Personal Goals Spreadsheet — A Yearly Planning Tool

I use this spreadsheet every single year. It is the tool I come back to when life gets loud, and I need to get quiet and clear about where I am going and what it is actually going to take to get there.

This is not a motivational template. It is a working document, the kind you open at the start of the year and return to every single month, every single week, because it holds you accountable to the goals you've set for yourself.

Here is exactly what you get:

• An explanatory tab that walks you through how to fill out your yearly goals using the S.M.A.R.T. framework, so even if you have never done intentional goal-setting before, you will know exactly what to do.
• A second explanatory tab that shows you how to use the monthly goals tabs. No guessing, no starting from scratch.
• One yearly goals tab covering seven areas of life: Spiritual, Financial, Career, Health, Family, and Social, each with priority level, target date, budgeted cost, actual cost, and notes.
• Twelve monthly tabs — one for each month — so your yearly goals break down into the small, actionable steps that actually move you forward.

The tab format is flexible and evergreen. Fill in your own year and reuse it as long as you need to.

If you have been writing your goals on sticky notes that get lost, or just in your head, this is the upgrade you have been putting off.

Designed for Google Sheets, accessible on any device, and fully customizable to your life. Instant download.