Goal Setting, Planning
& Execution Workbook
Personal Growth & Professional Development Program
Table of Contents
Table of Contents
GOAL SETTING
WHY DO YOU NEED GOALS?
THE GOAL FUNNEL
GOAL CATEGORIES
GOAL CATEGORY ACTIVITY
GOAL STATEMENTS
BE DO HAVE
PLANNING & EXECUTION
Planning & Execution Steps
HABIT TRACKER
ACTION PLANNING
SCHEDULING
GETTING IT DONE WITH YOUR DAILY TO DO’s
YOU GOT THIS
FREE PRINTABLE PLANNER
Driven By… Co. [Link]
2
Personal Growth & Professional Development Program
GOAL SETTING
WHY DO YOU NEED GOALS?
● Setting goals gives you long-term vision and short-term motivation. By setting a goal you have
allocated some thought to your future and have a basic understanding of the ideal results of the path
that you’re on. With your long-term vision in mind, you will have an understanding of the steps you will
need to take now that will lead you to your future vision and achieve your goals. Therefore goals
create a sense of urgency or motivation with present tasks in order to lead you to your desired future
state.
● Goals provide focus. There are infinite possibilities for your life. It is impossible to do it all and to learn
it all, therefore we have to spend our time strategically to develop and learn the things that will have
the greatest impact in your life. Goals provide focus to your acquisition of knowledge and help you
allocate your limited time and resources so that you will focus on the things that will get you to that
desired future state.
● Goals are a tool of continuous improvement. Continuous improvement involves analyzing the current
state of things and identifying areas that need improvement. Then by creating goals for improvement,
you will allocate the time and resources to achieving incremental improvement in the identified areas.
● Track Progress: Goals provide a measurable target that help you identify when you've made a certain
level of progress. While working toward your goals, you can track your progress by looking at how
close you are to achieving that goal. For example, if your goal is to write a book, you can track your
progress by the number of chapters or pages you have written.
Driven By… Co. [Link]
3
Personal Growth & Professional Development Program
THE GOAL FUNNEL
The goal funnel is a model that identifies how to set, plan and achieve your goals. Moving through the goal
funnel takes you from identifying your vision and ideas, identifying goal categories, writing goal statements,
developing an action plan to executing on that plan. As you move through the funnel, you become more
specific with your ideas and plans so that you can identify specific actions that will result in achieving your
goals.
VISUALIZATION
Step one is visualization. So take a moment to close your eyes and imagine the life you envision for yourself in
the future. Think about:
● What activities do you participate in?
● What skills have you developed?
● What kind of person are you?
● What kind of relationships do you have?
● Where are you in terms of your health and wellness?
● What have you achieved?
● What have you learned?
Open your eyes and make some notes on what you visualized.
What Did You See?
Driven By… Co. [Link]
4
Personal Growth & Professional Development Program
GOAL CATEGORIES
There are six main categories that people tend to hold simultaneously. What goals / what do you envision for
yourself in each category? In the following activity, write down any goals or visions that you have in your mind
in each category.
Driven By… Co. [Link]
5
Personal Growth & Professional Development Program
GOAL CATEGORY ACTIVITY
1. Write down all of the goals that you can think of in each category.
2. Highlight goals that will have the greatest impact on your life and focus on those first!
3. Then ask yourself WHY you want to achieve each goal. What is the impact that each goal will have on
your life?
Health & Financial Business & Relationship & Education Personal
Wellness Career Family Development
Write down as
many goals as
you can think of
in each category.
Why do you want
to achieve the
highlighted goal?
Driven By… Co. [Link]
6
Personal Growth & Professional Development Program
GOAL STATEMENTS
It’s time to write down your goal statements! From the goals that you have highlighted in the previous activity,
select 2-6 of those goals to write statements for. When selecting how many goals to focus on, make sure that
you understand realistically how much time and resources you have available to dedicate towards your goals.
The more goals that you focus on at one time, the less time/attention/resources you have to allocate to each!
Your goals should be:
● Specific: They should identify a single specific outcome that is easy to understand.
● Measurable: You should be able to indicate exactly when and how these goals will be achieved, with
some sort of measurable aspect. For example, the amount of money saved. This may not be the case
for goals in the relationship/family category or personal development category.
● Achievable: Your goal should be challenging, requiring time, effort and attention from you. However,
your goal should not be too challenging to the point where you become discouraged with the
apparent impossibility of the task.
● Realistic: Your goals should be realistic within your capability and the time you have available to you.
● Time Based: Identify a specific time frame and deadline by which you plan to accomplish your goal.
This creates a sense of urgency in order to inspire action.
Goal Statement Examples:
“I will have $10,000 saved in 1 year.”
“I will run 10km by the end of the season.”
“I will complete a photography course this year.”
“I will achieve my career objectives this year, which are….”
Goal Statements Time Frame
I will….
Driven By… Co. [Link]
7
Personal Growth & Professional Development Program
BE DO HAVE
BE (The Mindset)
DO (The Actions)
HAVE (The Goal)
● We focus so much on what we want to HAVE (the goal) and what we have to DO to get there.
● For lasting changes, we have to focus on WHO we need to become.
● What kind of person accomplishes the goals you want to accomplish?
The type of person who accomplishes these goals is…
Driven By… Co. [Link]
8
Personal Growth & Professional Development Program
PLANNING & EXECUTION
It is not enough to simply set goals and write out goal statements! In order to achieve your goals you need to
PLAN to do so and execute your plan with ACTION!
Planning and execution is all about the strategic use of your time and resources. Before you can allocate your
time, you need to identify how you spend your time currently.
Planning & Execution Steps
● Habit Tracking Assessment
● Create an Action Plan
● Schedule
Driven By… Co. [Link]
9
Personal Growth & Professional Development Program
HABIT TRACKER
● Habit Tracking Exercise: Write down every activity that you do each day for an entire week. Include the
amount of time spent doing each activity.
● At the end of the week, highlight each activity as: Essential Productive or Not Productive. If you find
that there is a lot of “Not Productive” time and activities in your routine, it’s time to make some
changes!
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
Activity & Time Activity & Time Activity & Time Activity & Time Activity & Time Activity & Time Activity & Time
Spent Spent Spent Spent Spent Spent Spent
Driven By… Co. [Link]
10
Personal Growth & Professional Development Program
ACTION PLANNING
Now start creating your action plan for all of your goals! Your action plan is a list of all of the actions required
to accomplish the goal.
For example: In order to run 10km by the end of the season, you may need to:
● Buy running shoes
● Buy running equipment
● Create a diet plan
● Create a stretch routine
● Plan a running route
Identify your goals and the action steps required to achieve each one:
Goal 1: Goal 2:
Action Steps Action Steps
Goal 3: Goal 4:
Action Steps Action Steps
Goal 5: Goal 6:
Action Steps Action Steps
Driven By… Co. [Link]
11
Personal Growth & Professional Development Program
SCHEDULING
Once you have your action steps identified, you have to schedule them! Scheduling is all about allocating
your time. You can use any scheduling tool that works for you such as a digital calendar or physical agenda /
planner.
When creating your schedule...
● Start by inserting your deadlines into your calendar. Your deadlines are the end of the time frames you
have identified for each goal.
● Next create milestones in your calendar. For example if you plan to save $1,000 in 4 months. At the 2
month mark, insert a milestone of having $500 saved. Break your goal down into multiple milestones
and put them into your calendar.
● Then craft your daily schedule or your daily To-Do list that incorporates your action steps.
GETTING IT DONE WITH YOUR DAILY TO DO’s
In your schedule, create a daily list of tasks or time blocks to work on your goals! Each and every day you
should know exactly what activities to engage in that will advance your goals.
For example:
● Every Monday from 3-4pm you might have “Practice Photography” scheduled.
● Every Tuesday and Thursday you plan to read 30 pages from your book to work on your personal
development goals.
● Every Friday you plan to run 2km to work on your fitness goals.
Identify the tasks and actions to work on daily to ensure you are making consistent progress each week!
This way, each day you wake up knowing exactly what you need to do and you can narrow your focus and
your intentions on a small group of tasks instead of having large daunting goals looming over your head.
Driven By… Co. [Link]
12
Personal Growth & Professional Development Program
YOU GOT THIS
Achieving your goals does not end with simply planning for success. In order to successfully accomplish the
goals you have set, you must execute your action plan by keeping yourself accountable to your plan. Every
day, set your intentions and commit to working on your goals, sticking to your schedule and completing your
to-do lists.
We know that the journey can be difficult at times and some days may feel harder than others, but that is
okay! Whenever you stray from your schedule or take time to rest, always remember to come back to your
action plan and keep trying!
You got this!
And don’t forget, when you achieve your goals, make sure to celebrate your success! You earned it!
Good luck!
FREE PRINTABLE PLANNER
To help with planning your goals and your schedule we
have a free Monthly Printable planner available for you to
download!
It includes full month calendar spreads, notes pages, and
goals and events pages for each month. The planner
begins with a section to note your goals for the year and a
reflection page for the end of the year to see how you did!
Download Yours at:
[Link]/products/
Driven By… Co. [Link]
13