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Goal Setting Worksheet: A Powerful Tool for Setting and Reaching Goals

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Written by Mike Schultz
President, RAIN Group

In our Goal Setting Worksheet, we outline a 5-step process that not only helps you set goals, but also gives you the best chance to reach them. Here we provide some goal setting examples, accompanied by visuals from the worksheet, to give you a sense of how to set goals and put actions in place to achieve them.

Click here to download our complimentary Goal Setting Worksheet.

Setting goals is relatively easy. You think about what you want to achieve in a certain period of time and set a specific and measurable metric around it. For example:

  • Meet sales quota of $450,000 this quarter
  • Lose 5 pounds in 4 weeks
  • Exercise 4 out of 7 days
  • Launch the new product by May 15
  • Grow a specific account by 3x this year

Reaching your goals, however, is a bit more complicated.

You need to create a goal and action plan to set expectations and to hold yourself accountable.

Goal Setting Worksheet and Examples

All the examples above are from our Goal Setting Worksheet. You can download it here for free. The worksheet includes step-by-step instructions along with goal setting examples.

Whether you use our Goal Setting Worksheet or your own, make sure you cover these 5 areas to ensure you not only create a solid goal and action plan, but also use it.

RECOMMENDED READING >> Your 6-Step Guide to Setting and Achieving Sales Goals
Last Updated October 28, 2021

Topics: Sales Performance Improvement