Who I am working with:

Location and environment:

What is exciting about your work:

Describe your personal life:

VISION

Give it a cool title!:

What I will be doing:

MISSION

What course or mission I took in order to get here:

VALUES

Here’s who I want to be while on this journey:

1.

2.

3.

4.

5.

GOALS

VISION, MISSION, VALUES, AND GOALS WORKSHEET

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As Steven Covey reminded us in The Seven Habits of Highly Effective People, begin with the end in mind. Use this worksheet to project yourself into the future. Then set your milestones with that end in mind.

Financial planning and retirement (where you will be in relation to your retirement goals):

Describe your health:

What it feels like to be here:

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How much money I will be making:

Revenue Expenses Savings Charity Notes

Year 1

Year 2

Year 3

Year 4

Year 5

Goals to be accomplished in the next 90 days:

Business/Career

1.

2.

3.

4.

5.

Personal/Family

1.

2.

3.

4.

5.

The Big Why I want to do this:

Major mileposts over the next five years:

Year 1:

Year 2:

Year 3:

Year 4:

Year 5: