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GOAL-SETTING WORKBOOK

NAME:______________

GWL3O Mr. Barter

Part 1: SMART Goal Setting Guide

The SMART goal-setting guide will help you to think about how you set goals and teach you a pattern for setting goals that will lead to success and will get results more consistently. Work through this part paying attention to the things you can do to improve your goal-setting skills. Ask questions like “how can this apply to me?” or “do my goals use all of the SMART steps to goal-setting?” When you finish this section, write a half to one page reflection about what you have learned and how you can use it in planning your education/career path.

SMART Goal Setting Guide Sheet

Following are components of an effective goal – one that describes performance standards that will “tell us what good behavior looks like.” The SMART acronym can help us remember these components.

Specific The goal should identify a specific action or event that will take place. Measurable The goal and its benefits should be quantifiable. Achievable The goal should be attainable given available resources. Realistic The goal should require you to stretch some, but allow the likelihood of success. Timely The goal should state the time period in which it will be accomplished.

Here are some tips that can help you set effective goals:

1. Develop several goals. A list of five to seven items gives you several things to work on over a period of time.

2. State goals as declarations of intention, not items on a wish list. "I want to apply to three schools" lacks power. "I will apply to three schools," is intentional and powerful.

3. Attach a date to each goal. State what you intend to accomplish and by when. A good list should include some short-term and some long-term goals. You may want a few goals for the year, and some for two- or three-month intervals.

4. Be specific. "To find a job" is too general; "to find and research five job openings before the end of the month" is better. Sometimes a more general goal can become the long-term aim, and you can identify some more specific goals to take you there.

5. Share your goals with someone who cares if you reach them. Sharing your intentions with your parents, your best friend, or your teacher will help ensure success.

6. Write down your goals and put them where you will see them. The more often you read your list, the more results you get.

7. Review and revise your list. Experiment with different ways of stating your goals. Goal setting improves with practice, so play around with it.

Writing an Effective Goal Statement

Rules for writing goal statements:

1. Use clear, specific language.

2. Start your goal statement with TO + a VERB

3. Write your goal statement using SMART Goal Criteria

4. Avoid using negative language. Think positive!

An example of a goal statement:

� To run the mini marathon in May and complete the 10 mile race in under 1 hour to beat my personal best time. Notice how the above example begins with the word “To”, includes the verb “run”, and tells what (the marathon), why

(to beat personal best time) and when (May).

Activity

Use this worksheet to identify the specific SMART criteria you will use to write your goal statement. What is your basic goal? _____________________________________________________________________________

1. Is it specific? (Who? What? Where? When? Why?) S _____________________________________________________________________________

2. Is it measurable? How will I measure progress? (How many? How much?) M _____________________________________________________________________________

3. Is it attainable? (Can this really happen? Attainable with enough effort? What steps are involved?) A _____________________________________________________________________________

4. Is it realistic? (What knowledge’s, skills, and abilities are necessary to reach this goal?) R _____________________________________________________________________________

5. Is it time-‐bound? (Can I set fixed deadlines? What are the deadlines?) T _____________________________________________________________________________

My Goal Statement

Use the SMART worksheet you just completed and the rules above for writing a goal statement. This should be a work-‐ related goal that you would like to achieve in 12 months or less. Repeat this exercise as needed to write other goal statements.

______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

NOW write a half to one page reflection about what you have learned and how you can use it in planning your education/career path. You may also want to make a list or diagram to help you with organizing your ideas.

Now that you are finished part 1, create a stamp for SMART goal-setting in your passport

Part 2: Corporate Goal-Setting

Exercise -Lululemon

This goal-setting exercise for Lululemon employees breaks goals down into three major areas of life: Health (fitting with Lululemon’s business plan), personal life and career. This goal-setting exercise is also future focused and asks you to think about yourself and your life in 10 years time. Looking forward to the future and imagining what you want for yourself is a good way to start planning. If you can get a vision of what you want in the future, you can start making a plan on how to get it. As you work through this section, try to think of yourself in the future and what you really want for yourself. When you finish this section, write a half to one page reflection about what you have learned and how you can use it in planning your education/career path.

THE PRACTICE OF SETTING YOUR VISION & GOALS

Setting a 10-year vision and the goals that support it allows you to create a clear picture of an ideal future and what it takes to get there. Jumping 10 years into the future inspires you to dream big because it removes the constraints of time, money and knowledge. Creating goals from your vision allows you to make a plan for achieving your ideal life. Get ready to step into the world of possibility and to create your future!

THESE WORKSHEETS WILL:

support you in getting clear on what you want in your lifeassist you in determining how personal, health and career show up in your lifeallow you create a picture of who you are and what you’ll have achieved in the next 10 yearsinvite you to write a draft of your vision – an exciting glimpse into your futuresupport you in writing goals that link up to your vision

INTRO - THE WORKSHEETS

This is a simple, yet powerful exercise. In order to set goals in health, personal, and career it’s helpful to know what each of these domains of your life mean to you. This will support you in clarifying what will be important to include in your vision & goals.

Within or around each circle, answer the questions:

MIND MAP

HEALTH

PERSONAL

CAREER

WANT

DON’T WANT

DON’T WANT

The law of attraction causes us to attract the things that we are thinking about into our lives, it is important to know what we want! Use this simple exercise to get clear. Place what you do want in life inside the circle. Place what you don’t want outside of the circle. This will help you focus on what is important for you to have in your vision & goals. Consider what you want in: health, career, contribution, family, relationships.

WHAT DO YOU WANT?

WHO I AM IN !" YEARS

In 10 years I am years old

In 10 years I feel

In 10 years I am

In 10 years I contribute by

In 10 years my achievements include

In 10 years I’ve experienced

In 10 years I love

In 10 years I’m surrounded by

In 10 years I’m a point of inspiration and influence for

In 10 years I’m helping to bring into the world

Writing a vision authentic to you takes time and practice, so be generous and let go of needing it to be perfect the first time. Try out di!erent ways of writing your 10-year vision-just the facts, a story of your day 10 years in the future, a party where people are acknowledging you-there’s no wrong way to write YOUR vision. You’ll know that you’re heading in the right direction when you are excited and nervous reading it. Don’t forget to take a look at the work you’ve completed already on the previous worksheets. These exercises connect you to who you want to be and what’s important for you 10 years in the future. Write your first draft on the next page. YOUR VISION:

is based on the idea that in ten years ANYTHING IS POSSIBLEarticulates your greatest ambitionsupports you right now in making choices that lead you to your exciting future lifecan be changed by you at any time, it’s yoursis not what other people want for you. It is what you want for you

YOUR !"-YEAR VISION

MY VISION

Congratulations on writing your vision! Now it’s time to pull some 10-year goals from that vision and trickle them back. Choose a 10 year goal in either personal, career or health and plug it into this worksheet.

YOUR GOALS:

trickle back- start with the end in mind. Set 10-year goals first, then move backwards to 5 years and then 1 yearuse a!rmative language. State what you want, not what you don’t wantare in the present tense: I am. I have. I create.are measurable (I visit three retreat centres by December 2013) so that you can check them o"have a deadline - decide by when your goal will be complete, this helps to get you into action

Choose one 10-year goal that is apparent from your work discovering your vision and place it into the worksheet below. Then repeat for all domains (personal, career and health) to complete the first draft of your goals!

EXAMPLE:

I own a leadership retreat on 60 acres

of land by November 2022

I own 60 acres of land on

Vancouver Island by September 2017

I visit three di!erent retreat centres by September 2013

DOMAIN (eg. personal)

GOAL WORKSHEET

to get to my 10-year goal

I will...

what I need to do in 1 year to get to

my 5-year goal

EXAMPLE:

EXAMPLE:

CAREER

Rewrite your vision here – remember that it doesn’t have to look the same as the first time you wrote it. Fill in your goals, working back from 10 years to 1 year in the future. Post this sheet up where you can see it every day. Have it influence your choices. Remember you can change ANYTHING in your vision & goals ANY TIME you want.

YOUR VISION & GOALS

HEALTHPERSONAL

Now that you are finished part 2, create a stamp for future-thinking goals in your passport

The practice of setting your vision & goals is just that: a practice. You will find that your vision expands as you practice the art of removing perceived constraints

truly want. Your goals will become more courageous and scary-exciting.

By simply focusing on what you want, you will be aware of opportunities around you that help you achieve your goals.

NEXT STEPS CHECKLIST: Print out the worksheet package and do all the exercises again – see what remains the same

Print out your vision & goals and post them in a place you frequent daily so that you read them and increase your connection to them.

Share your vision & goals with your friends and family – ask them to support you.

When making a decision, ask yourself if your choice leads you closer to, or further away from your vision.

Take a look at your 1-year goals. This is where ALL the action happens. What you could do

Stay present to enjoying the journey along the way.

NOW WHAT?

Part 3: Goal-Setting

–A Comprehensive Look

This goal-setting exercise is from an organization called Stage of Life, which focuses on intrapersonal and interpersonal development. This goal-setting exercise is comprehensive and covers a wide range of areas in your life. As you work through this section, try to apply the SMART steps and future-thinking to the goals you write. Some sections like “finance” (step 3 on page 2) might be less relevant to you –for example you might not have credit card debt, when you run into a section or example like this, think about how this could apply to you. For example, instead of talking about your investment portfolio (step 3, page 2), you can talk about what you are saving for school, a car or something else important. When you finish this section, write a half to one page reflection about what you have learned and how you can use it in planning your education/career path.

Product of Stage of Life™ www.stageoflife.com

Stage of Life Goal Setting Setting goals is a healthy, positive habit no matter what stage of life you may be

experiencing. This worksheet kit is a great place to start thinking proactively about your life

and the things you’d like to accomplish in the next year, but should really be used as a simple

starting point from which to launch a larger conversation with both yourself and your loved

ones about how to live a more fulfilling life.

“In the absence of clearly-defined goals, we become strangely loyal to performing daily trivia until ultimately we become enslaved by it.” –Robert Heinlein (1907-1988)

‘The reason most people never reach their goals is that they don't define them, or ever seriously consider them as believable or achievable. Winners can tell you where they are going, what they plan to do along the way, and who will be sharing the adventure with them.” -- Denis Watley

Instructions This 10 Step Goal Guide is simple. We recommend that you follow these steps as you

complete the Goal Worksheet…

1. Find a place to complete the goal activity where interruptions will be minimal

2. You may complete this by yourself or in tandem with a friend, family member,

spouse, child or other loved one. We recommend that if you do the latter, you each

complete the worksheets individually and then share afterwards.

3. Read and complete each of the 10 sections below. We encourage you to expand

upon the goal categories listed below – what we’ve provided is by no means an all-

inclusive list to approaching your own goals. This is a simple tool, and remember

that you are the guide to your own life. Take control and enjoy it!

4. When you are finished, use the Summary Worksheet to copy your key goals from

each section and then hang/post on your refrigerator, office door, bathroom mirror

or other prominent place where you’ll see them everyday.

Let’s begin!


Step 1: Health & Wellness Goals Quote. Eat better? Decrease stress? Lose weight? Increase strength? Start an exercise routine? Join a gym? Only you know what needs to be done for YOU when it comes to protecting your health & wellness. Stop talking about it and put it down in writing. Here are some areas to get you started – but expand upon them with other goals…

• Weight Goal: • Fitness Goals: • Decrease food/drink consumption of the following: example - Soda • Increase food/drink consumption of the following: example – Fresh Vegetables • Eliminate unhealthy habits: example – smoking • More:

Step 2: New Frontier Goals This section is simple – what are things you’ve never done or tried before but have always wanted to? Parachuting? Climb a rock wall? Ride a horse? Record an album? The world is your oyster, what will you accomplish this year?

• This year, I will try: • This year, I will try:

Step 3: Financial Goals How is your debt? In what areas should you conserve cash and in which can you spend? Will you be making new investments or selling old ones? Planning and talking about your financial goals will help decrease stress too. Here are a few questions to get you started, but add more from your own situation…

• My total debt is_____________. I will reduce to ________________. • My yearly spending on credit cards is ____________. I will reduce to_________.

• My monthly investment contributions are ____________. I will increase/change

that to_____________. • I will expand my investments to include these new ventures: • I can save money by:

• More:


Step 4: Education Goals This could be anything ranging from learning to play a new instrument to reading a book once a month to going to the library to check out a biography or reference book on a topic you’ve always wanted to know more about to taking an online course or a painting class at your local community center to applying for your Ph.D. We should all be constant learners.

• I will read the following books this year: • I will visit the local library _______ times a month • I will learn how to or about ________(topic/instrument/skill) • I will take a community class on: • I will take a training class through work about: • College classes or advanced degree?:

Step 5: Large Purchase/Home Improvement Goals Are you aspiring to buy or finance something that requires a bit more thought and planning? From remodeling a part of your home to buying an HDTV to leasing a new car to getting a puppy, whatever it is – approach key purchases with a sense of purpose so that care can be given to the decision.

Key Purchase • Purchase #1: • Purchase #2: • More?

For this section, it not even be an expensive remodel you’re considering. Maybe you’ve been thinking about cleaning out the garage or the basement and having a yard sale. Maybe you want to plant a garden. No matter if it’s big or small, the home improvement category is here to get you thinking about how to set goals for improving where you live, be it a house or condo or apartment.

Home Improvement • Home Improvement #1: • Home Improvement #2: • More?


Step 6: Travel Goals We don’t care if it’s a trip to the next town to go camping or that once-in-a-life-time journey to the Great Wall of China, experiencing the sites, sounds and tastes of new environments and the people that live there gives a larger perspective on life. Plus, memories are more vividly created when the normal routine is broken and you are taken out of your every day setting. Travel, whether it’s local or international, should be a key part of your yearly planning. Remember – you don’t need to spend a lot of money on these trip…be creative with the budget planning – it’s about the adventure of travel).

• Saturday Day Trip (location is within 2 hour drive and you return home the same day):

• Saturday Day Trip #2: • Total Weekend Getaway (overnight stay): • Family Vacation: • Trip-of -Lifetime/International: • More?

Step 7: Family & Friends Goals Have you and your friends been talking about something for years but you’ve never taken the initiative to do it? Maybe it’s a trip? Maybe it’s starting a dinner club that rotates amongst friends’ homes once a month? On the family front, do you have children and want to help them plan goals or interact with your family in a healthier way? For instance – maybe you want to set up a “Family Game Night” in which you all sit down at the table to play a game – no TV – no distractions – just family fun. Whatever the situation, this section is meant to help you proactively engage the loved ones around you – keeping in mind, of course, that the accomplishment of the goals set here can only be achieved by the participation of another.

Friends • Friend Goal #1 • Friend Goal #2

Family

• Family Goal #1

• Family Goal #2 • Family Goal #3


Step 8: Community & Philanthropic Goals How can you help your community? Your church? A local or national charity? Can you volunteer time?

Become a mentor? The basic question here is…how can YOU give back? Time, resources or money – it’s

up to you – but giving something back to your community or the world at large will create a positive sphere of

influence around you, as well as give you life experiences and stories to share with others. Here are some

questions to get you started.

• I will donate money to the following organizations this year: • I will donate time/resources to the following organizations this year: • I will volunteer here this year:

• More?

Step 9: Personal Goals There are some goals that don’t fit nicely into any of the previous eight categories. These are, as the title reads,

“Personal Goals.” It might be something as simple as getting up 30 minutes earlier each day to read the

newspaper or bowling a 200 game or as complex as launching a new business. Whatever they may be, your

personal goals will very directly add to, improve or expand upon the quality of your life or what you want to

accomplish.

• Personal Goal #1: • Personal Goal #2: • Personal Goal #3: • More:

Step 10: Long Term Goals We know there are goals on your radar that, for whatever reason, cannot be accomplished this year. Or

maybe even the year after. But these dreams, wishes, plans…goals…are probably ever present in your

thoughts. Right? Well, this section is for you to write down these longer-term aspirations. At some point,

you’ll see them through…

• Long Term Goal #1: • Long Term Goal #2: • Long Term Goal #3:

• More?

Now that you are finished part 3, create a stamp for comprehensive goal-setting in your passport


Goal Summary

1: Health & Wellness _________________________________ _________________________________ _________________________________ 2: New Frontier _________________________________ _________________________________ _________________________________ 3: Financial Goals _________________________________ _________________________________ _________________________________ 4. Educational Goals _________________________________ _________________________________ _________________________________ 5. Purchase/Home

6. Travel _________________________________ _________________________________ _________________________________ 7. Friends & Family _________________________________ _________________________________ _________________________________ 8. Community & Philanthropic _________________________________ _________________________________ _________________________________ 9: Personal _________________________________ _________________________________ _________________________________ 10. Long Terms _________________________________ _________________________________

REFLECTIONS:

Now that you have completed the workbook, reflect on what you have learned and how you can apply it in your life, in school, in your preparation for what you will do after high school, in preparation to achieve your life goals.

Now take a few minutes to answer the questions below:

• In part 1, I learned about:

• What do you think is the most valuable tip/strategy in the SMART goal-setting steps?

• What is one SMART step you want to work on the most?


• How does thinking about your future life help you plan better goals?

• Why would a company want it’s employees to participate in personal goal-setting?


• One area of life I never thought about setting goals for is:

• Three specific ways goal-setting can help me achieve a happy life are:

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