Step 1: Write down areas in your life that you d like to work on in order of priority in the boxes below.
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1 Determine Your Goals Step 1: Write down areas in your life that you d like to work on in order of priority in the boxes below. (Suggested life areas are Health, Relationships, Finance, Fun, Contribution, and Spiritual) Life Area 1: Life Area 2: Life Area 3: Life Area 4: Life Area 5: Life Area 6: Step 2: Write out your ultimate DREAMS for each area and write the estimated timeline to achieve it. Life Area 1: Life Area 2: Life Area 3: Life Area 4: Life Area 5: Life Area 6:
2 The Big Picture Step 3: Group dreams together in terms of assigned timeline. (Suggested years: 1, 5, and 10 years) Timeline: Timeline: Timeline: Step 4: Create your vision board below for motivation. Sketch out your dreams, glue cut outs from magazines, and get creative!
3 S M A R T Goals Step 5: Evaluate each dream from each life area from steps 2 by answering the questions. Keep order of priority as you ve determined from step 1. (Reprint more pages if needed.) Dream: Why do you want to achieve this dream? (Strong Whys will serve as your ultimate motivator. If you can t think of strong enough reasons on why you should pursue your dream, rephrase, replace, or remove that dream.) What are the obstacles you might encounter? (Knowing possible obstacles can better prepare you in case it does happen.) What do you need to do or achieve to turn these dreams into reality? (These will be your GOALS. Your goals should be SMART - Specific, Measurable, Attainable, Relevant, Timely.) Dream: Why do you want to achieve this dream? (Strong Whys will serve as your ultimate motivator. If you can t think of strong enough reasons on why you should pursue your dream, rephrase, replace, or remove that dream.) What are the obstacles you might encounter? (Knowing possible obstacles can better prepare you in case it does happen.) What do you need to do or achieve to turn these dreams into reality? (These will be your GOALS. Your goals should be SMART - Specific, Measurable, Attainable, Relevant, Timely.) Dream: Why do you want to achieve this dream? (Strong Whys will serve as your ultimate motivator. If you can t think of strong enough reasons on why you should pursue your dream, rephrase, replace, or remove that dream.) What are the obstacles you might encounter? (Knowing possible obstacles can better prepare you in case it does happen.) What do you need to do or achieve to turn these dreams into reality? (These will be your GOALS. Your goals should be SMART - Specific, Measurable, Attainable, Relevant, Timely.)
4 Goal Setting Step 6: Transfer the goals you ve created from step 5 and categorize them per life area below. Life Area 1: Life Area 2: Life Area 3: Life Area 4: Life Area 5: Life Area 6:
5 Monthly Goals Step 7: Take the goals from step 6 and divide up on the monthly spread below. (If unsure on how much goals to put per month, just take a stab for now. You can always adjust along the journey.) Use this monthly goals worksheet as a checklist to track your progress throughout the year. Perform a quarterly check-in to make sure that you are staying focused on your goals. Feel free to move things around especially for unfinished goals. 1 st Quarter January February March Quarterly Check-in Do you need to lessen or add goals per month? Lessen Add Are these goals still realistic and/or attainable? Yes. No. Extend timeline needed to achieve goal, move unfinished goals to the next month, or totally scratch off from your list (only if you truly believe that you ve done everything you can) Overall, are you on track or behind in reaching your goals? On track Behind What else can you do to get closer to your goals?
6 2 nd Quarter: April May June Quarterly Check-in Do you need to lessen or add goals per month? Lessen Add Are these goals still realistic and/or attainable? Yes. No. Extend timeline needed to achieve goal, move unfinished goals to the next month, or totally scratch off from your list (only if you truly believe that you ve done everything you can) Overall, are you on track or behind in reaching your goals? On track Behind What else can you do to get closer to your goals?
7 3 rd Quarter July August September Quarterly Check-in Do you need to lessen or add goals per month? Lessen Add Are these goals still realistic and/or attainable? Yes. No. Extend timeline needed to achieve goal, move unfinished goals to the next month, or totally scratch off from your list (only if you truly believe that you ve done everything you can) Overall, are you on track or behind in reaching your goals? On track Behind What else can you do to get closer to your goals?
8 4 th Quarter October November December Quarterly Check-in Do you need to lessen or add goals per month? Lessen Add Are these goals still realistic and/or attainable? Yes. No. Extend timeline needed to achieve goal, move unfinished goals to the next month, or totally scratch off from your list (only if you truly believe that you ve done everything you can) Overall, are you on track or behind in reaching your goals? On track Behind What else can you do to get closer to your goals?
9 Weeklies and Dailies Step 8: Plan your week by writing down small ACTIONABLE STEPS you need to take that will direct you to achieve your monthly goals from step 7. Write out your life areas in order of priority on the 1 st column. Categorize your actionable steps according to life area as you plan them out throughout your week. Since your life areas are in order of priority, this chart will give you your top priorities that you must take care of during the day. Treat these as your non-negotiables, things that you need to complete on that day, things that will make you fulfilled and productive. Write out your appointments and commitments that day so you can plan out when you can work on your non-negotiables and other to-dos. While trying your best to stick to your commitments that you write out on this worksheet, feel free to be flexible, adjust things, and not be hard on yourself when things don t pan out as planned. Print out the weekly pages as much as you need.
10 Month: Week: Road to Your Dreams Life Area Monday Tuesday Wednesday. Health... Relationships... Finance... Fun... Contribution... Spiritual.. Commitments
11 Month: Week: Road to Your Dreams Life Area Thursday Friday Health Relationships Finance Fun Contribution Spiritual Commitments
12 Month: Week: Road to Your Dreams Life Area Thursday Friday Health Relationships Finance Fun Contribution Spiritual Commitments
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