Free Personal & Business Goal Setting Worksheet
Hey there it’s Mercedes, I’m here with a new download for you. The Personal & Business Goal Setting Worksheet. It’s a new year and with the new year comes a fresh start! This printable is a little different (as in not a graphic) but only because I’ve been trying to get my life and business organized in the past couple of months so I’ve been designing planner pages and I thought I’d share these with you! I’m going to release them over the next couple of weeks so that it will be a series.
Why release them in a series? I thought about this a lot. It serves our need for immediate satisfaction to have everything right away, that’s true for me at least. The reason I’m waiting is that having everything in front of you can also be overwhelming. Rather than overwhelm you with a bunch of stuff you need to print out I thought I’d help you focus on one thing at a time.
On another note, I know at the beginning of the year everyone gets this anxious feeling about making changes and starting over. A new calendar, a new life. That’s not how planning has to work though. You can start this at any time. You don’t have to wait until the clock strikes midnight on New Year’s Day to start. The time is now, and it always will be.
This series will include:
• The goals worksheet, for the big picture stuff
• The Weekly Big list, for planning your week
• The year at a glance, for planning big projects and launches, content or birthdays and school events
• Month at a glance blank, for well, seeing your month at a glance
I hope that you will start with goals for the year, plan big projects and launches then drill down to goals for the quarter and the month. Once you have done all of this, you can settle in and start planning week by week. Planning should not have to be a stressful experience, and it doesn’t have a deadline.
The Personal & Business Goal Setting Worksheet
I will release a complete set of planner pages over the next couple of weeks beginning with the personal and business goal setting worksheet because any plan needs a focus. Don’t worry. This plan uses a simple sheet with no life-altering contemplation involved. With that said, it does require some thought, most of which you already know anyway but there is something to writing down your goals that makes it tangible.
Why You Should Try It
If you like to have something physical to work with when planning this is perfect for you. Plus, the color scheme I chose is very light so that you’re not spending big money on ink to get your planning done! Okay, I like glitter, but I’m also very practical, so now that that’s out of the way let’s talk about the mental stuff.
Having something in writing can create clarity and reveal what matters to you moving forward. I sometimes find myself jumping from one hot mess to the next when I don’t have written goals. It’s easy to know your goals and keep them in the back of your mind, but those goals change daily with whatever the next fire is for the day. That’s why having a written set of goals can keep you grounded.
How It Works
The personal and business goal setting worksheet breaks down your goals into six categories. Because there’s more to you than just your business, these classes are well rounded to represent different parts of your life.
I’ve also included an unlabeled copy of the goals worksheet so that you can go deeper in one area of your life if you want. For example, you can use an unlabeled sheet to section off the areas of your business.
For me it would look something like this:
• Products (new, improvements)
• Promotion (ads, sales, email)
• Engagement (website, social, email)
• Finance/budget (sales, revenue, spending)
• Administration (organizing, process, workflow)
• Network (new, nurture, collaboration)
For you, it can include any of these or something entirely different. I hope you get a lot of value from writing down your goals. Don’t forget to download part two, The Goal Setting Form and part three of this series The Weekly Big List.
Give yourself enough time to download everything that’s swimming around in your head and have it grounded in front of you before you move on to breaking down goals and scheduling.