3 Goal Setting Templates to Set and Achieve Your Goals

These 3 goal setting templates provide you with the tools to set, and more importantly, achieve your goals. 

Now LIFE goals sound really BIG and IMPORTANT...and can feel little overwhelming as well. However, with the right template you methodically break down the largest goals into smaller, more manageable bite-sized pieces.

These templates:

  1. take a staircase approach to goal setting,
  2. identify short-term actions and resources to support each goal,
  3. enable you to maximize your success by setting SMART goals.

Goal setting template #1: The staircase approach

When you put pen to paper and write goals down, you take your goals out of the abstract and make them concrete and real.

"The weakest pen is better than the strongest memory"

Des Moss

This template takes a staircase approach to your long-term goals.

At the 10 year level: The template asks you to identify your goals both personally, professionally, financially, and other over the next 10 years. What actions will support these goals.

At the 3 year level: Now that you have a vision of what you want to achieve in 10 years what do you need to do in 3 years to achieve this. It then asks you what actions support your goals?

In the next year: Now that you know what you want to achieve in 3 years, what do you need to do professionally, personally, or financially; to achieve this. What action steps do you need to take.

goal setting templates

People who have used these templates have said these templates keep their longer term perspective on the 'front-burner of their mind'. Because the long term goals are articulated into smaller, more bite-sized building blocks; that they feel more in control and more accountable for their goals. .

Download your goal setting template (PDF file).

Template #2: What actions support your goals

Now that you have the stepping stones to achieve your long-term goals lets take the first goal in the next year.

Download one form for each short-term goal that you want to achieve over the next year.

On this form identify the actions that support your short-term goal and the the target dates to complete each action.

Download your goal setting plan (PDF file).

goal setting templates

Template #3: Set SMART goals

It is important when you set long and short-term goals that you set SMART goals. But what are S.M.A.R.T. goals?

SMART goals are specific, measurable, action-based, realistic, and time bound. They are a proven method for maximizing your goal setting success.

Download your SMART goal setting sheet (PDF file).

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