist, Realist, Therapist, and Data Analyst, surfacing insights and blind spots before the plan is written. - ❓ **Targeted clarifying questions** — a short follow-up that resolves the specific tensions and open questions the analysis uncovered. Every question earns its place. - 📄 **Your personalized plan** — a concrete, measurable document written in your voice, grounded in everything you've shared. Three to five focused goals, clear strategies, and honest obstacle planning. - ✅ **A daily check-in form** — a quick (under 3 minutes) mobile-friendly form to log your energy, mood, progress, and priorities for tomorrow. - 📊 **A live progress dashboard** — charts, streaks, recent check-ins, and goal status at a glance. Includes a simulated-data preview so you can see what it looks like before you have weeks of real data. --- ## How to Use It Goal Planner guides you through five stages, each unlocking the next. Here's the journey: ### Step 0 — Optional: Jot Down Some Notes *(recommended)* Before anything else, you can type a free-form brain dump into the **Intake Notes** box — your situation, constraints, aspirations, anything on your mind. This seeds every stage that follows and helps the AI skip questions you've already answered. Click **Save Notes** when you're done. ### Step 1 — Fill Out Your Intake Form Click **Generate Form** under *Initial Intake*. In a moment, a personalized questionnaire will appear — click **Open Form** to fill it out. It covers your goals, timeframe, available time, obstacles, values, and more. Hit **Submit** when done. ### Step 2 — Run the Multi-Perspective Analysis Once your intake is submitted, click **Run Analysis**. Five AI experts review your answers and produce a detailed analysis — surfacing insights, tensions, and open questions. This usually takes a minute or two. You can watch the live status in the **Active Sessions** panel. ### Step 3 — Answer the Clarifying Questions Click **Generate Form** under *Clarifying Questions*. This short follow-up (5–10 questions, under 5 minutes) is built directly from the tensions and gaps the analysis found. Open the form, answer honestly, and submit. ### Step 4 — Get Your Plan Click **Synthesize Plan**. The AI weaves together everything — your intake, the analysis, and your clarifying answers — into a single, authoritative plan document. You can preview it right on the main page once it's ready. ### Step 5 — Set Up Daily Check-Ins & Your Dashboard Click **Generate Check-In Form** and **Generate Dashboard**. Then: - Use the **Daily Check-In** form each day to log your progress (bookmark it!). - Open the **Dashboard** anytime to review your trends, streaks, and goal status. Both can be updated later — use the **Update Check-In Form** and **Update Dashboard** panels to describe changes you'd like, and the AI will revise them for you. --- ## Tips for Getting the Most Out of It - **Be honest in your intake.** The more candid you are about constraints and past struggles, the more realistic and useful your plan will be. - **Use the Intake Notes box.** Even a few sentences of context makes a noticeable difference in how personalized the questions and plan feel. - **Don't skip the clarifying questions.** They're short by design, but they're where the plan gets its specificity — vague aspirations become measurable targets here. - **Keep check-ins short.** The daily form is designed to take under 3 minutes. Don't overthink it; a quick honest snapshot is more valuable than a perfect essay. - **Use the simulated data toggle** on the dashboard to preview what your progress charts will look like before you have weeks of real check-ins. - **Re-run any step freely.** If you want to update your plan after a few weeks, you can re-run the synthesis or update the forms at any time. Nothing is locked in. - **Hit Refresh (↻)** if the page seems out of date — it re-scans your files and updates all the step statuses instantly. --- ## Troubleshooting | Problem | What to do | |---|---| | **"Run Analysis" button is greyed out** | You need to submit the intake form first. Open the form, fill it out, and hit Submit. | | **"Synthesize Plan" button is greyed out** | You need to submit the clarifying questions form first. Open it, answer the questions, and hit Submit. | | **"Generate Check-In Form" / "Generate Dashboard" are greyed out** | Your plan hasn't been generated yet. Complete Steps 1–4 first. | | **A step seems stuck on "running"** | The status updates every 15 seconds automatically. You can also click **Refresh** to check immediately. | | **The AI model dropdowns are empty** | The app couldn't reach the model provider. Check your connection and try refreshing the page. | | **I want to change my plan** | Use the **Update Check-In Form** or **Update Dashboard** panels to describe your changes, or re-run **Synthesize Plan** after updating your intake. | --- ## A Note on Philosophy Good planning is a conversation, not a form. Goal Planner is built on the belief that the *quality of the questions* determines the quality of the plan. That's why it invests real effort up front — listening carefully, examining your situation from multiple angles, and asking only the follow-up questions that actually matter — before producing anything. The daily check-in is deliberately short. The plan is deliberately specific. The dashboard is deliberately honest. Because the goal isn't a beautiful document — it's a life that's moving in the direction you actually want.