3-Step Goal Setting Worksheet

Leverage SMART goal setting to take your life to the next level with this free goal setting PDF.

This goal worksheet will help you...

  • Clear your mind to hyper-focus on one core action; setting a goal.
  • Properly asses what your next goal should be by benchmarking where you currently are in life (we use a metric-driven approach to make it super simple).
  • Get clear on what ultimate success looks like to make sure current goal helps you move closer to it (sometimes our current goal might not yet reach a 10 out of 10, maybe we need to get to an 8 first!).
  • Utilize SMART Goal Setting the right way to focus in on your goals vs. what is taught all over the internet. The methodology is specific and purposeful and most get it wrong!
  • Align your goal to be sure you not only are going to achieve it, but you will have a sense of fulfillment as well!
  • ... and much more!!

"This is the exact "worksheet" I've used to coach thousands of executives on getting crystal clear on their personal goals.

Download it and use it - it works!"

Rocco Savage - Co Founder, Goalsetting.org

Get INSTANT Access To Our Goal Setting Worksheet

How to Set a Goal

After you download the worksheet, follow the below steps to complete it. These steps will be available any time you need them. We also offer a Goal Setting Basics course with our Free Membership. You can post this worksheet to your wall, office desk, or bathroom mirror to keep your goals in front of you.

Step 1: Get Clear

Choose a life category (health, wealth, relationships) to focus on and rank where you currently are on a scale from one to ten. As Peter Drucker said, you can’t manage what you don’t measure. Giving your life a current score will provide a benchmark to improve on.

Next, describe what a ten would look like in the chosen life category. The outcome is to paint a clear picture of the gap between your current life and your ultimate vision for success.

Step 2: Get Focused

Your next step is to set a SMART goal that can be achieved within twelve months. If what you described as a ten out of ten is achievable within twelve months, follow the checklist below to convert your vision into a SMART goal.

SMART stands for:

  • Specific
  • Measurable
  • Acheivable
  • Relevant
  • Time-Stamped

If your ultimate vision needs more time, best practices are to choose two points ahead of your current score to set a SMART goal. For example: if your current score is a four, we recommend setting a goal for what a six would look like. With that said, setting a goal two points ahead is a generalization. If you’re an overachiever, don’t limit yourself to only two points!

For more information on setting goals, check out our SMART goal setting article.

Step 3: Get Aligned

Your final step is to decide where the goal ranks based on your level of achievement and fulfillment. You want to think of this step as aligning the logical (achievement) and emotional (fulfillment) sides of your brain to the goal.

While ranking achievement is more common practice, Merriam Webster defines fulfillment as follows:

  1. The achievement of something desired, promised, or predicted.
  2. Satisfaction or happiness as a result of fully developing one’s abilities or character.

Both definitions mention words related to feelings (desire, satisfaction, and happiness). When ranking fulfillment, total emotional congruency with your goal is what you are looking for.

“Success without fulfillment it the ultimate failure”

If either score is not higher than your current score, chances are the goal is not something you are logically and emotionally aligned with and you may want to think about re-wording your goal or setting a new one entirely. If each score is more than your current life category score, congratulations – you’re done!

It's time to Access Your Goal Setting Worksheet

(PLUS a Free 3-part Goal Setting Basics course to help you get moving faster)