How to Complete Your Goal Setting Worksheet
Getting Started
Set aside 60-90 minutes in a quiet space. Fill out the date and choose a review period (typically 6 months to 1 year).
For Each Life Area
1. Current Status
Write 1-2 sentences describing where you are right now. Be honest about your starting point.
2. Setting Goals
- Short-term (3-6 months): Focus on achievable steps that move you forward
- Long-term (1-3 years): Think bigger picture and aspirational outcomes
- Make goals SMART: Specific, Measurable, Achievable, Relevant, Time-bound
- Example: Instead of “get fit,” write “exercise 3x per week for 30 minutes”
3. Action Steps
Break each goal into concrete actions you can take this month. Be specific about what, when, and how.
4. Success Metrics
Define how you’ll measure progress. Include both quantitative (numbers, deadlines) and qualitative (how you’ll feel) indicators.
Overall Reflection Section
Priority Ranking
Rank the six areas by current importance in your life. This helps you allocate time and energy effectively.
Obstacles & Support
- Obstacles: Identify potential challenges so you can plan around them
- Support: List people, resources, or tools that can help you succeed
Review Schedule
Set specific dates to check your progress. Monthly mini-reviews and quarterly major reviews work well.
Monthly Progress Tracker
Use this to record wins, setbacks, and adjustments. Note what’s working and what needs to change.
Pro Tips
- Start with 2-3 goals per area maximum to avoid overwhelm
- Write in present tense as if you’ve already achieved the goal
- Be specific about deadlines and numbers
- Focus on actions you control, not outcomes you can’t
- Review and adjust goals quarterly as life changes
Example Goal Format
Instead of: “Save money” Write: “Save $500 per month by reducing dining out to twice weekly and canceling unused subscriptions by March 1st”
Remember: This worksheet is a living document. Your goals should evolve as you grow and circumstances change.