Goal Setting Template

A Goal Setting Template is a "must have" to help you set your goals and create the action steps to achieve them.

The Personal and Business Goal Setting Template E-Book is filled with easy to use templates to help you clarify your goals in all areas of your life. To maintain a healthy work / life balance, it is imperative to consider a holistic approach to goal setting. The e-book is designed to help you plan life strategies for up to one to five years.

From Crappy to Happy is essential if you need assistance clarifying and prioritising your goals, but also need to learn what causes you to procrastinate or blocks you from bringing your goals to fruition. Many people know what they want to achieve but still don't achieve those goals.

From Crappy to Happy helps you to find the hidden saboteurs operating in your subconscious mind that prevents you from high level success.

For general information on goal setting, please read the following article.


To create a new vision, you have to ask yourself two questions: "What do I want to achieve?" and "How am I going to achieve it?

These two questions will help you focus on two major components of goal setting: Creating your goal and the action steps to achieve it.

Where is your vision at the moment? Is it focused on the now or the future?

  • If your vision is on the now, then the future will only be more of the same.

  • If your vision is on the future, and your goal, then your focus will be on achieving all that will get you to your goal.

  • Anything that does not meet with the vision will become a lower priority.

  • On a daily basis, the question concerning the work you are doing must come back to “Does this task lead me towards my goal, or away from it?”


Goal Setting is about creating a new vision for your future based on success, happiness and well-being and requires you to clearly articulate what it is you want to achieve.

  • Goal Setting requires you to set very clear goals.

  • As part of Goal Setting, you will need to create a set of action steps to achieve each goal.

  • You must stay focused on achieving that goal by being accountable to a mentor or supervisior.








Specific goals are clear and to the point. They provide enough detail and clarity so that everyone knows exactly what you plan to achieve. If your goal involves other people, having this clarity helps everyone move in the direction of the goal. Your specific goal needs to be written down to help ingrain it into your belief system.


Means that you have clearly set out steps to complete, and you can measure your progress by completing each step that leads to your goal. You will put a system in place to evaluate your progress. It may be as simple as ticking off each step along the way.


Means that your goal is something that you know you can achieve. Your goals should be set by you rather than by someone else. If you have any goals set by someone else, you must look at whether that goal is achievable for you, before you decide to take it on.

Realistic / Honest:

Only plan goals that you know you will follow through. Realistic means that your goal is something that you know you will achieve and it’s possible to reach. Honest means that you need to acknowledge whether you really want to achieve this goal. If the goal was set by someone else, do you really want to achieve it?

Time Framed:

Goals must have a starting point, end point and a fixed duration. Commitment to deadlines helps you to focus your effort on completion of the goal on or before the due date.

Goals without deadlines or schedules for completion tend to be overtaken by the day-to-day crises that invariably arise in the workforce.


Working towards your goal requires acknowledging what could pull you ‘off track’. Listed below are some examples of what can cause any of us to go ‘off track’.


When you have many things to do, there is a tendency to work with the easy tasks and leave the harder tasks ‘til later’. Unfortunately later may never come, or comes too late.

When you have smart goals, and a ‘to do’ list in place, just seeing the same item on your list day after day will provoke you to do the task , even if it is just to get the task off your list. It will also keep you aware of the task that needs attention, rather than avoiding it be not acknowledging it.

Employees often procrastinate with problem tasks because the emotions that they elicit are very often: frustration, annoyance, overwhelm.

Employees are often happier to work with more enjoyable tasks because they elicit the emotions that build self esteem: a sense of achievement, confidence.

In a work environment, there is a mixture of both types of tasks, and we need to keep focused on all tasks, not just the more enjoyable ones.

Goal Setting keeps you focused on your priorities and 'To Do' Lists help you to manage your daily tasks. If your 'To Do' lists contains items that do not relate to your priority goals consider delegating them to other employees (if you can). If you are in a management position, goal setting requires you to stay focused on the big picture. "Where are we heading?" and "How are we going to get there?" Otherwise you may spend your day 'fire fighting' and not move towards your company's goals.


Being busy is a fact of life. Smart goals and ‘to do’ lists were created out of a need to help employees find ways to become less stressed, more organised and productive.

Failing to plan and being busy keeps you focused on fire fighting. It leads to feelings of overwhelm, stress, headaches, etc. You may think “I haven’t got time, I’m too busy, I can’t get through all of this”.

Planning helps you to prioritise your goals, and become more organised with your time management and productivity. Thoughtful planning creates feelings of confidence and assertiveness. Even your thoughts will be more positive, eg: “Now I’m organized, I know I can get through these priority tasks today”.

In the same amount of time, planners achieve more because they are focused on where they are going, have systems in place and are less distracted by things that would take them off track. Their thoughts and feelings are focused on success and achievement.


Definition: A comfort zone is an environment or situation in which a person feels secure or at ease; also figuratively, an established lifestyle in which a person feels comfortable as long as there is no drastic change. Many employees become comfortable with certain tasks whilst avoiding anything that takes them out of their comfort zone.

Personal Development Tips: To move out of your comfort zone and do a task that you don’t want to do or you are putting off. Do the following.

  1. Write up the task on your ‘to do’ list. If it is a major goal, write up your SMART goal.
  2. Imagine yourself doing the task – This simple exercise actually provokes you to do the task in reality. Why: because if you are spending time imagining it, you may as well do it.


Hard to imagine, but some people have a fear of success e.g. “too much work could be generated; how can I cope with it?; more will be expected of me”.


If you have an expectation that you won’t achieve what you plan to do or if you have had failures in the past and judged yourself in a negative way, this may cause you to go ‘off track’.

When a goal doesn’t turn out the way we expect it to, it is often called a failure. At this point, instead of going off track, use what you have learnt through failure to find a new way to achieve your goal. After all, you have learnt what doesn’t work. Push on in a determined way to achieve your goal. Do not give up, if this is your dream or passion. Allow Confucius to encourage you with his words:

"Our greatest glory is not in never falling but in rising every time we fall." ~ Confucius


Travelling for work or going on annual leave can be a cause of going ‘off track’.

To reduce the impact of business travel / holidays on your work commitments:

Prior to Travel:

  • Write up a list of tasks you will need to complete when you come back to the office.

  • Delegate as many tasks as possible to other employees.

After Travel:

  • Review your list and complete relevant tasks.

  • Check with other staff that delegated tasks were completed.


The Goal Setting Template e-book gives you an opportunity to write out your goals with actions steps required to achieve them.

This e-book template will help you to focus on your goals with greater clarity and will help you build on your goal setting skills.

Your vision, your dreams, your goals are important to you, give yourself time to nurture these to promote happiness and well-being in your life.

Goal Setting Personal Development Tips: Take time out for yourself today to plan where you want to be tomorrow. Move in the direction of your goals by completing one step at a time.

30 day Email Mentoring Support

Would you like a mentor to help keep you on track as you pursue your goals? The Email Mentoring Program provides you with one-to-one email support for 30 days, and is designed to keep you focused and moving in the direction of your goals and desires. Focus, direction and clarity are the three keys to success, and having a mentor to bounce ideas off will keep you on target to achieve your goals.

During your thirty day investment, you and your mentor will discuss: how to set goals and action steps, how to stay motivated to achieve your goals and how you can break free from any limiting beliefs which hold you back from achieving your goals.

Once you have completed your payment, please send me an email outlining what you would like assistance with. (Please include your receipt number in the comments section of your email).

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Purchase: The Personal and Business Goals E-book

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