Surviving Economic Turmoil - Worksheet

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Surviving the Economic Turmoil: Goal Setting Worksheet

Making a detailed plan will help you achieve your financial goals

First, break down your goal into specific, measurable, achievable, relevant, and time-oriented goals. These are called SMART goals. Write down a response to the following:

What will be accomplished? This is your mission statement and includes:

Who (i.e., you)

SPECIFIC

What (e.g., meditation)

When (e.g., regularly)

Where (e.g., in the garden)

Why (e.g., to relax and calm the mind)

(M) MEASURABLE

How will you measure the achievement of your goal?

Subjective (e.g., rate how you feel out of 10; 10 = positive; 1 = negative)

Objective (e.g., amount of time spent meditating each day or week)

(S)
T 1300 135 600 (AU) / 0800 452 521 (NZ) E intake@drakewellbeinghub.com.au W www.drakewellbeinghub.com.au
here to help.
We’re

ACHIEVABLE

What resources do you need to achieve your goal?

Are these resources easy to access?

For example, downloading a meditation app onto your hand-held device can help with practicing meditation in the garden each day.

How does this goal relate to my broader life and values?

For example, the positive outcomes of regular meditation is related to my value of being a clam parent.

When would you like to achieve your goal?

Set a realistic date you want to achieve your goal, then set another date (mid-way) to review your progress. Setting dates can give you direction, motivation and keep you on track.

(A)
(R)
RELEVANT
(T)
T 1300 135 600 (AU) / 0800 452 521 (NZ) E intake@drakewellbeinghub.com.au W www.drakewellbeinghub.com.au We’re here to help.
TIME-ORIENTED

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