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Strategic Planner

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Goal Setting

Having clarity around goals keeps attention in alignment with actions. Knowing where you’re going allows for strategic organization of resources.
This goal-setting step is designed to help you clarify your goals by providing a structured approach to define what you want to achieve during this planning period.
Once you have clearly articulated your objectives, you'll be better equipped to create a detailed strategic plan for accomplishing your most important goals.

Goal Setting Step #1:

Fill out the following worksheet to clarify EACH goal that you hope to achieve in the upcoming planning period.
Goal Clarifying Worksheet 2
3
What are you trying to achieve?
*
This can be personal OR business, depending on your context. It could be revenue, # of social media followers, a new skill, etc.
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What would successful progress look and feel like?
*
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Why is it important for you to accomplish this?
*
Be specific and be vulnerable. Maybe you want to increase revenue because you want to finally feel financially secure; maybe you want to make more than your sister. Be honest.
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What have you tried already in achieving this goal that has created positive progress in achieving this goal?
*
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What did you try that did NOT work?
*
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What would you like to accomplish towards this goal by the end of this plan period?
*
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When would you like to have this goal completed?
Assign it a due date
What pain/ consequence would be experienced by NOT accomplishing this goal?
​
Responses won't be saved because this doc is in play modeSubmit
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recurring-appointment
Fill out the form once for as many goals as you’d like to commit to between now and the end of this planning period.
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Goal Setting Step #2:

Below is a list of all the goals you’ve set for this period. Fill out the form again until all your goals are listed:

Greater Goal
Period Goal
Submitter
Your Why
What's worked?
Didn't work:
Predicted Pain
Due Date
There are no rows in this table
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Goal Setting Step #3:

Now that all your goals are clarified head over to The Project Planner to start planning for HOW you’ll accomplish these goals by clicking the blue “Step Two: The Project Planner” link below:

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Step Two: Define The Plan
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