In my previous blog Business goals and Life planning made easy, I shared four simple tools to help you make a life plan. Now I want to share with you my business goals template for solidifying those plans into real, achievable goals.


Before we begin, let’s understand the difference between goals and a wish list. Goals are SMART: Specific, Measurable, Achievable, Realistic, and Time-Bound. I like to have a mix of stretch goals and easier, realistic goals, and I split them into short-term (within 3 months), mid-term (within 6 months) and long-term (12 months and longer) goals.

I use a business goals template document each time, which I am sharing with you today. It’s free to download – just pop your email address in the box below and I‘ll send you the business goals template to do as you wish with! (Hopefully, make some kick-ass goals and make your dreams come true!)

Before thinking about the future, it’s important to give yourself a pat on the back for what you’ve achieved so far. So I start off by making a list of the things I have achieved in the last 12 months; the things I am proud of, big or small, in business and in life. It is easy to brush over or forget how much we have already achieved, particularly if, like me, your head is always concentrating on the next big shiny goal. Give gratitude, and give yourself the recognition you deserve.

Right here, right now

Next, I look at the present. I decide what is important to me right now, using the list of values I created. I try to pick out which ones are the three most important values and highlight them in bold.

Underneath that, I create a table with three columns; short-term, mid-term and long-term. I create as many rows as I need and start putting my goals in each column. I am not thinking too hard about where I put them, to begin with, but just getting them all down.

Once I’ve got them all in the table, I shuffle them around and put the top-priority goals at the top of the column they’re in. As I achieve each goal, I strike-through the content. You don’t need to do this, but I find it immensely rewarding!

Future Visions

Next, I create my Future Visions for one year, five years and ten years time. These each include goals for different areas of my life from the Wheel of Life: financial, travel/time-off, business, friends/family, property/environment etc. I usually include some idea of how I am going to market my business, how many streams of income I will have and what they will be, and what my role is in my business (am I the person doing the work, Creative Director, Project Manager, Owner?)

The ten-year vision is often the most difficult; so much can change in that time! So I like to keep this one fairly loose. If my situation changes and it’s not going to work out, it’s no big deal. I create this one based on my list of values; the things I know are important to me as a person and therefore probably won’t change that much in ten years time. For example, travel and the environment are important to me, so in ten years time, I see myself spending more time getting involved in environmental projects all over the world.

You can create this document or one like it from scratch, but to make life easy sign up to my mailing list and I’ll send you my ready-made business goals template.

I was talking to my business bestie Michelle Abrahall about vision boards recently. If you haven’t heard of vision boarding, it’s creating a visual representation of what you want your life to look like using cuttings from old magazines. I haven’t made one in around five years so it’s high time I created a new, updated version. I’ll share this with you in a future blog.

Download Your Free Business Goals Template Here