Goal Worksheet
Place an X in the appropriate box in section 1 to indicate the category and time frame of the goal. Use a pencil to
write the goal in section 2, and then answer the questions in section 3. If you cannot answer "yes" for most of the yes/
no questions in section 3, you may want to rewrite the goal. Leave the goal # and priority # blank until you have
finished all the goal worksheets for this point in time and are ready to do the Worksheet for Prioritizing Goals. When
you evaluate the goal, answer the questions in section 4. Remember, this sheet is for one goal.
Section 1 Business goal Family goal Personal goal Goal # or short description
Long term _________________________
Intermediate
Short term Priority # of this goal ________
Section 2 Write your goal below:
Section 3 Answer these questions after writing the goal.
Today's Date ______/_______/_______ I can identify the following as obstacles for reaching the
goal:
I plan to review this goal oweekly omonthly
oquarterly oyearly oother______
oYes oNo Is this goal specific enough that I will
recognize it when I review it?
oYes oNo Is this goal challenging?
oYes oNo Is this goal realistic?
oYes oNo Does this goal fit in with my other goals
and my business, family, and personal
situation?
oYes oNo If this is a short or intermediate term goal,
does it tie into one of my long term
goals? Which one(s) __________
oYes oNo As it is written, will I easily be able to tell if I will evaluate whether I reached this goal on
the goal is reached? / / .
Section 4 Answer these questions when evaluating whether you met the goal.
Today's Date ______/_______/_______ If I didn't reach the goal, is it still relevant to me?
oYes oNo Did I reach the goal?
__________ If not, did I make progress toward it?
__________ If 100% represents reaching the goal,
how much progress have I made?
If I didn't reach the goal, can I identify any specific
reasons why?
If I didn't reach the goal, can I revise the goal to make
reaching it more likely?