ANNUAL Goal-Setting Workbook

This fun annual goal setting workbook is fun—and easy to complete. Help your clients set 3 powerful and meaningful goals for the year ahead.

In this coaching exercise, your clients answer a series of questions in bite-sized chunks box to get clear and focused on what they want from the year ahead.

Give this worksheet as homework, or coach them through it in a goal-setting coaching session.

This workbook includes a summary sheet to firm up commitment and it's also great to use as a basis for a webinar or workshop.

An Annual Goal Setting Workbook 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 the goal is and what it will do for them.
3. They pick and set 3 goals for the upcoming year. This includes the outcome they're looking for, when they'll achieve it by and how they'll know they've achieved it.
4. Help your clients prepare for success including looking at how they might get in their 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 annual goal setting workbook can be used as a webinar or workshop framework and handout. Build your extremely practical and uplifting goal-setting webinar or workshop around this worksheet. Then give the summary sheet as 'homework' for people to do afterwards and help them stay in a coaching frame of mind.

Image of Person looking out over mountain range by Joshua Earle via Unsplash

You may also love our FREE SMART Goal-Setting Guide for Coaches