Goal Planner

Access a free Goal Planner Template and help your clients reach their goals. Use this tool to create a clear action plan and track progress.

By Ericka Pingol on May 15, 2024.

Fact Checked by Ericka Pingol.

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What is a Goal Planner Template?

Goal planning is instrumental in our lives, guiding us toward growth and success. It is a strategic process where one identifies aspirations, sets achievable objectives, and outlines a course of action to reach them. By setting clear and defined goals, individuals can focus their efforts, maintain motivation, and enhance their self-confidence as they witness progress.

Counselors, coaches, and other professionals can use a Goal Planner Template to help clients achieve personal or professional milestones. It is a customizable tool that provides structure and guidance in the goal-setting process, making it easier for clients to stay on track and achieve their desired outcomes.

With a Goal Planner Template, individuals can effectively define their goals, outline the necessary steps, and track progress. Teams, organizations, and businesses can also benefit from using a Goal Planner Template to align their objectives and strategize for success.

Printable Goal Planner Template

Download this Goal Planner Template to help clients set achievable objectives and outline a course of action to reach them.

How does it work?

Carepatron's printable Goal Planner Template makes it easy for your clients to set, track, and achieve their goals. The template is divided into sections that guide clients through the goal-setting process step-by-step. Here's how to use the template:

Step 1: Download the template

Get a free copy of the Goal Planner Template using this page's link or the Carepatron app. You can also access it from our counseling software's resources library.

Step 2: Explain how it works

Discuss the goal-setting process with your clients and how the template can help them achieve their objectives. Encourage them to personalize the template according to their needs and preferences.

Step 3: Client completes the planner

Give your client at least a week to complete the template. This will ensure that they take their time to reflect and set achievable goals.

Step 4: Review and discuss

Schedule a follow-up session with your client to review their completed Goal Planner Template. This is an opportunity to discuss each goal in detail, set realistic timelines, and address potential challenges or barriers.

Step 5: Track progress

Encourage your clients to update their Goal Planner Template and track their progress regularly. This will help them stay motivated and focused on achieving their objectives.

Step 6: Celebrate success

When your client achieves a goal, celebrate it with them! This will boost their confidence and reinforce the importance of goal-setting and planning for success.

Goal Planner template example (sample)

The team at Carepatron has written a sample Goal Planner Template PDF to give you an idea of how to use the template and what it should look like when completed. This sample is for educational purposes only and should not be used as a substitute for professional counseling or therapy. Feel free to view the sample here or download a PDF copy.

Download this Goal Planner example:

Goal Planner template example (sample)

When would you use this template?

You can use the Goal Planner Template with clients looking to set and achieve specific goals in their personal or professional lives. Alternatively, you can utilize the template to:

Facilitate group coaching and workshops

If you are a coach, therapist, or workshop facilitator, you can use this template to guide your clients in setting and achieving their goals. You can also incorporate the template into group coaching sessions or workshops to help participants set individual targets and work towards them together.

Encourage self-reflection and personal growth

People are constantly evolving and striving to become the best versions of themselves. The Goal Planner Template can help promote self-reflection and personal growth. By setting and tracking goals, clients can better understand their strengths, weaknesses, and areas for improvement.

Promote accountability

It's easy to make promises to oneself but only sometimes easy to follow through on them. Using the Goal Planner Template, your clients can hold themselves accountable for their progress toward achieving their goals. As a coach or

Improve time management skills

Effective goal-setting is about setting the right goals and managing time effectively to achieve them. Carepatron's Goal Planner Template can help clients create a realistic timeline for their purposes and break them down into manageable tasks. This can improve their time management abilities and increase the likelihood of successfully reaching their targets.

Benefits of free Goal Planner template

Carepatron's printable Goal Planner Template offers your practice and clients many benefits. Here are some of them:

Fully digital

Our interactive Goal Planner Template is entirely digital, making it easy to access and use from anywhere. Your clients can update their goals and progress on the go without the need to print or carry around a physical planner.


You can customize the Goal Planner Template with your logo and branding to promote your practice and create a professional image for your clients. Add extra sections or questions tailored to your coaching style and client needs.

Streamlined process

Our clinical documentation software's free template allows you to streamline the goal-setting process for your clients. With all the necessary sections and prompts in one place, your clients can quickly identify their goals, create action plans, and track their progress.

Increased client engagement

Using our Goal Planner Template as part of your coaching sessions, you can increase client engagement and involvement in their goal-setting process. This promotes a sense of ownership and responsibility for their progress, leading to better outcomes.

When are Goal Planner Templates used?
When are Goal Planner Templates used?

Commonly asked questions

When are Goal Planner Templates used?

Counselors, coaches, therapists, and other professionals can use Goal Planner Templates with their clients to set actionable goals and track progress toward achieving them. This tool benefits individuals seeking personal development or growth in specific areas.

What are the benefits of using a Goal Planner Template?

Using a Goal Planner Template can help individuals clearly define their goals and create a plan to work toward them. It also allows for easy tracking and monitoring of progress, providing motivation and accountability.

Can I customize the Goal Planner Template?

Absolutely! You can modify Carepatron's Goal Planner Template to fit your practice's branding needs. Add or remove sections, prompts, and exercises to tailor the template to your client's goals.

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