goal_setting_worksheet

Goal Setting Worksheet

Personal Vision

Take a moment to reflect on your long-term vision for your life. What do you want your life to look like in 3-5 years?

Career/Professional Development: _______________________________________________________ _______________________________________________________

Health and Wellbeing: _______________________________________________________ _______________________________________________________

Relationships: _______________________________________________________ _______________________________________________________

Personal Growth: _______________________________________________________ _______________________________________________________

Financial: _______________________________________________________ _______________________________________________________

Values Alignment

List your top 5 core values: 1. _______________________________________________________ 2. _______________________________________________________ 3. _______________________________________________________ 4. _______________________________________________________ 5. _______________________________________________________

Goal Hierarchy

Long-Term Goals (1-5 years)

For each life domain that matters to you, identify 1-2 meaningful long-term goals:

Domain 1: _______________________ Goal: _______________________________________________________ Why it matters: ______________________________________________ How I’ll know I’ve succeeded: __________________________________

Domain 2: _______________________ Goal: _______________________________________________________ Why it matters: ______________________________________________ How I’ll know I’ve succeeded: __________________________________

Domain 3: _______________________ Goal: _______________________________________________________ Why it matters: ______________________________________________ How I’ll know I’ve succeeded: __________________________________

Medium-Term Projects (3-12 months)

For each long-term goal, identify 1-2 medium-term projects that will move you toward that goal:

Project 1: Related long-term goal: _______________________________________ Specific outcome: ____________________________________________ Deadline: ___________________________________________________ Key milestones: - _________________________________________________________ - _________________________________________________________ - _________________________________________________________

Project 2: Related long-term goal: _______________________________________ Specific outcome: ____________________________________________ Deadline: ___________________________________________________ Key milestones: - _________________________________________________________ - _________________________________________________________ - _________________________________________________________

Short-Term Actions (This Week)

For each medium-term project, identify specific actions you can take this week:

Action 1: Related project: _____________________________________________ Specific task: _______________________________________________ When I’ll do it: ______________________________________________ Resources needed: ___________________________________________

Action 2: Related project: _____________________________________________ Specific task: _______________________________________________ When I’ll do it: ______________________________________________ Resources needed: ___________________________________________

Action 3: Related project: _____________________________________________ Specific task: _______________________________________________ When I’ll do it: ______________________________________________ Resources needed: ___________________________________________

SMART Goal Check

For each of your medium-term projects, ensure they meet the SMART criteria:

Project 1: - Specific: Is it clear exactly what I want to accomplish? □ Yes □ No - Measurable: How will I know when it’s achieved? □ Yes □ No - Achievable: Is it challenging but realistic? □ Yes □ No - Relevant: Does it align with my values and long-term vision? □ Yes □ No - Time-bound: Does it have a specific deadline? □ Yes □ No

Project 2: - Specific: Is it clear exactly what I want to accomplish? □ Yes □ No - Measurable: How will I know when it’s achieved? □ Yes □ No - Achievable: Is it challenging but realistic? □ Yes □ No - Relevant: Does it align with my values and long-term vision? □ Yes □ No - Time-bound: Does it have a specific deadline? □ Yes □ No

Potential Obstacles and Solutions

For each medium-term project, identify potential obstacles and solutions:

Project 1: Potential obstacle 1: __________________________________________ Solution: ____________________________________________________

Potential obstacle 2: __________________________________________ Solution: ____________________________________________________

Project 2: Potential obstacle 1: __________________________________________ Solution: ____________________________________________________

Potential obstacle 2: __________________________________________ Solution: ____________________________________________________

Accountability Plan

How will you hold yourself accountable for these goals?

Tracking method: _______________________________________________________

Review schedule: _______________________________________________________

Accountability partner (if applicable): _______________________________________________________

Rewards for milestone completion: _______________________________________________________

Reflection Questions

  • How do these goals make you feel when you think about them? _______________________________________________________ _______________________________________________________
  • What’s the deeper “why” behind these goals? _______________________________________________________ _______________________________________________________
  • How will achieving these goals change your life? _______________________________________________________ _______________________________________________________
  • What’s one small step you can take today to begin? _______________________________________________________ _______________________________________________________