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Goal Setting Worksheets to Help Make Your New Year Successful

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Another year has come and gone and this is when many people begin making resolutions for the coming year. And like most resolutions, they will be broken before February comes along. Instead, I like creating doable goals that have a few benchmark steps so that I can monitor my success and growth as I reach my final goal. I have created goal setting worksheets that help me work towards achieving my goals and thought I’d share them with you.

Before Setting Goals

Before I begin setting goals, I like to look back on the goals that I had set the year before. I like seeing the goals I accomplished, the goals that I almost achieved, and the ones that fell flat.

Last year, I created 10 goals and only fully completed 3 of them; 1 was cancelled because of a death in the family; I made small dents in 4 of the goals; and I made no progress on 2 of the goals.

For the goals I almost achieved, I ask myself what can I do to get it done in the coming year. What stopped me from reaching this goal: was it money? time?

For the goals that I listed but did not work on, I ask myself whether it is a goal I really want to work on. Why didn’t I follow through? Should this goal make it onto my new year’s goal list?

How to Use the Goal Setting Worksheets

There are two worksheets. Make a copy of the first sheet. Then make copies of the second sheet front and back to save paper. That is one sheet for every two goals you listed. For the first page just brain dump all the goals you would like to work on for this coming year. Some examples can include losing a certain amount of weight, taking classes, reading a certain amount of books, get some home improvements done, and maybe do some traveling. I only listed spaces for 10 goals but feel free to list more on the back. Then, for each goal, fill out the second sheet. Check out my personal examples below.

Vacation Goal Setting
Our Family Vacay Goal Sheet

For our yearly family vacation. I listed reasons for this goal and a deadline. I also listed my steps for completing this goal. You may need to do some research for this part. In my case, I had to set a budget to see what was financially reasonable. I also listed ways I can save for this trip such as using discounts or member rewards. In the notes, I just listed the phone number and website address for this vacation spot.

Mortgage Goal Setting Sheet
This is my Paying Off Mortgage Worksheet

Monitor your Successes

After filling out all the worksheets, I recommend putting them somewhere where they will be visible. I keep mine on my wall organizer. On the first of every month I evaluate each goal for growth/success then fill out the goal achievement circles on the bottom of each sheet. Here is an example:

Monthy goal setting circles

If necessary, make changes to help you reach that ultimate goal. If you’ve completed a goal, then remove the goal worksheet and file it away. At the end of the year, gather up these worksheets and marvel at your successes and rethink your other goals for the coming new year.

So are you ready for 2017? Click here for your goal setting worksheets to get started on a successful year to come.

Happy New Year!!!!

Disclosure: Some of the links below are affiliate links that I have provided for your convenience. Click here to read my full disclosure policy.