FREE Printable Goal Planner worksheet

by on December 18, 2011 in Other Ways to Save

I hope you’ve enjoyed the first two printable tools I’ve created to help you on your journey to spend less and save more. If you haven’t gotten them yet, here they are:

Last week, in my Good Stuff post, I had a quote about goals. What a perfect set up for this week’s free printable tool!

This week I want to backtrack and provide a tool that should be used to help you figure out where you’re going, in case you aren’t really sure. Or, perhaps you know what you’re trying to accomplish, but you want to identify some specific things to focus on.

This tool is simple to use, and FREE for you to download!

Click here to download and print your FREE copy of my Goal Planner worksheet.

This simple document helps you look at a long term goal, and identify some short term goals and specific actionable items to help you achieve that goal.

Here’s how you can use this worksheet:

First, identify your long term goal. This could be anything. The sky’s the limit! You might want to save $1500.00 for an emergency fund. Or, maybe you want to buy a new car. Whatever it is, writing it down can help make it concrete for you. It gives you focus.

Once you know what the end goal is, spend time thinking about what you need to do to get there.  These are your short term goals. I’ve listed space for three short term goals, but feel free to add more if you think it will help you accomplish your long term objective.

When you develop these short term goals, you should also focus on the specific steps needed to accomplish them. This will be your action plan. By taking the time to write out the things you need to do, you will know exactly where to start. Again, I only listed three action plan steps, but feel free to add more as needed.

When you are working on setting your goals, attempt to suspend all judgement. Dream big. You might surprise yourself with what you are able to do once you see the path to success!

As you plan, you should set time frames for when you want to accomplish each smaller goal. You can set a time frame for each step, or for an overall short term goal. The point is to have a deadline so you can have something to shoot for, and a way to see whether you have met your goals or not.

On the worksheet, I have included a small box about setting “SMART” goals. Be sure to read that and attempt to do this.

It’s one thing to have a dream. It’s another thing to have a plan for accomplishing that dream. Setting goals should be a part of that plan!

I hope this tool can help you get there.


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