Goal Setting Worksheets

Helping your client set and achieve their goals? Our goal setting worksheet is designed to help you get started. It’s a great way to keep track of your client’s progress and provide them with the motivation they need to keep on course.

By Telita Montales on May 15, 2024.

Fact Checked by RJ Gumban.

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What Is A Goal Setting Worksheet?

A is designed to help your client create and plan out their goals systematically and organizationally. Goal setting worksheets typically include sections for writing down short-term, medium-term, and long-term goals and any steps needed to reach them. They can provide structure and accountability when it comes to achieving the things that are important to your client.

The goal setting process spurs motivation by increasing a person’s level of commitment toward reaching the goals they set. Goal setting worksheets also allow you to measure progress so that when setbacks occur, there is something tangible to refer back to see how far your client has come.

Printable Goal Setting Worksheets

Download this Goal Setting Worksheet and and help your clients establish achievable and realistic goals.

How To Use This Goal Setting Worksheet

This goal setting worksheet is designed to guide your client through the goal setting process. Follow these steps to get started:

Step One: Download the worksheet

Get started by downloading the free goal setting worksheet. You can do this for free using the link on this page, or you can download it within your Carepatron app.

Step Two: Provide your client with a copy

Provide your client with their own copy of the worksheet. Your client can quickly complete the worksheet independently, and you can review each section to ensure they fully understand what is expected for the worksheet.

Step Three: Let your client complete the worksheet

This worksheet is designed to help clients set achievable goals for aspects of their life including finances, health, relationships, and learning. The sheet contains sections specific to short-term, medium-term, and long-term objectives. Your client can also list any other areas they wish to focus on setting goals.

Here’s how they can complete it:

  • Start by writing down short-term goals. These are the goals that you want to accomplish in the next few weeks or months.
  • Next, write down medium-term goals. These are usually more long-term than your short-term goals and can take anywhere from a few months to a year or longer to achieve.
  • Lastly, list out long-term goals. These big dreams require more planning and commitment, as they may take several years or even an entire lifetime to realize.

Step Four: Discuss your client's responses

Ask questions about why they chose specific goals, and if any steps are needed to get there. Encourage them to think of ways to hold themselves accountable and break larger goals into smaller, achievable tasks. You can also remind them of their progress and celebrate even small successes.

Step Five Secure the worksheet

After your client completes the goal setting worksheet, make sure to store it securely. This document contains confidential information and should be kept in a safe place.

Goal Setting Worksheets Example (Sample)

We've made a goal setting example using a fictitious client's perspective, allowing you to better understand how can be used as a practical guide. You can view the sample here or download it as a PDF to gain more insights.

Download this Goal Setting Worksheets Example (Sample) here:

Goal Setting Worksheet Example (Sample)

Who Can Use these Printable Goal Setting Worksheets (PDF)?

Mental health professionals can use our goal setting worksheet to help their clients set realistic and systematic goals. Some of the practitioners who can also use this worksheet include:

  • Psychologists
  • Counselors
  • Social workers
  • Life coaches
  • Career advisors

Why Is This Worksheet Useful For Life Coaches?

The goal setting process encourages motivation and commitment to goal achievement. Here are reasons why this worksheet is helpful for life coaches:

Guide clients with their goals. 

Goal setting worksheets can help you guide clients through the goal setting process, provide accountability, measure progress, and celebrate successes.

Provide structure and clarity. 

A goal setting worksheet helps provide better structure and clarity for your client. By breaking down significant, abstract goals into smaller chunks, your client can become much more aware of what needs to be accomplished to reach the desired outcome.

Better progress tracking.

Goal setting worksheets can give you another way to assess your client’s overall progress in a tangible manner instead of relying solely on verbal feedback or observations made during sessions together.

Offer easy access. 

By having the worksheets stored digitally, they are always accessible no matter where you or your client are located. This makes it easy to review progress and make any necessary edits quickly and efficiently.

Life Coach Software Feedback

Why Use Carepatron For Goal-Setting Software?

Carepatron's psychology software helps you and your clients track their progress and stay on top of their goals. With Carepatron, you can:

  • Create custom templates for each client. Carepatron allows you to customize templates for your clients, including goal setting worksheets, to ensure each one of them has a unique care plan tailored to their needs.
  • Organize and track progress with ease. Carepatron makes it easy to organize and review progress notes and data related to each client’s care plan. This helps you keep on top of changes and ensure each client gets the most out of their care.
  • Simplify communication. Carepatron simplifies communication between yourself, your clients, and other care providers. You can easily share data and reports to keep everyone informed about progress and changes promptly.
  • Secure data. Carepatron utilizes secure encryption technology to ensure that all of your client’s data is kept safe and confidential. This means you can be confident that your client’s information remains private and that no one else can access it.
  • Manage billing and payments. Carepatron makes it easy to manage billing and payments for each client. You can easily enter billing information and track payments, so you never have to worry about missing a payment or an invoice.

Carepatron is a fantastic choice for anyone looking for a comprehensive and secure care management system. Try Carepatron today and experience the difference it can make for you and your clients.

Life Coach Software
What is a Goal Setting Worksheet?
What is a Goal Setting Worksheet?

Commonly asked questions

What is a Goal Setting Worksheet?

A goal setting worksheet is a tool used by mental health professionals to help clients set and track realistic objectives. It is designed to provide structure and clarity while breaking down larger goals into smaller chunks.

When to use Goal Setting Worksheets?

You can use goal setting worksheets to help clients with any goal, from personal goals such as getting fit or learning a new skill to professional goals such as finding a new job or starting a business. It can also be used to set short-term and long-term goals.

Who uses Goal Setting Worksheets?

Mental health professionals such as psychologists, counselors, social workers, and life coaches can use goal setting worksheets. Individuals can also use it to set and track their own goals.

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