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Goal Setting Worksheets

Give your clients a copy of our Goal Setting Worksheets to better track their progress and achieve their goals.

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By Patricia Buenaventura on Aug 2, 2025.

Fact Checked by Karina Jimenea.

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Goal Setting Worksheets Template

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Commonly asked questions

The five steps of goal setting are: 1.) Identify your goals, 2.) Break them down into actionable steps, 3.) Establish a timeline, 4.) Monitor your progress, and 5.) Adjust your plan as necessary to stay on track.

The 5 R's of goal setting are: 1.) Reflect on what you want to achieve, 2.) Refine your goals to make them clear and specific, 3.) Record your goals to keep them tangible, 4.) Review your progress regularly, and 5.) Reward yourself for milestones achieved to maintain motivation.

To set a SMART goal worksheet,clearly defineg each goal (specific). Next, determine how you will measure progress (measurable). Ensure the goals are realistic and attainable given your resources (achievable). Make sure the goals align with broader objectives and values (relevant). Finally, set a clear deadline for achieving each goal (time-bound).

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