Setting Goals Made Easy with Goal Setting Worksheet

Last week, I blogged a bit about mind mapping. This week, I'm back with a free goal setting worksheet! I began the year looking for a goal setting worksheet and couldn't quite find one that met my needs. So I designed one and perhaps it will meet your needs too.

Designed by Pearl Lui: Free Download Goal Setting Worksheet for Action Planning and Successful Habit Building with Disc-Bound Margins

Designed by Pearl Lui: Free Download Goal Setting Worksheet for Action Planning and Successful Habit Building with Disc-Bound Margins

I wanted something that was rather simple in design with flexibility and not a ton of lines which I often find limiting my writing and drawing space. Channeling the spirit of high school biology workbooks, the worksheet was designed with a dashboard view and limitless flexibility. I'm sharing a watermarked version of this for free PDF download below.

Designed by Pearl Lui: Free Download Goal Setting Worksheet for Action Planning and Successful Habit Building with Disc-Bound Margins

Designed by Pearl Lui: Free Download Goal Setting Worksheet for Action Planning and Successful Habit Building with Disc-Bound Margins

  1. Subject/Date. The top of the worksheet has a gray bar for titling with a subject, theme, or name. There's also room for a date so you can record when you filled out the sheet.
  2. Goal/Why/Success Measurement.There's a big box for writing or drawing a goal! Next to it are two sections for you to write why the goal is important to you and what success looks like.
  3. Action Steps Checklist/Due Dates. In the left of the main middle section is an area for listing 5-7 action steps needed to meet the goal, a gray circle for checking off when a task is complete, and a place to write the date of when the action should be taken.
  4. Routine Building and Recurring Tasks Schedule. In the right of the main middle section are rows of light grey and white alternating perfect for creating a table of recurring tasks in a weekly or daily view. By having a clear view of the routine you need to bake in the day or week, allows you to build habits in a set schedule. To use for weekly recurring tasks, just use each row as a day as shown in the image below. To use for daily recurring tasks, just use gray and white rows together as needed to create your own table. See below for a daily schedule with AM, PM, and Night identified in the left column.
  5. Notes and Brainstorm. The bottom left section can be used for notes or brainstorming. There are no lines so you can make lists or draw in this area.
  6. Result/Learnings/Next Up. The bottom right section is a tracking area. Write down the result of your goal and what you learn. There's also an area for you to write down a next focus area based on learnings.
Designed by Pearl Lui: Free Download Goal Setting Worksheet for Action Planning and Successful Habit Building with Flexible Routine & Habits Section

Designed by Pearl Lui: Free Download Goal Setting Worksheet for Action Planning and Successful Habit Building with Flexible Routine & Habits Section

It's been helpful for all of the goals I've set up for myself this year. Let me know if this works for you and let me know if you run into any issues with the download below.

If you're interested in a watermark-free version of this worksheet, you can find it here in my Etsy shop, Pearl's Pen Pals.

Download Free Goal Setting Worksheet for Action Planning and Successful Habit Building designed by Pearl Lui

Designed by Pearl Lui: Free Download Goal Setting Worksheet for Action Planning and Successful Habit Building. For watermark-free version, visit pearllui.etsy.com.

Designed by Pearl Lui: Free Download Goal Setting Worksheet for Action Planning and Successful Habit Building. For watermark-free version, visit pearllui.etsy.com.