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Goal Planning Worksheet Template

The road to success starts with a plan. With this Goal Planning Worksheet Template, you can help your clients create a clear strategy for achieving their long-term goals. This template is designed to help your clients map out their goals and objectives in a practical and achievable manner.

It begins with a simple exercise that encourages clients to identify their core values and prioritize their goals. From there, clients will consider their current situation and develop a plan for reaching their desired outcomes. This template helps to break big goals down into achievable steps, making it easier for clients to stay on track and stay motivated.

Along the way, clients can track their progress and review their progress against the timeline. By helping your clients create a comprehensive plan and track their progress, you can help them stay focused and make the most of their resources. Use this Goal Planning Worksheet Template to assist your clients in setting and achieving their long-term goals.

Goal Planning Worksheet Template

  1. Identify up to 3 primary areas you want to focus on during our coaching relationship. The goals should be challenging (so you remain interested) and achievable (realistic). To help you, try answering the question "How specifically would you like you, or your life, to be different after coaching with me?" For each focus area write a simple heading and do your best to describe 'measurable' results - how you know you have succeeded or are on track.

  2. Goal 1 -

  3. I'll know I've succeeded when...

  4. Goal 2 -

  5. I'll know I've succeeded when...

  6. Goal 3 -

  7. I'll know I've succeeded when...

  8. Secondary goals can be included to give you additional value from coaching. You will work on these yourself during the coaching period. They are not required, but brainstorm any additional aims you may want support with, or would like to tackle as you grow. (In general these are smaller things, like cleaning out a closet, updating your resume, or complimenting your partner daily until it becomes habit.) Please be sure these secondary goals are distinct from your primary goals, only one sentence long, and contain that 'measurable' aspect within the goal.

  9. Secondary Goal #1

  10. Secondary Goal #2

  11. Secondary Goal #3

  12. Secondary Goal #4

  13. Secondary Goal #5

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