Goal Setting worksheets

A new year, means a new set of goals!

Goal Setting Worksheets to help you set goals and achieve them!

Goal Setting Worksheets to help you set goals and achieve them!

The end of December is always an exciting time of year. At the end of each year, I look back at photos, my day planner, journal entries and all that we’ve done as a family throughout the year.

I then review my goals that I set for myself at the beginning of the year - both personally and professionally. I list all that I achieved and highlight all that I didn’t quite get to. It’s a very interesting time to be reflective and take in all that has happened in the last 12 months.

I then make time and create the space to get creative with what I want to see happen in the coming year. I include the trips I want to take, the experiences I want to have and the way I want to feel. My vibe for 2019 is “Slow Living”. If you haven’t had a chance to read my blog post about it, go ahead and read about it here!

I always use paper and pen to brainstorm, make lists and plan. Each year, I create goal setting worksheets for my readers and subscribers in hopes of inspiring other to dream, create and thrive!

This year, I’m sharing with you how I create more success with my goal setting using these …

Goal Setting Worksheets!

First off, go ahead and download the goal setting worksheets here. Save them to your computer and print off a copy or two of each. You will notice that I have listed 5 categories; health, spiritual, relationship, finance and personal development. In an effort to simplify life, I will focus on only these 5 categories. Feel free to add others if you need, but keep in mind, simplifying is best so as not to get overwhelmed with your goal setting!

Make time and create space to start working on your goal setting.

Make time and create space to start working on your goal setting.

Next you will notice that each sheet is divided into two columns. I set goals quarterly and review them each month. So the first column will be January to March, the next column will be from April to June. That’s it!!!

I know what you are thinking… what about the rest of the year?!! In June, I will set goals for the second half of the year. I use June as a time to check-in with myself to see how I am doing with my bigger goals before the summer holidays begin. I will then adjust my goals, carry them over to the second half of the year (July to December) if I’ve yet to reach my goal, and I will make any adjustments that I need to help me reach the goal by the end of the year. Hopefully!

After all, we can’t predict the future, and I’m here to tell you, it’s ok if you don’t achieve your goals right away. Or that it’s ok if your plans change. If things don’t go to plan, we pivot and make tweaks to our goal setting! Setting goals doesn’t always mean that we achieve them. Failure to achieve goals is sometimes the best learning experience!

Next, let’s look at each category in depth as some with be straight forward and some, you may need a bit of help with brainstorming.


This should be pretty straight forward, but here are some ideas as to what you can include. Start small with things like; drink more water, go for a walk in nature once a week, stay away from sugar and junk food. These are simple things that you can do daily to help you feel successful and inspire you for your bigger goals. Bigger goals would be; Lose 20 pounds, run a 10K or reduce your cholesterol levels. Whatever your health goal is, set yourself up for success by creating easy, daily goals and ones that will take a few months to achieve.


The Spiritual category is a larger one in my mind. It can include religious practice, being more mindful, or create simple, daily rituals. For me, this category includes anything that fills me up and that I connect to on a deeper, more personal level. For example, I want to make time and room to meditate daily so that I can check-in with myself and slow my daily pace down. I smudge with sage and clear energy, so I’d like to do that more as I find the practice calming and grounding. Others may feel the need to attend church regularly, pray more or maybe just breathe deeply more often. Use this category to set goals of doing things that fill you up on a deeper, more meaningful level. Get creative here, and be very self serving.

Girl, you got this! Goal setting is exciting and allows you to open up to the possibilities!

Girl, you got this! Goal setting is exciting and allows you to open up to the possibilities!


This category is pretty straight forward. Again, I want you to focus on things that you can implement immediately to help you achieve bigger financial goals. For example, go on a spending freeze so that you can save money to take a trip later in the year. Set a goal to earn an extra $500 a month. Open an RESP for your child or even create a personal monthly budget. Decide on a big financial goal, then set smaller, more attainable goals to help you get there. Print one sheet for personal finance and one sheet for your business if you are an entrepreneur. You will find that the goals may overlap, but planning your smaller, more achievable goals separately will help you work out the “how” to get you to your bigger financial goals.


You’ll notice that I use singular here. Again, wanting to simplify things, we should pick a single relationship to work on at a time. Think about one person that you’d like to focus your energy on. For instance, you may want to create a stronger bond with a loved one. Perhaps you want to focus on that one friend and really get to know them better, spend more time with them and build a stronger bond with them. Maybe you are looking for a new love interest. What is your goal for a new partner? How do you want to feel in that relationship? Maybe you want to get to know yourself better and focus on your relationship with yourself and figure out what really makes YOU happy. Don’t limit yourself here, but keep in mind, we sometimes want to make change in all areas of life and if we overwhelm ourselves with too many goals, we will give up and feel like we’ve failed, even before we start. Plan a date night with your mate and make it really fun and different from anything that you’ve ever done together! Easy, check it off, and then you can focus on something that requires more time and attention when you feel ready to dedicate that time and attention on another relationship goal!

Personal Development

This is always one of my biggest categories each year. I print a page for personal and one for business. Personal development goal setting can be fun and adventurous. I normally include small things like classes I’d like to take, books I’d like to read and things I’d like to learn. On a larger scale, I plan trips I’d like to take, and experiences I like to have. For this category, I recommend you get excited and plan things that make you look forward to doing them! I use a few pages for my business side and figure out new technology I’d like to learn about, how to automate my business further and what I want to improve on.

Download your free goal setting worksheets and iPhone wallpaper in the Creative Library.

Download your free goal setting worksheets and iPhone wallpaper in the Creative Library.

Now What?!

Now that you’ve written down your goals and put some plans in place, you may be thinking about the how’s. But how will I lose those 20 pounds, how will I visit Hawaii this year, or how will I earn an extra $500 each month. This is where I would look at the big picture of all that you have planned. Focus on the smaller, more attainable goals and remember, if you need to carry-over a big goal or two, it’s ok. Doing so means you’ve dreamed big, that the goal is still important to you and worth working towards! Set out your daily tasks that you need to do do get to your goals and you will see change and shifts in no time!

Good luck with your goal setting worksheets! I’d love to see how you are using them so as always, tag me, email me and thank you for letting me be a part of your goal setting!

Cheers to 2019! May it be the best year ever!

xo Nicki

P.S. If you are a subscriber, don’t forget to visit the Creative Library so you can download your free tech wallpaper to help inspire you as you set your goals!