Ultimate Goal Setting Guide + Free Download

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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

1. Go to the “List of Values” tab in the LifeGoals spreadsheet.
2. Either print for offline viewing or read it online.
3. Highlight the ones that resonate with how you want your life to be.
4. You may add ones to this list or define them more specifically.
5. Try to get this down to 10-20 values by merging similar ones or eliminating ones that are not as important.
6. Write out your top 10-20 on yellow sticky notes for prioritizing.
7. Prioritize these by continually comparing them two at a time until you have them in order.
8. Type these into the tab “Your Values.”
9. Place an (x) under each of the categories that those values apply too. See the examples you have questions on how it should look.

Click to Download the Free Life Goals WorkSheet

Life Goals

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

1. Go to the “Life Goals Tracker” tab in the LifeGoals spreadsheet. (See example tab for how it might look)
2. 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.
3. 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.
4. Go to the “Action Plan Template.”
5. To fill out on paper, print out as many templates as the number of goals you have.
6. 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)
7. Fill in the Category and Goal.
8. 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.
9. 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.
10. Add action steps into your calendar.
11. 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:

1. Your current calendar. A great one is Google Calendar. Online or offline, schedule your action steps and fill in habits achieved each day.
2. Online tracker: JoesGoals.com is a great way to track those goals that involve a daily or recurring actions. Very easy to use.
3. 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

1. When setting your goals, allow yourself to dream big.
2. Don’t worry about past attempts. Today is a new day. The future is yours to shape!
3. Everyday visualize yourself achieving your goal. Believe! You Can Do It!
4. 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.
5. Get a Goal Buddy or more than one to help spur each other on with your goals.
6. Make sure that your goals are YOURS, not someone else’s idea of what your goals should be.
7. Goal setting is the easy part. Doing the action steps and monitoring your progress is where the real work is.
8. Be persistent and methodical. Slow and steady wins the race!
9. There is no “Failure” just opportunities to learn and readjust your strategy. See “What’s Getting in Your Way.“
10. You goals may morph over time. Adapt your goal list and action plan accordingly!
11. If traditional goal setting is not for you then just use this loosely to whatever extent you can.
12. Celebrate successes along the way even if they are small. Enjoy the journey. (Here are some keys to happiness.)
13. Remember Action Creates Energy so get started now no matter how you feel and watch your enthusiasm grow!

Additional Resources

Goals On Track – very cool online goal software. “an easy to use, web 2.0 style goal setting, goal tracking, task and time management software that helps you accomplish any goals in life.” It is a pay service, but it’s got a 100% money back guarantee. Hey, if it helps you reach your goals, especially financial ones, it will probably pay for itself many times over.

Quantum Cookbook – If you are interested in adding the power of intention to your goals, this course is awesome. Having a guide that helps you focus your mind on your goals on a daily basis is one of the most powerful things you can do to ensure that you follow through. And it has a 200% money back guarantee. (Basiscally if you don’t find value in the course for any reason they will refund you double what you paid!)

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