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Goals

planner
BY CALLED OUT LIVING
HOW TO

Look at the list of Values and consider what yours are. Values are important because they shape
our decisions. When we live outside of our values this often causes emotional turmoil. When you are
clear on your values this helps to make decisions easier.

Use the Dream Life Mind-map to explore what you’d like from your life. What would you like to learn,
to do, what do your relationships look like? How do you nourish your mind, body and soul? What
happens after you’ve gone, what legacy or impact would you have liked to have made? Jot
down anything that comes to mind.

Taking on board what you wrote down in your Dream Life Mind-map and your values, use these to
form some goals and habits you’d like to see covering the 10 areas of life on the Level 10 life sheet.

Set out goal, your reason why this is important and the key action steps using the Goals plan of
action sheet. Give the action steps a due date to aim for. It’s easier to focus on less goals, which
3 goals could cover most if not all the changes, progress, goals you’d like to make? Break these 3
goals down further on the Top 3 Goals sheet.

Plot out how your year will look, any key dates, milestones or events. What focus goal can you
complete each month? Put this down for each month in the Overview of the year. If you have any
holidays or periods you won’t be taking much action in then plot these out and bring forward any
deadlines.

Plan out your week with the Weekly planner. Regularly review to see how you’re doing. Celebrate
small and big wins. Take note of challenges overcome. Consider new skills you may need to learn
or develop. How did the week, month, quarter feel? Do you need to stop anything, reduce time
spent on certain activites and focus on something else? Use the Quarterly and annual reviews
to reflect and adjust.

GET THOSE Goals


CALLED OUT LIVING
& HAVE FUN!
Chi x x
EXAMPLES OF VALUES

ACHIEVEMENT Innovation LOVE


ADVENTURE Creativity SPIRITUALITY
Dependability Good humour Service
Reliability Compassion DIVERSITY
Loyalty Motivation FAMILY
Commitment Positivity RESPECT
GROWTH Optimism AMBITION
Consistency Passion TRUST
Honesty Respect STATUS
Efficiency Fitness WEALTH
Innovation Courage TOLERANCE
Creativity Education FAITH
Good humour Perseverance PLAY
Compassion TRUTH RESULTS

CALLED OUT LIVING


DREAM LIFE MIND MAP

My values

Things to learn My environment

MY

Mind, body, soul


LIFE Impact/legacy

Relationships Work/Vocation

Fun

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LEVEL 10 LIFE - WHEEL OF LIFE

Mind

Body

Soul

Love

People

Fun

Giving

Work/ School

My environment

Money

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GOALS PLAN OF ACTION

GOAL
DUE : MY WHY:
ACTION STEPS: DUE DONE

GOAL
DUE : MY WHY:
ACTION STEPS: DUE DONE

GOAL
DUE : MY WHY:
ACTION STEPS: DUE DONE

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PLAN OF ACTION

GOAL 1:
TOP 3 GOALS - overview
QUARTER 1 QUARTER 2 QUARTER 3 QUARTER 4

GOAL 2:
QUARTER 1 QUARTER 2 QUARTER 3 QUARTER 4

GOAL 3:
QUARTER 1 QUARTER 2 QUARTER 3 QUARTER 4

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OVERVIEW OF THE YEAR

JANUARY FEBRUARY MARCH

APRIL MAY JUNE

JULY AUGUST SEPTEMBER

OCTOBER NOVEMBER DECEMBER

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WEEKLY PLANNER

MY ONE THING
Monday

BEST BITS
Tuesday
Wednesday

CHALLENGES
Thursday
Friday

GRATITUDE
The Weekend

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QUARTERLY REVIEW

What were my wins? What lessons did I learn?


What goals did I complete? What do I need to change ?
What goals were not met & why? What was most fulfilling?
QUARTER 1

QUARTER 2

QUARTER 3

QUARTER 4

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ANNUAL REVIEW

What makes me feel the most proud?

What did I enjoy most?

What drained me, how can I change it?

What were my big lessons?

How can I use these lessons for the next year?

What goals need to be carried forward to next year?

CALLED OUT LIVING


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If you’d like to go deep and more in depth then the Life Planner is just the thing for you! These free printables
concepts are from my life planners. The Life Planners go into more detail along with finding clarity, dream life
exercises, reviewing your life; through to goal setting sheets and focus on habits.

It includes planning your goals in a quarterly fashion. Get organized with planning sheets such as weekly
planners, meal planners,daily to do lists.

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