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Goal setting worksheet

goal setting worksheet

Ready to level up your goal-setting strategy?

This Goal Setting Worksheet is perfect for you if you're a Life Coach, Business Coach, or Consultant. It's designed to help you clarify your objectives, create an actionable plan, and track progress effectively.

Whether you're just starting out or looking to refine your current strategies, this comprehensive tool has got you covered. Let's dive in.

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Questions to include on your Goal setting worksheet

1. Personal Information

This section helps to gather basic information about the coach or consultant.

  • What is your full name?
  • What is your email address?
  • What is your contact number?
  • What is your profession? (Life Coach, Business Coach, Consultant)

2. Goal Setting

This section is designed to understand their approach to goal setting, what they aim to achieve and how they plan to do it.

  • What are your primary goals for the next year?
  • How do you plan to accomplish these goals?
  • What are the key milestones you have set to achieve these goals?
  • How often do you review your goals? (Daily, Weekly, Monthly, Quarterly, Yearly)

The key milestones question can give insight into how they break down their goals into manageable portions. It also shows whether they have a structured approach or not.

3. Action Plan

In this section, you'll understand how they intend to act on their goals, and the resources they will need.

  • What are the key actions required to achieve your goals?
  • What resources do you need to achieve these goals?
  • Do you have a contingency plan if the initial plan does not work out?

The contingency plan question can help identify those who are well-prepared or adaptable in their approach to achieving their goals.

4. Follow Up

This section makes it possible to track their progress and offer assistance as needed.

  • Would you like to schedule a follow-up consultation? (Yes, No)
  • If yes, when would you like the follow-up consultation to be?
  • What method of communication would you prefer for follow-up? (Email, Phone Call, Video Call)

5. Additional Comments or Questions

Allows respondents to ask anything additional or provide any further details.

  • Do you have any additional comments or questions?

This question ensures nothing important is overlooked and provides an opportunity to gather more in-depth information about their goals or plans.

Other question ideas

When you are creating your Goal setting worksheet, here are some additional questions you may want to consider. These won't apply in every case, but should give you some ideas as you build out your form.
  • Who or what inspired you to set these goals?

    • This question can provide insight into the personal motivations or influences of the respondent, which can help in tailoring the coaching or consulting strategy.
  • How do you plan to measure your progress towards your goals?

    • This would give an indication of how quantifiable and realistic their goals are, and how analytically they approach their goal setting and measuring.
  • How do the goals you've set align with your long-term vision?

    • Understanding the respondent's long-term vision can provide a broader perspective on their current goals and whether those goals are in alignment with their vision.
  • What potential challenges do you foresee in achieving your goals?

    • This question can provide valuable insights into the respondent's self-awareness and ability to anticipate and prepare for potential obstacles.
  • Have you discussed these goals with anyone else? If so, who?

    • This can offer an idea of the respondent's support network, and whether they include others in their goal-setting process.
  • How do you intend to celebrate achieving your goals?

    • The answer can reveal their motivation level and how they value their achievements, which can be important for understanding their overall drive and commitment.
  • What habits or routines do you plan to implement to assist in achieving these goals?

    • This can give an idea of the respondent's discipline and their understanding of the importance of daily habits in achieving long-term goals.
  • How do your goals reflect your personal values and beliefs?

    • This question can help understand how much the respondent's goals are influenced by their personal beliefs and values, which can be crucial in understanding their motivations and commitment.
  • If you could seek guidance from any person, living or dead, who would it be and why?

    • This can provide valuable insight into the respondent's sources of inspiration and their aspirational figures.
  • What have been your key learnings from past successes or failures?

    • This can shed light on the respondent's ability to learn from past experiences and their resilience in the face of setbacks.

Things to consider

  1. Simplicity - Keep the form as straightforward as possible. Too many fields can overwhelm the user, which might result in them abandoning the form. Use clear, concise language in your questions.
  2. Mobile-Friendly Design - Ensure the form is responsive and user-friendly on mobile devices, as many users may access the form via their smartphones.
  3. Use of Appropriate Field Types - Use the right HTML5 field types for each question to make it easier for users. For instance, use 'date' for date inputs, 'email' for email addresses, etc.
  4. Validation - Implement validation rules to ensure that the user inputs data correctly. For example, the form should check that email addresses are in the correct format, and that all required fields are filled in.
  5. Progress Save Feature - If the form is long, consider implementing a 'save progress' feature. This allows users to save their work and return later without losing data.
  6. Privacy - Assure users that their data will be kept private and secure. Be clear about how you will use their data and stick to it.
  7. Feedback - After submission, provide a confirmation message to let users know their responses have been successfully received. Consider also providing a way for users to review and print their responses.

How to create your Goal setting worksheet

Now that you know what questions you should include, it's time to build your form!

The only problem is that traditional forms tools are inefficient.

People will forget to fill out your form. They'll get stuck halfway and not be able to finish it. Or they'll send you the wrong stuff. You end up wasting hours chasing people down over email. 

That's why you should give Content Snare a try. 

Content Snare is packed with advanced features that will have you hours:

  • Automatic reminders - Remind people to complete their form with fully customizable reminders.
  • Reject incorrect information - If a single question is filled out incorrectly, ask your client to re-do just that one item.
  • Autosaving - No progress gets lost. People can fill out forms in multiple sittings.
  • Comments and questions - If the person filling the form gets stuck, they can ask a question without having to email you.

Give it a go by signing up for your free 14-day trial

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