Free Goal Setting & Planning
This template outlines a three-step process for strategic planning, moving from a high-level vision to actionable goals. Step 1: Set Vision, emphasizes defining a compelling 'future state' and identifying your current position relative to that vision. This involves a creative brainstorming process where you add sticky notes under the 'Future State' column for each aspiration, and then highlight your 'Current State' with sticky notes to bridge the gap. Crucially, this initial step also requires listing key stakeholders who will be instrumental in achieving your vision. The visual layout provides dedicated columns for 'Future State', 'Current State', and 'Who will help you achieve your future state vision'. Step 2: Establish Your Goals, focuses on breaking down the vision into achievable goals. You are instructed to list all goals as sticky notes in the 'Backlog' column, prioritizing them with higher priority goals at the top. These goals are then organized into a Kanban-like structure: 'Now' for immediate goals (one goal per column), 'Next' for subsequent goals, and 'Backlog' for future goals. The 'Now' column includes prompts for 'How will you know when the goal is complete?', 'Start Date', and 'Deadline'. Step 3: Take Action, translates the 'Now' goals into concrete tasks. For each goal in the 'Now' column, specific actions are listed in a 'Backlog' section of the Kanban board. A color-coding tip is provided to maintain organization. These action items are then moved through 'Next', 'Doing', and 'Done' columns as they progress. The process is iterative, with Steps 2 and 3 repeated until the vision is achieved, providing a clear framework for continuous progress and goal attainment.
