Goal Setting Worksheet and Weekly Planner Template

  • article clipper vert Goal Setting Worksheet and Weekly Planner Template
  • article clipper Goal Setting Worksheet and Weekly Planner Template

2483209828 d79a177c7d Goal Setting Worksheet and Weekly Planner Template

Feeling overloaded?  Try these two templates. (source: antwerpenR / CC 2.0)

I say it all the time, and it always goes something like this:

“We all have a hundred things on our plate, but are you working on the right things today?”

Easy enough to say, but harder still to deliver on. Why? Because we are creatures of habit.  We show up (physically) on Monday morning. We check email and voice mail and then “ping pong syndrome” begins.

What is “ping pong syndrome”?

2408559508 89f1c5c22f t Goal Setting Worksheet and Weekly Planner TemplateReacting. Bouncing back and forth between all the things competing for your attention all day long.  Reacting to emails and voice mails, trying to deliver for our leaders, reacting to our Clients’ needs, and dealing with our teams’ issues. We react to the voices in our heads, feedback from family and friends, and what the media and society tell us we should be doing.  We spend so much time reacting all week, that before we know it, its Friday.

Did you know?

A University of California – Irvine study showed that information workers are interrupted on average every 3 minutes.  In addition, a study at Intel showed people spending 20 hours per week processing email.  (source: IEEE Spectrum)

The challenges to maintaining strong mental focus have never been greater.  To help, here are two insanely practical tools that can help you BE CERTAIN you are working on the right things, and avoiding ping pong syndrome:

Goal Setting Worksheet

This Goal Setting Worksheet will help you organize your goals, to dos, and/or projects to help you make the biggest impact in your life or career.

Updating this each week will only take about 10 minutes if you have your personal development plan and to do list organized.

Download the Goal Setting Worksheet Template (Excel version). PDF version.

Here’s what you do:

  • Place all of your goals, tasks, or projects in the quadrants.
  • Quickly, you’ll find the things that have low effort/ high impact. Work on those first.
  • Move to those things in the high effort/high impact quadrant!

Weekly Planner Template

This Weekly Planner Template (inspired from the teachings of The 7 Habits of Highly Effective People) Goal Setting Worksheet and Weekly Planner Templatewill help you organize the most important things to do in each “role” you play in your life.  Combined with the Goal Setting Worksheet above, you can easily identify those things that will have the biggest impact.

Creating one each week should not take you longer than 10 minutes.

Download the Weekly Planner Template (Excel version). PDF version.

Here’s how to use it:

  • Simply write in all of the roles you have. As you’ll see in my example, I put in things like Husband, Father, Team Leader, etc.
  • Then, ask yourself “What is the most important thing I can do in this role this week?”
  • Pull the best high impact/low effort and high impact/high effort goals, tasks, or projects that you will accomplish THIS WEEK from the Goal Setting Worksheet, or any other to-do list you maintain.
  • Fill in the “Sharpening the Saw” section – which contains the 4 areas of your personal development each week.  Sharpening the Saw refers to Habit 7 in the The 7 Habits of Highly Effective People Goal Setting Worksheet and Weekly Planner Template by Stephen Covey, and helps you prioritize your self-growth while organizing the rest of your life.  Learn more about organizing your life with FranklinCovey. Goal Setting Worksheet and Weekly Planner Template

Hopefully these two tools will help you focus your biggest decision – where to spend your time – much more effectively.  Will you be able to consistently do this type of goal setting each week?  Not always.  But, doing this more often than not, and getting in the habit of doing so is time extremely well spent.

pf button big Goal Setting Worksheet and Weekly Planner Template

Related Articles on Dot Connector:

Connect with Regis

, , ,

26 Responses to Goal Setting Worksheet and Weekly Planner Template

  1. Kat Rice October 28, 2009 at 9:01 am #

    Hey Regis,

    Thanks for the worksheets. Just a note, the Goal setting one has High and Low Impact twice.

    -Kat

    • Regis Hadiaris October 28, 2009 at 10:32 am #

      Hi Kat – thanks for the head’s up on that! The worksheet has been corrected and is ready for download.

  2. Kannan January 16, 2010 at 4:45 am #

    Simple and effective work sheets.Thank you

  3. Harry November 12, 2010 at 1:57 pm #

    You may want to check out http://www.GoalsOnTrack.com, a very nicely built web app designed for tracking goals and todo lists, and supports time tracking too. It’s clear, focused, easy to navigate, worth a try.

  4. Mike Healy November 30, 2010 at 5:52 pm #

    Thanks for the worksheet, you have already helped me to obtain my goals of not having a worksheet. Check!

  5. Daren Wride December 15, 2010 at 7:24 pm #

    Thanks for the worksheet.
    That’s quite a different approach than I took with mine at http://the-life-plan.com but it sure helps with the ever present challenge of prioritization.
    All the best in 2011!

    • Regis Hadiaris February 8, 2011 at 6:33 am #

      Thanks Daren! I checked out your worksheet, and I like the thorough list of questions about each goal you want to set. I’d also recommend checking out my personal development plan template, which would be a great place to collect all of those goals after going deep to analyze them (using the templates on our websites).

  6. Lauren Mross January 24, 2011 at 10:49 am #

    Hi Regis!

    Long time, no talk — so to speak.

    I stumbled upon your blog here by way of one of your FB posts with a link to this article. I want to take a moment to say: WOW, this is valuable information. I hear and think about productivity tips all the time, but rarely do I find advice that also includes actual, real-world tools that are ready for use immediately. I have printed these spreadsheets and plan to put them into use today.

    So, thanks for those. And, it’s nice to see you again. I hope we bump into each other again soon!

    Take care,
    Lauren

    • Regis Hadiaris February 8, 2011 at 6:46 am #

      Hi Lauren – so great to hear from you! I agree it’s hard to find real-world tools that are ready to use. If you come across other valuable stuff, please let me know. We have a community of folks here who all care about these topics and are always looking for new ideas. Take care and talk soon!

  7. Jason @ REI Capital March 1, 2011 at 10:13 pm #

    Hi Regis,

    You have some great content and some wonderful plans to lay it out for people. I was looking for a worksheet like this and I went ahead and shares some of your content on my blog with several links back to you… I hope that is okay. All the best!

    • Regis Hadiaris March 6, 2011 at 4:52 pm #

      Jason,

      All I can hope for is to provide valuable stuff that people like you will want to share with your readers. I really appreciate you doing that.

      Thanks!

  8. locksmiths basingstoke June 14, 2011 at 5:00 am #

    I think it is great idea to apply business minded ideas to your personal life. It would have never clicked into my mind to do so. I would say “you live and you learn” :-)

  9. allem July 8, 2011 at 1:18 pm #

    I like that term “ping pong syndrome’, I didn’t know that I have it.

    • Regis Hadiaris July 17, 2011 at 7:22 am #

      Glad you like it. Once we can see we are doing it, we can make changes! I find that labeling things like “ping pong syndrome” helps me identify when I’m doing things like that.

  10. Esme November 18, 2011 at 2:58 am #

    Thanks so much for the template! I loved the old Covey Planners, and it looks your template is based on those. Nice work. Now to integrate this into a widget for Google Calendar!

    • Regis Hadiaris December 4, 2011 at 11:29 pm #

      Hi Esmeralda – glad you like them! Keep me posted if you create that Gcal widget. Would love to check it out and share it here on Dot Connector!

Trackbacks/Pingbacks

  1. uberVU - social comments - October 27, 2009

    Social comments and analytics for this post…

    This post was mentioned on Twitter by Cordell Parvin: Goal setting and Weekly Planner templates: Good Stuff to help keep you focused. http://bit.ly/2TMNt6

  2. Tweets that mention Goal Setting Worksheet and Weekly Planner Template | Dot Connector -- Topsy.com - October 28, 2009

    [...] This post was mentioned on Twitter by Tracy Brinkmann and Lakeisha McKnight, Cordell Parvin. Cordell Parvin said: Goal setting and Weekly Planner templates: Good Stuff to help keep you focused. http://bit.ly/2TMNt6 [...]

  3. Goal Setting Template « Conquering Goals - December 15, 2009

    [...] http://dotconnectorblog.com/2009/10/27/goal-setting-worksheet-weekly-planner-template-goal-project/ Posted by Ryan Rodriguez Filed in Uncategorized ·Tags: achievement, Goals, success Leave a Comment » [...]

  4. Tweets that mention Goal Setting Worksheet and Weekly Planner Template | Dot Connector -- Topsy.com - January 15, 2010

    [...] This post was mentioned on Twitter by Tracy Brinkmann, Lakeisha McKnight. Lakeisha McKnight said: Goal Setting Worksheet and Weekly Planner Template | Dot Connector http://bit.ly/8LZps1 [...]

  5. Goal Setting vs. Goal Getting – 7 Habits of Highly Effective People Excel Goal Setting Worksheet Download | JasonWheeler.biz - September 17, 2011

    [...] Read More from Regis Here [...]

  6. goal setting worksheets | Smart Stress Management - October 8, 2011

    [...] My boss just set a high sales target on me this month. I think i need a goal setting timeline chart…ting timeline chart.? Where I can find such a chart? I guess books is one option but it's rather heavy on the theory and other stuff. I probably need a clean defined timeline on a worksheet to work on to reach my target. [...]

  7. Michael Bernoff Live Speaker and Coach NLP Motivational « New NLP Technology - October 24, 2011

    [...] you to overcome the objections of the buyer and to continue the sales process. Video Rating: 4 / 5 Michael Bernoff life coach and motivational speaker. MLM Network Marketing or direct sales Coach Cl…work Marketing or direct sales Coach Click Here to Get Free Stuff http://www.michaelbernoff.com to take [...]

  8. 7 Free Goal Setting Templates and Worksheets to Download | Steinar Knutsen - November 19, 2011

    [...] around you as well.Here are some goal setting templates and worksheets you might find helpful:1. Goal Setting Worksheet and Weekly Planner TemplateThis Goal Setting Worksheet will help you organize your goals, to dos, and/or projects to help you [...]

  9. Free 2012 Calendars by Mail–November 2011 Edition « Written on the Wind - November 20, 2011

    [...] Goal Calendar [...]

  10. Free 2012 Calendars by Mail: December Edition « Written on the Wind - December 25, 2011

    [...] Goal Calendar [...]

Leave a Reply