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Free printable goal setting worksheet and instructions

  • 3
  • January 6, 2014

Here’s a free printable goal setting worksheet and all the info you need to start working on your goals for this year!

Free Printable Goal Setting Worksheet

Last November, I read a pre-release copy of the book ‘Say Goodbye to Survival Mode‘ by Crystal Paine (Money Saving Mom), and it inspired me in so many ways.  The first change I made was to sit down with my husband and map out some goals for 2014.

Then, I made a cute printable worksheet to organize our goals and share with all of you.  You can download a copy here: Free Printable Goal Setting Worksheet.

Here’s a combination of tips from Crystal’s new book and my experience as a psychologist and wellness coach to help you hone in on what you want and actually make it happen.

Free Printable Goal Setting Worksheet – Instructions

1. Make a list of priorities that will guide your goals

Start by listing the priorities in your life.  (My free printable goal setting worksheet includes room for six priorities, one per page. You can certainly choose fewer than that, but choose at least three to make sure you’re working toward being well-rounded.  I wouldn’t list many more than six though, because you don’t want to take on too much and set yourself up to fail.)  What you pick as your priorities is totally up to you.  In ‘Say Goodbye to Survival Mode‘ Crystal gives these categories of priorities as examples: Personal, spiritual and emotional, family, career/ministry, and friendships.  You could also include education, homemaking, separate marriage and motherhood, etc.  Here’s what I decided to include in my priority list this year (in no particular order): Family, finances, business, and personal well-being (mental and physical).

2. Write specific goals for each priority

Next to each priority, write specific goals that you want to accomplish over the coming year.  (My free printable goal setting worksheet has space for three goals next to each priority, but you can write more or less than that.)  As a wellness coach, I help my clients make goals that are SMART – specific, measurable, attainable, realistic, and time-bound.  If you’re new to SMART goals, this website provides a more detailed description.

3. Create action items to start working toward your goals

Consider the very first steps that you need to take to work toward your goals, things like researching, brainstorming, and contacting someone else to ask for more info or advice.  (My free printable goal setting worksheet has space for three action items next to each goal, but you can write more or less than that.)  Checking off action items on your worksheet will help you move toward accomplishing your goals.

When all was said and done, here’s an example of what one of my priority’s goals and action items looked like on my free printable goal setting worksheet…

Free Printable Goal Setting Worksheet - example

It really didn’t take that long to fill out, and I’m excited to see how being intentional about my goals will impact my life.  As time goes on, I’m planning to add more details to my goals and action items.

All that’s left to do is track my progress and update as needed.  It’s totally OK to change your goals as you go and learn what works for you.  That’s part of the process.

Thoughts or questions?  Leave a comment below!

 

6 Comments

  • Suzanne says:

    Thank you for sharing this. I love the simplicity. I’m printing mine out right now!

  • Sandy says:

    Having just returned from three weeks at a home we have renovated to use as a weekly vacation rental prior to moving there permanently in 18 months, I was overwhelmed with the business, personal and financial goals that seemed to bombard me the moment I walked off the airplane. In a search to find a form to use to break down my tasks and goals into manageable parts I found your simple and easy to use printable. I am able to have a large priority (e.g. “Sell Antiques and Collectibles b/4 Moving”), have goals (“Open Etsy Shop”, “Place Craigslist Ads”, “Schedule Garage Sales” and set a completion date in the same box because you provided plenty of space) and break into action items (“Take Photos”, “Research Shipping Costs”, “Designate Spot for Listings”, “Collect Packaging”) and still have a spot to make that very satisfying check mark when complete. I can now face my tasks with confidence–thank you!

  • Hi Kelly,
    Love this! I featured your post in a round-up of free printable goal sheets today. You can check it out at http://pinspiredhome.blogspot.com/2014/01/make-it-happen-10-free-printables-to.html.
    Thank you so much for the inspiration! :)
    ~Kim @ Pinspired Home
    Kim {Pinspired Home} recently posted…Make it Happen: 10+ Free Printables to Help You Meet Your Goals!My Profile

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