Goal Setting Kit

Goal Setting Kit


Setting goals is a strategic way to run your life (and business), and without them you might struggle to get clear on what you want and how to make progress.

Our Goal Setting Kit guides you through the methods we use for setting personal and business goals, and 6 worksheets you can use year-round for staying on top of those goals and taking action.


  • How and why you should set goals

  • A breakdown of the SMART approach to goal setting

  • How to set long term goals (5-10 years) that you can start working towards today

  • 8 categories for goal setting in your life

  • How to piece it all together

5 Worksheets you can use time and time again to stay on track with your goals:

  1. Setting goals within the vision categories

  2. How they fit into your long-term plan for the next 1, 5, and 10 years

  3. What you need to be doing every month of the year to make those goals happen

  4. What you need to be doing this week to make those goals happen

  5. Individual tracking worksheet for each goal you’ve set