1 of 16

A goal setting template help you review your career highlights and plan for your next steps

Goal Setting Workbook

2 of 16

Instructions

It’s important to reflect on your career on a regular basis and set goals to help you move towards career fulfillment.
M ake a copy of this document and fill it in online, print it, or write it all down in a notebook. Whatever works for you.
Remember that this does not need to be perfect. You can always go back and edit. The main point is to get all of this out of your head so that you can start planning intentionally and taking actions that will lead to a more meaningful career and life.

3 of 16

Life Satisfaction Reflection: EXAMPLE

INSTRUCTIONS: Rate your level of satisfaction 1 (dissatisfied) - 5 (satisfied) in each of these areas and provide any context. Remember that your career and other parts of your life can be connected.

CAREER	2	MONEY/FINANCE	2	HEALTH	2
I haven’t had any growth in the past two years along with no promotions.		I haven’t had a raise in a long time and am living paycheck to paycheck.		I am not taking care of myself and feeling stressed a lot from work. I am not finding time to workout or eat healthy.
FAMILY	4	COMMUNITY	4	PERSONAL GROWTH	3
I feel good about the time I am spending with my family and partner.		I have a lot of friends and have met a lot of new people lately through networking.		There are so many new tech tools that I want to learn but I haven’t had time to dedicate to this.
FUN	5	EMOTIONS/SPIRITUALITY	3	ADD YOUR OWN
I have spent a lot of time doing things I enjoy like cooking, gardening, watching movies at home,		I’ve been feeling down and stressed lately and haven’t been meditating on a regular basis.

4 of 16

Life Satisfaction Reflection

CAREER	0	MONEY/FINANCE	0	HEALTH	0
Add text here		Add text here		Add text here
FAMILY	0	COMMUNITY	0	PERSONAL GROWTH	0
Add text here		Add text here		Add text here
FUN	0	EMOTIONS/SPIRITUALITY	0	ADD YOUR OWN	0
Add text here		Add text here		Add text here

INSTRUCTIONS: Rate your level of satisfaction 1 (dissatisfied) - 5 (satisfied) in each of these areas and provide any context. Remember that your career and other parts of your life can be connected.

5 of 16

Reflect on Your Career: EXAMPLE

Major milestones or moments
Successes and achievements
Times when you were in flow
Challenges or obstacles
Things you did not accomplish
Failures and lessons learned
Feedback you want to act on

Able to work from home permanently
Completed coursework on digital marketing
Collaborated with marketing team on social media content
Didn’t get the promotion I anticipated
My expenses increased due to moving apartments
Received feedback to use a more growth mindset when facing challenges at work

INSTRUCTIONS: Use these prompts to write out your reflections in the box below

6 of 16

Reflect on Your Career

Major milestones or moments
Successes and achievements
Times when you were in flow
Challenges or obstacles
Things you did not accomplish
Failures and lessons learned
Feedback you want to act on

Write your reflections here

INSTRUCTIONS: Use these prompts to write out your reflections in the box below

7 of 16

Reflect on the Past Year: EXAMPLE

Able to work from home permanently
Completed coursework on digital marketing
Collaborated with marketing team on social media content
Became more clear on what I want for my future

Didn’t get the promotion I anticipated
My expenses increased due to moving apartments
Received feedback to use a more growth mindset when facing challenges at work
Felt stressed at times and had some health issues

What went well?

What didn’t go well?

I want to focus on how to get promoted
I want to earn more money
I want to learn about growth mindset
I want to focus on my overall health and wellness
I want to work with a coach to help me in some of these areas

What I want to focus on now?

INSTRUCTIONS: Reflect on each of the three questions in the boxes below.

8 of 16

Reflect on the Past Year

What went well?

What didn’t go well?

What I want to focus on now?

INSTRUCTIONS: Reflect on each of the three questions in the boxes below.

9 of 16

Learn How To Set Goals

SMART (Specific, Measurable, Achievable, Relevant, and Time-Bound) goals
James Clear’s Goal Setting Guide
Warren Buffett’s “2 list” strategy

Backward goal setting start with a big goal and work backwards
Tiered goals: annual goals vs. quarterly vs. monthly
The Golden Circle what, how, & why

There are many frameworks out there to help you set goals. Here are a few to learn about so that you can use what works for you.

10 of 16

Goals For This Year: EXAMPLE

Work with a coach to help me move towards a promotion

1.

2.

3.

Learn about growth mindset

Incorporate exercise into my daily routine and make time to prep healthy food

Take a class on a new skill that will add value to my organization and help me get promoted

4.

5.

6.

Create a side hustle to earn additional money

Manage my finances better

INSTRUCTIONS: Brainstorm goals that you would like to achieve this year

11 of 16

Goals For This Year

1.

2.

3.

4.

5.

6.

INSTRUCTIONS: Brainstorm goals that you would like to achieve this year

12 of 16

Learn How To Achieve Goals

How to Create Accountability:

Break down big goals
Implement a system or process
Create a schedule
Identify any obstacles
Track your progress
Revisit goal and process quarterly

Once we set goals, it’s important to put accountability and systems in place to help support us to achieve them. Here are some tips and resources to help with that.

Resources / Tools:

13 of 16

Prioritize & Plan for this Year: EXAMPLE

Ask for a promotion and raise in 3 months.

1.

2.

3.

Schedule time with my mentor to meet twice a month. Spend 3 hours a week focused on learning a skill that will help move me towards a promotion.

.

GOAL + ACTION STEPS + TIMELINE

ACCOUNTABILITY PLAN / SYSTEM

INSTRUCTIONS: Choose 3 of your goals to further plan out to stay accountable

Save $500 a month from paycheck and invest money for retirement.

Incorporate exercise into my daily routine and make time to prep healthy food

Calculate my budget and expenses as a first step and then look to how to save additional money. Meet with financial advisor 4x a year to review financial goals.

Meet my friend 3x a week at local park to exercise together or take a walk. Sign up for healthy food delivery service for 5 meals per week.

14 of 16

Prioritize & Plan for this Year

1.

2.

3.

.

GOAL + ACTION STEPS + TIMELINE

ACCOUNTABILITY PLAN / SYSTEM

INSTRUCTIONS: Choose 3 of your goals to further plan out to stay accountable

15 of 16

Tips for Your Primary Work Style

1

Direct

Impatient

Assertive

Strong-willed

Goal-oriented

2

Sociable

Spontaneous

Influence

Talkative

People-oriented

3

Supportive

Patient

Accommodating

Collaborative

Team-oriented

4

Analytical

Planned

Logical

Serious

Detail-oriented

1

Break down your goals into smaller milestones with a timeframe for each one.

2

List your goals on paper and create a plan and timeline on how you plan to reach your goals.

3

Set a timeline to make sure you have your goals in place to stop you from procrastinating.

4

Prioritize what goals are most important to you and don’t lose sight of the why behind your goals.

Your primary work style can impact the way you set and reach goals, so we recommend these goal setting tips below based on your work style.

D: Decisive Personality

The D personalities are the hard-charging guys and girls who just want to get stuff done! They’re great at setting goals, but they may run into problems when they lay out plans to achieve those goals.

If you’re a D personality, break down your goals into smaller milestones with a timeframe for each one. Stay focused by setting up reminders on your phone and on your calendar.

I: Interactive Personality

You know the I personalities. They are the fun-loving people-pleasers. They love to set goals and dream up things they want to achieve.

If you’re a high I, list your goals on paper and prioritize the ones that are the most important to you. Once you have that list, create a specific plan that details how you want to reach each goal and in what timeframe. Again, an electronic calendar that reminds you of goal-setting milestones is an important tool to have so you can keep track of your progress.

S: Stabilizing Personality

The S personalities are the relationship people. Goal setting usually means change is coming, which immediately causes tension for an S personality—because they don’t like change.

If you’re an S, focus on the benefit of reaching a goal and how it will help you and others. It’s okay if you take longer than most to think about the most important goals you want to achieve. But remember, you don’t want to procrastinate, which is a little easier for an S. Set a timeline to make sure you have your goals in place by a certain date.

C: Cautious Personality

The C personalities are very focused on procedure and making sure things are done the right way. They don’t have a problem setting goals, but they do need help prioritizing, because a C wants to accomplish it all.

If you’re a C, focus on the most important goals for you. You’ll probably want to create a detailed, tactical plan on the steps you want to take to achieve the goal—and that’s great. Play off your strengths! As you begin the process of working on your goal, remember why it’s important and who is affected by it. Don’t get so focused on the process that you lose sight of the why.

16 of 16

Good luck with your career goals!

Teal Member Platform: members.tealhq.com/platform

Career Commons Slack: teal-career-commons.slack.com

Career Council: council.tealhq.com

Email: membersupport@tealhq.com