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Organized Island » Planning Organization

Goal Setting Planner Template

Published: Dec 26, 2015 · Modified: Dec 5, 2022 by Raquel · This post may contain affiliate links · 9 Comments

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This free goal setting template is great for setting goals and using in different areas of your life. 

 

Goal-setting-sheet-printable-free

Thinking about what you would like to accomplish next year? I do not make resolutions, but I do set goals throughout the year. This goal setting template that I made on Excel last year has really helped me stay focused on what I want to achieve.

I love that it allows me to plan goals for the different areas of my life because I believe that I should always be looking for ways to be better and improve. I also waste less time because I can spend time on the things and actions that will move me forward. As you know, how we choose to spend time is the one thing we can control in our efforts to spend it wisely.

This Goal Setting Planner Template is what I use when making my goals for the year. I changed it a bit from the prior year, because I wanted to be able to list goals in different areas of my life. I set goals for my personal life, my finances, my health and even for travel.

I used an excel spreadsheet to make a format that worked for me.

 

First, I list the different areas that I want to improve and these help me in many ways. I find that by putting my goals in writing, it actually makes me more accountable. It also helps in decision-making, prioritizing and in calendar planning.

As I have mentioned before, it is important that goals are SMART:

S = Specific

M = Measurable

A = Attainable

R = Relevant

T = Time Related

You can find more about the  SMART system here.

Here is an example of how I set up my planning sheet. I will have different sections and below, I will set and organize my goals. For example, under Finance, I want to save $200 over by the middle of the year. I use the column on the right, when I have scheduled a routine or process that will help me meet each goal. The Due column is a self-imposed deadline for meeting my goal.

how-to-use-goal-setting-form

I keep a copy in my planner. The same sheet can be used for 5 year goals or even monthly goals. It really makes a difference in your life when you write them down and commit to what you want to achieve.

Free Printable Goal Setting Form  ==> goals (1).pdf

Goal setting made easy! Use this free printable for yearly, monthly or long term goals.

 

What is one goal you have set for yourself this year?

Signature

Get ready for the new year and grab this free goal planning template.

 

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About Raquel

Southern California mom who blogs about time-saving recipes, entertaining and party ideas.

Reader Interactions

Comments

  1. Gracielle

    January 12, 2015 at 1:32 pm

    Ah! I'm sucker for planners, lists, stationary, and spreadsheets. We use SMART goals at work, too.

    Reply
    • Raquel

      January 12, 2015 at 6:20 pm

      Me too Gracielle I just LOVE stationary!

      Reply
  2. Melanie

    January 13, 2015 at 9:14 am

    I so need this! I'm going to print this out when I get home!

    Reply
  3. Diane

    January 13, 2015 at 4:50 pm

    Thanks for taking the time to make this! May I suggest changing this - "Free Printable Goal Setting Form ==> goals (1).png" to "Free Printable Goal Setting Form ==> goals.pdf"? I almost didn't download it bc printing images instead of pdfs is a pain! Thx!

    Reply
    • Raquel

      January 13, 2015 at 8:29 pm

      Yes, I changed it and thank you so much for the suggestion Diane!

      Reply
  4. Tamara

    January 14, 2015 at 8:36 am

    I love the SMART system. It's.. well.. it's smart.

    I'm so great when I have templates and lists. Otherwise, it's just a jumble in my head.

    Reply
    • Raquel

      January 14, 2015 at 6:47 pm

      Yes me too Tamara. I write down many things on my planner sheets - really helps me stay focused.

      Reply
  5. Sonia Barton

    April 05, 2015 at 2:06 am

    Just what I was looking for - Thank you!

    Reply
    • Raquel

      April 06, 2015 at 5:57 am

      You are welcome Sonia! 🙂

      Reply

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Hi, I'm Raquel! I am a self-proclaimed foodie and have enjoyed cooking and baking since I was little. I loved baking cookies with my mother and grandma as a child, and later making dinners for my parents to foster my passion while in high school. I also had a passion for organizing and keeping things tidy.

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