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    Goal Planner

    Uploaded by

    yfarhana2002
    This document provides instructions for using a goal planning spreadsheet. It advises the user to identify long term goals, people who can help achieve those goals, high level steps to take, specific action items with deadlines, and to add deadlines to a calendar for accountability. The spreadsheet template then shows columns for goals, helpers, high level steps, action items, and deadlines to track progress towards goals over 6 months, 2 years, and 5 years.

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    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd

    Goal Planner

    Uploaded by

    yfarhana2002
    15 views4 pages
    This document provides instructions for using a goal planning spreadsheet. It advises the user to identify long term goals, people who can help achieve those goals, high level steps to take, specific action items with deadlines, and to add deadlines to a calendar for accountability. The spreadsheet template then shows columns for goals, helpers, high level steps, action items, and deadlines to track progress towards goals over 6 months, 2 years, and 5 years.

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    This document provides instructions for using a goal planning spreadsheet. It advises the user to identify long term goals, people who can help achieve those goals, high level steps to take, specific action items with deadlines, and to add deadlines to a calendar for accountability. The spreadsheet template then shows columns for goals, helpers, high level steps, action items, and deadlines to track progress towards goals over 6 months, 2 years, and 5 years.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    15 views4 pages

    Goal Planner

    Uploaded by

    yfarhana2002
    This document provides instructions for using a goal planning spreadsheet. It advises the user to identify long term goals, people who can help achieve those goals, high level steps to take, specific action items with deadlines, and to add deadlines to a calendar for accountability. The spreadsheet template then shows columns for goals, helpers, high level steps, action items, and deadlines to track progress towards goals over 6 months, 2 years, and 5 years.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    of 4

    CREATING YOUR IDEAL LIFE (GOAL PLANNER)

    How to use this planner


    1. Click 'FILE' and 'DOWNLOAD' this goal planner as an excel file to your computer.
    2. Identify your ideal lifestyle 6 months, 2 years, 5 years down the track and note them in the GOALS column.
    3. Identify who can help you with your goals (i.e. family members or professionals) in column C.
    4. Identify what you can do to achieve your goals. Keep this high level in column D.
    5. Breakdown the column D items into smaller actionable items in column E. These are LITERAL tasks that you can complete
    6. Assign a REALISTIC deadline to your actionable items in column F. Ensure to add these deadlines to your calendar as well

    # GOALS WHO CAN HELP YOU? WHAT YOU CAN DO?


    (e.g buy an investment) Parents Organise discussion
    Buyers agent Source buyers agent
    1 Mortgage Broker Understand buying process
    Source mortgage broker

    6
    6

    10
    LIFE (GOAL PLANNER)

    m in the GOALS column.


    column C.

    are LITERAL tasks that you can complete to help get you closer to your goals.
    d these deadlines to your calendar as well, so you are accountable and achieve t

    ACTIONABLE ITEMS DEADLINE


    Create budget 1 September 2023
    Set up call with buyers agent 20 August 2023
    Watch finance experts on YT 10 September 2023
    Read educational books 1 October 2023
    Set up call with mortgage broke20 August 2023

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