Goal Setting Tools VALUE Pack

This simple goal-setting tool helps your clients identify balanced and meaningful short-term goals by considering how they want their lives to be in 3 months time across different life-areas.

Once your client has completed this coaching exercise, it’ll be easy to drive out and set goals for the next 3 months using the notes they’ve made.

This coaching exercise is also great completed after the “Rocking Chair Life Vision” (whole life vision) and “Get Perspective” (10 year vision) coaching exercises to help clients shape 3 month goals that will also fit into the bigger picture they have for their lives.

This fun 4 page annual goal setting worksheet is fun – and easy to complete. It helps your clients set 3 powerful and meaningful goals for the year ahead. They answer a series of questions in bite-sized chunks box to get clear and focused on what they want from the year ahead. And you can guide them with some extra coaching wisdom. Includes summary sheet to firm up commitment and is great for workshops and seminars too.

It’s a goal setting worksheet in 7 parts:

1. Your clients brainstorm what they’d like to achieve in the next 1-5 years and pick 5 goals to move forwards with.
2. They refine their goal ideas by considering how exciting exciting the goal is and what it will do for them.
3. They pick and set 3 goals for the upcoming year including what outcome they are looking for, when they will achieve it by and how they will know they’ve achieved it.
4. Help your clients prepare for success including looking at how they might get in your own way and what advice they would give themselves to make sure they achieve their goals!
5. Get your clients taking action – one action for each goal PLUS one action for tomorrow!
6. Support and Commitment – who will support your clients – and how. Plus WHO do they need to be to achieve these goals?
7. Finally, a “Powerful Summary Sheet” for your clients to cut out and stick up to remind them to stay on track. Includes space to put your logo, website and a little about you so you’ll always be visible!

TOP TIP: This goal setting worksheet can be used as it is – as a workshop handout AND as the basis around which you can build an extremely practical and uplifting goal-setting workshop or seminar. The summary sheet makes excellent ‘homework’ for people to take home – and helps them to stay in a coaching frame of mind.

When setting goals – it’s important to understand how our shorter term goals fit into the bigger perspective of our lives. This goal setting exercise helps your clients understand their bigger picture and prioritise what they need to start doing now to achieve their 10 year goals.

How does it work? Well, by helping your clients see the bigger picture of what they want over the next 10 years. Then they work back where they want to be from 10, 5, 2 years etc. to now.

This coaching tool fits neatly after the Rocking Chair Life Vision and slips in before the 3 Month Vision as a series of exercises to help your clients set compelling and meaningful goals that fit into a bigger vision of what they want for their lives.

Want to help your clients set super-SMART goals? Use this SMART goal-setting template to really get them moving! This goal-setting tool explains and helps your clients to set a SMART goal, pinpoint goal benefits, detect obstacles, identify short term actions and get them inspired by describing what their life will be like once the goal is complete.

Includes questions to ensure goal ecology.

This smart goal-setting template is great for clients who are struggling with a goal and for people who want to – or need to – look at their goals in more detail. Also great to use as to create powerful goals in workshops and fabulous as homework! (2 pages)

Most people have a vision for their lives inside them – whether they’re consciously aware of it or not. And we all know that if our clients’ goals align with their vision they’re much more likely to take action AND will find it easier to achieve their goals. This is an indispensable goal setting resource and I use it with every single client – to draw out their vision for their lives and give them the context they need to get inspired and move forwards.

This powerful goal setting tool and exercise is all about goal brainstorming and picking truly meaningful goals. Everyone knows how important it is to have goals but sometimes our clients have no idea where to start. And sometimes our clients have goals – but their goals are dull, uninspiring or don’t have real meaning and passion for them. (3 pages)

Use this awesome goal brainstorming worksheet to help your clients create EXCITING, MEANINGFUL goals!

• Page 1 starts with goal brainstorming (identifying potential goals – including the Wacky and the Wild!).
• Page 2 cleverly combines the goals with The Wheel of Life headings (a balanced life) so each goal is scored according to the value it TRULY adds to their life.*
• Page 3 identifies up to 10 possible focus areas that could be turned into goals – and asks WHY this goal is important.

The perfect goal brainstorming tool! And great to use in seminars too.

*See how your clients feel as they realise for themselves that “being a good dad” or “eating more healthily” wipes the floor with “having a Ferrari” or getting that pair of Manolo Blahniks. Knockout results!