Ultimate Goal Setting Guide + Free Download
Filed Under: Career, Goals, How To, Personal Development, Productivity, Success
Can Someone Please Make Goal Setting Easy for Me?
Think goal setting is hard? Well it’s not. The actual goal setting part is easy and fun. It’s setting aside the time to do it that is difficult. We’d much rather sit on “input mode” in front of the TV or internet because that doesn’t require much thinking.
Well if you are yearning for something better in your life right now, do yourself a favor and use this simple guide and free Life Goals and Values Worksheet to discover your values, establish your goals, and craft your action plan to get there.
Unleash the Power of Goal Setting
Did you know that only 3% of people in the US set goals, and that they are among the wealthiest folks in the nation?! If you want to accomplish something, you can do it! But you must know where you want to go, have a plan to get there, and monitor your progress along the way.
I have created a very easy to use excel spreadsheet template to uncover your values, establish your goals, and craft your action plans for each goal. I will keep this as simple and streamlined as possible. Please download the template before starting.
Personal Values
If you want to set your goals very fast, you can skip this part and go to the “Life Goals” heading below. If you want a compass to guide your goal setting then, read this part.
Values are our inner guides that tell us how to live our lives. They help us make the most of our most valuable resource, time. They keep us from becoming caught up in distractions that steal our time away from what we really want. In short, they help us live our best life possible.
Discover Your Personal Values
Steps
- Go to the “List of Values” tab in the LifeGoals spreadsheet.
- Either print for offline viewing or read it online.
- Highlight the ones that resonate with how you want your life to be.
- You may add ones to this list or define them more specifically.
- Try to get this down to 10-20 values by merging similar ones or eliminating ones that are not as important.
- Write out your top 10-20 on yellow sticky notes for prioritizing.
- Prioritize these by continually comparing them two at a time until you have them in order.
- Type these into the tab “Your Values.”
- Place an (x) under each of the categories that those values apply too. See the examples you have questions on how it should look.
Here’s the fun stuff. What if I told you you can have just about anything you want? Well you can! The real “secret” of this life is that you can achieve anything to which you set your mind. Here’s the magic formula: you must pick your destination, plot your course, execute your plan consistently over time, and monitor your progress, adjusting as necessary. Most of us are doing a lot of this on the fly and that’s fine. However if you want big changes that are important to you, this process will keep you more focused and more likely to succeed.
Setting Your Life Goals
Steps
- Go to the “Life Goals Tracker” tab in the LifeGoals spreadsheet. (See example tab for how it might look)
- Fill in your goals in the different categories (career, relationships, financial, physical, etc.). Don’t feel like you have to fill them all in at once.
- Fill in the SMART criteria for each goal: Specific, Measurable, Achievable, Relevant, and Timebound. Each one is explained on the sheet. This can be done either online or printout the sheet.
- Go to the “Action Plan Template.”
- To fill out on paper, print out as many templates as the number of goals you have.
- To fill out online, create as many copies as the number of goals you have. (Go to “Edit”>“Copy or Move Sheet”>click on “create copy”>Click OK)
- Fill in the Category and Goal.
- Optional: Fill in the Values from “Your Values” tab that align with this goal. If none of your values align, this could be a red flag that either this goal is not right for you, or that you’re missing a value that is important to you.
- Fill out an “Action Plan Template” for each goal you have. Include all the steps. Be really specific and detailed. Include Due date if appropriate.
- Add action steps into your calendar.
- Check off Actions as they are completed.
Tracking Your Progress
This is really important. Just as a pilot needs to continually monitor his location and heading relative to his destination, so must we monitor our progress toward our goals. If you’ve put together a complete action plan then this is easy. There are several ways you can track progress:
- Your current calendar. A great one is Google Calendar. Online or offline, schedule your action steps and fill in habits achieved each day.
- Online tracker: JoesGoals.com is a great way to track those goals that involve a daily or recurring actions. Very easy to use.
- The “Progress Calendar” Tab in the LifeGoals worksheet. You can use this for success charts which I will cover in another post soon.
Some Success Tips
- When setting your goals, allow yourself to dream big.
- Don’t worry about past attempts. Today is a new day. The future is yours to shape!
- Everyday visualize yourself achieving your goal. Believe! You Can Do It!
- When tackling your goals and setting your action plan, take it slow. Apply the Rule of One, which says to start only one goal at a time for the most success. Don’t be in a rush. Slow and steady wins the race.
- Get a Goal Buddy or more than one to help spur each other on with your goals.
- Make sure that your goals are YOURS, not someone else’s idea of what your goals should be.
- Goal setting is the easy part. Doing the action steps and monitoring your progress is where the real work is.
- Be persistent and methodical. Slow and steady wins the race!
- There is no “Failure” just opportunities to learn and readjust your strategy. See “What’s Getting in Your Way.“
- You goals may morph over time. Adapt your goal list and action plan accordingly!
- If traditional goal setting is not for you then just use this loosely to whatever extent you can.
- Celebrate successes along the way even if they are small. Enjoy the journey. (Here are some keys to happiness.)
- Remember Action Creates Energy so get started now no matter how you feel and watch your enthusiasm grow!
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agentsully | Jun 12, 2007 | Reply
A couple more ideas.
1) On the Action Plan you can add a “Context” column if you want this to be integrated into “Getting Things Done.”
2) If anyone wants to take this Worksheet and modify it for printing onto a Pocket Mod that would be wayyyyy cool! If you do, please let me know and please just leave credit for my website on there. Thanks.
Stephen | Jun 12, 2007 | Reply
Great post, this looks like a very useful tool. You get a link!
agentsully | Jun 12, 2007 | Reply
Thanks Stephen!
Dee | Jun 12, 2007 | Reply
What a great post! I totally suck at setting goals and always tend to just go with the flow. I’m definitely gonna try to follow your tips

You’ve been stumbled by the way
Lyman Reed | Jun 13, 2007 | Reply
Great job, agentsully! I especially liked your afterthought idea of adding a context column to the action planner. Thanks for sharing this with people!
agentsully | Jun 13, 2007 | Reply
Dee - good luck with setting your goals. This really does make it easy.
Thanks Lyman. Yeah, I may update the worksheet and add that if I have time today.
Thanks for commenting!
Dick Ingersoll | Jun 16, 2007 | Reply
Well Done!!! This is an excellent free resource for goal setters. Thank You.
agentsully | Jun 24, 2007 | Reply
Thanks Dick, Glad you liked this resource.
Matthew Cornell | Jul 24, 2007 | Reply
Thanks for the spreadsheet. I looked for the values I found in ‘HOW DEMOCRATS AND PROGRESSIVES CAN WIN: SOLUTIONS FROM GEORGE LAKOFF’ (http://www.winwithlanguage.com/ - obviously not working), and found not all of them on your list… For reference they are:
Empathy Opportunity
Responsibility Prosperity
Strength Community
Protection Service
Fairness Cooperation
Fulfillment Trust
Freedom Honesty
Cheers!
agentsully | Jul 24, 2007 | Reply
@Matthew - thanks for those additions! How did I miss those!
When I get a chance I will add them to the excel document worksheet! thanks!
Chad Hudson | Aug 14, 2007 | Reply
Fantastic! Thank you very much. I am trying to develop a series of posts on “branding.” I, prayerfully, will be sending some people your way through recommendations to this post and your site.
I just wanted to drop in and say thanks, this was truly helpful to get me started!
agentsully | Aug 17, 2007 | Reply
@Chad - thanks! Good luck!
Tate | Aug 18, 2007 | Reply
hi nice post, i enjoyed it
agentsully | Aug 18, 2007 | Reply
Thanks Tate!
Goal Setting Dude | Sep 6, 2007 | Reply
Did not know that 3% of all goal setters are wealthy. Anyways its important to set milestones and set realistic goals.
Nicole | Nov 29, 2007 | Reply
I can’t dowlnload it ?
can someone help me?
Thanks very much,
Nicole
Nicole | Nov 29, 2007 | Reply
I’, having problems when i tried to download the “Goal planner spread sheet”
seb | Jan 22, 2008 | Reply
http://www.daily-actions.com is similar to joesgoals but looks better and allows to display more actions/goals.
SD | Feb 19, 2008 | Reply
I just stumbled across this post. Great goals setting tool, and free is always best. Thanks!
Nikko | Feb 20, 2008 | Reply
Great information.
One problem I’ve noticed in my own life is that I have no problem setting goals. The hard part is reaching those goals. Doing what you said you were going to do. Staying focused.
Here’s a great article on staying focused on the goals that you set for yourself:
http://mpruv.com/motivation/staying-focused-on-your-goal/
All in all, great post agentSully.
Stomach Exercises | Mar 10, 2008 | Reply
This is a great tool. Thank you for offering it for free.
Goal Setting Success | Mar 11, 2008 | Reply
Success is well written goals and all else is commentry.
Fantastic article about goals setting.
Quit Smoking Today | Apr 4, 2008 | Reply
Goal setting is POWERFUL. If you don’t have a goal in sight it is hard to reach it. It took me some months to understand it completely, but now I’ve reached many of my goals, including dropping bad habits.