Alright! So you grabbed your free copy of my Goal-Setting Workbook and you’re ready to get started!

I’m SO pumped that you decided to take that first step in achieving your goals and dreams.

P.S. If you haven’t grabbed your free copy, you can do so here.

In order to help you as much as I can, I decided to create a guide to help walk you through page by page so you can use the full potential of this workbook.  I want you to really sit down and take some time to think when you’re filling this out.

If you feel the need to rush through or just put something, anything down in the boxes, it’s best to pick another time to complete it.  There will also be busy days where, for example, the first of the month or perhaps the day before, you’ll be filling out three sheets!  You’ll have your monthly goal to be further broken down into weekly goals and then of course your daily planner.  That’s a lot of brainstorming and action planning!

So let’s dive on in!


Looking into the Future

The first page in the workbook is about looking ahead into your future.  Let’s take a moment to think about your life one year from now.  Where would you like to be? Professionally, personally?

Maybe you want to renovate your house, gain a promotion, start/increase your side hustle? Whatever goal you have, wherever you envision yourself, just write it down.  This can also include a certain way you would like to feel. Maybe you would like to feel less stressed, more financially stable, available to have more free time with your kids.

There’s definitely no right or wrong answer here.  For me? I would love to have my house renovated and rented out while living in another rental. (One of our dreams is owning a few rental properties for passive income).  I would also love to be bringing in almost as much from my virtual assisting business to match my 9-5 income.

Once you’re done filling out the first box, I would like you to do the same and envision your life two years from now and five years from now. The objective here is to really let yourself think and dream of where you would like to be in those timeframes.  Allow yourself to think big.  Allow yourself to dream.  You may truly be surprised at how much you can accomplish in two-five years.


The Reason for it All

This may be the most important blurb of the entire workbook.  If you’ve ever listened to any sort of motivational podcasts or talks, you’ve most likely heard the person talk about how your WHY is so important and vital to the success of your business and really any goal that you wish to achieve.

You see, there are going to be bad days when you’re trying to accomplish something big.  Days where you just want to give up and throw all of it away.  But you can’t, right? Because there’s this reason why you started all of this in the first place.

So I’ll start.  My reason for it all? My family.  I bought a fixer-upper house straight out of college because I just wanted another project for some reason 🙂  But soon came my son and from there everything changed.  I’ve been working two jobs since I’ve been pregnant and although I’ve gotten used to the schedule, I wanted something more.  I didn’t want to work EVERY. SINGLE. DAY. in one way or another. 

My WHY is creating a better life for my family. But for you, that could be something completely different.  Maybe you want to go on a lavish vacation and you need to save up for it.  Maybe you want to pay off debt and achieve financial freedom.  

The main point to gather from this that you need a motivating factor.  Not just to get started, but to have a constant reminder for when it gets tough.

The second part to the page is going back to where you want to be one year from now.  Whether you wrote down one big goal or many, it’s time to choose the ONE BIG goal that is most important to you.

Now, this doesn’t mean you can’t accomplish more than your big goal for the year, but it’s easier to have one focal point, especially if it’s pretty hefty.


Break It Down

This next step will help us break down the big goal into smaller chunks.  It’s important to keep breaking down the goal for a few reasons.  For one, it’s just more manageable in general.  If I wanted to accomplish something big but didn’t break it down? I wouldn’t even try to achieve it because I wouldn’t know where to start.

You’ll break your big goal down into quarterly goals.  For example, let’s say that one year from now I want to be averaging $3000 per month in revenue from my virtual assisting business.  That would break down like so:

3 months from now: $750 in revenue per month

6 months from now: $1500 in revenue per month

9 months from now: $2250 in revenue per month

1 year from now: $3000 in revenue per month


I just want to point out that even with your quarterly goals, it may not break down or work exactly as you had written down.  And that’s totally ok!  Because you’re still progressing towards your goal and you’re still much farther than you would be otherwise.

Another example could be having a credit card paid off, a number of clients, a number of followers on social media, etc.  Whatever makes sense to your goal.  Your goal for one year from now should match the goal you had written down on the previous page.

There’s something about seeing your goal broken down in front of you that makes it much more manageable.


Goals By Month

Let’s take your first quarterly goal and break it up into three goals.

For instance, if your goal was to have three clients, it could be as simple as having one client by the end of month one, two clients at the end of month two, etc.

It could be to pay $500 down on your credit card debt so by the end of the three months, you’ll have one credit card completely paid off.  

Don’t overcomplicate this section.  Just take it one quarter at a time, one month at a time.   You could fill in one quarter at a time and see where you end up at the end of the first quarter and go from there.  I think to get the full benefit out of this workbook though, you should fill out the entire year. 

I, myself, love to see a year filled with goals.  It does make me feel a little anxious but in a good way.  Because I can see my path in front of me.  For others, it may cause severe anxiety so you never even start.  If I’m talking about you, just take it one quarter at a time and go from there.

This doesn’t mean that you can’t print out another copy and change it if your goal drastically changes or just takes a different direction.  


Monthly Planner

This is my favorite page in the planner.  I think monthly goals are the most attainable, for me at least.  

We’ll start with our big goal for the month at the top and “Step It Out” into bite-size goals.  There are nine slots but that doesn’t mean you have to use every one if your goal doesn’t call for it.  The two boxes on the right side of the page are very important as well.

I want you to think about why this goal specifically is important.  What is the role it plays in the overall scheme of things? You picked this goal for a reason, so this is the spot to let that reason shine.  On the same token, I want you to think about what will happen if you don’t succeed in achieving this goal for the month.  Will you still be on track to obtain your BIG goal for the year?

Lastly, the reward!  Working towards your dreams and making sacrifices in one way or another is hard work! And that hard work should not go unnoticed.  The reward you choose for every month that you hit your goal will help motivate you do to more.  It could be anything from a nice haircut, mani or pedi, concert tickets, a date night.  Whatever will make it worthwhile to you!


Weekly Planner

 Let’s take a look at the weekly planner, shall we? 

Although I would love to only work on my goals, that’s not how real life works, right? You’ll see that your tasks for the week are broken up into three categories.  On the monthly planner where you “Step It Out”, a few of those tasks will go into the “Must Do” category.  These are the tasks that you have to accomplish in order to achieve your monthly goal.

The other two categories could make up some of your other goals that aren’t a part of your main goal or they could simply be things that you need to do in your personal life.  Things like grocery shopping, meal planning, cleaning out a closet or room. 

For example, in my “Should Do” spots, I would put grocery shopping/meal planning, cleaning the house, etc.  Things that I would do on a weekly basis but it doesn’t normally matter which day I accomplish these things. 

For my “Could Do”, I would put things like cleaning out my office closet.  This is something that I would love to get to if I have time but it isn’t really vital that I accomplish it if I don’t have the time.

By having your tasks broken up in this manner, it allows you to make both your business and personal life a priority. I will say that you should accomplish your “Must Do” tasks before you start in on your “Should Do” and “Could Do” items. While I know it will almost certainly be easier to pick a task from the lesser important lists, picking one probably won’t help you get closer to your goal.

Again, we have a box on the bottom but this time it’s all about self care.  I’m a big believer of self care for many reasons but the main point being that you can’t pour from an empty cup.  We all know individuals, especially mothers, that pour all of their energy into their marriage and kids but then there’s no room left for themselves.  That’s a surefire way to become completely burnt out and not make yourself a priority.

So one of your objectives every week needs to be all about you.  My self care includes a few hours by myself where I can binge on Netflix and just relax.  Or put on a hair mask or face mask. I suppose you could also say that I get up early every morning not only to work, but to have a peaceful time before the chaos of a 9-5 and preschool comes.

On the right, you will see a spot to write down any appointments or meetings you have for the week as well as notes and reminders.   You could write a note to accomplish a specific task on a certain day, whatever flows your boat.


Daily Planner

We’re finally near the end!  Let’s dig into the daily grind.  

I’ve had planners before but as a morning person, I didn’t like that the schedule started at 6 am.  I try my hardest to get up before 6 and accomplish so much in the morning when I get up at 5.  If you aren’t an early bird like me, no worries!  The time slot was just made for early birds in mind 🙂

There’s normally a daily objective that we all have, this will go up at the top.  Ideally, it would be a goal that will take you closer to your weekly, monthly and yearly goals but we’re human.  Maybe your big goal for the day is grocery shopping!  Whatever it is, that will be the focal point.  And your schedule should plan around that goal accordingly. 

On the right, you will see a spot to write down any notes for the day or reminders.  And last but not least, your dinner plans.  I don’t  know about you, but I’m awful at planning for dinner every night.  Every when I make my list to go grocery shopping, I struggle to come up with more than three of the seven nightly meals per week.  So, this spot was to help remind you that you should probably have a plan to feed yourself and/or others 😉


Brain Dump

This last page can really be used at any time.  As you’ll see, it’s just a big box of open white space.  It’s ready for any brainstorming or ideas you may have.

Personally, I think this section is extremely useful for the beginning of the workbook when you’re trying to envision your life and figure out your goals.  

Another purpose for this page is to literally “brain dump” when you’re feeling anxious or overwhelmed.  It’s amazing how much better you can feel after you write down all of your thoughts, feelings, and mountain of ideas and things to do.  The page is whatever you need it to be.  And there’s no rule that you can only use one page!



So there you have it! The Goal-Setting Workbook should now be complete!  I’ll put the disclaimer right here and say that this is by no means an exhaustive workbook with 50 pages to plan out every single detail but it’s enough room to have a great start towards your goals and your future.

There’s no perfect way to fill out these pages.  It doesn’t mean that every month, week or day will go exactly to plan.  But as long as you’re taking the right steps towards the BIG goal, you’re so much farther ahead than you were before.  Whatever your goal is, you CAN achieve it.  If you ever feel stuck, send me a message and we can work through it together.  I WANT to see you succeed.  In fact, few things would make me happier than to see someone succeed and live their dream.  I know for a fact that person could be YOU.

Be sure to let me know if this was helpful at all or if you would like to see more detail about a certain page.  I can’t wait to hear how this workbook helps you!