Goal Setting Template

Goal Setting and Achievement Temyour goals, that can give the deepest and most long-lasting sense
Note from the author

email me anytime at calvin@calvinrosser.com. You can also find more resources like this on calvinrosser.com
How to use this template

1. Make a copy of this document so that you can edit it.
2. Read this guide to setting and achieving goals. It includes examples and instructions of how to use this tem
3. Complete an evaluation of your life using the "Life Evaluation" tab.
4. Set your goals and create action plans using the "Objectives and Key Results" and "Plans of Action" tabs.
5. Execute on your goals, and use the "Daily Actions" to measure progress.
6. Conduct a review of how you did on your goals using the "Quarterly Goal Review" tab.
7. Reward yourself for a job well done and repeat the process every quarter.
Additional Resources
1. Find more free resources (book summaries, a minimalist packing list, and good products) to help you impro
2. Get a free & inspiring weekly email with articles, book recommendations, and resources to help you impro
Achievement Template
give the deepest and most long-lasting sense of fulfillment.” - Tony Robbins
also find more resources like this on calvinrosser.com. Best of luck with your goals!
des examples and instructions of how to use this template.

aluation" tab.
ctives and Key Results" and "Plans of Action" tabs.
measure progress.
he "Quarterly Goal Review" tab.
ocess every quarter.
ist packing list, and good products) to help you improve the quality of your life:
k recommendations, and resources to help you improve the quality of your life:
ony Robbins
ur goals!
calvinrosser.com/resources
calvinrosser.com/newsletter
For more guidance, read the full article on how to set and achieve goals on calvinrosser.com
Instructions: Use this sheet to rate each area of life on a scale of 0 (not at all where you want to be) to 10 (perf
why you chose that rating. Be candid and specific. If you’re unhappy in your career or if your romantic life s
doing this for you, not anyone else. Feel free to change the areas of life to align with how you segment your l
into spiritual, emotional, and physical health, or your relationships could be broken into family, friends, an
Area of Life Rating (0 to 10)
Career 5
Finances 5
Health 7
Learning 7
Leisure 10
Relationships 8
he full article on how to set and achieve goals on calvinrosser.com
et to rate each area of life on a scale of 0 (not at all where you want to be) to 10 (perfect). Then, write a few sentences abo
. Be candid and specific. If you’re unhappy in your career or if your romantic life sucks, then write that honestly. You’re
yone else. Feel free to change the areas of life to align with how you segment your life. For example, health could be bro
and physical health, or your relationships could be broken into family, friends, and romance.
Evaluation of My Rating
I am really grateful for landing my job as an Account Executive at Expert. It's a great first step as an intro to
tech sales. Wilson and Joyce are great managers, and my teammates in B2 are incredibly supportive. Howev
I feel that the lack of clarity in the company's market differentiation make it hard for me to progress in the
company and in my career.
I currently have one source of income at my job. I don't spend all my monthly salary so "a lot" of it goes into
savings. I need to track my earnings and expenses to have a more accurate idea of my finances. Once I know
how much I earn and spend, I can optimize certain parts to earn more and spend less.
On most weeks I do go to the gym at least 3-4 times so this is a great habit of mine. I bring lunch most of the
time but I can be more intentional in my meal prep. I average around 6 hours of sleep per night but I want to
bring that up to 8. I've cut down significantly from when I first came back from Canada but now I want to ge
I really enjoy reading now (I used to get sleepy everytime I read/did not read at all). I have so many books I
more focused on every rep of my gym sessions.
want to read and I haven't finished very many of them this year. I should read to read, not to memorize and
learn every single detail. I need to set aside a specific time everyday just to sit and read because that would v
literally translate to many more books read over the course of a year. I passed my manual van exam in my fi
I've probably explored more places from when I met Veronica towards the end of 2019 than I've ever been in
take this year which is awesome!
my life. We baked cake, went to Curiocity, OP, bowling, candle shopping, cooked home-made meals, went fo
hike, had a picnic under the stars, started a book club, West Kowloon, and now we're setting goals. I couldn't
Since
happier being
withwith
my Veronica, I am slowly relearning how to be kind, and to cherish my relationship with my
leisure time.
parents. I could devote more time to my close friends. I need to treat Uncle Stanley and Fanny better as they
a close part of my life as well. In 2020, I swear to be a kinder, more empathetic individual towards my closes
ones as I believe this will spillover into my interactions with everyone else in the world around me and mak
a better place.
Instructions: Use this sheet to clarify you Objectives and Key Results. Begin by writing one Objective for eac
inspirational, and achieveable statement conveying what you want to accomplish. Next, you need to identif
important to your life? What will you miss out on if you don’t accomplish it? Finally, for each Objective, sel
each Key Result is specific, succinct, and measurable. You want to be able to say that you did or did not achie
Area of Focus Objectves
I want to find an opportunity with a clear mission I

Career
can take part in and grow from.
Finances Be financially independent.
I want to learn to empower myself to live my best

Learning
life.
achieve goals on calvinrosser.com
ey Results. Begin by writing one Objective for each area of life that you selected to improve. Your Objective should be a
you want to accomplish. Next, you need to identify the “why” behind each of your Objectives. Why is achieving this Ob
on’t accomplish it? Finally, for each Objective, select 3-5 key results that, if achieved, will allow you to hit your objectiv
want to be able to say that you did or did not achieve the Key Result.
Why
Success rate depends heavily on the product/service. I feel

like it's time to make my next career move because
intuition tells me I've learned what I needed at Expert. I
will miss out on specific learning opportunities if I don't
move on. I want to work at a company where I am
inspired by the company vision.
If I have a clear idea of what I earn and spend, then I will

be motivated to find specific ways to earn more (invest). If
I don't start asap I will miss out on compound interest.
Knowledge is power, and power is your ability to achieve

your intent. Reading is important because it helps me
think better. If I don't read INTENTIONALLY I miss out
on being able to make sense of my ideas and coming up
with ways to accomplish what I want to in life.
ife that you selected to improve. Your Objective should be a short,
y” behind each of your Objectives. Why is achieving this Objective
y results that, if achieved, will allow you to hit your objective. Ensure that
y Result.
Key Results
1. Apply for 10 companies with a specific solution that can help

companies in specific verticals generate ROI.
2. Use LinkedIn to learn about companies and network with HR.
3. Move on from Expert.
1. Download a hk-based finance app. (gini?) Possible to link

credit card and octopus?
2. Track every dollar everyday. Withdrawals, spending,
earnings. No excuses.
3. Learn from mom and other mentors.
1. No social media.
2. Read 3 books.
3. Listen to podcasts on commutes.
Instructions: After you've selected your Objectives and Key Results for the quarter, it's time to create a plan
stone unturned. Think about how you will set up a system for success and accountability, and detail it below
I want to find an opportunity with a clear mission I can take part in and grow from.
Key Result 1
Key Result 2
Key Result 3
Be financially independent.
Key Result 1
Key Result 2
Key Result 3
I want to learn to empower myself to live my best life.
Key Result 1
Key Result 2
Key Result 3
how to set and achieve goals on calvinrosser.com
bjectives and Key Results for the quarter, it's time to create a plan of action that will allow you to be successful. Leave no
set up a system for success and accountability, and detail it below.
mission I can take part in and grow from.

Plan describing how you will achieve your Key Result, including any changes you will make to your life,
accountability systems, new habits you need to form, and so on.
my best life.
Instructions: Use this template to track, measure, and be accountable for the daily actions that enable you to
habits and work towards goals. First, choose a set of actions or habits (meditate, read, journal, etc.) to do dai
in row 3. Decide on a start date and enter it into cell A4. Every day, put an "x" next to the date/action if you c
leave it blank if you did not. Review the summary chart on the right to track your results over time.
Date Daily Action 1 Daily Action 2 Daily Action 3

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calvinrosser.com
he daily actions that enable you to build new

ditate, read, journal, etc.) to do daily. Write them
"x" next to the date/action if you completed it, and
ck your results over time.
Daily Action 4 Daily Action 5 Daily Action Days

Daily Action 1 0
Daily Action 2 0
Daily Action 3 0
Daily Action 4 0
Daily Action 5 0
Results
0.0%
0.0%
0.0%
0.0%
0.0%
Instructions: At the end of the quarter, conduct a candid review of all of your Key Results. Begin with determ
you set a goal to meditate every day, and you meditated 81/90 days during the quarter, your percentage com
Key Result. What went well? What challenges came up? What did you learn? What does this mean for how
Objective 1
Key Result 1 % Complete
Objective 2
Objective 3

oals on calvinrosser.com
ll of your Key Results. Begin with determining what percentage of your Key Result you completed. For example, if
during the quarter, your percentage complete is 90%. Then, write out a brief analysis describing how you did on the
you learn? What does this mean for how you will move forward?
Description of why you achieved this result. What went well? What didn't go well? What challenges
came up? What did you learn? What does this mean for how you will move forward?

Goal Setting Template

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Goal Setting and Achievement Temyour goals, that can give the deepest and most long-lasting sense

Note from the author

How to use this template

des examples and instructions of how to use this template.

Area of Life Rating (0 to 10)

Area of Focus Objectves

I want to find an opportunity with a clear mission I

Finances Be financially independent.

I want to learn to empower myself to live my best

Success rate depends heavily on the product/service. I feel

If I have a clear idea of what I earn and spend, then I will

Knowledge is power, and power is your ability to achieve

1. Apply for 10 companies with a specific solution that can help

1. Download a hk-based finance app. (gini?) Possible to link

mission I can take part in and grow from.

Date Daily Action 1 Daily Action 2 Daily Action 3

he daily actions that enable you to build new

Daily Action 4 Daily Action 5 Daily Action Days

Key Result 2 % Complete

Key Result 3 % Complete

Key Result 2 % Complete

Key Result 3 % Complete

Key Result 1 % Complete

Key Result 2 % Complete

Key Result 3 % Complete

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