From Andy Kaufman, PMP, host of  The People and Projects Podcast

Goal Planning Worksheet    Summary of Your Goal (be as specific, measurable, and time‐framed as possible)          How likely do you expect to be successful with this goal?  How difficult to you think it will be to reach this goal? 

Very  likely 

Likely 

Not  sure 

Not  likely 

Very  unlikely 

Very  difficult 

Difficult 

Not  sure 

Not  difficult 

Very  easy 

 

What are the consequences if you don’t pursue this goal successfully?         

Benefits and Challenges  Benefits 

Obstacles/Challenges 

What are some benefits of reaching this goal?  What are you excited about? 

What could make it difficult to reach this goal?  What challenges are you concerned about?

 

 

 

 

 

 

 

 

 

 

 

Plan to Reach the Goal  What 

When 

What actions will you take? How will you measure success  along the way? Who will you communicate with?

When will you take each action? How often?  

 

 

 

 

 

 

 

 

 

 

 

  PEOPLE AND PROJECTS PODCAST  TOLL‐FREE 866‐88 I‐LEAD (866‐884‐5323)  (WEB) WWW.PEOPLEANDPROJECTSPODCAST.COM    (ITUNES) BIT.LY/PPCAST     (E‐MAIL) ANDY@I‐LEADONLINE.COM 

 

 

 

“If‐Then” Planning1  What are the triggers or situations that will be most challenging? What will you do instead? 

Situation 

Action 

 

 

 

 

 

 

 

 

 

 

 

 

 

Supporting Relationships  Who are the people you need to engage to support your efforts? Who are you concerned might make it  difficult for you to overcome challenges?2 

Friends 

Accomplices 

 

 

 

 

 

 

 

 

 

 

 

 

     

1

 “If‐Then Planning” is from Dr. Heidi Grant Halvorson’s book Succeed. Make sure to listen to our interview with Dr. Halvorson for more  information.  2  The terms Friends and Accomplices are from the book Change Anything, by Kerry Patterson et al. Check out our interview with Kerry for more  insights on how to implement personal change. 

2

Goal Planning Worksheet

Goal Planning Worksheet. PEOPLE AND PROJECTS PODCAST. TOLL-FREE 866-88 I-LEAD (866-884-5323). (WEB) WWW.PEOPLEANDPROJECTSPODCAST.COM • (ITUNES) BIT.LY/PPCAST • (E-MAIL) [email protected]. From Andy Kaufman, PMP, host of. The People and Projects Podcast. Summary of ...

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