Annual Goal Setting Planner – 16-Tab Excel Workbook

Plan a year with more clarity. Set goals around your values, break them into smaller actions and review progress using one connected workbook.

AT A GLANCE

• Editable XLSX workbook with a Start Here tab and visual Dashboard.

• Practical planning and review tabs for the stated use.

• Quick-start PDF and personal-use licence included.

• Digital download; keep a clean backup before editing.

WHAT’S INCLUDED

• SheetSmithery_Annual_Goal_Setting_Planner.xlsx

• Quick_Start_Guide.pdf

• Read_Me.txt

• Personal_Use_Licence.pdf

FEATURES & WORKFLOW

• Define the starting point: Enter your own subjects, priorities or goals.

• Plan the work: Use Dashboard, Vision & Values, Annual Goals, Goal Breakdown, Quarterly Plan, Monthly Focus and the other workbook tabs.

• Review progress: Return to the Dashboard and review tabs as your plan changes.

HOW IT WORKS

1. Download and extract the customer ZIP.

2. Read the quick-start PDF and workbook Start Here tab.

3. Replace sample entries, then save and review a dated working copy.

COMPATIBILITY & IMPORTANT NOTES

Designed in Microsoft Excel as an XLSX workbook. The supplied instructions describe normal Google Sheets import; formatting, charts and dropdowns may vary. Do not overwrite calculated cells unless intentionally customising the file. No physical product is shipped.

LICENSING & DELIVERY

The included personal-use licence applies to the original purchaser. Do not resell, share or redistribute the files.

AI TRANSPARENCY: AI tools were used to assist in the drafting and research for this item, alongside human design and curation by SheetSmithery.