2027 Goal and Annual Planner

A 2027 goal planner spreadsheet for setting goals in each part of your life, breaking them into quarterly milestones and keeping up with daily habits all year.

What's included

• Goals tab for up to 20 goals by life area, each with a target, progress and a milestone for each quarter
• Status for each goal (On track, Behind or Done) based on how far through the year you are
• Habit tracker for all 12 months with daily boxes, monthly percentages and streaks
• Monthly review with a rating, what went well, what was hard and next month's focus
• 2027 calendar on one page with your key dates
• Reading list and project list
• Dashboard with progress by life area and habits by month
• A Start Here tab and a 2-page Quick Start Guide (PDF)

How it works

Write your goals and milestones in January, put an x in the habit tracker each day and fill in a short review at the end of each month. Percentages, streaks and the dashboard work themselves out. The sample shows someone halfway through 2027 so you can see it filled in; clear one date on Settings and it follows today's date.

Files and apps

• 2027 Goal and Annual Planner.xlsx
• Quick Start Guide.pdf
• Works in Excel 2016 or newer (Windows or Mac), Microsoft 365 and Google Sheets. No macros or add-ins. Formula cells are locked without a password so they don't get typed over; the cells you fill in are white.
• To use it in Google Sheets, upload the file to Google Drive, open it with Google Sheets and choose File > Save as Google Sheets. It works in the Google Sheets phone app too.

This is a digital download. Nothing is shipped. After you buy, the files are on your Etsy Purchases page (or in the Payhip download email).

License

Personal license: for use by one person. You can edit it and print it for your own use. Please don't resell, share, give away or upload the files, changed or not.

Questions or stuck on a formula? Email Bengopoyan1@gmail.com. More templates at payhip.com/KeelandCharter and etsy.com/shop/KeelAndCharter.

Designed and reviewed by Keel & Charter. AI tools helped build the spreadsheets, draft the text and lay out the preview images. Preview images show the actual files with sample data.