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
© www.donphin.com
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:
© www.donphin.com
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:
