11 Goal-Setting Worksheets & Templates to Help You Succeed

Goal-setting is a time-consuming, challenging process.

One thing that can make it all easy for you though is a goal-setting worksheet.

It serves as a guide, encouraging you to reflect on the goal you’ve set for yourself and to document all the essential steps to take including the timeline to follow.

Not sure which goal-setting worksheet template will suit you the best?

We’ve got 11 helpful goal-setting worksheets for you that we’ve curated from Visme’s template bank. We’ve also got tips on how to set and achieve goals effectively.

Let’s dig in.


Table of Contents


11 Goal-Setting Worksheets to Help You Plan

All goal-setting templates that we share below are fully customizable.

Not only can you change their size and color, but you can also add or remove sections to meet your requirements.

What’s more, you can make your worksheets interactive with Visme.

For instance, include a link or a popup for adding context. Or, add links to other goal-setting worksheets — such as to monthly goal-setting worksheets in your quarterly goals workbook.

With that, let’s walk you through 11 must-use goal-setting templates.


1. Goal Achievement Strategy Template

Goal Achievement Strategy Pyramid Chart Square

This worksheet helps to educate managers and department heads on how to set goals that are aligned with the business’s mission and vision.

By laying it all in a pyramid-inspired design, the worksheet makes it easy to communicate the steps to follow in order of their importance.

Besides educational purposes, you can also hand out this goal-setting worksheet to team heads to lay out their broad goals, strategies and action plans.

To this end, all you need to do is to make this worksheet interactive by adding popups for adding context to each slice in the pyramid worksheet.

Here’s how to do it:


2. Marketing Goals Infographic Template

Marketing Goals

This is a marketing department-specific goal-setting worksheet that offers a bird’s-eye view of the tactics your team will follow.

Start with customizing this template to replace the placeholder text with your goal-specific tactics. From there, update the worksheet every quarter to reflect the marketing tactics to pursue.

Not only does this infographic template help you educate your team but it also helps onboard and train new employees and interns.

Another idea is to go specific with this worksheet by sharing specific tactics such as social media campaigns.

Want to go deeper? Create different versions of this template to highlight Twitter marketing tactics, LinkedIn marketing tactics and so on. This way, you’ll have a collection of infographics explaining your marketing plan.

For consistency, you can also use this goals infographic template for creating sales collateral.


3. Project Charter Worksheet Template

Project Charter Worksheet

This is another must-use template for clearly breaking down projects based on their goals and objectives, possible constraints, budget and more.

Use this project charter template as a goal-setting worksheet to capture all essential project details after you’ve brainstormed and planned the nitty-gritty with your team.

The best part? Having a bundle of these project worksheet templates for projects in your pipeline assists you in easily getting each project’s overview including who is working on which project. This helps improve project planning and management tremendously.


4. Goal Completion Chart Template

Goal Completion Gauge Chart Square

This template is helpful for tracking how much of your project is complete.

Since it offers project status updates in a visually-engaging manner with a progress meter denoting work completed, the template makes tracking progress easy.

In addition to the progress tracker, the template also gives you space to include a brief update of the work remaining. If you prefer, you can completely remove that part in Visme.


5. Monthly Budget Planner Template

Budget Planner

Goal setting is never complete without budget planning. It’s why this simple, easy-to-use template is a must add to your toolkit.

The worksheet divides budgeting into three simple columns — expenses, amount and due date. Use it to log your expenses for accountability.

Plus, you can also use the template to coordinate with the budget approver(s).

To do that, log in the details and add another column with checkboxes to the worksheet. As soon as the head on your team approves the expense, they can check off the box to let you know.


6. Personal Goals Worksheet Template

Personal Goals Worksheet

This template is best for leaders invested in their team’s career growth.

In addition to offering your team members guidance, give them this goal-setting template to track their goals.

This way, you can make their side projects and goals actionable. In fact, get them to fill out each section (self-care, career, financial and more) and share it with you so you can encourage them to take the needed steps in the right direction.


7. Goal-Setting Worksheet Template

Goal Setting Worksheet

In addition to supporting your team’s personal goals, help them achieve their work goals.

This goal-setting template helps best with that. It aims to push a person to break down their overarching goals into practical action steps.

Most of all, the template also asks you to review the possible problems that you’ll encounter when trying to achieve your goal(s). By helping do all of this, the template assists in fully breaking down a goal and preparing you for the struggles to come too.


8. SMART Goals Worksheet Template

This is another worksheet for helping you and your team set goals.

These could be annual, quarterly or monthly goals. You can also use the template to set SMART goals for different projects on your plate.

To use this worksheet, start with completing the blanks — writing down what your main goal is and how it’ll contribute to business growth.

Then fill out each section noting down the exact steps you’ll take, how you’ll measure progress, what timeline you’ll follow and so on.


9. SMART Goals Mind Map Template

SMART Website Goals Mind Map

Although this goal-setting template is pretty much similar to the one above, it differs because it helps you set multiple SMART goals.

Use it to either set website goals or any other goals — whatever your preference. All you need to do is to customize the headline.

After that, go ahead and plan your goals.


10. Work Planning Schedule Template

Work Planner

Use this template to plan small projects. First, complete the “Project” box. Next, enter your start date and deadline. From there, fill out the remaining details such as project objectives.

But don’t just stop at adding preliminary details to this goal-setting template. Revisit it to mark each step you’ve added to this last section as complete when it’s done.

This way, you’ll stay accountable as well as have a record of what you completed and by when.


11. Weekly Planner Template

Weekly Work Planner

Last in this list of goal-setting worksheets, we’ve this weekly planner template.

By using it, you and your team can go into your workweek knowing full well what your priorities for the week are and what you’ll do each day.

Also, preplan meetings or add them to this sheet as you schedule them daily so you don’t miss them.

What’s more, having your weekly to-list ready with this template saves you time from planning what to do next every couple of hours daily.

In fact, once you have your monthly goals ready, use this template to outline what you’ll do each week so you’ve a tactical plan for achieving your goals.


What is Goal-Setting and How Can It Help You?

To recap briefly, goal-setting is the process of creating an action plan for a goal you want to achieve.

These could be anything from quarterly business goals to project goals and career growth goals.

Truth be told, having a mental goal — even a written list of goals to achieve — is never enough. To be able to achieve your goal though, you need an action plan to take the steps to get to your goal.

But why set goals in the first place?

The importance of goal-setting lies in the fact that it makes your goals achievable. Think of it as creating a roadmap that leads you to your destination — your goal.

In fact, without it, you’re likely going to procrastinate getting started with your goal. And when you do end up making space for it in your schedule, you’re likely going to waste a lot of time wondering where to start and how to start.

To top it off, it so happens that often you take steps to meet a goal but later realize that not all of those steps lead to accomplishing that goal.

This is another reason why goal-setting is crucial. In short, goal-setting helps you:

  • Create an actionable, step-by-step plan to achieve your goals
  • Evaluate each step so that you can review how it contributes to your goal
  • Save time in planning action steps and reviewing progress


How to Set SMART Goals and Achieve Them

Where goal-setting is critical, it’s important to understand that the best goal-setting is realistic.

Meaning: setting lofty goals brings you back to square one where you’ve not set any goals at all. Why? Because that kind of goal-setting is unrealistic, therefore, unachievable.

So if you’ve been setting goals but not seeing the results you expect, it’s likely that you aren’t creating SMART goals.

This goal-setting framework breaks down to:

  • Specific: Note down exactly what your goal is. Example: write and publish 200-word posts on LinkedIn daily.
  • Measurable: Understand how you’ll measure progress. Example: look at how much your engagement metrics grow on LinkedIn.
  • Attainable/Achievable: An account of how likely you are to achieve the goal. Listing out possible hurdles helps here.
  • Relevant: Point out exactly how this goal links to your high-level business objectives. Example: Writing daily on LinkedIn will help you build your personal brand.
  • Time-bound: Highlight a time frame. Example: write 500 words daily first thing in the morning for the first quarter.

As you set these SMART goals, keep the following tips in mind:

Goal-setting takes time.

Reviewing a goal, understanding how it relates to your business plan and/or long-term goals, and preparing for encountering struggles takes time.

The good news, however, is that putting in the time and work upfront saves you time down the line. This is what makes goal-setting worth it.

Always break goals down into small, daily steps.

The most effective way to achieve goals is to take them to the chopping board.

Start with breaking down one big goal into three small ones. From there, analyze the small goals to understand what you can do on a daily basis to achieve the small goal.

It’s only when you take small steps on a regular basis that you can achieve big goals.

Pursue no more than three big goals at a time.

A surefire way to lose at achieving goals is to set one too many goals for yourself at a time. Why? Because that dilutes your focus, making it challenging to work toward the set goals.

The best way to progress, therefore, is to focus on no more than three goals and to focus well on them.

Set up processes.

Ideally, dedicating a set time helps. However, you’ll need a defined process to maintain consistency in completing your daily action steps.

In our LinkedIn writing goal above, for example, you need a process for capturing ideas for what to write, when to write, and how you’ll edit and publish the content.

It’s also here that you identify any tools you need for supporting your processes.

Document everything.

Don’t just note down your goals when planning them. Instead, record your progress too.

The templates that we’ve shared above help with this. For example, the Work Planner Schedule Template (number 10), prompts you to record completion dates as well.

This is important as reviewing progress over the period will help you recall the work that went into achieving a goal. You can also use the information to fine-tune your goal-setting and achieving processes.


Ready to Use These Goal-Setting Templates?

With that, our list of goal-setting worksheets and tips comes to a wrap.

Remember, writing down and documenting your goals using Visme’s templates will set you up for success.

Start with writing down your top goals. Next, identify what makes them important to your long-term aims. And finally, take them to the chopping board so you’ve actionable steps ready.

But first, choose your favorite goal-setting template and use Visme to customize, download and use it right away. Start crushing your goals today!

Samandishe (samandishe.com)

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