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Free Worksheet

Goal Planning Worksheet

It’s time to get serious about your goal planning!


Although many individuals and organizations set goals throughout the year, a goal-planning process helps cement those goals as the tangible target you are working toward each day.

Use this worksheet to ensure that you are totally in tune with your overall business and marketing goals so you can focus on creating purposeful campaigns. What’s included? An example plan, a template for your notes, and areas to consider, including:

  • High-level goals
  • Your plans to achieve them
  • Potential challenges to your success
  • Key milestones
  • Consequences of not hitting your goals

P.S. It’s a Google Doc! No downloading necessary.

Ready to access the template? All you have to do is fill out the form.

To get the worksheet, simply fill out this form.

Goal Planning Worksheet cover